How to send invoice

1. A customer fills out the form.

2. As soon as the form is submitted, a Proforma Invoice (PI) is automatically sent to the customer via email.

3. At the same time, a notification email is automatically sent to the Accounts Department to review and verify the payment.

4. Once the Accounts Department verifies the payment, they will upload the Tax Invoice.

5. After uploading, the final Tax Invoice is automatically sent to the customer.

Hi Abutalib,

Thanks for reaching out to Jotform Support. Are you referring to this form? If yes, I have reviewed it, and it looks like you have already figured out 2, 3, and 4 since Autoresponder 1 and 2 already has an attached PDF which is PI Invoice and Notification email with the same attached PDF and a File Upload element for uploading the Tax Invoice. Is that correct? If yes, you can use Change Email Recipient condition to send out the 2nd Autoresponder email once there is an uploaded file for File Upload element. Here's how to do it:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.

2. Click on Conditions on the left side of the screen.

3. Select Change Email Recipient.

4. Configure the condition as shown in the screenshot.

5. Click on Save.

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

Tax invoice upload option is not coming in the mail.

Hi Abutalib,

Are you referring to the File Upload field? I've cloned your form and tested it to see if I could replicate the issue, but everything was working properly. I was able to receive a photo through the File Upload field. Check out the screenshot below to see my results:

It’s possible that your respondent didn’t attach a photo when submitting the form. To prevent this, you can set the File Upload field to Required. This ensures the form can't be submitted unless a photo is attached. It's easy to do, let me show you how:

1. In Form Builder, click on the File Upload field you want to edit.

2. Then, click the Gear icon to open its Properties panel.

3. Under the General tab, find the Required option and toggle it to ON to make the field mandatory.

If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

Keep us updated and let us know if you need any more help.

Set-up done but mail not working

Hi Abutalib,

It seems that, in the condition you set to change the email recipient address, as shown below, the email address has brackets when it shouldn't, so you'll just need to remove the brackets enclosing the email address.

Give it a try and let us know how it's going.