How do I create a payable Invoice?

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    MaroofMazari
    Asked on June 16, 2020 at 05:55 AM

    I tutor online and charge my customers after the lesson. Is there a way I can just send a bill to my customers from which they can pay me?


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    Mianala
    Answered on June 16, 2020 at 07:29 AM

    Hello @MaroofMazari,

    Thank you for your message. There are several ways you can collect payments with Jotform, you can follow this guide: https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm. Let us know if you need further assistance.  

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    MaroofMazari
    Answered on June 16, 2020 at 07:36 AM

    Thanks, I had a look. I don't think any of the forms fulfill my needs. I was actually looking for an invoice that could be paid without filling any details. E.g. I send an invoice of $20 to a customer, and he/she just accepts and goes to the payment page with a single click. 

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    Lorenz_A
    Answered on June 16, 2020 at 10:05 AM

    Hi, 

    That can actually be done using 2 forms. Wherein the first form is filled by you and when you submit the first form, it will pass the value to the 2nd form so your customer won't need to fill the form. You must know what their email is so you can set an autoresponder email, where the invoice will be sent, you can create your own designed invoice in the email template. The autoresponder should contain the 2nd form URL with the parameters for the payment, which is optional if they'll proceed or not. 

    Here's a guide on how to pass form data to another form.

    https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form

    Here's a guide on how to edit your Autoresponder's email template.

    https://www.jotform.com/help/430-How-to-Edit-the-Email-Template-for-Notifications-and-Autoresponders

    The 2nd form is where the payment integration will be included, you must have an account in any of the payment integration we have, you can use Paypal and create a sandbox account for testing purposes. 

    Here's a working form I created.

    Form 1: https://form.jotform.com/201674291726054

    Form 2: https://form.jotform.com/201674228199058

    You can send a test submission using my form using your email, and see how it works. You can also clone them to see how it was made using the above solution I've provided. 

    Let us know if this answers your query. If not, please provide us more details and examples. 

    Thank you.