How to create an order form without any online payment option?

  • tastebelize
    Asked on August 24, 2020 at 11:35 PM

    I just want the form to allow users to select products and submit an order, as payment may be in cash depending on the customer. I am in Belize so paypal is not currently an option, plus as I said, some customers want to pay in cash when they receive their delivery. How can I alter my form so that it doesn't require a credit card or paypal submission?

  • grace JotForm Developer
    Replied on August 25, 2020 at 5:02 AM

    Hi Tastebelize,

    You can use Purchase Order tool that enables you to accept orders without any online payment system. Your customers do not need any payment during ordering products. 

    We've cloned your form to help beneficially.

    1. Go to payment settings. (Paypal Business is integrated)

    2. Click the button at the right of payment integration as ...

    3. Select the Switch to another gateway.

    4. Choose the Purchase Order as another payment gateway.

    5. Click the Use Selection.

    1598345777screencast 2020 08 25 11 54 26 Screenshot 10

    You can see details from this guide about integrating Purchase order;

    https://www.jotform.com/help/460-How-to-Create-Payment-Form-with-Purchase-Order

    If you require any further assistance feel free to let us know.

  • tastebelize
    Replied on August 25, 2020 at 4:05 PM

    This is fantastic thank you SO very much for your quick assistance. You saved my day!

  • tastebelize
    Replied on August 25, 2020 at 4:21 PM

    Final question-is there a way to change the names of the preset selections (for example "shoe size" and "color" so that they are accurate to my order form? I am not selling clothes so I want to change it to say "flavour" instead.

  • jonathan
    Replied on August 25, 2020 at 9:10 PM

    You can change the 'label' name/text in the Product List option.

    Please check on this screencast video.

    How to create an order form without any online payment option? Image 1 Screenshot 20


    Let us know if you need further assistance.