Can I let the user enter invoice numbers?

  • Profile Image
    Adam Pritchard 
    Asked on July 19, 2015 at 04:51 AM

    Hi

    I was wondering whether I could use jot form from within a google site that would successfully do the following:

    1) Allow employees of the company to enter specific invoice info: account code, name, project reference, amount, invoice reference, tax code and a status e.g. pending, authorised, posted.

    2) Allow them to attach a PDF of the invoice that would be automatically stored on the google drive.

    3) Allow them to press "submit" after entering all info which would clear down the form ready for the next entry

    4) Once submitted I need all info to be pulled into a google sheet ready for filtering and export.

    5) I would also like to receive an email notification each time a new form is submitted and the google sheet updated?

     

    A lot I know but is this possible? Any help would be much appreciated 

     

    Thanks

     

    Adam

  • Profile Image
    Jan
    Answered on July 19, 2015 at 09:29 AM

    Yes you can. You can use JotForm to build wonderful forms. There are a lot of tools, widgets and apps you can use here. Please check this demo form: http://www.jotformpro.com/form/51994306509967

    This demo shows the options under Form tools. A regular text box is where you can put a invoice number etc.

    There are also Quick Tools. So there are a lot of features to choose from.

    If you have any questions, let us know. We are here to assist you. Thank you.

  • Profile Image
    Jan
    Answered on July 19, 2015 at 09:34 AM

    I need to create a separate thread for your other questions because we limit one issue per thread here in the forums. Here are the URLs of the new threads:

    Allowing user to upload PDF files and sending it to Google Drive - http://www.jotform.com/answers/613996

    Hitting submit will clear out all previous answers - http://www.jotform.com/answers/613997

    Google Spreadsheet integration - http://www.jotform.com/answers/613998

    Setting up email notifications - http://www.jotform.com/answers/613999