How to set up my form to accept credit card and invoice payment?

  • GOLFSelect_golfselect
    Asked on January 30, 2024 at 10:19 PM

    I have set up a product list and enabled credit card payment and invoice. I can only generate the invoice if no products are selected. It doesn't give me the option to pay by credit card or request an invoice.


    I want the user to either select credit card payment - or request an invoice

  • Victorino_S JotForm Support
    Replied on January 31, 2024 at 12:00 AM

    Hi GOLFSelect,

    Thanks for reaching out to Jotform Support. Unfortunately, it currently does not support utilizing multiple payment gateways in the same form. However, a workaround for this is to create multiple forms for each payment gateway and utilize the iFrame Embed widget. In your case, you will have to create a cloned form for the Purchase Order payment gateway. Here's how to do it:

    1. Clone your existing Golf Merchandise Order Form and change the payment gateway to Purchase Order.
    2. Click the Add Form Element in Form Builder.How to set up my form to accept credit card and invoice payment? Image 1 Screenshot 80
    3. Go to the Payments tab.
    4. In the Square payment gateway, click the 3 vertical dots icon.How to set up my form to accept credit card and invoice payment? Image 2 Screenshot 91
    5. Select the Switch to another gateway option.How to set up my form to accept credit card and invoice payment? Image 3 Screenshot 102
    6. Then, select the Purchase Order option and click the Use Selection button.How to set up my form to accept credit card and invoice payment? Image 4 Screenshot 113
    7. Copy the form URL of your Purchase Order form.
    8. Next, go back to your main form (the form that is integrated with Square).
    9. Add the iFrame Embed widget to the form and enter the form URL of your Purchase Order form in the Frame URL box.
      How to set up my form to accept credit card and invoice payment? Image 5 Screenshot 124
    10. Then, set up a Show/Hide Field conditional logic depending on the selected answer from the Payment Method field.
      How to set up my form to accept credit card and invoice payment? Image 6 Screenshot 135


    Sample Result:

    How to set up my form to accept credit card and invoice payment? Image 7 Screenshot 146


    You can view my demo form and clone it to check the fields and conditions created. For more related information, check out this guide about How to Create a Basic Multiple Payment Form.

    Let us know if you need any more help.