How do I setup an invoice?

  • LyzSin
    Asked on October 14, 2019 at 10:36 PM

    Hi, can you tell me if there is a way to use JotForm to create invoices? I have a list of work that are on the invoice and our contractors list the work they do for the month and then email it to use. We also use xero so working with that would be a bonus.

    Thanks

    Eliza

  • roneet
    Replied on October 14, 2019 at 11:07 PM

    In JotForm you can create invoices either in a submission PDF or autoresponse email manually.

    Here are some PDF templates that you can use to customize the invoice:

    https://www.jotform.com/pdf-templates/invoice

    You can attach this customized PDF template as an email attachment.

    In the autoresponse, you have to edit the email template and customize the source HTML to display it as an invoice.

    You may like to take a look at the following guide on how to add form auto-responder email alert:  https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email

    Please check the screenshot below on how to edit auto-responder email template:

      How do I setup an invoice? Image 1 Screenshot 20

    Unfortunately, JotForm does not support Xero integration. However, you can do it via Automate io or Zapier:

    https://automate.io/integration/jotform/xero

    https://zapier.com/app-directory/jotform/integrations/xero

    Let us know if you have further questions.

    Thanks.