Switching payment method

Hello, my form is not allowing me to switch gateways for payment. This form is on Square right now and I want to change it to a purchase order. For some reason the option just doesn't appear when hovering over the selection.

Hi Sarah,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Let me help you with switching your payment gateway from Square to purchase order:

1. Open your form in Form Builder.
2. Click Add Element on the left side, then go to the Payments tab.
3. Find your current payment gateway (Square), click the three dots icon, and select Switch to another gateway.
4. Select Purchase Order from the list of gateways.
5. Click Use Selection and confirm by clicking OK.

If the option to switch does not appear when hovering, try clicking directly on the payment field to access its settings and look for the switch option there.

Once switched, set up the new payment method as needed.

Give it a try and let us know how it goes.

The three dot icon does not show up on this form.

Hi Sarah,

If the three-dot icon is not showing, try these steps:

1. Click directly on the payment field to open its properties.
2. Remove the current Square payment integration.
3. Then, add a new Purchase Order payment field from the Payments tab.

This will effectively switch your payment method. Let me know if you need further assistance.

Hi Sarah,

You can delete your current Product List, create a new one, and select Purchase Order. Do not worry, it'll not delete the entire product that you have built. When you delete and choose Purchase Order, it'll recognize the products that you've already created. Let me show you how:

1. In Form Builder, click on the payment field and click on the trash icon to delete.
2. Now, on the top left, click on Add Element +.
3. Finally, on the Payments tab, select Purchase Order.

Give it a try and let us know how it goes.