How to generate invoice and add taxes on the form

  • Martin
    Asked on February 25, 2023 at 4:01 AM

    Is it possible to automatically send an invoice (not only a receipt, I need an invoice including VAT-Ids) to send to registrants after payment?

  • Marvin_J
    Replied on February 25, 2023 at 7:12 AM

    Hi Martin,

    Thanks for reaching out to Jotform Support. I understand that you would like to set an invoice and include the tax. Yes, this is possible. First you need to set up the tax on your form. Jotform’s payment integrations allow you to add sales tax to the products you sell, whether tangible or not. This guide will show How to Add Tax to Your Payment Form.

    Once you set the tax, then you can generate invoice on your form. Jotform now offers a way for form owners to generate an invoice for their payment forms. Aside from saving time looking for alternatives and workarounds, this also greatly reduces the costs involved with paying third-party invoice providers. You can generate invoices on all our plans, even the free plan. Please check out our guide How to Generate an Invoice for Your Payment Form?

    Give it a try and reach out again if you have any other questions.