Creating a form that generates an invoice.

  • Profile Image
    SarahCrowther99
    Asked on June 09, 2020 at 05:18 PM

    Hello,

    I have an online business where most transactions are done online by paypal or card.  Occasionally a buyer wants me to invoice them including a purchase invoice number.  I wanted to create a form to direct these few buyers to where they inputted their information and then pressed a button to download an invoice.

    Is that possible?  I've managed to create a form but can't see how to add a button that lets users download.

    Thank you.

    Sarah

  • Profile Image
    Jed_C
    Answered on June 09, 2020 at 10:36 PM

    Invoice is now available in our payment processors. Once you have created a product, you should see an invoice tab and allows you to enable it.

    ex.

    1591756545The Easiest Online Form Builde

    Try adding a payment field to your form and test the invoice feature and let us know if you have any questions.

    Adding payment form guide: https://www.jotform.com/help/47-Order-Form-Basics

    Invoice guide: https://www.jotform.com/help/739-How-to-Generate-an-Invoice-for-Your-Payment-Form

    If you want users to preview their information before submitting the form, try adding the preview before submit widget https://www.jotform.com/widgets/preview-before-submit.

    Let us know if you have any questions or if you need further assistance.