Hi Jotform Support, I am creating a finance form to track invoice payments. One invoice may be paid in multiple partial cheques (e.g., 6 cheques for

Hi Jotform Support,

I am creating a finance form to track invoice payments. One invoice may be paid in multiple partial cheques (e.g., 6 cheques for a single invoice).

I need a solution where:

I can enter Invoice No, Invoice Date, Invoice Amount once.

I can enter multiple cheque details (Cheque No, Cheque Date, Cheque Amount) without duplicating fields for each cheque.

I can automatically calculate Delay Days for each cheque (Cheque Date – Invoice Date) within the form.

I can optionally sum all cheque amounts to verify against the invoice total.

Which Jotform widget or setup would you recommend to achieve this?

Thank you.

Hi Dilan Prasanga De Silva,

Thanks for reaching out to Jotform Support. Let me help you with creating a finance form to track invoice payments with multiple partial cheques.

To achieve your requirements where you enter the Invoice No, Invoice Date, and Invoice Amount once, and then enter multiple cheque details without duplicating fields, I recommend using the Configurable List widget in your form. This widget allows you to add multiple rows of cheque details dynamically (Cheque No, Cheque Date, Cheque Amount) without duplicating fields manually.

Here’s how to do it:

1. Add fields for Invoice No, Invoice Date, and Invoice Amount as normal form fields.
2. Insert the Configurable List widget and configure it to include fields for Cheque No, Cheque Date, and Cheque Amount.
3. Use calculation fields to calculate Delay Days for each cheque by subtracting Invoice Date from Cheque Date. This can be done with conditional logic or calculation widgets depending on your form setup.
4. Set up a calculation field to sum all cheque amounts entered in the Configurable List to verify against the Invoice Amount.

This setup will allow you to enter invoice details once and add multiple cheque entries dynamically, with automatic calculations for delay days and total cheque amount verification.

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