The 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 Standard and Purchase Order.
In our case, we will have a total of three forms:
- Main Form – the primary form that will house the two forms.
- PayPal Standard Form – will be the 1st payment method.
- Purchase Order Form – will be the 2nd payment method.
Step 1: Build the First Form
- Go to your Form Builder and add a Single Choice element and label it as “Payment Method”.
This will serve as the option for the users to choose what payment method they prefer. You could use 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.
- We will then add two Iframe Embed widgets where the payment forms PayPal Standard Form and Purchase Order Form will be embedded or loaded.
We will leave the main form with that for now.
Step 2: Set Up the First Payment Form (PayPal Standard)
We’ll create a new form and set up a PayPal Standard payment gateway. Under the Payments tab, choose PayPal Standard and add it to your form.
To learn more about setting up the payment integrations, you can start with these guides:
Step 3: Set Up the Second Payment Form (Purchase Order)
Just like step 2, we will create another payment form. This time we will use Purchase Order as the payment gateway.
The Purchase Order payment gateway 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. You can use a Paragraph element to instruct the users where to send the payments.
Step 4: Get the URL of the Payment Forms
The form URL can be found in the Form Builder’s Publish tab.
Step 5: Embed the Payment Forms in the Main Form
Now go back to the main form and set the URLs for each of the Iframe Embed widgets.
- Open the Widget Settings panel by clicking on the widget’s wand icon.
- Paste the PayPal Standard Form’s URL in the Frame URL field.
- Do the same on the other widget for the Purchase Order Form.
Step 6: Set Up the Conditions
We only want to display the payment form depending on the choice the user made on the radio button. To do that, we will use 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 Based on User’s Answer”.
- Click Settings at the top then Conditions on the left. Here, you can create a Show/Hide Field condition.
- Now create two conditions that will show the specific Iframe Embed widget based on the selected payment method:
- If the Payment Method is equal to “PayPal”, then show the PayPal Form iframe.
- If the Payment Method is equal to “Purchase Order”, then show the Purchase Order Form iframe.
You now have forms that allow you to have multiple payment options.
Make sure to remove the submit button from your main form. The users will submit the entries from one of the payment forms.
You can see how my main form works on this form link: https://www.jotform.com/213133454169958
For a more complex form, you can read 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 based on the selected payment method. Here’s a guide on how to “Change the Thank You Page URL Based on a Condition”.