User Guide

 

Setting Up Your First Order Form

Setting Up Your First Order Form

Do you want to sell single/multiple items, collect subscriptions, or get donations online via an online form? You've come to the right place to do that. You can even collect payments from your Facebook Page.

For this example we're going to use PayPal to illustrate how to create an order form with a payment integration. However, this guide applies to all of our payment tools. Follow the video or text-instructions below to set up your first order form.

Setting Up Your Payment Account and Products

1. On the Form Builder click the ADD FORM ELEMENT button > go to the PAYMENTS tab > then select PAYPAL.

2. Enter your PayPal Account email address, then select your PAYMENT TYPE. In this example, we'll choose SELL PRODUCTS.

3. Expand the ADDITIONAL GATEWAY SETTINGS section and set the SHOW TOTAL PRICE ON THE FORM option to YES. Scroll down to the bottom and hit the CONTINUE button to save it.

4. On the next screen, click the CREATE NEW PRODUCT button.

5. Add a NAME for each product and a PRICE (with no currency symbol). Scroll down to the bottom and click the SAVE PRODUCT button to save it.

6. Rinse and repeat steps 4 and 5 to add additional products, or click the X icon at the top right to finish the payment wizard.

Adding Options to your Products

If you are selling a T-shirt, you can ask users to select a quantity, color, and size. In order to accomplish these in our example, we're going to add a quantity, color, and size options.

1. On the PRODUCTS tab, click the PENCIL icon on the product you just added.

2. Scroll down and click the ADD button on the ADD A QUANTITY SELECTOR section.

3. Select DROPDOWN or TEXTBOX on the SHOW QUANTITY ON THE FORM AS option. Set your desired LABEL and RANGE, then click the SAVE QUANTITY button.

4. Click the ADD button on the ADD A PRODUCT OPTION section.

5. Select COLOR from the POPULATE OPTIONS FROM PRESETS section, customize the colors upon your discretion then click the SAVE OPTION button.

6. Click the ADD button on the ADD A PRODUCT OPTION section again and this time, select T-SHIRT SIZE from the POPULATE OPTIONS FROM PRESETS section. As always, click the SAVE OPTION button to save your changes.

7. All set? Save your product by clicking the SAVE PRODUCT button.

Want more of these? Check out our detailed guide here: How to Add Options to Payment Forms

This is how our final order form looks like: https://www.jotform.com/62334917211854

Comments and suggestions are welcome below. If you have a question, post it in our Support Forum so we can assist you.

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42 Comments...

  • robinlynn

    I would like to set up a wholesale order form without a payment option. Please advise

  • carolebaran

    Hello! How can I add something to the form to allow someone to order more than one of the same item but in a different size? Thank you!

  • Dooley

    One would have to assume 'yes', but is JotForm PCI DSS [Payment Card Industry Data Security Standard] compliant host?

    We are a business hosting workshops and use your surveys as a registration/payment portal that allows people to input cardholder data and process transactions.

    Thanks.

  • olovesz

    I am a school Photographer, and Im trying to create an order form that allows parents to order Print Packages, A La Carte and Special Products. How do I set up Packages and then allow them to pick which poses they want for those packages?

  • Rachel

    Hi,
    I need the ability to have both dropdown options (membership levels) and a user-defined amount (for an additional variable donation amount) - for a charity.

    A user previously asked about this - https://www.jotform.com/answers/721174-Payment-Integration-Allow-Custom-Amount-option-to-be-added-together-with-the-products-with-fixed-prices

    Is this feature available yet (other than by using the workaround)?

    Thanks - Rachel

  • m'bra

    ???

  • afterpromevent

    My payment company is not in your listing, can I still link to them?
    CDG Commerce or QuantumGateway

  • massimo172

    Hi, in the case of a product to download? Is there a solution? Thank you!

  • eiermann

    Does any of the payment options allow multi currency? For example depending on the form language or location of the user it shows either EUR or AUD? Is that possible?

  • Signsbydesign

    I added PayPal to my form, but when I filled it out to test it, I was never directed to submit a payment. Then when I put it as required, I can't actually check off the box for any items.

  • indymademarket

    After a person pays for their product. Is there a confirmation that they can print out?

  • gawomenflyfishing

    Hello,
    I have setup paypal on this form. https://form.jotform.com/63417928703158 But at the check out page, it requires the payer to register for paypal. Do you know why?

    Thanks

  • ninjas4christ

    Can I limit the number of one product available so that it "sells out"? I don't need a limited amount of submissions for the entire form, just for one of the products on my form.

  • lescheneauxartscouncil

    Can I delete a product on the list without having to type in all the products again?

  • Keithk7979

    We are trying to set up an online order form. Can you please contact us at 814-283-1007. Thank you.

  • viki

    how made order form

  • DJAAFAR1

    Hi anyone knows how to ad images next to each product ? Thanks

  • justinjeffrey

    I am looking to set up a Stripe integrated payment form that requires a free field for the price. This could be a form simply with a field for PRODUCT DESCRIPTION and a field for PRICE that the user fills in themselves or perhaps some presets and then just a user defined price field such as this...
    1) Product A - £10
    2) Product B - £20
    3) Other - £enter amount

    Are these scenarios possible? Thanks

  • sh3rd1an

    We have a form that has approximately 100 items that needs to be included. Is there a limit to the number of products you can include on a single form and if so, what is that limit? Thanks

  • ronnie

    Trying to set up test form. No scroll bars appear to allow me to view the complete form! I'm using Win 10 and current Chrome Browser.

