Automated Payment Receipts

Is there an automated way to send payment receipts to clients?

Hi envtravel,

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.

Yes, Jotform offers an automated way to send payment receipts to clients through its invoice feature. You can enable this feature in your payment form by following these steps:

1. Click on your Product List field in Form Builder and then click the Shopping Cart icon.
2. Toggle Enable Invoice to Yes under the Invoice tab.
3. Fill in your business details such as name, email, phone, address, and any notes you want on the invoice.
4. Add your company logo to the invoice if desired.
5. Attach the invoice to Notification and/or Autoresponder emails so it is sent automatically to clients after payment.
6. Set up invoice numbering using a Unique ID widget if needed.

Invoices will then be automatically generated as PDFs and sent to your clients with each submission.

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

Hi envtravel,

I understand you’d like to generate and send an invoice to users after they submit your form. Yes, that’s possible to do that. Let me walk you through how to set that up:

1. In Form Builder, select your Product List and then click the shopping cart icon to open its settings.
2. Go to the Invoice tab and fill in the necessary details for your invoice.
3. Scroll down, enable the Attach to Emails option, and select your Autoresponder Email from the dropdown list.

We also have a detailed guide on How to Generate an Invoice for Your Payment Form that you might find helpful.

Let us know if there’s anything else we can help you with.