Payment Processors: How do I add an auto generated invoice to my Custom Simple Order form?

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    complimentsglor
    Asked on November 10, 2020 at 09:51 AM
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    Laura_L
    Answered on November 10, 2020 at 11:04 AM

    Hi,

    Thank you for contacting us.
    All the Payment Processors have an invoice tool included, that you can create and customize automated invoices.
    First, you need to add a Payment Processor to your form, and then from the Payment settings, you can set up the automated invoice.

    1. Add a Payment Processor to your form from Settings -> Integrations

    1605023881_5faab88917480_invoice1.png
    2. After setting up the Payment integration, open the Invoice tab in the Payment Settings, and set Enable Invoice to Yes

    1605023928_5faab8b879377_invoice3.png
    The auto-generated invoice can also be automatically included in autoresponder and notification emails. This can be done by scrolling down the settings on the invoice tab, and setting Attach to Emails to Yes.

    1605024045_5faab92d99c28_invoice4.png

    Related guide:
    How to create an invoice from order forms

    Please let us know if you have further questions, and we are happy to help you!

    Best Regards,

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    christophkrauss
    Answered on December 01, 2020 at 11:20 AM

    Hi, there´s no option to generate invoices if I decide to use the calculation form in order to provide prices, right?

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    Nik_M
    Answered on December 01, 2020 at 01:16 PM

    That is correct. The Invoice can only be used when selling products that are set inside of the payment field.

    As a possible solution, you can create a PDF Document and customize it to look like an invoice.

    Related Guides:

    How to Customize PDF Submissions Report

    Applying Form Submission Data into a PDF Document