Create an invoicing form using Jotform to add multiple lines of items and then send submission data to Xero

  • Profile Image
    InLink
    Asked on August 01, 2019 at 09:07 AM

    Hi guys,

    Im trying to find a solution with jotform that allows multiple lines of entry to be populated to integrate with Xero for an invoicing to be raised at time of completion of an activity.

    Cognito Forms have it but you guys don't seem to be able to support it... Can you help?


    Thanks


    mike

  • Profile Image
    roneet
    Answered on August 01, 2019 at 10:36 AM

    With multiple lines, I hope you mean that you want to add multiple lines of item in an invoice and then send the invoice data to Xero.

    For multiple lines, you can look into our configuration list widget which comes with a plus sign to add more rows in the invoice.

    Please follow this guide for setting up the configuration list widget.

    However, Jotform does not have a direct integration with Xero but if you have/create a Zapier account, you can integrate your form with Xero through Zapier.



    Please follow the steps below:

    #1- Login your Zapier account.

    #2- Open our application page: http://apps.jotform.com/app/zapier_integration 

    #3- Click Get Now.

    #4- Click Explore Jotform on Zapier button.

    #5- Search the Xero in the search TextBox. After that click Use this Zap.

    #6- After that, continue to integrate your Jotform with Xero.

    If you need any other details, please feel free to let us know.

    Thank you.