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Davidson_ErikAsked on August 14, 2022 at 9:59 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?
Page URL: https://form.jotform.com/221915201000030 -
Norwyn JotForm SupportReplied 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 JotForm SupportReplied 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:
- On the Approval Builder page, click on the envelope icon next to the email element to open its settings.
- Then go to the Advanced tab and then enable the Send Submissions PDF button.
- Select the PDF document containing the invoice via the dropdown list.
- Then click on the Save button to apply the changes.
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.