Does you software allow me to drag and drop my invoice to customer or add a link in an email with my invoice attached and have customer pay their invo

  • Carl
    Asked on March 29, 2018 at 5:33 PM

    Does you software allow me to drag and drop my invoice to customer or add a link in an email with my invoice attached and have customer pay their invoice? I already have an accounting system that creates invoices but doesn't have an option to pay it online. Does you app offer a way to do this by dragging my pdf or Jpg of invoice and dropping it into your software then I can type in amount and send it via email for them to pay? 

     

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  • David JotForm Support Manager
    Replied on March 29, 2018 at 8:31 PM

    You can send that invoice PDF file attached in an autoresponder(you will find the option to attach a file in the advanced settings), however, we do not have an option to process the payments from an invoice.

    When it comes to payment forms, it is only possible to process it through any of our integrated payment gateways, please check these guides: 

    https://www.jotform.com/help/47-Order-Form-Basics 

    https://www.jotform.com/help/49-Order-Form-Types 

    https://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form