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Creating an invoice after a quote?

  • 6 July 2022
  • 1 reply
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I operate a rental business.  I need to review all options selected by my customer before taking payment to ensure I have what they requested available AND that they are ordering for a location that I will travel to.  I would like to use Typeform to collect my booking requests so that my customers can “build” their list of options & event details, but I do not want to take payment within the TypeForm (unless there was a pay later option?).  What integration can I use that would collect all of the data submitted in Typeform and use it to create/send the invoice for payment after I have reviewed it for availability?  Does the integration with square do this?  

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Best answer by Liz 6 July 2022, 17:48

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Hi @sgkate07 Our integration with Square wouldn’t necessarily do this, but we do have an example of a workflow of this below!

 

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