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:
- Once you’ve set up the payment gateway, open the Payment Settings panel by clicking the wand icon.
- Go to the Invoice tab.
- Set Enable Invoice to “Yes”.
You can enter your business details under the Your Business Details section. The information will appear on your invoices.
How to Edit the Invoice Template
Clicking Preview the Invoice will open the PDF Editor with the default invoice template.
You can customize the invoice, similar to the way you can customize PDF copies of form submissions. You can also add company- and invoice-related form elements and place them anywhere on the invoice.
How to Attach the Invoice to Emails
Back in the Form Builder, you can find the option to attach an invoice in the Payment Settings’ Invoice tab.
This option is enabled by default, and all email alerts are selected.
How to Add a Unique Invoice Number
The Generate Unique Invoice Number option is empty by default.
Clicking +Add Unique ID Field adds a Unique ID widget to the form which will then generate the invoice numbers for each new entry. For more information, check out our guide on 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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15 Comments:
Please help! My invoice is not filling in the {myProducts:total} field with a dollar amount. How do I fix it?
Thank you so much for your help!
Followed all instructions but invoice was not sent to applicant.
Once the customer has received a copy of the invoice, where do I go to get a copy of it for my own records?
What if you made a form, but want to go back in and edit the invoice for the payment option that already exists? the "invoice" option tab is not there anymore, so how do you find it again?
I've followed the directions and set up a few times and my invoice still does not show the products ordered. What am I doing wrong?
Is there a way to completely remove the payment options? We are collecting payment via personal check or cash upon delivery.
if my form is collecting payments how can i create an option to "pay later" and then it sends an invoice?
I don't see the invoice option for subscriptions. Does it not exist or am I missing something?
¿Cómo puedo cambiar los datos de la factura?
How do you choose which pdf is the invoice? It seems tooo many pdfs have been created (not sure how) but I want to direct the invoice to only 1 for this specific form.
Thank you for your direction!
Is it possible to customize the name of the invoice attachment?
Great! But what about the subscriptions? , There is not "invoice" option there.
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.
Im not able to take print of my invoices after my customers submission
Is there a way to change the colour of the invoice? This is a great function!