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Merrick_Matt_mattThis is not intuitive. here is my form table, and i dont see a field to add whether or not the submitter has paid. - https://www.jotform.com/tables/260887369198074
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Podo: Support SpecialistHi Matt,
Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.
Regarding your question about adding a field to indicate whether a submitter has paid in your form table, Jotform does not automatically add a specific field for payment status in the table view. However, you can manage payment status by checking the payment submissions and incomplete payments sections.
If a payment was successfully made but you don't see the payment status in your submission table, it might be because the submission is in the Incomplete Payments section. You can check this by:
- Going to your Workspace and clicking on Filter at the top, then unchecking all except Forms.
- Selecting your form and clicking the Submissions button to open the tables.
- Clicking the three dots in the main submissions tab and selecting Incomplete Payments.
- Hovering over the submission with the incomplete payment and clicking View Details.
- Clicking the Complete button to mark the payment as completed, which will then show the submission in the main submission table.
This process allows you to track whether a submitter has paid by managing incomplete payments and marking them as completed.
If you want to have a custom field in your form or table to manually track payment status, you would need to add a field yourself, such as a checkbox or dropdown, where you can mark the payment status manually or through integration logic.
Give it a try and let us know how it goes.
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Merrick_Matt_mattthis didnt work. i intentioanly submitted a form without payment. i see the submission, but it is not in the "incomplete payments" section - how do i pull a report which shows each submission and how much they paid?
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Podo: Support SpecialistI get what you’re trying to do, and we can definitely make this clearer. To help you pull a report that shows each submission and how much they paid, I need to check the exact setup of your form first.
Please send me either:
- The form’s direct URL (the one people use to fill it out), or
- The form ID (the long number in the form URL),
and I’ll walk you step-by-step on how to see the payment amounts per submission and total revenue for that specific form.
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Merrick_Matt_matt -
Podo: Support SpecialistHi Matt,
Let me help you with that:
To pull a report that shows each submission and how much they paid for your form (ID: 260887369198074), here’s what you can do:
- Go to your Workspace and click on Type at the top. In the dropdown menu, uncheck all boxes except Forms so only forms are shown.
- Select your payment form from the list.
- Click on the Submissions button located at the top to open the submission table.
- Review the payment fields in the submission table to see how much each submitter paid. You can also calculate the total accumulated payments as needed.
If you want to search for a specific transaction ID within the submissions, you can use the search field at the top left of the submissions page by entering the transaction ID and pressing Enter.
Note that incomplete payments are shown separately and cannot be downloaded in bulk, but you can view and download them individually if needed.
Give it a try and let us know how it goes.
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Merrick_Matt_matti dont see "type" - can i please be passed to a support person over email. this AI chat is not helpful
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Podo: Support SpecialistHi Matt,
One of our Support Team members will take it from here to follow up shortly.
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Kyle JotForm SupportHi Matt,
By default, Jotform Tables will only display the fields that exist in your form. Payment data is recorded when a payment integration is used, but if you want to clearly show Amount Paid or Paid/Not Paid in your table or reports, you’ll need to add a new column in Jotform Tables. You can easily add new columns in Jotform Tables. Let me show you how:
- On your Jotform Submissions Table, click on the Add button next to your last column.
- In the window that opens, select the Column Type you want, and click on Next. (I use Short Text in this example.)
- Enter your Column Name, and click on Create Column. That's it, you're done.
We also have a guide about How to Add and Organize Columns in Jotform Tables that you can check out.Let us know if you have any other questions.
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Merrick_Matt_mattthat's where i am confused, my form absolutely has a payment processor (authenticate.net) synced to it. in fact, i processed a form sucessfully using the paymetn processing, and the credit card transaction worked fine. My issue is with the reports and tables are not showing the payment information when the credit card field are in my form.
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Keenly JotForm SupportHi Matt,
I cloned and tested your form, then checked the form table, and it is showing the field with the selected items and the amount paid by the user. Check out the screencast below to see my results:
If that’s not quite what you’re looking for, feel free to share a few more details so we can look into it more closely and better assist you.
Keep us updated and let us know if you need any more help.
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Merrick_Matt_mattI can make that work, it's not ideal, but it'll do. I needed to download the table into excel in order to see the payment information.
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Merrick_Matt_mattnew problem - my users are getting authentication errors when processing credit cards - which is new, because it worked this weekend. please help fix ASAP, because this form is live. link to form - https://pci.jotform.com/form/260887369198074
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Kris JotForm SupportHi Matt,
To keep the conversation organized, I moved the other form's issue with the payment error to its thread, and someone from our Support Team will help you with it here.
Reach out to us if you need any more help.
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