Order Forms and Generating Invoice

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    Asked on May 05, 2021 at 09:16 PM

    Can I use this form but not require payment and generate an invoice instead?

    This is a re-post of a comment on Order Form Types

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    Answered on May 06, 2021 at 04:38 AM

    Hello pagins,

    Thanks for reaching us.

    If you are referring to one of our Order Form templates, you can use any of them. You can also create from scratch. To do that please follow the steps below.

    1) Go to the Form Builder and click on the Add Form Element.

    2) From the Basic tab find the Product List element and add it to your form.

    3) Create your products from the right panel as shown on my screencast below.

    1620289990_6093a9c6bb9cb_p list.gif

    4) You can also generate an invoice from the Invoice tab.


    Here is also the guide about the Product List.

    Please have a check and let us know for further assistance.

  • Profile Image
    Answered on May 06, 2021 at 05:11 AM
    I was able to set up this form, but am confused why the sidebar shows
    "Payment Settings" instead of Product List.
    Please let me know.
    George Page
    Page Insurance, Ltd
    (203) 453-5258
    *Office hours: Monday-Friday 9am-5pm*
    *Please note that I check email a few times during the day. *
    *If this is urgent, please call me directly.*
  • Profile Image
    Answered on May 06, 2021 at 08:45 AM


    In your form (form ID: 211252156856152) you are using Purchase Order Integration, and that is why the sidebar at the right side of your form shows Payment Settings instead of Product List, because in the screencast above we demonstrated through Product List.

    I hope this explanation helps!

    Please let us know if you have any further assistance.

    Thank you.

  • Profile Image
    Answered on May 06, 2021 at 08:55 AM
    the Product List button is greyed out on the form in question.
    It basically does the same thing right?
  • Profile Image
    Answered on May 06, 2021 at 09:22 AM
    I don't even see the Purchase Order option in the menu
  • Profile Image
    Answered on May 06, 2021 at 11:36 AM

    The Product List is greyed out because you added the Purchase Order from the Payments tab.


    If you want to use the Product List field, delete the Purchase Order field and add the Product List field. Your products will be saved and automatically added to the Product List field.