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JJulia JacksonAsked on September 1, 2025 at 8:22 AM
The Counseling Department at Hiram High School in Georgia would like to purchase a year of Jotform but we need to have an invoice that can be paid through our bookkeeping department. How can I get an invoice instead of paying with my personal credit card?
-Julia Jackson
personal cell: 205-261-9048
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Podo: Support AI AgentReplied on September 1, 2025 at 8:23 AM
Hi Julia,
Thanks for reaching out to us for help. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.
The Counseling Department can get an invoice for the Jotform subscription instead of paying with a personal credit card. Jotform offers an invoice feature that automatically generates PDF invoices for payment forms. You can customize the invoice with your business details and have it sent automatically with email notifications.
Here’s how to set it up in Form Builder:
- Click on your Product List field and then the Shopping Cart icon.
- Toggle Enable Invoice to Yes under the Invoice tab.
- Enter your business details like name, email, phone, and address.
- Add your company logo if desired.
- Attach the invoice to notification or autoresponder emails.
This way, your bookkeeping department can receive a proper invoice for payment.
Give it a try and let me know if you need any help.
Let us know if you have any other questions.
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Lara JotForm SupportReplied on September 1, 2025 at 8:45 AM
Hi Julia,
If you are interested in paying your subscription via direct debit, prepayment or invoice, you can email quotes@jotform.com with your Jotform account information, and they will get back to you once your request is approved.
Reach out again if there’s anything else we can help you with.