How to Collect Orders Through Purchase Order?

Hi,

My firm does in person events twice a year at 6 different locations. We are looking to create a form and have a place to track registrations for people who purchase and sign up for the seminars. The issue is 75% of our clients who attend want to pay with a purchase order.

We set up a call to go over how we could use Jotform as a solution.

Thanks

Hi Jonathan,

Thanks for reaching out to Jotform Support. With our Purchase Order element, you can list your products without using a payment integration. This means that people can submit the form without having to make a payment. Let's do it:

1. Open your form in Form Builder and click on the Add Form Elements menu on the left side of the page.
2. Under the Payment tab, search for Purchase Order and click on it to add it to your form.
3. In the menu on the right, click the on Continue button at the bottom.
4. Click on Create Product and enter your product's details, then click on Save at the bottom.

You can repeat the step 4 to add as many new products as you like. Don't forget that if you have already integrated your form with a payment gateway, you won't see Purchase Order in the Payments tab. But, you can change your existing payment gateway to a new one. Let me show you how:

1. Under the Payment tab, click on the Three Dots icon next to the Payment method you used and click on Switch to Another Gateway.
2. Select Purchase Order, and click on Use Selection, then in the window that opens click on OK.

You can also check out our How to Create a Payment Form with Purchase Order guide for more information.

Let us know if you need any more help.