User Guide

Order Form Basics

Services, such as Square, PayPal, Stripe, BlueSnap, Authorize.net etc., allow you to collect payments from your websites. What they don't provide is integrated order forms where you can ask any kind of questions to your customer.For example, if ...

How to integrate Paymentwall with your form?

Paymentwall widget integration is available on JotForm now. Paymentwall widget integration provides effective local solutions for your e-commerce. It is a secure tool that provides getting paid online. It allows 5 billion people to make payments usin...

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 ...

How to integrate Worldpay US with JotForm?

Worldpay US help you to provide the best business credit card processing payments solution for you. In the future, you just need to focus on marketing and increase increasing your sales. Worldpay US protects your customer data and reduces liability w...

How to integrate Chargify with your form?

Integrate your forms with Chargify and allow your customers to pay with credit cards. Chargify provides a lot of advantages in the recurring billings such as Trial Periods, Setup Fees, Billing Expirations, Calendar Billing etc.Set up free or paid tri...

How to integrate eCheck.Net with your form?

Authorize.Net's exclusive, fully integrated electronic check payment method enables you to accept and process payments from bank accounts directly through your website or the Authorize.Net Virtual Terminal.  eCheck.Net is an Authorize.Net p...

How to integrate 2Checkout with your form?

Since JotForm is now integrated with 2Checkout, it can serve as a portal from which you can conduct transactions through 2Checkout. Submission data is conveniently stored in your JotForm dashboard and can also be emailed to you directly, as well.&nbs...

How to integrate Chase Wepay with JotForm?

Chase Wepay is a trusted partner for us that works with users to make payments easy and profitable for you. More than a thousand top platforms already use Chase Wepay to make payments seamless, simple and safe. Integrated payments let you to cap...

How to integrate BlueSnap with your form?

BlueSnap is simple and powerful online payment tool. They are veteran developers, technologists, and business professionals who are globally minded, customer focused, and constantly driven to innovate. They believe every customer has the right to a s...

How to integrate FirstData with your form?

People use First Data to get payments around the world, 2,300 times every second. FirstData can provide you with everything you need to set up an online store and expand the scope of your business with global payments, mobile-ready checkout and compr...

How to integrate PagSeguro with your form?

PagSeguro is a disruptive provider of financial technology solutions focused primarily on Micro-Merchants, Small Companies and Medium-Sized Companies, or SMEs, in Brazil. With a 100% online onboarding process, without paperwork, quick turnaround and ...

How to Add a Downloadable File to Your Form

There are instances when you want to include a file that your users can download, whether it's right within your form, on the Autoresponder Emails they get or on the Thank You page right after form submission.Nevertheless, no matter where you want to...

How to Enable the Smart Embed Feature in JotForm Cards?

When embedding forms on a website, one of the priorities has always been the look and feel of the form. Any website owner would prefer to build a form that matches their website's design. Although the Cards Layout doesn't support CSS injection, there...

How to integrate CardConnect with your forms?

CardConnect is a simple and secure online payment gateway. You can collect your payments from your forms by integrating CardConnect. Since CardConnect inception in 2006, CardConnect have been developing advanced payment solutions backed by patented, ...

Order Form Types

Why Use Order Forms?Forms gather important data for your business. An Order Form lets you grow a customer base, see your purchase funnel, conversion rates, and much more. For example, if you have info about customers with unsuccessful payments, you'l...

Customize Your Form Using Custom CSS Codes

UPDATE: Let's create fantastic forms with Form Designer video course which allows you to generate beautiful form designs without knowledge of CSS!First, you need to learn how to inject custom CSS on your form before you can s...

How to integrate PayJunction with your form?

PayJunction is an easy, secure and effective tool that provides getting paid online. With its smart payment processing, PayJunction powers mid- to large-scale businesses. It also provides electronic signature capturing, and comprehensive multi-user m...

How to integrate BluePay with your form?