  • jonesv

    I want the customer to pay the fee charged by Paypal as a convenience Fee. How do i add that to my form?

  • DUHC

    In the Payment Wizard for Authorize, it seems impossible to get past step 1 because under "Account Information," it is entirely clear what info we are supposed to enter in the "Credit Card" field. This help page only goes through the PayPal option, so again, as far as I can tell, Authorize integration is effectively impossible unless someone has a lucky guess what to put in the "credit card" field. Suggestions?

  • PPMallory

    So far, I'm impressed with the capabilities of the jotform order forms, but my main reason to move away from Google Drive is in an attempt to find something that summarizes the responses conditionally to make the back end of the ordering process easier.

    I'd like to be able to sort the submitted data by product, then the conditions (ie. size) for each
    product.

    Example:
    (Rather than)
    Order 1, Grey Shirt, Medium
    Order 2, Grey Shirt, Small
    Order 3, Orange Shirt, Medium
    Order 4, Grey Shirt, Medium

    (Something like this)
    Grey Shirt
    Small - 1
    Medium - 2
    Orange Shirt
    Medium - 2

    Is there any way to do this?

  • Milo

    Hi
    Please assist. I've set up my form but am struggling with the shipping price. I've added the price under shipping, but it is not appearing in the form, its not added up, as a result I have R0,00 under total.

  • OsteriaArt

    Hi there,

    For some reason, the submit and print form buttons are not showing up in the form that I am creating. I have followed all the steps above, however, when I click finish, my final product shows everything else but the submit form.

    Can someone kindly assist me please?

    Thank you!

  • simmit74

    Its says at the bottom go to payment page when on preview when I checked it says Thank you,so I need this button to continue to PayPal Express check out,How do I do that,when I opened properties it say

    Thank you page settings and email settings.

    Please advice.

  • MaryKerr

    I am creating a form using the purchase order. Clients will only be able to choose one option. I would like to add two pictures to each Option. Can I do that and how can I make the pictures larger?

  • southernearlyassn

    I am working on an event registration form and would like to have the option to add additional registrations. Is there a way to add that to the form?

  • fsaelite

    I just set up my form for summer camp registration. I am using paypal for customers to pay. When testing - and I get to PayPal it lists only the product name and the price. Is it possible for the camper name to be listed on the payment summary as well?

    I noticed in the 'Properties' of the payment on the form builder it has an option for 'Custom Field' which says: 'Form field data passed to Paypal transaction' - seems to be exactly what I am looking for, but I cannot get it to work. It also only lists 3 random fields to choose from.

    Any help would be greatly appreciated

  • veethreemarketing

    Can the payment system be used as affiliate program software? I want to be able to send a percentage to an affiliate while the rest comes to us. Is that possible?

  • Ginette Girard

    I am in canada and I want to integrate *Interac* as a method of payment but it is not on the list how can I direct my clients to interac website

    Thank you in advance

  • Henry

    I am trying to use paypal or google checkout as a checkout method. It will be used to accept donation. Is there a way to have radio buttons e.g.
    $20
    $50
    $100
    Other.

    Then when I click submit, it will forward the right amount to be charged by paypal?

    Thanks,
    Henry

  • Ericko

    I dont think if JotForm is complete yet... No add to cart buttom... anyone to help with that?

    I dont want client to be directed straight to paypal... I want 1. Add to cart then they cant chose either to continue shopping or buynow.

  • kpry

    Once a payment is collected through Paypal, is there a column in the submission area that shows a form as been collected on?

    What I am really wanting to know is if someone can submit the form and it show up in the database even if payment hasn't been collected?

    I am putting together a race sign up page and dont want anyone on the list if there payment hasnt gone though.

  • yohyniz

    I have created a form on jotform, but Now I need to be able to charge a price for fields selected on form via paypal. How can I get the form to produce a summary before the thankyou screen pops up?

  • fltconference

    How can I put the product and the quantity on the same line, preferably with the quantity first.

  • LegacyEventPlanners

    the PayPal tool portion of my form does not show up in the preview.....I was playing around with conditional formatting, but all of my conditions have been deleted. any thoughts/suggestions? Thanks

  • sylvesterchandra

    I have created a online donation form and have added it to my website and i am able to open the form with the link. But i am unable to configure the paypal setup please kindly explain as to how to setup a paypal configuration to receive donations for our charity

  • khedgecock

    I need to set up a form where items can be ordered, and depending on the amount ordered, the price would change. For example if 19 are ordered the price is $2.69. If 30 are ordered, the prices drops to $2.59. If 240 are ordered, the price drops to $2.49

  • rigazzis

    hpow can i change n my payment meathod?my form has been set up as paypal
    but i need to change it to a purchase order. where i will be dealing with the payment.
    my form is very large & i would hate to have to re-do the whole thing.
    thank you

  • sunshinesales

    Hi there i am creating an order form using Jotform. is there a way to allow the user to enter a quantity and have the system calculate the total rather than having a dropdown with quantity values? I want user to enter "A" quantiy and multiply it by the price of the item to come up with the total?

  • wyracrew

    Is it possible to have 2 different types of payments offered? For instance some people like to pay for their season's membership with one payment, up front. However, a lot like to pay in 3 payments.

    My first question is can I set that up - a single payment option AND a subscription offer all on the same page?

    My second question is when do the subscription payments end? So If I want to set up 3 payments of $200, how does the system know to stop once it reaches $600?

    That goes for the same with a subscription for a donation page. If I have a customer who wants to stop a reoccurring donation of $5, how do I do that? Can you put a stop date in?