Can a customer fill out a form without paying?

[Sugarbee]

I will be selling custom, hand painted press-on nails so I made a Jotform for customers to fill out and I embedded the code.

Since every set I make is different, it will all be priced differently and I can’t put a set price for them to order and pay for. 
I would need to send some sort of invoice link or something after I’ve calculated the cost.

After a customer submits the form are they directed to the checkout page to pay? Can I choose for them not to pay until I send an invoice? How do I go about something like that?

[rtfulk · Accepted solution]

@Sugarbee Welcome to the community. You can do that if you Square’s form builder.  You can setup the form to collect any information you want.  

I did a quick search and this is the information that was returned, hopefully this will solve your problem.  

1. Can I choose for them not to pay until I send an invoice?

Yes, absolutely.

If you’re using a form to collect custom order details, and you want to review it and send an invoice manually, you can:

Option A: 

Use a Custom Form (no payment)

• Go to your Square Online editor.
• Add a “Form” section.
• Customize it to collect the info you need (name, email, product or service details, etc.).
• On submission, customers are not charged—you’ll get the info by email or in your dashboard.
• After reviewing, go to your Square Dashboard > Invoices and send a manual invoice.

This is great if your products/services are custom-priced or if you want to approve orders before payment.

2. How to set this up in Square Online (step-by-step):

a. 

Add a Custom Form

• In your Square Online Editor, click “+ Add Section”
• Choose “Form”, then pick “Custom Form”
• Edit the form fields to collect:
  
• Name
• Email
• Phone (optional)
• Details of request or order
• Anything else you need

b. 

Set Up Notification

• Make sure form submissions are emailed to you (in the form settings).
• You’ll get notified instantly and can respond quickly.

c. 

Send an Invoice

• In your Square Dashboard, go to Invoices > Create Invoice
• Fill out the invoice with what the customer requested.
• Send via email or text—your customer pays securely online.

• You can redirect them to a thank-you page after the form is submitted with info like “Thanks! We’ll review and send an invoice soon.”
• If you offer multiple custom options, you can use a dropdown menu or checkboxes to organize the form better.

[Sugarbee]

Thank you, I appreciate the help.

I don’t think the forms on Square allow the customer to submit pictures and I need that. So I created another form that I can embed. I just wanted to make sure it didn’t send them straight to the checkout page afterwards. I guess I’ll have to publish the website and then test it out. 

[rtfulk]

What about making a Thank You page  that the customer receives after they submit the form and have your email address on it for them to email you their photos?

[Sugarbee]

That’s a good idea. Thanks.