BluePay is one of the best payment gateways for you because of its fast and secure payment processing. BluePay has emerged as a top choice for merchants and suppliers throughout the US and Canada with its omnichannel capabilities. BluePay has many pa...

How to Create Payment Form with Purchase Order

The PURCHASE ORDER payment tool allows you to create payment forms without payment vendor integration. In other words, no actual payments will be processed.If you would like to sell your products or collect amounts and process the payment offline thr...

How to Pass a Calculation to a Payment Field

Whether you have a simple or complex calculation using the Form Calculation Widget on your form, you can now pass the calculated total to your payment field.What will you need to make this happen? Two important things:1. You should have a FORM C...

Setting Up Dwolla Integration With JotForm

Getting Started A Dwolla merchant account is required for this integration. Sign up for a Dwolla account if you don’t have one yet.To start accepting payments on your JotForm, you will need to create an application on your Dwolla account. Afte...

Recurring Payments With Dwolla and JotForm

To start with receiving recurring payments with Dwolla via JotForm:1.  Create a Dwolla application for JotForm (take note of the application credentials you will be provided with)2.  Add a Dwolla payment to your form3.  Enter the API c...

How Can I Cancel My PayPal Subscription?

If you are trying to cancel your subscription that you have created directly over PayPal and are receiving an error telling you that you should contact support, or you get a message that it will be cancelled manually and you need it cancelled now, yo...

Chapter 2: Using Events to Drive Donations

Fundraising events are often a key component of a nonprofit’s fundraising plan. The Association of Fundraising Professionals (AFP) conducted a survey in 2014 about fundraising events, and nearly all the respondents said in a typical yea...

How to Set Up the Configurable List Widget

OverviewThe Configurable List Widget requires a little more to set up, but its not hard at all. There are a few things we need to consider in order to understand how it works and get the widget up and running: 1. The Widget dynamically adds...

Quick Overview of Form Fields

JotForm has pretty much any type of Form Fields you might need. Take a look at the complete list below and get a brief description of each one of them.BASIC FORM ELEMENTSHEADER: A Header briefly explains what your form is about. Use the Subheader if ...

How to Integrate Form with Square

Square payments is an online payment gateway. You can accept credit and visa debit card payments from your customers and processed entirely through Square. Payments can be immediate or authorized for later capture.By connecting your fo...

How to Setup a Recurring Payment Option

Let's say your magazine site sells subscriptions, and you want to allow users to make payments periodically , but you don't want to bother them to come back to your site and fill out the form each month. Or, let's assume you run a charity site, and y...

How to Add Options to Payment Forms

This guide will show how to create custom items and a lot of payment options in your Payment Form. The custom payment features on this guide apply to the Payment fields in the JotForm Payment Tools.By adding a payment field to the form, the payment i...

How to Integrate Form with Braintree

JotForm is now bringing you the power of Braintree, a payment gateway that specializes in mobile and web payment systems.Now you can use Braintree to sell products, sell subscriptions, collect donations or custom amount straight from your f...

Mastering Payment Form Integrations with JotForm

Sending online payments is here to stay. Fortunately, collecting online payments is one of the strongest parts of our service and the reason why so many people choose to use JotForm. It is no longer a tedious process to set up a payment form. In fact...

How to Upgrade and Pay by Mail/Check/Money Order

1. Click the Upgrade button to your preferred plan.2. Select the Check/Purchase Order/Wire Transfer option. 3. Click the "Upgrade" button. This will open a new window for providing your personal and/or customer information.4. Fill ever...

Chapter 4: Essential Software to Increase Donations for Your Nonprofit

Nonprofit organizations need to be organized in a number of ways in order to maximize donations. Fortunately, plenty of tools exist to help nonprofits do this — including software that can help you keep track of your donors, find out in...

PayPal Forms

Did you know you can create PayPal Forms with a FREE JotForm account? We know you do :)Creating PayPal Forms with JotForm is quick and easy. Just follow the steps below and you'll be integrated with PayPal in no time.We have three different PayPal pa...

