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amsdmr1Asked on May 28, 2025 at 9:34 AM
When my clients fill out their information sheet, I would like them to be able to submit that 1st before having to pay. I have tried adding the submit button but that closes out the form and doesn't allow clients the ability to pay. Is there a way for clients to submit their information, then be directed to adding services and payment?
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Podo: Support AI AgentReplied on May 28, 2025 at 9:34 AM
Hi Angie,
I'm an AI assistant. I'll do my best to help you until someone from the support team is available.
You can set up your form to let clients submit their information first and then proceed to payment by enabling the "Payment Authorization" or "Charge Customer Later" option in your payment integration settings. This allows clients to submit their details before making a payment, and you can review the submissions before charging them.
To do this, go to the Payment field in your form builder, open Payment Settings, then Additional Gateway Settings, and enable the authorization or charge later option depending on your payment gateway (e.g., PayPal, Stripe, Square).
This way, clients can submit their information sheet first and then be directed to add services and payment.
Give it a try and let us know how it goes.
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amsdmr1Replied on May 28, 2025 at 9:36 AM
I have tried this and it didn’t work for me.
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Podo: Support AI AgentReplied on May 28, 2025 at 9:36 AM
Hi Angie,
If enabling Payment Authorization or Charge Customer Later didn't work, please double-check these steps:
1. In Form Builder, click the payment field and open Payment Settings.
2. Click the settings icon (cog wheel) and expand Additional Gateway Settings.
3. For PayPal Personal, Authorize.Net, Square, Braintree, or eWay, toggle "Authorization Only" to Yes.
4. For PayPal Business, toggle "Charge Customer Later" to Yes.
5. For Stripe, set "Charge Customer Immediately" to No.
Also, remember you need to capture the authorized payments later through your payment processor or Jotform Tables.
Make sure your payment gateway supports this feature and the settings are saved properly.
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amsdmr1Replied on May 28, 2025 at 9:37 AM
May I please speak to a representative
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Podo: Support AI AgentReplied on May 28, 2025 at 9:37 AM
Hi Angie,
Currently, I am here to assist you. If you have any specific questions or need further clarification on setting up your form, please let me know, and I'll help you as best as I can.
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Lorevie JotForm SupportReplied on May 28, 2025 at 9:58 AM
Hi Angie,
Thanks for reaching out to Jotform Support. Can you tell us more about what you want to happen? I've checked your Pet Sitting Intake and Emergency Contact Form and it appears that your form is integrated with Google Pay and Apple Pay. Check out my screenshot below:
This will let you submit the form first, then the user will be redirected to the payment page. Check out my screencast below: -
amsdmr1Replied on May 28, 2025 at 10:45 AMUnfortunately, after the client hits the submit button, it submits then becomes a blank screen. It doesn’t give the option to pay.On May 28, 2025, at 9:58 AM, Jotform <noreply@jotform.com> wrote:
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Lorevie JotForm SupportReplied on May 28, 2025 at 11:12 AM
Hi Angie,
Can you try to remove the Apple & Google Pay integration and add it back? Let me show you how to do this:
- In Form Builder, click on the Credit Card icon on the upper right side of the page.
- Click on the Trash Can icon of the Payment Connection.
- From the modal, click on Yes, Remove.
- Click on Add Payment Connection.
- Select the Apple & Google Pay and click on Use.
I've also gone ahead and cleared your form caches to fix any caches related issue. Now, if the issue persists, can you ask the user to share a screenshot of what's happening after submitting the form? Let me show you how to post a screenshot to our support forum:
1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.
2. Drag and drop your image into the Upload box, or click on it and select your file.
3. Then, click on the Add button in the bottom-right corner of the window.
4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.
5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.
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amsdmr1Replied on May 28, 2025 at 3:30 PMNow the payment section is coming through but the submission is not showing up in Jotform. It’s taking me to the payment section, which I did not complete because I’m just testing the site. Is there a way to receive clients information before they make a payment?On May 28, 2025, at 11:12 AM, Jotform <noreply@jotform.com> wrote:
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Aries JotForm SupportReplied on May 28, 2025 at 3:56 PM
Hi Angie,
Unfortunately, with Apple Pay and Google Pay integrations, the form submission is only recorded after the payment is successfully completed. To test your form without making a real payment, you can switch the payment integration to Test Mode and use dummy card details as shown in the sample screencast below. This will allow you to submit test data and see how the form behaves.
You can easily set your payment integration into test mode. Let me show you how to do it:
1. In Form Builder, click on the Wand icon beside your product list field.
2. Click on the Gear icon on the top area, then click on the Dropdown button under Mode and select Test Mode.
3. Now click on Connect and log in with the Stripe sandbox connection and test your form using dummy credit card details.
Give it a try and let us know how it goes.
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amsdmr1Replied on May 29, 2025 at 2:10 AMThis is what my customers are seeing after they submit their personal information On May 28, 2025, at 3:56 PM, Jotform <noreply@jotform.com> wrote:
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Lara JotForm SupportReplied on May 29, 2025 at 2:13 AM
Hi amsdmr1,
Unfortunately, we did not receive the screenshot you shared. If you can resend it, that'll help us to understand better what’s going on. Let me show you how to post a screenshot to our Help Center:
1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.
2. Drag and drop your image into the Upload box, or click on it and select your file.
3. Then, click on the Add button in the bottom-right corner of the window.
4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.
5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.
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amsdmr1Replied on May 29, 2025 at 11:24 PM
The screen is blank
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Jeric JotForm SupportReplied on May 30, 2025 at 12:16 AM
Hi Angie,
I cloned your form and could not replicate the issue as shown in the screencast below:Can you give us permission to do a test submission on your form? Make sure that it's in Test mode.
Once we hear back from you, we'll be able to help you with this.
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amsdmr1Replied on May 30, 2025 at 1:15 AMYes you have my permission to do a test submission. Is there any chance you could let me know if there is a way for clients to submit all their information first. Then be directed to the payment page?On May 30, 2025, at 12:16 AM, Jotform <noreply@jotform.com> wrote:
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Sheena JotForm SupportReplied on May 30, 2025 at 3:07 AM
Hi Angie,
I checked your form and noticed that the product list field is set as unrequired. This means if users do not select a product, they won’t be prompted to make a payment.
If you want to ensure clients are directed to the payment page after submitting their information, you might want to set the product list field as required. This way, users must select a product before proceeding, which will trigger the payment process.
You can easily set the Product List field as a required field. Let me show you how:
- Open your form in Form Builder and click on the Product List field.
- Then, click on the Gear icon on the right side of it.
- In the menu on the right side of the page, toggle Required Field to On.
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