How to send Invoices to customers

  • donnadamon
    Asked on March 28, 2024 at 2:14 PM
    Can you have the receipt that goes to the customer list items ordered?
  • Deanne JotForm Support
    Replied on March 28, 2024 at 2:16 PM

    Hi Donna,

    Thanks for reaching out to Jotform Support. To send an Invoice to your customer, you should set up your Autoresponder Email. Let me show you how to do it:

    1. The autoresponder email will use the inputted email address so add an Email form element to the form.

    How to send Invoices to customers Image 1 Screenshot 50

    2. On the orange navigation bar at the top of the page, click on Settings.

    3. On the left side panel, click on Emails.

    4. Click the pencil icon of the Autoresponder.

    How to send Invoices to customers Image 2 Screenshot 61

    5. Under the Recipients tab, set the Recipient Email to Email, which is the form element that we just added.

    6. Click on Save when you're done.

    How to send Invoices to customers Image 3 Screenshot 72

    And that's it. Here's a sample email that customers will receive:

    How to send Invoices to customers Image 4 Screenshot 83

    Give it a try and let us know if you have any other questions.