How to Apply Custom CSS to the Product Field

UPDATE: You can easily change a particular field and create fantastic forms with Form Designer video course!Let's say you want to hide the label with the word "free" (price= 0.00)  in your Payment integration form, because you are looking to hav...

Paypal Incomplete Payments FAQ

What is IPN?IPN (Instant Payment Notification) is a POST message sent by PayPal (for regular merchant accounts) whenever a transaction is completed on their side. This message contains all the data regarding the payment transaction completed by a for...

What's New in JotForm 4.0?

JotForm 4.0 was built around the idea that making forms should be a breeze. The main goal is effortless form creation anytime, anywhere, and on any device with ease.You may have seen the improvements we had back when we launched V3 but the new sets o...

How to Upgrade and Pay by Purchase Order

1. While on the pricing page, click the Upgrade button to your preferred plan.2. Select the Check/Purchase Order/Wire Transfer option.Note: There's a minimum amount required when paying via Purchase order since there is some manua...

How to Setup a One-Time Payment Subscription

JotForm supports a handful of Payment Processors that would allow you to collect payments through your forms. You can sell products, get a user defined amount, collect donations or sell subscriptions.When dealing with subscriptions, you may need a wa...

How to Setup a Payment Order Form with Limited Stocks

When setting up Payment Forms, there are occasions when you would want to offer products with limited stocks. Yes, we have a variety of widgets that allow you to achieve that, but linking those widgets with an actual Payment Field to process payments...

Bugfix List for iOS App

Here's a detailed list of recent and archived bugs fixes for our iOS Mobile App in the iTunes App Store.NOTE: A handful of our mobile app users have been experiencing some rare unfortunate issues even though not many since it works well for most. As ...

Difference Between PayPal and PayPal Pro

People often ask, what are the differences between the two? There are two types of Paypal payment methods offered by JotForm for online forms. Here are the known differences of the two Paypal payment types.a. PayPal (Paypal Payments Standard)b. PayPa...

JotForm Fillable PDF Creator with All Points

Are you looking to create amazing and fantastic forms? Well, you’re in the right place with JotForm.With the latest change, you can do even more. JotForm is now not only the best online form creator, but it now allows you to create fillable PDFs as...

How to Integrate Stripe with your Form

Collecting credit card payments is hard for startups and small businesses on the web. You need to apply for a merchant account, make sure your servers are PCI compliant, implement credit card sanity checks and write server side code to integrate with...

How to Test Authorize.net Payment Tool on Sandbox Mode?

Sandbox Mode is a basic test tool normally for developers that completely simulates the process of payment, error responses, and reports.  If you wish to know how it feels to make/receive payment, this is a featured tool that you ...

How to Enable IPN on your Paypal Account

IPN (Instant Payment Notification) is a POST message sent by Paypal (for regular merchant accounts) whenever a transaction is completed on their side. This message contains all the data regarding the payment transaction completed by a form user. Go t...

How to change my Payment Method

This guide is only applicable for the subscriptions paid via FastSpring or Stripe, two of our trusted payment processors.Here's how:1. Click the user icon found on top of the page2. Click the Account text link3. Go to the Billing tab then click ...

How to Upgrade and Pay by Wire Transfer

1. Go to the Pricing page, click the Upgrade button to your preferred plan.2. Select the Check/Purchase Order/Wire Transfer option in the Payment Method(s).3. Click the "Continue" button. This will open a new window for providing ...

How to Integrate Form with Paypal (Standard)

PayPal is the most popular online payment service in use today. It enables you to pay, send money, and accept payments. Payments can be immediate or authorized for later capture.JotForm provides Paypal Payment Tools, one of it is the Paypal ...

