Is there a way to add invoice option in product list?

  • RafikiMwema
    Asked on June 24, 2024 at 12:06 AM

    Hello, I am trying to create a form for an upcoming charity event

    i would like there to be an option for them to either choose the option to receive an invoice to send to their accounts department for payment via direct bank deposit or they could pay via credit card immediately and then it will send out the paid invoice after payment taken.

    I cant work out how to set this up with the stripe widget? can you help me? thank you

  • Waqas JotForm Support
    Replied on June 24, 2024 at 12:39 AM

    Hi Sarah,

    Thanks for reaching out to Jotform Support. Unfortunately, the feature you're looking for isn't available at Jotform right now. You can add more than one Payment Integration to your form. We'll need to use the iFrame Embed widget, a Single Choice element, and the Conditions feature. Let me show you how to set it up:

    1. First, we'll create a form for the additional Payment option:

    • On your My Forms page, click on Create Form.
    • Select Start From Scratch and then choose a Form Layout.
    • On the Form Builder page, click on the Add Form Element menu on the left side of the screen.
    • Under the Payment tab, choose the other Payment Integration that you want to use.

    Is there a way to add invoice option in product list? Image 1 Screenshot 30

    2. Now, let's add the iFrame Embed widget:

    • With your form open in Form Builder, click on the Add Form Element menu on the left side of the screen.
    • Under the Widgets tab, click on the iFrame Embed widget and drag and drop it to your form.
    • In the Widget Settings window, under the General tab, paste the Frame URL of the other form.

    1643110845 61efe1bd12846 screencast 2022 Screenshot 41

    3. Finally, let's create the Condition:

    • With your form open in Form Builder, click on the Settings tab in the orange navigation bar at the top of the page.
    • In the menu on the left side of the page, click on Conditions.
    • Click on Add New Condition and then select the Show/Hide field.

    Is there a way to add invoice option in product list? Image 2 Screenshot 52

    • Now, create conditions like the ones below:

    1643111257 61efe359bf791 Screen Shot 202 Screenshot 63

    1643111295 61efe37f9ed99 Screen Shot 202 Screenshot 74

    Now, you'll be able to have more than one Payment option on your form.

    Give it a try and reach out again if you need any help.

  • RafikiMwema
    Replied on June 24, 2024 at 2:29 AM

    hi there, thank you so much for this! so helpful.. such a good trick also
    i have set up the ifram and conditions and i am hoping you can have a look at the form
    Rafiki Golf Day Sponsor Sign Up (jotform.com)

    and let me know what i can do about the submit option on the credit card payment option.. and also the submit option on the form? how can i work around not having the 2 submit options? thank you!



  • Rene JotForm Support
    Replied on June 24, 2024 at 2:35 AM

    Hi Sarah,

    I checked your form and saw that you embedded your other form into it using the iFrame embed widget. With this setup, the users will have to click both submit buttons to complete each form. However, if your purpose in doing this is to provide multiple payment options to the users, therefore, I suggest making a multi-payment form instead. You can find the guide on doing that here.

    Give it a try and let us know if you need any help.

  • RafikiMwema
    Replied on June 24, 2024 at 4:42 AM

    Thanks for the reply, Rene

    I created it as I did following instructions from your team..

    ill try and try your suggestions now. thank you

 
Your Answer