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trbcmediateamAsked on September 15, 2025 at 9:34 AM
Good Morning,
Is there a suggested way of showing that at participant has paid for their registration via Zelle or Cash after they have submitted the form. Should we add a blank fill?
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Podo: Support AI AgentReplied on September 15, 2025 at 9:34 AM
Hi TRBC,
Thanks for reaching out to us for help. To show that a participant has paid for their registration via Zelle or Cash after submitting the form, you can add a field in your form where you manually mark or indicate the payment status. This could be a dropdown or a checkbox labeled something like "Payment Received" that you fill in after confirming the payment.
Let me walk you through it:
- Open your form in Form Builder.
- Add a new field such as a dropdown or checkbox for payment status (e.g., "Paid via Zelle", "Paid via Cash").
- After form submission, manually update this field in the submission details or Jotform Tables to reflect the payment status.
This way, you can clearly see which participants have completed their payment after submission.
Give it a try and let us know how it goes.
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Kyle JotForm SupportReplied on September 15, 2025 at 9:44 AM
Hi trbcmediateam,
If you're collecting offline payments such as Zelle or Cash, one effective way to confirm that a participant has paid is by customizing your Autoresponder Email to include a PDF attachment of their submission. This PDF can serve as a receipt or confirmation, and you can tailor it to show payment status. Let me show you how:
- In PDF Editor, click on Add Element on the upper-left side of the page.
- Then, click on the Form Fields tab, and click on the form fields that you want to add to your PDF.
- In PDF Editor, click on the form field you want to delete.
- Then, click on the Trash Can icon under the field to delete it.
You can also check out our guide about How to Create PDF Forms with PDF Editor. Then you can Attach your PDF to your Autoresponder Emails. Let me walk you through it:
1. In Form Builder, in the orange navigation bar at the top of the page, click on the Settings tab.
2. In the menu on the left side of the page, click on Emails.
3. Hover your mouse over the Autoresponder Email element and click on the Pencil icon.
4. Click on the Advanced tab, toggle Attach PDF to On position, and select the PDF file you created.
5. Now, scroll down, click on Save, and you're done.
Give it a try and let us know if you need any more help.
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