Chapter 5: The Anatomy of an Effective Donation Form

In recent years, online giving has grown by around 7 percent annually. At first glance, that figure might not seem that high — but compare it with overall charitable giving, which has only grown 1 to 3 percent per year, and it start...

How to Send Custom Data to Stripe Payment

With Custom Data, it is now easier to include custom descriptions to the data in Stripe payment integration. You can now directly attach key-value data descriptions to charges, customers, and most other data in Stripe payment. As with the other ...

How to Set up PayPal Along with Other Payment Options

It's great having a PayPal payment integration built right into JotForm, but what if you want to give your customers other payment options such as paying by check?Let's start by building the form. 1. Use the Single Choice Field (radio button) to...

How to Add Coupon Code to Payment Forms

JotForm Payment forms are now capable of using COUPON CODES as another payment option. This guide will show you how to add the Coupon Code in addition to the other options that are already available in the Payment Form described on this guide on ...

How to Upgrade My Account

***IMPORTANT NOTICE: Make sure you are logged into your JotForm Account before proceeding. Also, please note that All Subscription Plans are Automatically Recurring meaning they will re-bill you in the future on the Date of Purchase unless you c...

How to Capture Stripe Payment Authorization

There are situations when you just want to capture a customer’s payment information and keep it on your Stripe dashboard so you can charge them later with whatever amount necessary.JotForm makes this workflow easy for you. Here’s how:1. Add the S...

How to Test your PayPal Payment Form

There are 2 easy ways to test your PayPal payment form. It's either by making an actual payment or through PayPal Sandbox mode.METHOD A: Test by making an actual paymentIf you are not convinced with sandbox (test) mode, you can make actual payments i...

How to View Incomplete Payments

If a user closes the browser or didn't settle the payment after being redirected to the Payment Page, this will be logged as an Incomplete Payment. It will only be posted as a valid submission if the user completed the payment and was able to complet...

Chapter 7: The Importance of Transparency

Donors have plenty of options when it comes to giving money to a nonprofit. According to the National Center for Charitable Statistics (NCCS), more than 1.5 million nonprofit organizations are registered in the U.S as of 2016. When ch...

How to Integrate Form with Paypal Pro

Aside from Paypal Standard, JotForm also integrates with Paypal Payments Pro or Paypal Pro. Paypal Pro enables you to accept both debit and credit cards directly from the form as well as payments from your Paypal account. These payment...

Adding Order Form to Facebook

Would you like to collect orders from your Facebook page or make money from it? Adding an order form to Facebook is the first step you need to take in order to make money from your Facebook page. All you need to do is follow these simple st...

Configuring PayPal Express Integration

Getting startedJotForm's PayPal Express integration requires a Business PayPal account. If you don't have one yet, sign up or upgarde your existing Personal account.If you want to use PayPal's pop-up (in-context) payment system, the items you are sel...

Encrypted Forms and How to Use Them

CAUTION: The Preview Before Submit Widget will create a conflict with the encryption process and the data will not be encrypted. Please do not use this widget on your encrypted forms!An Encrypted Form offers another layer of security on top...

How to Have Sub-Category or Sub-Labels on an Order Form

Have a long line-up of products in your Payment Form? Wouldn't it be better if they are organized into grouped categories or have sub-labels to easily spot them among the long list of items or products?This guide will show you how to add Sub-labels i...

How to Add a Sub-Category to an Order Form

This guide will show how to expand even further the sub-label feature shown on this guide. We will add a sub-category group that further organized the products/items of a Purchase Order form. Please follow...

How to Obtain PayPal API Credentials

PayPal API credentials (username, password and signature) are necessary if you want to integrate your forms to PayPal Pro and PayPal Express. Here's how to obtain Paypal API credentials for your account:1. Log in to PayPal.comA Business or Premier ac...

How to Strip Headers from Postal Addresses in Email Alerts

The Address field is a great way to quickly insert a postal address into a form. However, by default, email alerts include the headers such as:-Street Address-Street Address Line 2-City-State/Province-Postal/Zip Code-Country Step 1: How to add t...

