lightingiqAnswered on June 01, 2023 04:23 PM
I run an electrical business, and am trying to create a form for minor services that my customers can simply fill out online, click check out, and pay a 25% deposit. I can't find an option to create a deposit invoice directly from the form. Is this possible?
Christian JotForm SupportAnswered on June 01, 2023 09:21 PM
Thanks for reaching out to Jotform Support. The invoice option of the form appears to be already enabled, as seen in the screenshot below:
Are you perhaps looking to allow form responders to pay only 25% of the total and to have a separate invoice for that payment?
As soon as we hear back from you, we can move forward with a solution.
BrianAnswered on June 01, 2023 10:21 PM
Yes, that is correct. I am trying to make a separate invoice for 25% of the total for taking a deposit.
Vanessa JotForm SupportAnswered on June 02, 2023 03:24 AM
Thanks for getting back to us. Are you referring to this form? I checked the form and I was not able to find the deposit option. May I know which product is the 25% deposit? We can try adding email conditions and attach a PDF document invoice based on the total amount.
If not, please share the form so we can check it. This guide will help you find the form URL.
Once we hear back from you, we'll be able to move forward with a solution.
lightingiqAnswered on June 03, 2023 02:04 PM
I think what I am trying to do is being misunderstood, so I will explain exactly how I want the form to function.
That is the correct form that you linked to.
Step 1: My customers will fill out the form with any and all products/services needed. A grand total is shown at the end of the 'products' section.
Step 2: My customers will fill out their contact info and click 'submit'
Step 3: An invoice is created for the order, and ONLY 25% of the total invoice is collected initially, as a deposit for booking my service. This invoice should be automatically created and sent to the customer upon completion of the form.
Step 4: After the work is completed, the remaining 75% of the invoice is sent to the customer. This portion can be sent manually, but the invoice should already exist.
Lorelie JotForm SupportAnswered on June 04, 2023 11:50 AM
Thanks for getting back to us. I’m sorry you're having difficulties with this. If you just want to use a purchase order on your form, we can add a form calculation widget and set a calculation for 25% and 75% of the total of the product field. and add the form calculation widget in your PDF Editor as your invoice. Let me show you how to set it up.
- Under the Build tab, click on the Gear icon to open Form Calculation Widget Properties.
- Under the Advanced tab, scroll down and toggle the Hide Field button to the Off position.
- Next, click on the Wand icon to open Widget Settings.
- In the Add Field section set a calculation for the 25% and 75% of the total price of the field.
- Click on Save, and you're done.
As for the invoice, just add the form calculation field to your invoice in the PDF Editor. Take a look at the screenshots below:
If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?
Keep us updated and let us know if you need any more help.