Can I attached an automatically generated invoice without Payment connection?

Can I attached a PDF invoice generated based on the responses on the form and email with an auto responder without adding a Payment connection? We do not want online payments, invoices only.

Thank you

Hi brigikovacs,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

You can generate a PDF invoice based on form responses and attach it to an autoresponder email without adding a payment connection. However, the invoice feature in Jotform is primarily designed to work with payment forms that include at least one product. To enable invoices, you typically need a Product List or a payment field with products.

If you want to send an invoice without online payments, you can create a form with a Product List field (without enabling payment processing) and enable the invoice feature there. Then, attach the generated invoice PDF to your autoresponder email. This way, you get an invoice based on the responses without requiring payment integration.

Let us know if you want detailed steps on setting this up.

Give it a try and let us know how it goes.

This doesnt work - i get Paypal connection don't appear to be working at the moment

Hi brigikovacs, the PayPal connection error you're seeing might be because PayPal Invoicing is a discontinued product. We recommend switching all your related forms to use the standard PayPal integration instead. To generate and attach invoices without payment processing, you can add a Product List field (without enabling payment) and enable the invoice feature there. This way, you can send PDF invoices via autoresponder emails without requiring an active payment connection.

This doesn't work

Hi brigikovacs,

PayPal Invoicing integration is no longer available for new users, which might be causing the connection issues you're experiencing. We recommend using Jotform's standard PayPal Business integration instead.

To generate invoices without payment processing, add a Product List field to your form without enabling payment. Then enable the invoice feature and attach the generated PDF invoice to your autoresponder email. This method does not require an active payment connection.

For more details on setting up PayPal Standard integration and invoice generation, you can refer to Jotform's guides on integrating PayPal Business and enabling invoices.

I do not have a paypal account and it wants me to sign in

Hi brigikovacs,

You can generate and send PDF invoices without a PayPal account or payment connection by using the Product List field in your form without enabling payment processing. Enable the invoice feature there and attach the PDF invoice to your autoresponder email.

PayPal Invoicing is no longer available for new users, so you don't need a PayPal account to use this method. This allows you to send invoices based on form responses without requiring any payment setup.

Hi brigikovacs,

Thanks for reaching out to Jotform Support. Yes, you can create a PDF invoice using Jotform’s PDF Editor, and attach it to your autoresponder email; no payment integration is needed. We have available PDF Invoice Templates that you can use to build your PDF invoice. They're so easy to use. Let me show you how:

1. Go to the Jotform PDF Templates page and search for the template you are looking for.
2. Hover over the template images and click on Preview to take a quick look.
3. If you find the PDF template you're looking for, click on Use Template in the window that opens.
4. On the page that opens, select the form you’d like to apply this PDF document to. That's it.

Now, let's attach the PDF to your Autoresponder Email.

1. In Form Builder, on the orange navigation bar at the top of the page, click on Settings.
2. Go to Emails, hover your mouse over the Autoresponder Email and select the Pencil icon.
3. Go to the Advanced tab, toggle ON the Attach PDF, select the invoice, and click on the Save button.

Check out my screenshot below to see the invoice PDF attachment:Give it a try and let us know if you have any other questions.

Thank you! That solved my question.