Attach Invoice

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    mdherman
    Asked on August 18, 2017 at 08:04 PM

    Hello - Love your product. I'm looking to attach an invoice to my form so customers can review it and submit payment at same time. 

    Is this possible? What is the best way to do this? 

     

    Thank you,

    Milton 

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    Jan
    Answered on August 18, 2017 at 10:34 PM

    You may attach a file in the Autoresponder email, here's a guide: How-to-Attach-a-File-to-Autoresponder-Emails.

    You can also enable the "PDF attachment" option in the Autoresponder email so that a PDF copy of submission will be sent to the user.

    If you want to customize the PDF, you can use the PDF Designer. Here's how: How-to-Customize-PDF-Submissions-Report.

    Also, we have an integration with Freshbooks. Freshbooks is a web based service that makes invoicing painless, at a lower cost. They help businesses create professional looking invoices, and make it easy to collect payments. Here's a related blog post: Create-Invoices-from-Forms-Using-Freshbooks-Integration.

    Hope that helps. Thank you.