Process payments after the approval on the workflow

I've setup a form with an Authorize.net credit card payment. I have set it to authorize only. Is there a way to capture the credit card funds based on an action in the workflow? My form serves as an employee purchase form that goes through an approval workflow. I need to charge for the purchase only after the approval has taken place. I want to authorize the charge when they submit the form but not capture the funds until the purchase has been approved via the approval workflow. What would be the best way to achieve this within JotForm?

Hi Emily,

Thanks for reaching out to Jotform Support. I checked the integrations available in an Approval Workflow, and unfortunately, processing of payments aren't part of it at this time. Check out the image below:

In the meantime, we can only process payment using the payment field on the form, and it will automatically be charged once you submit the form, or if the user approves the authorization.

Let us know if you have any other questions.

OK how about sending an invoice after an order is approved? I have set up Authorize.net as the payment gateway and I have 5 products that can be purchased within my form. I would like to allow the end user to submit their order without paying for it. I would like this to trigger an approval flow. If an order is approved, I would like to send an invoice to the end user so that they can pay for their order. Is this possible?

Hi Emily,

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, we appreciate it.

Hi Emily,

You have two options to achieve your goal:

1. You can create an invoice using the PDF Editor and send it once the submission is approved.

2. Set up the QuickBooks integration within your Approval Flow, triggering it after the Approval Outcome.

Reach out again if you have any other questions.