How to Generate an Invoice for Your Payment Form

April 24, 2025

Jotform offers an invoice feature that automatically generates PDF invoices for payment forms that sell products. This feature allows you to create custom invoices from scratch or choose from various PDF templates. The invoices can be customized with a message, logo, and reference number, and can be attached to notification or autoresponder emails. Invoices are sent automatically, saving you time and effort, and each one is generated as a PDF file—easy to download, print, or share. You can also modify the layout and design to fit your branding, giving your customers a professional and consistent experience.


Enabling Invoices

Whether you’re setting up a new payment form or updating an existing one, you can easily set it up to generate invoices. Here’s how to do it:

  1. In Form Builder, click on your Product List field and then click on the Shopping Cart icon on the right side of it.
  2. Now, in the Product List window on the right side of the page, under the Invoice tab, toggle Enable Invoice to Yes.
  3. Under the Your Business Details section, enter the following information into their corresponding input boxes to include them in your invoice:
    • Business Name — Use either your name or your company’s name.
    • Email — Add a personal or business email address where you can be contacted.
    • Phone — Include a phone number for you or your business.
    • Address — Enter the location for your business operations.
    • Notes — Include any extra details you’d like to show on the invoice. You can also insert dynamic values from your form using field unique names to reflect user selections or answers. Check our guide on How to Find Field IDs and Unique Names to learn more about it.
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  1. Now, under the Company Logo section, click on Choose Images, and then select one of the following tabs to add your logo to the invoice:
    • Upload — Select an image directly from your device.
    • My Images — Choose from images you’ve previously used and saved in your account.
    • Enter URL — Paste a direct link to the image you want to use.
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  1. Next, click on the Attach to Emails Dropdown menu and tick the box next to your Notification Email and/or Autoresponder Email to attach your invoice to them automatically. The changes you make here will instantly be reflected in the Notification Email and Autoresponder Email Settings. Check our guide on How to Attach Submissions as PDFs to Email Notifications to learn more about it.
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  1. Then, click on the Generate Invoice Number Dropdown menu to select or add a Unique ID widget for the invoice number to get its value from.
How to Generate an Invoice for Your Payment Form Image-4

That’s it. Invoices will now be automatically generated for each submission.

Note

Previewing and Customizing Invoices

You can also access the PDF document that was automatically created when you enabled the invoice feature for your order form. Here’s how to do it:

  1. While under the Invoice tab of the Product List section in Form Builder, scroll down and click on Preview the Invoice. That’ll open PDF Editor in a new browser tab, where you’ll see the Simple Invoice PDF Document in Preview Mode.
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  1. Now, in PDF Editor, you can review how your invoice looks, and then toggle the switch next to Preview PDF in the top-right corner of the page Off to start customizing it. Check our guide on How to Customize Your PDF Submission Report to learn more about it.
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