Can I create a deposit invoice and remaining Balance invoice for clients to pay?

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    Davidson_Erik
    Asked on August 14, 2022 at 09:59 AM

    Hello. I am trying to make a wedding Contract system with Jotform. I am trying to find a way to have a client fill out there wedding info, then have it sent to me for approval. After it is approved I want a Deposit invoice emailed to the client which they can pay and then I want a remaining Balance invoice email to be sent later (closer to the event date) Is there anyway to do this?

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    Norwyn
    Answered on August 14, 2022 at 10:31 AM

    Hello Erik,

    Thanks for reaching out to Jotform Support. I understand the issue, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.


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    Norwyn
    Answered on August 14, 2022 at 10:57 AM

    Hello Erik,

    Thanks for your patience. You can definitely do this by attaching a PDF document to the Approval Email that will be forwarded to the filler of the form. Let me show you how:

    1. On the Approval Builder page, click on the envelope icon next to the email element to open its settings.
    2. Then go to the Advanced tab and then enable the Send Submissions PDF button.
    3. Select the PDF document containing the invoice via the dropdown list.
    4. Then click on the Save button to apply the changes.

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    With regard to forwarding another email as a reminder for the balance, you can create an autoresponder that will contain the balance details and set it up to be sent to a later date. Here is a guide on how to do that.

    Give it a try and reach out to us again if you have more questions.