How to add details on invoice?

  • kurrikurrihighschool
    Asked on November 8, 2021 at 5:06 PM

    HI,

    We are loving the convenience of Jotforms and have just started using you for online ordering of school uniforms.

    When the order comes through, with an invoice attached, there are no customer details on the invoice. How do we get these details to show on the invoice please?

    Thanks for your help

    Heather

    Page URL: https://www.jotform.com/build/212998250761059
  • Mubeen_A
    Replied on November 8, 2021 at 8:29 PM

    Hi,

    Thank you so much for reaching out.

    In the PDF Form Builder, it looks like you don't have set customer's details https://www.jotform.com/pdf-editor/212998250761059.

    To add those details:

    - Click to edit the text box, and then select the needed form fields from the Form Fields drop-down. You have to do it manually for each field you want. After you have added the fields, the settings should be saved and all invoices should use the new layout with the customer details.

    1636421122 6189ce0278b69 Capture Screenshot 10

    Guide: How to customize pdf submissions report

    Let us know if you need any help.