How to generate invoices for payment forms?
An invoice is a vital document in business transactions that includes data about a particular sale, such as the customer details, quantity, value, tax, total payable amount, any discounts applied and the payment terms. Invoicing is essential, regardless of the nature of your business to ensure that you receive accurate payments.
Once you are done building your form with the
Payment
field,
-
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.
-
Choose the
Document Service
(Zoho Docs / WorkDrive) where you want to create the merged invoice template.
-
Select an invoice template from the existing templates by clicking
Use This
or create one from scratch.
Ensure that you include your brand logo and your company's contact details at the top of your invoice template.
Include payment deadlines as well as details regarding any penalties that customers will encounter if the due dates are missed.
You can also create unique invoice numbers with each form submission using the Unique ID field in the form and merging it in the template.
-
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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