How can I create the form to allow downpayment but send the invoice to have the total cost?

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    outreachrealty
    Asked on December 19, 2018 at 11:38 AM

    When trying to create a down payment option (seat deposit) but still want the invoice to have the total cost

    What do I do?

     

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    Welvin
    Answered on December 19, 2018 at 01:18 PM

    You are using our payment integration in the form, and what your users select will appear in the invoice.

    A workaround here would be to configure the payment using our basic fields and calculation then create a separate invoice in email format or PDF that shows the balance and all of the information you would like to include.

    Demo form https://form.jotform.com/83524985575977.

    Some fields can be hidden in the form, but I made it to show so you can see how it is created.

    Clone the form so you can inspect all the methods.

    Clone guide: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL.


    As for the separate invoice, create an email template for that:

    https://www.jotform.com/help/25-Setting-Up-Email-Notifications. Personalize the email based on the entries in the form.

    If you'd like to send a PDF, do it on our PDF editor: https://www.jotform.com/products/pdf-editor/

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    Welvin
    Answered on December 19, 2018 at 01:31 PM

    To give you the details;

    a. I've added a calculation value for the radio button options (https://www.jotform.com/help/301-How-to-Assign-Calculation-Value).

    b. The Total is a calculation widget (with only the Select your item field in the equation).

    b. Conditional logic is added that if Pay in Full is selected from the Payment Options, it will copy the Total calculation to the For Payment field. 

    c. Conditional logic is added that if Pay Deposit is selected from the payment options, it will show Enter Deposit Amount and Balance fields. 

    d. Conditional logic is added to fill Your Balance field with the balance amount based on the amount entered in the Enter Deposit Amount field. 

    e. Conditional logic is added to copy Enter Deposit Amount to For Payment field if Pay Deposit is selected.

    Here's the whole picture of the conditional logic: