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How to Generate an Invoice for Your Payment Form?

How to Generate an Invoice for Your Payment 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. 

You can create your invoices from scratch, but you can also choose from our collection of hundreds of PDF templates

To generate an invoice, follow the steps below:

1. Once you've set up the payment field, click on Payment Settings.

2. Click the Invoice tab.

3. Toggle Enable Invoice to Yes.

4. You can enter your business details in the following boxes. This information will appear on your invoices.

The first few fields are straightforward, so let's skip to the Preview Invoice button. Clicking the button will open the PDF Editor with the default invoice template:

As mentioned above, you can customize the invoice, similar to the way you can customize PDF copies of form submissions. You can also apply a different PDF template. 

When you enable invoicing, the following items appear under Form Elements:

You can place these anywhere on the invoice. 

Let's go to Attach to Emails. 

This option is enabled by default, and both notification and autoresponder emails are selected. In the Emails tab, you can alter your selections and customize your emails:

The Generate Unique Invoice Number option is empty by default.

Clicking + Add Unique ID Field adds the Unique ID widget to the form.

Related Guide: -How-to-Add-Custom-Unique-IDs-to-your-Form-Submissions 

This unique invoice identifier will appear at the top of the invoice.

 And that's it. Now you can generate an invoice for your payment forms.



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3 Comments...

  • designgurl37

    what good is generating a form where it invoices the customer if I cannot go back and see what the invoice was for!? I can see on my submissions that they submitted an order and were invoiced for it....but it does not list what product the client ordered when you have it set up to invoice them. That is frustrating and essentially makes all this work pointless.

  • farmfresh2consumer

    Im not able to take print of my invoices after my customers submission

  • ChildNutrition2020

    Is there a way to change the colour of the invoice? This is a great function!