Getting default invoices created using PDF Document

  • Profile Image
    revivefm
    Asked on June 13, 2020 at 12:45 PM

    Hi,

    I've created a form where the user selects a product and on submition it send an auto generated invoice. I've customised the invoice in 'form builder' which works however after a day it reverts to the default invoice.

    I've tried to resolve this issue but without any luck.

    Please can you advise.


    Kind regards


    Umar

  • Profile Image
    Mike_G
    Answered on June 13, 2020 at 05:21 PM

    To my understanding, you are referring to the PDF Document you created in your form as an invoice.

    I created a cloned version of your form in my account to test the issue. After a test submission, I got the PDF Document (invoice) as an attachment to the email I received.

    1592082862zt171311amozohrqe82020.png

    And there is also this PDF Document attached to the email notification.

    1592082967zt171525lydv54mhmw2020.png

    Are any of these the updated invoice(s) you are referring to or these are the default ones?

    Please give us more details.

    We will wait for your response.


  • Profile Image
    revivefm
    Answered on June 14, 2020 at 10:28 AM
    Hi mike,
    Thanks for your email.
    I am referring to the PDF invoice it creates, as you just tested. The green
    invoice that you have received is the default invoice the jotform creates.
    I have customised that invoice to be in line with our branding and added a
    few extra details.
    (Please see attached the invoice I have created)
    The issue is that after a day, jotform reverts back to the green invoice
    and the invoice I created gets removed.
    I hope this makes sense.
    Kind regards,
    Umar
    ...
  • Profile Image
    JohnRex
    Answered on June 14, 2020 at 12:27 PM

    Hello Umar - I was able to replicate this when I turned the INVOICE off. When I turned it on again, it creates a new template:

    15921520102387120.png

    You can no longer use the previously created template.