Adding automatic payment receipt to my form

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    Asked on February 07, 2021 at 03:30 PM

    Hi I am able to add the automatic invoice to my form but it has some glitches., I want to add a payment receipt template instead of invoice. How do I do this? so many options.

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    Answered on February 07, 2021 at 09:16 PM


    You can check the available receipt templates in this link and use any of them with your form, you can also edit the selected template in the PDF Editor or create new one from scratch, please check this guide for more details.

    Let us know if you need further assistance.

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    Answered on February 08, 2021 at 02:26 AM

    I was able to finally do some editing to the the simple Invoice but it wasnt pretty. I was able to create a receipt template at all that seems to be working- But I am having trouble selecting it and editing it. I did try to follow the instructions above but not sure I am doing it correctly, Is phone and screen sharing support a possibility? I have a few other tweaks I need to do that I may save a lot of time being able to talk with a Jot form expert.

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    Answered on February 08, 2021 at 04:34 AM

    Hi Yukan,

    Unfortunately, screen sharing support is unavailable. You can share screenshots here or a short video and we will be glad to help you fix the issues you are facing.

    You can upload a video on Google Drive or any other platform and share its link here.

    Looking forward to your reply.