How to Enable IPN for Paypal Pro

1. Log on to your Paypal account 2. Click Profile on the My Account tab.3. On the Profile page, under Selling Preferences, click Instant Payment Notification preferences4.  Click Choose IPN Settings to specify your ...

Setting up a Custom Recurring Donation Form

Let's say you run a Charity site, and you want the donation amount to be a recurring option once your users pledged a donation. This user guide will show you how to enable a recurring custom amount donation on the form using our Payment Fields.Demo f...

How To Have Two Column Payment Form

This guide will show how to minimize the length of your Payment Form that has a lot of products/items on it.Allowing the users to view all information all at once on a form is an important aspect of an efficient and useable form.Stylize the default&n...

How to Update the Multiple Payment Form

You have a Multiple Payment Form, but you want to setup your own payment method? This guide will show you how to update the Multiple Payment Form. Let us get started.1. Access my forms and look for the base form that houses your payment forms. Click ...

What is Special Pricing

This is a feature that will allow you to set a SPECIAL PRICING based on the additional options you applied on your payment field. To learn more about setting up additional options, you can check this guide on How to Add Options to Payment Forms. If y...

How to Add Tax to Your Payment Form

JotForm's payment integrations allow you to add sales tax to the products you sell, whether tangible or not.This feature is available for the following payment gateways:🔘 PayPal (Standard)🔘 PayPal Express🔘 PayPal Pro🔘 Stripe🔘...

Create Sub-Products Based on a Product Option

There are times when you offer a product with multiple variants and you want your customers to be able to choose many of them. Instead of creating a separate product entry for each variant, JotForm can automatically create sub-products for you by spe...

How to Setup Incomplete Payment Notification Email

Incomplete Payment is triggered when a person submitting to your form didn't send or settle the payment after redirected to the Payment gateway, for example, Paypal Payment Page.Being informed of an incomplete payment is very important so you'd know ...

How to Enable Payment Authorization

When you are selling physical items or items that need your approval prior to delivery to the customer, you may sometimes want to get payment authorization only and capture payment at a later time when needed.Luckily, payment authorization is availab...

Understanding Your Account Usage and Limits

Confused on how your account limits work? Don't worry, in this guide we got you covered. Here, we will help you understand the different limits that your account has based on the subscription or plan that you are into.First, please visit our PRICING ...

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 ...

What's New in JotForm 3.0?

NOTICE: Our system now offers JotForm Version 4.0 but, you are more than welcome to switch back to JotForm Version 3.0 at any time within your Account Settings.Improved Online Form BuilderWe've made many improvements to our online form builder techno...

How to Strip Payment Labels and Separate Payment Info on Email Alerts

You can now strip the payment labels in email notification by adding payment suffix in the payment field tag. This way you can freely separate each payment info without its labels. This is useful if you're going to create a custom email message with ...

How to Add Shipping Cost to Payment Forms

With our shipping feature, you may now specify a cost for shipping each item or set a weight value for each item. Assuming that you have already added the product items to your form, you can navigate to the Shipping tab in the payment wizard.1. Click...

Stripe Forms: Fetch Coupon Code from Stripe

Here is how you can fetch coupon codes from your Stripe account: 1. Open your form in the Form Builder and then click on the wizard icon near your Stripe integration question.  2. On the first page of the Stripe Wizard, click on the "A...

Terms of Use

Please read this Agreement carefully to ensure you understand each provision. These Terms of Service ("Terms") govern your use of JotForm, Inc. ("Company", JotForm) web site located at http://www.jotform.com (the "Site") and the services that ar...

How to Pass a Form's Calculated Value to Another Form's Payment Total Field

In case you're not aware, you can pass a calculated value to a payment field's total box. It's discussed on this other guide: How to Pass a Calculation to a Payment Field. However, what if you want to pass the calculated value from one form to a...