Invoice number not included on form shown to customer/submittor of the form

  • dalaactiveskaters
    Asked on May 14, 2022 at 3:41 PM

    Today, the invoice number which is included in the form and shown on the pdf file I receive as admin, is not shown to the submittor.

    As I use a form with a purchase order block, I want the submittor to include the invoice number in his bank payment to me. If he could do this my accounting system would automatically recognize the incoming payment with the invoice number mentioned in the payment, and automatically match the payment with the invoice pdf file I have put into the accounting system.

    As the invoice number is not shown to the submittor, this really complicates my accounting which now requires a manual matching of invoice and payment...
    Please add an option, where the invoice number is shown to the submittor/customer!

    /Ralf

  • Rhina JotForm Support
    Replied on May 14, 2022 at 5:19 PM

    Hi dalaactiveskaters!

    Thanks for reaching out to Jotform Support.

    To clarify, can we ask for a screenshot of the invoice number area you are referring to?

    Are you referring to the Unique ID generated? If so, as it is set to hidden, you can create an Autoresponse email to send a copy of the submission data to your users along with the Unique ID generated.

    Follow the steps on this link on how you can set up your autoresponder email.

    If you want to show a Random generated ID number on the live form while the users are filling it up, instead of "Unique ID" you can use the "Random value generator" widget and this is how it will appear on your form:

    1652563075 62801c8331cc6 Screen Shot 202 Screenshot 10

    If you are referring to something else, please send us a screenshot so we can better understand the requirement.

    Thanks dalaactiveskaters!