How to receive a copy of invoice sent to client.

  • Profile Image
    nasimmay
    Asked on July 21, 2021 at 01:09 PM

    Hi,

    We currently use Jotform to track the sessions our volunteers have with clients and to bill clients.

    This is what currently happens. A therapist sees a client. They fill out this form. https://hipaa.jotform.com/210316108790146

    It sends a bill to the client, but we don't get a copy. Is there anyway to change that?

    Then, if they pay, we get the submission results in this form. https://hipaa.jotform.com/202436812077049, but it doesn't have the date of the session or the submission date on the table, to match it up with the invoice. How can we add the date of the session?

    I can't send a screenshot due to HIPAA information on the form.

    Thank you!
    Nasim

  • Profile Image
    Laura_L
    Answered on July 21, 2021 at 10:37 PM

    Hi Nasim,

    If you want to send the same email that is sent to the client to you, you can do so by creating a Notification email, setting your email address as the recipient, and copying the current Autoresponder email contents.

    1626921138_60f8d8b261279_autorespo.png
    Here is how to create a Notification email (you can also edit the current Notification email):
    Setting-up-email-notifications
    How-to-change-the-email-address-used-for-notification-email


    If you are looking to view the submission date in the Tables, you can make it visible from the columns:
    1626921375_60f8d99fed267_submissiond.png

    Let us know if you need further assistance.