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.