How To Create Invoices Automatically Using a Form Action

By Matt Todaro
Founder, Head of Product
  1. Open a form's admin panel and navigate to the Form Actions tab.

  2. Select the Form Action you would like to edit.

  3. Set the Action to Create an Invoice.

  4. In the Invoice Template field that appears, select one of your invoice templates.

  5. When a form is submitted we'll immediately create a new invoice based on your selected invoice template and issue it to the club member.

Article Series:


How To Create Invoices
How to Create a Payment Plan
How do parents view their invoice(s)?
How To Edit Existing Invoices
How to Add a Transaction to An Invoice
How to Edit an Existing Transaction on an Invoice
How to Remove an Existing Transaction on an Invoice
How to Create an Invoice Template
What Payment Methods Are Available to Parents?
When Will the Funds Be Deposited Into Our Bank Account?