How to generate invoices for payment forms?
- Go to the Settings tab > Document Merge in your form builder.
- You can choose to configure your invoice template in Zoho Writer or WebMerge and merge form responses with the template to create customized invoices. Let's see how we can do it with Zoho Writer. Click Configure next to Zoho Writer.
- Select an invoice template from the existing templates by clicking Use This or create one from scratch.
- Click Create.
- Include the field responses as shown into your invoice to merge them with the template and create unique invoices for each form submission.
The correct transaction ID and payment status will be reflected only when you enable the Workflow option. - Click Done in the top-right corner.
- The template will be created and you can edit it at any point of time.
- You can attach the invoice merged with form responses in the confirmation email triggered to your customer on the orders.
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