Here are
the steps that I am trying to create in my process:
- Use a published Zoho
Creator form to have the customer enter their order details and generate an
order total through a function.
- Push that order total to
a Zoho Checkout form so that the customer can see their total and pay for
it, without having the ability to edit the amount.
- Edit the Zoho Checkout
template so that I can add in Terms and Conditions, and a title that isn’t
grossly unprofessional looking.
- Have the Zoho Checkout
payment push through to my existing Zoho Books account so that the payment
can be seen without having to toggle back and forth between Zoho Books
Organizations.
For some
reason, this does not seem to be possible which is absolutely unbelievable.
I can
either use the Zoho Creator Payment workflow, which will create a dynamic amount
needed in Step 2 but it does not satisfy Step 3 or Step 4. Using a payment
workflow creates a default template under a new organization and sends the
payments to a new organization in books and we cannot edit the terms and
conditions or edit the title so it winds up showing “zoho_creator_form_name
zoho_creator_payment_workflow_name”.
Or I can
create a Zoho Checkout template that I actually want to use and pull it up in a
manual workflow on the Zoho Creator form when the customer clicks submit. It
will allow Step 3 and Step 4, but I cannot accomplish Step 2 of needing to dynamically
choose the amount. The only way I can choose the amount is by allowing the
customer to also edit the amount. There is absolutely nothing from stopping the
customer from knocking $200 off their order, as long as it is still above the
minimum amount and then paying the lower amount.
Surely I
must be missing something painfully obvious because these cannot be the only
options but so far support has been unhelpful. Has anyone else been able to work around these issues or have any advice?