Setting payment authorization on a form

  • erika
    Demandé le 5 mai 2024 à 22:00
    I need to take the card number in case the clients cancel their appointment 48H. but when I put the collect payments, the clients pay everything. I dint want them to pay
  • Jeric Jotform Support
    Répondu le 5 mai 2024 à 22:05

    Hi Erika,

    Thanks for reaching back to us. It looks like you are trying to build a payment authorization form. We don't allow using basic fields to collect credit card information since this exposes this sensitive banking information. However, we have payment integrations that support this. Payment Authorization is available on the following payment gateways:

    You can learn more about this here

    Let us know if you have other questions.


  • eanctil05
    Répondu le 5 mai 2024 à 22:07

    if I want to do it with square how can I do it without the client to pay immediately

  • Jeric Jotform Support
    Répondu le 5 mai 2024 à 22:25

    Hi eanctil05,

    Thanks for reaching back to us. It's easy to set this up through Square. Let me show you how:

    1. On the Form Builder, click on Add Form Element .Setting payment authorization on a form Image 1 Screenshot 50
    2. Click on Payments tab.
    3. Search and select Square and create your products.
    4. Click on the wand icon.
    5. Connect your Square account.
    6. Click on Additional Gateway.Setting payment authorization on a form Image 2 Screenshot 61

    7. Finally, Turn on Authorization OnlySetting payment authorization on a form Image 3 Screenshot 72

    You'll receive an email with a charge now button that you can click if you are ready to charge the customer which will expire in 6 days:

    Setting payment authorization on a form Image 4 Screenshot 83
    Give it a try and let us know if you have other questions.



  • eanctil05
    Répondu le 5 mai 2024 à 22:27

    if the clients book online 6 month before and 48h before the appointment, they cancel. how can I still charge for the cancelation

  • Jeric Jotform Support
    Répondu le 5 mai 2024 à 22:43

    Hi eanctil05,

    Thanks for reaching back to us. Unfortunately, there's no option to extend the expiration of the charge now button. My recommendation is to include Terms of Condition that explains that charges will be confirmed within 6 days and issue applicable refund if they cancel earlier than 48 hours before the appointment. You can use the Terms & Conditions widget for this.

    Let us know if you have other concerns.


  • eanctil05
    Répondu le 5 mai 2024 à 22:45

    perfect thanks