How to Set Up a Payment Form that Sends an Invoice to the Customer?

  • appucinoo
    Gefragt am 25. August 2023 um 16:30

    Hallo Jotform-Team,

    wir haben bereits drei Formulare auf Ihrer Plattform erfasst und möchten diese in unserer mobilen App "appucinoo" nutzen.

    Die ersten Test sind positiv verlaufen.

    Wir sind auf der Suche nach einer Option, die dem Kunden einen Kauf "auf Rechnung" ermöglicht. Aktuell nutzen wir den Zahlungsdienstleister "Mollie".

    Wie stellen wir uns das vor?
    1. Ein Kunde füllt das Formular aus.
    2. Am Ende wird eine Rechnung aus Jotform generiert.
    3. Der Kunde erhält diese Rechnung per E-Mail.
    4. Der Kunde hat nun die Möglichkeit uns das Geld zu überweisen.

    Können Sie uns bitte dabei behilflich sein, diesen Prozess zu implementieren? Wir sind auch bereit zahlende Kunden zu werden.

    Mit freundlichen Grüßen
    Josip Burazin
    appucinoo

  • Raphael_V
    Geantwortet am 25. August 2023 um 20:10

    Hi appucinoo,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Deutch, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. I checked your Lokacije Form and I can see that you've already used the Mollie Integration for it. This would also mean that your customers would be able to pay or send money to you through the Form. I noticed that you've already Set up the Invoice for this integration as well. That means your customers should receive an Invoice after they've paid and submitted the Form.

    But it seems seems that your Form does not have an Autoresponder Email email yet. If you create an Autoresponder Email, your customers will get emails about their purchases, and receive the Invoice as a PDF Attachment. Let me show you how to set that up:

    • In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
    • In the menu on the left side of the page, click on Emails.
    • Now, click on Add an Email.
    • Next, select Autoresponder Email.
    • Go to the Advanced tab, toggle On the Attach PDF option, select your Invoice, then click on Save.

    ​​ How to Set Up a Payment Form that Sends an Invoice to the Customer? Image 1 Screenshot 20

    Now, your customers will get an Autoresponder Email after they fill out your form.

    Reach out again if there’s anything else we can help you with.