How can I create a Receipt

Is there a way to automatically create a receipt based on the columns in my form submissions database?

Hi Jacob,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

To automatically create a receipt based on the columns in your form submissions database, you can generate an invoice or receipt using Jotform's payment form features. We have a helpful guide that shows you how to generate an invoice for your payment form, which can serve as a receipt for your submissions.

Here’s how to do it:

1. Set up a payment integration in your form to collect payments.
2. Use the PDF Editor to customize the invoice or receipt template that will be automatically generated from the form submissions.
3. Enable email notifications to send the receipt automatically to your users after submission and payment.

You can find detailed instructions in this guide on how to generate an invoice for your payment form: How to Generate an Invoice for Your Payment Form.

Give it a try and let me know if you need any help.

I don't want to use a payment integration system

Hi Jacob,

Thanks for your clarification. If you want to create a receipt automatically based on your form submissions without using a payment integration, Jotform does not have a built-in feature specifically for generating receipts from non-payment form submissions.

However, you can use the PDF Editor to design a custom PDF document that pulls data from your form submissions. This PDF can act as a receipt or confirmation document based on the columns in your submission database. You can then set up email notifications to automatically send this PDF to your users after they submit the form.

This method allows you to generate a receipt-like document without requiring any payment integration.

Give it a try and let me know if you need any help.

Where do I find the PDF Editor in order to design a custom document that pulls data from my form submisions?

Hi Jacob,

You can find the PDF Editor in Jotform by following these steps:

1. Go to My Forms and select the form you want to work with.
2. Click on the form to open it, then look for the PDF Editor option, usually available in the form's menu or toolbar.
3. Open PDF Editor to design and customize your document template. Here, you can add, remove, or rearrange fields to pull data from your form submissions.

This editor allows you to create a custom PDF document that will be generated automatically based on your form submissions.

Give it a try and let me know if you need any help.