topic Re: How to create invoice as an option for forms in Tips, Tricks & Best Practices

How to create invoice as an option for forms

JGarrett321 — Wed, 19 Feb 2025 19:56:48 GMT

I am creating a form with items with prices and I want the user to be able to select what they want and be able to have us invoice them without having to submit bank information (because we're not accepting credit card payments). Is there a way to submit a form without paying and get an invoice instead?

Re: How to create invoice as an option for forms

OWorrall5 — Thu, 20 Feb 2025 03:20:32 GMT

Hey @JGarrett321,

Just to clarify, are you sending a list of all your items on the form, or is it a selected group of items that are unique to the customer you're sending it to?

An easy work around could be setting up an online store in which the only payment option is via invoice. This is possible entirley within HubSpot.

Re: How to create invoice as an option for forms

JGarrett321 — Thu, 20 Feb 2025 14:28:01 GMT

Thank you for your answer.

I am sending a list of all my items on the form. I will look into setting up an online store!

Re: How to create invoice as an option for forms

OWorrall5 — Thu, 20 Feb 2025 22:23:03 GMT

Sounds great! If the form contains a specific bundle of items unique to each customer, it could get a bit tricky. However, since the list includes all of your items, the easiest solution would be to display them online and direct customers to your store where they can add desired items and checkout on invoice. I work for a HubSpot solutions agency specialising in commerce, we’d be happy to help on this front and discuss what the best solution might look like for your operation. If youre interested in a chat, free to reach out to me at oscar.worrall@engagingpartners.co