How to send invoice with Payment Link?

Hi there,

I have spent several hours reading everything you have posted online about invoicing and watching several videos; however, I cannot find any instructions that seem to cover this very basic situation (unless I am missing it).

1) Create a form that employees of my business fill out to make invoices. On this form, the employees of my company will fill out the client name, client email, client address, date of service, and select which services (with fixed fees) they performed for the customer. The form will then create a total amount owed by the customer for the services performed.

2) Upon submission of the form (completed by my employee), the customer will get an invoice (email and PDF) showing which services they bought and what total amount they owe. They will then see a link where they can pay this amount that they owe. (via the Stripe payment gateway)

3) After they pay, they get an automated email receipt showing a PDF marked "Paid" with $0 owed, and my employee will get an automated email showing that it has been paid.

This seems like it is a very normal scenario, yet none of the instruction videos seem to match it. Thanks.

Hi Shana,

Thanks for reaching out to Jotform Support. I am sorry you are having an issue with this. I understand you want to send an invoice to the customer where they can make a payment from after your employee fills out the form. Unfortunetly, it is not possible to collect payment on the submission PDF. The submission PDF is sent out after someone fills out the form. The payment can only be collected on the actual form using Stripe or any other Payment Processor.

As a workaround, what you can do it, create two separate forms. The first form your employees can fill out and submit it. Then the second form, you can Prefill it from the first form's submission and share it with the customer so they can make the payment. For the prefilled form you have the option to set the fields as read-only so they won't be able to make any changes to the field. Once the second form is submitted by the customer, you can set up a Notification Email and Autoresponder Email which will be sent your employee and the customer.

As for the final payment invoice, you can create the invoice in the PDF editor and then attach it to the emails that are sent out after the form submission.

Give it a try and let us know if you need any more help.

Thank you for your prompt reply. I understand. What you describe is something that I had already built and tried, but on the form that goes to the customer, the "Product List" field was grayed out and it said that it was unable to prefill. I don't want the customers to select their services - we are the ones determining what the clients need to buy. Do you have any ideas for work arounds for the fact that the prefill doesn't work on the Product List field?

Hi Shana,

Thanks for getting back to us. The product list can not be prefilled. However, as a workaround what you can do is add a Form Calculation on the form with the final price on the form. Then set up the the product list to get the final price from that. Let me show you how:

1. In Form Builder, click on the Product list.
2. Click on the little wand icon.
3. On the Stripe settings under the Payment Type select User Defined Amount.
4. Select the Form calculation field to get the price from.

Thats it, you can Prefill the Form Calculation and then get the price from there into the product list.

Give it a try and let us know how it goes.