Generating A Monthly Invoicing For Submissions

Hi,

I currently use Jotform as a time logging system. I then use the submission forms and macro-based spreadsheets to generate monthly invoices.

I am wanting go beyond this and either add in an integration or use an existing jot form feature to begin generating monthly invoices.

Everything I've found online and in Jotform help currently leans towards 'single' event invoices i.e. purchase of a single item or a single event at an hourly rate for example. I need to generate invoices for a time period for example entires for a job for dates 1st -31st of July.

Can this be done?

Hi Civil,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Jotform's invoice feature is designed to generate invoices automatically for each submission, typically for single events or product sales. Unfortunately, generating a consolidated invoice for a specific time period (like entries from 1st to 31st of a month) directly within Jotform is not a built-in feature.

However, you can customize your workflow by exporting submissions for the desired date range and then using external tools or spreadsheets to create monthly invoices. Alternatively, integrating with third-party tools via Zapier or similar services might help automate this process further.

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

Best regards,
Jotform Support

Hi civilpositioningservices,

Currently, we can only generate an invoice for each individual submission, and it doesn’t support batching multiple entries into a single monthly invoice natively. For automation, consider integrating with Make or Zapier to trigger invoice creation based on submission dates. While that feature isn’t available in Jotform right now, I’ve sent your request to our Developers for review. When or if it gets developed will depend on their current workload, how possible it is, and how much demand there is from other users. If/when we have any updates, we’ll follow up here and keep you posted.