User Guide

 

How to Create a Basic Multiple Payment Form

How to Create a Basic Multiple Payment Form

First thing that you'll need to do is identify how many payment methods you would like to use.  In this example, we'll have two payment methods, PayPal and Purchase Order.

In our case, we will have a total of three forms:

FIRST FORM: Primary form that will house the two forms

https://www.jotform.com/70983924622968

SECOND FORM: Will be your 1st payment method, PayPal

https://www.jotform.com/70984656322968

THIRD FORM: Will be your 2nd payment method, Purchase Order

https://www.jotform.com/70983880222965

STEP 1: BUILD THE FIRST FORM

1. Go to your Form Builder and click the ADD FORM ELEMENT.

2. We will add a SINGLE CHOICE FIELD (radio button) and label it as "Choose a Payment Method". This will serve as the option for our users to choose what payment method they prefer. You could user other fields, although we only want users to choose one type of payment method, so you can choose either a radio button or a dropdown.

3. We will then add two IFRAME EMBED WIDGETS where the PayPal form and Purchase Order form will be embedded or loaded.

We will leave the main form with that for now. 

STEP 2: SETUP UP THE SECOND FORM (PAYPAL)

1. Next, we'll create a new form and name it as "PayPal Form". Here we will setup the payment field, under the PAYMENTS tab, choose PAYPAL and add it to your form.

2. To learn more about setting up the payment integrations, you can start with these guides:

🔘 Order Form Types

🔘 Order Form Basics

🔘 Setting Up Your First Order Form

STEP 3: SETUP THE THIRD FORM (PURCHASE ORDER)

1. Just like STEP 2, we will create another form but this time we will add the "Purchase Order" payment field.

2. The PURCHASE ORDER field is not integrated with any 3rd party payment services. This is usually used if you want your users to pay via wire transfer or deposit in your bank account. In my case, I've added a TEXT FIELD to instruct the users where to send the payments. 

STEP 4: GET THE FORM URLS OF THE SECOND AND THIRD FORM

Make sure to get the URL or direct links of the 2nd and 3rd forms. You can do that by clicking PREVIEW at the top right then copy the FORM URL. Or, you can follow this guide on Where to Find My Form URL

STEP 5: TIME TO SETUP THESE URLS TO THE MAIN FORM

Now go back to the MAIN FORM set the links on each of the IFRAME EMBED WIDGETS respectively.

1. Click the widget to highlight it then click the WAND icon.

2. Go to the GENERAL tab of the widget wizard.

3. Paste the FORM URL on the FRAME URL section.

Do these twice, for both widgets.

STEP 6: SETUP THE CONDITIONS

We only want to display the payment form depending on the choice they made on the radio button. To do that, we will use the the SHOW / HIDE FIELD CONDITION. If you need to dive deeper into this topic, here's a guide on How to Show or Hide Fields Base on User's Answer.

1. First, click SETTINGS at the top > CONDITIONS on the left > then select SHOW / HIDE FIELD.

2. Now create a condition that will only show the specific IFRAME EMBED WIDGET that is based on the option chosen from the RADIO BUTTON.

Here, if the selected option is PAYPAL, then show the IFRAME EMBED WIDGET that holds the PayPal Form.

Here, if the selected option is PURCHASE ORDER, then show the IFRAME EMBED WIDGET that holds the Purchase Order Form.

You now have forms that allow you to have multiple payment options. 

IMPORTANT NOTE: Make sure to remove the SUBMIT button from your MAIN FORM, your users will basically submit the form either from the SECOND FORM or THIRD FORM instead. 

You can see how my main form works on this form link: https://www.jotform.com/70983924622968

For a more complex form, you can read on this user guide on how to update a multiple payment form using the multiple payment form from the Form Gallery: How to Update the Multiple Payment Form.

Another alternative option is to redirect users to a different form URL base on the selected payment method. Here's a guide on how to Change the Thank You Page URL Based on a Condition.

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17 Comments...

  • sstte18

    unfortunately, I tried this already on the other forms that I referenced in my initial email...(see that email for those form links)...

    I really want to keep the person's information in ONE form and then send them to a different screen for payment by check vs. by credit card. This is helpful for the backend reporting. otherwise, there are too many forms/submissions to keep track of.

    Is that possible?

  • ddeutsch

    This doesn't really help me as this is one or the other. I'm a non-profit that is selling tickets (set price) and want a product item for an additional donation (user fills in amount). If you could add this ability in future versions that would be great.

  • baisshalom

    I've followed these directions and wound up with this: https://form.jotform.com/63354232937155

    Technically it works but how do I "clean" it up in terms of look and style?

    Also, how do I get the exact iframe sizing of both forms, currently I just chose an arbitrary large number for the width and height which is also making the main form look "off"

    Thanks

  • TheIIC

    How do I include different payment methods in the same form? I need to have integration with Paypal, but also accept wire transfers and checks. Please advise.

  • ezshirtsprinting

    HOW TO SEE THE width and height of the embed form?

  • fabiocampos

    ESTOU APRENDENDO! LEGAL!

  • portz

    Its OK, I found what I was doing wrong in this support thread http://www.jotform.com/answers/455659-Not-able-to-see-payment-screen-of-the-Payment-form

  • portz

    I seem to be missing something, my radio button doesn't change the iframe forms below they are both on the same page

    http://form.jotform.co/form/51463852740860

  • eiermann

    Is this still the only way to do it? :-/
    Are there plans to for easier implementation in the future. Like a widget or app where the user can select the payment options for this form? (Purchase Order, Paypal, ect.)

  • juniorbaseball

    Hi There. Everything worked except that when I select Paypal and then submit the form it is going directly to my thank you page (just like the purchase order one), instead of linking to Paypal to make the payment. Any ideas please?

    Thanks.

  • rijuv

    I have used the same option. But screwed up by not seeing the purchase submission.

    I have used, paypal and purchase order. Paypal allows me to navigate to their account. Purchase order directly submits my order. But products and amount whatever user has purchased wont store anywhere. I looked at both of my forms - main form and purchase order form.

    I am quite urgent to get this done. Any help?

  • jrz

    I have done till the 4th step and when i open it in the browser, the option of paypal shows however the details don't show... where am i getting it wrong and how can i solve it

  • cbimensclub

    I tried to do this but it won't save the Java script to the field

  • manolox

    Everything worked except the way error messages are displayed!!!

    When the form has errors and you submit it instead of showing the error messages that I have in each particular form, the frame goes to another weird page with a gray background that indicates de error fields and has a link to go back.

    This has to problems for me:

    1 - The "back" link doesnt work. Instead of going back to the form it goes to google.com

    2- I can't customize that text and I need another copy of this form in spanish as well.

    Can I keep the "error message" system for each form the way I have it setup originally?

    If not, can at least the "back" link work and lte me customize this error page?

    Thanks

    http://jotformpro.com/form/31354966588974




  • photophil

    I have modified my form following these steps with some success
    -the two payment options DO come up as expected ( when selected ) but the paypal function does not :
    1) show a total
    2) bounce over to paypal ( after hittng the submit button) to complete the payment

    im sure im overlooking something - any help would be greatly appreciated
    thank you
    -p
    http://form.jotform.us/form/30448190768158

  • TSellers

    Working my way through building this with 4 forms of payment: Paypal Canada, Paypal USA, Interac (Purchase Order tool), and Local Pickup (Purchase order). The problem I see right now: is there a way when you add or update a product to make it propagate automatically through all 4 forms?

  • LeoC2

    This is all well and good but how does one include the payment information in the emailed result?