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How can I use invoices or receipts on a paid form?
How can I use invoices or receipts on a paid form?
Jenny avatar
Written by Jenny
Updated over 5 years ago

If you want to take payments using a form either straight away or at a later point, you may want to use invoices or receipts.

There are a couple of steps for setting up Invoices on a form.

Part 1)
First, go to your Application 'Type'.


Tick the 'Payment required?' option, this will reveal several more options.
Then tick 'Enable Invoices', this will reveal a few more.

You now have a few options to select once invoices are enabled.

Enable invoices
Click the dropdown next to 'For'

  • All amounts - whatever the total is for a form, allow an invoice to be an option

  • Above a set amount - only allow invoices to be available if the total is above a certain amount, eg you might want traders to use an invoice if they are paying about £1000 for a stall

  • Below a set amount - same as above but in reverse

If you select either 'Above a set amount' or Below a set amount', you can then set the threshold amount. 

  • Invoice Company name / Invoice company address - these options let you pull through information from your form, so you can select which field you want to list here.

  • Invoice Footer - this is text which you can set to display in the footer of every invoice.


Part 2)
In order to set which fields are included in the Invoice/Receipt you need to tick the box for 'Include in Receipt/Invoice' on the field on the form. In order for certain fields to be included, these fields need to be ticked.

If you select both paypal and invoice, when 'submit' is clicked, the two options will appear.

If 'send me an invoice' is selected, then whoever is filling out the form will be send an invoice pdf attached to the confirmation of their form.


You can also re-send an invoice or download it by selecting these options on the menu next to the submitted form:

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