Enrollment form with conditional logic to add a processing fee to stripe credit card payments

Hello,

I have created an enrollment form for a school in which I would like to provide a way for parents to pay via ACH or CC: Enrollment Fee Payment ACH + CC - Jotform Form Builder

You'll see there are multiple stripe payment widget options because I would like this form to be able to collect either ACH or CC payments - ideally using only one checkout process. Support articles suggested I needed to embed two separate widgets depending on if ACH or CC is selected, but this seems clunky.

First, I would like the parents to fill out the form selecting the appropriate number of students. There are two different enrollment fees depending on the grade - preschool vs. elementary/middle school.

I have hidden value and calculation fields to subtotal at the bottom of the form.

If they select CC payment, I have a hidden subtotal calculation box to add the 3% processing fee to their total due. I then would like the stripe checkout to grab this amount for checkout IF CC is selected. If ACH is selected, then I want it to grab from the hidden subtotal calculation field without the processing fee added in.

I understand that there is a specific stripe widget that I need to use in order to collect ACH payments. Is there one stripe widget that can collect CC and ACH payments?

I can't seem to figure out how to use the conditional logic to pull the correct subtotal amount to the payment widget based on the ACH/CC selection field.

I appreciate your assistance.

Allie

Hi New,

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.

Regarding your enrollment form and Stripe payment setup, currently, Jotform requires separate Stripe widgets for ACH and credit card payments because they use different payment processing methods. ACH payments use Stripe ACH integration with Plaid for bank verification, while credit card payments use the standard Stripe payment widget.

Unfortunately, there isn't a single Stripe widget in Jotform that supports both ACH and credit card payments in one checkout process. You will need to use two separate payment widgets and apply conditional logic to show the correct widget based on the payment method selected by the user.

For your conditional logic to pull the correct subtotal amount including the 3% processing fee for credit card payments, you can set up conditions to update the payment amount field of the Stripe widget accordingly. If ACH is selected, the payment widget should pull the subtotal without the processing fee.

This setup is necessary because Stripe ACH and credit card payments have different integration requirements and verification processes.

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

Give me specific instructions how to set up the conditional logic to pull the subtotals for the 3% processing fee to update the payment amount field in standard stripe payment widget, and the conditional logic to pull the subtotal without the processing fee into the Stripe ACH integration with Plaid for bank verification widget.

Hi New,

Here’s how to set up conditional logic for your Stripe payment widgets:

1. For the Stripe credit card widget: Create a condition that if the payment method is CC, update the payment amount field with the subtotal including the 3% processing fee.
2. For the Stripe ACH widget: Create a condition that if the payment method is ACH, update the payment amount field with the subtotal without the processing fee.
3. Make sure your subtotal calculation fields are correctly set to reflect the amounts with and without the processing fee.

Use the Conditions tab in the Form Builder to set these rules, selecting the appropriate payment widget and amount fields to update based on the payment method selection.

Do you need a paid subscription to Plaid to use the stripe ACH integration?

Hi New,

You do not need a separate paid subscription to Plaid to use the Stripe ACH integration in Jotform. However, you will need to set up and connect your Stripe account with Plaid for bank account verification as part of the ACH payment process.

This involves obtaining your Plaid Client ID, Secret Key, and Signing Secret Key, and enabling the Stripe integration within your Plaid dashboard. These steps are required to verify bank accounts instantly and securely.

Let me know if you need guidance on setting up the Plaid keys and connecting them with your Stripe ACH integration.

Hi New,

I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

Thanks for your patience and understanding.

Hi Allie,

Here are specific instructions on how to set up conditional logic in your form to pull the correct subtotal amounts for the Stripe credit card and Stripe ACH payment widgets:

1. Create two subtotal calculation fields: One should calculate the total amount including the 3% processing fee for credit card payments, and the other should calculate the total without the processing fee for ACH payments.
2. Set up conditional logic for the Stripe credit card widget: In the Form Builder, go to the Conditions tab and create a condition that says: If the payment method selected is Credit Card, then update the payment amount field of the Stripe credit card widget with the subtotal that includes the 3% processing fee.
3. Set up conditional logic for the Stripe ACH widget: Similarly, create a condition that says: If the payment method selected is ACH, then update the payment amount field of the Stripe ACH widget with the subtotal without the processing fee.
4. Use conditional logic to show/hide payment widgets: Show only the Stripe credit card widget when Credit Card is selected and only the Stripe ACH widget when ACH is selected, so the user sees the correct payment option.
5. Test your form thoroughly: Make sure the payment amount updates correctly based on the payment method selected and that the correct widget is displayed for checkout.

Regarding the Stripe ACH integration with Plaid, you do not need a separate paid subscription to Plaid. However, you must connect your Stripe account with Plaid by obtaining your Plaid Client ID, Secret Key, and Signing Secret Key, and enabling Stripe integration within your Plaid dashboard for bank account verification.

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