Collect Payments for Assessment

I want to charge for an asesment how and where would I do that and how can I also provide free access codes so some clients don t have to pay?

Hi Tim,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Here’s how to do it:

1. Click on the Payment element in Form Builder to add a payment field to your assessment form.
2. Click on the Green Payment Properties icon to open the payment settings.
3. Toggle Authorization Only to Yes if you want to collect payment information without charging immediately.
4. Use the payment processor settings to capture the payment later through Form Emails, Jotform Tables, or your payment processor dashboard.

For clients who should not pay, the knowledge base includes Payment Authorization and Charge Customer Later options, but it does not include information about free access codes or discount codes for skipping payment.

I don't know this information and our support team will handle your request.

Reach out again if you need any other help.

Hi Hagen_Tim,

Collecting payments for your products or services is quick and easy. All you have to do is create a form and integrate it with one of the 40+ Payment Gateways that Jotform provides. Here’s a step-by-step walkthrough:

1. On your Workspace page, click on Create on the top-left side of the page.

2. Then, select Form, and then click on Start From Scratch.

3. Next, choose between Classic Form and Card Form, and you will be automatically redirected to Form Builder.

4. Now, in Form Builder, click on the Add Element menu on the top-left side of the page.

5. Add the fields that you want to have on your form, and then click on the Payments tab.

6. Click on the Payment Gateway you want to use (for example, Stripe), and then click on the Plug icon in the menu on the right side of the page.

7. In the window that opens, click on Add New Connection, click on Stripe, and then click on Next.

8. Select Test Mode or Live Mode under the X button on the right.

9. Enter a Connection Name, and click on Connect with Stripe.

10. Log in to your Stripe account if you are using the Live Mode. Since I’m on Test Mode, I’m selecting Skip this Form.

11. Finally, click on Save, select the newly added connection, and click on Use.

Curious about how to add products to your Product List? Check out our guide on How to Add Product Categories to Payment Fields. As for your question about giving free access codes to clients don't have to pay, can you tell us a bit more about it so we have an idea on how to help?

Once we hear back from you, we'll be able to help you with this.

thx