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creationlibertesgDemandé le 10 novembre 2023 à 14:24
Bonjour,
J'ai vu que nous pouvons créer des bons de commandes et intégrer des modes de paiement pour faire payer le client dès qu'il commande.
J'aimerais savoir s'il est possible de ne pas faire payer tout de suite le client, mais plutôt partir du bon de commande complété et le transformer en facture qui sera transmise avec la livraison du produit.
Merci beaucoup et bonne journée!
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Mafe_M Jotform SupportRépondu le 10 novembre 2023 à 17:12
Hi creationlibertesg,
Thanks for reaching out to Jotform Support. Unfortunately, our French 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 French, 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. You can create a purchase order form and enable invoicing. Let me show you how:
- Open your form in Form Builder and click on the Add Form Elements menu on the left side of the page.
- Under the Payment tab, click on Purchase Order to add it to your form.
Now that Purchase Order is added to the form. Let us go ahead and enable invoicing. Let me show you how:
- Open your form in Form Builder and select the Product List field.
- Then, click on the Wand icon.
- In the menu that opens up, click on the Invoice tab and toggle Enable Invoice to the On position.
- Enter the Necessary Information, like your business name, email address, etc.
I have created a demo form for you. You can check this form and clone it if this meets your needs. Cloning your forms using a form URL is easy to do. Let me walk you through it:
1. Open your My Forms page and click on Create Form on the left side of the page.
2. In the window that opens up, click on Import Form.
3. In the next window, click on From a Webpage.
4. Paste the form link (https://form.jotform.com/233136829027053) into the Enter URL field and click on Create Form.
After cloning your form, it will open up in Form Builder automatically. Now, you can edit the way you want it and publish it.
Give it a try and let us know if you need any more help.
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creationlibertesgRépondu le 12 novembre 2023 à 15:25[Une image contenant Graphique, art Description générée automatiquement]
Salut! 😊
J’ai bien regardé votre exemple de formulaire et ça correspond bien à ce que je cherchais.
Cependant, est-ce possible de modifier l’apparence de la facture qui est générée automatiquement ainsi que le numéro de la facture?
Merci pour votre suivi.
Bonne journée!
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De : Jotform <noreply>
Envoyé : 10 novembre 2023 17:12
À : creationlibertesg@outlook.com
Objet : Re: Comment créer un formulaire de bon de commande sans intégrer le paiement
[Jotform]<https:>
[Autoresponder]
There’s a new response on your question:
Comment créer un formulaire de bon de commande sans intégrer le paiement
Hi creationlibertesg,
Thanks for reaching out to Jotform Support. Unfortunately, our French 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 French, 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. You can create a purchase order form and enable invoicing. Let me show you how:
Hi creationlibertesg,
Thanks for contacting Jotform Support. With our Purchase Order element, you can list your products without using a payment integration. This means that people can submit the form without having to make a payment. Let's do it:
1. Open your form in Form Builder and click on the Add Form Elements menu on the left side of the page.
2. Under the Payment tab, click on Purchase Order to add it to your form.
[1643011861_61ee5f150f99e_screencast 2022]
Now that Purchase Order is added to the form. Let us go ahead and enable invoicing. Let me show you how:
1. Open your form in Form Builder and select the Product List field.
2. Then, click on the Wand icon.
3. In the menu that opens up, click on the Invoice tab and toggle Enable Invoice to the On position.
4. Enter the Necessary Information, like your business name, email address, etc.
[https://support.jotform.com/uploads/forum/Clara_D/1686841668_648b294459702_image6.gif]
I have created a demo form<https:> for you. You can check this form and clone it if this meets your needs. Cloning your forms using a form URL is easy to do. Let me walk you through it:
1. Open your My Forms page<https:> and click on Create Form on the left side of the page.
[https://support.jotform.com/uploads/forum/Finley_F/1686658523_64885ddbc49de_1.png]
2. In the window that opens up, click on Import Form.
[https://support.jotform.com/uploads/forum/Finley_F/1686658529_64885de1a317d_2.png]
3. In the next window, click on From a Webpage.
4. Paste the form link (https://form.jotform.com/233136829027053) into the Enter URL field and click on Create Form.
[https://support.jotform.com/uploads/forum/Finley_F/1686658535_64885de71fe24_3.png]
After cloning your form, it will open up in Form Builder automatically. Now, you can edit the way you want it and publish it.
Give it a try and let us know if you need any more help.
[Autoresponder]
Answered by
Mafe_M
View this thread<https:>
[Jotform Team]
4 Embarcadero Center, Suite 780, San Francisco CA 94111
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Mafe_M Jotform SupportRépondu le 12 novembre 2023 à 16:24
Hi creationlibertesg,
Thanks for getting back to us. Once the form respondent successfully submits the form, the invoice is automatically generated since it is attached to the autoresponder email. First, you will need to create an autoresponder email and then enable PDF Attachment. Let me show you how:
- 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.
- Customize the options the way you want them and you’re done.
Now, you will enable PDF Attachment to attach the invoice. Let me show you how:
- In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
- Go to the Email tab on the left-hand side of the page.
- Hover your mouse over to the autoresponder email and click the green pencil icon.
- Go to the Advanced tab and toggle ON the Attach PDF option.
- Select Simple Invoice to be attached to the confirmation email
- Click Save to apply the changes.
I have updated the demo form for you. You clone this one again and check if it meets your needs.
Reach out again if there’s anything else we can help you with.