How to Create a Bill
FormSmarts offers a really simple way to create bills that customers can pay online: just create a billing form like the one below, then use a tool on FormSmarts.com each time you want to generate a bill for a specific client and amount.
Make a Billing Form
We only need to create the billing form once, we’ll then reuse it each time we need to create an invoice.
Here our example has two main input fields: an email field to uniquely identify the customer and a text box for the amount we want to bill them for. You can view and test the billing form. We’ve also made a slightly more elaborate example that allows a client to add a gratuity with a second amount box.
Note how both the Email and Amount Due fields are fixed: the values preset in the pre-filled URL can’t be changed by the client. We’ll cover how to do this in the next section, for now I need to explain how to set up the Amount Due input field so FormSmarts recognizes it as a fee to be paid by the bill recipient.
Add an Amount Box
- Add a Text Box form control (widget)
- Name the input field Amount Due ($ USD). The ‘Amount Due’ label can be whatever you prefer, but you must stick to the same format and specify the currency as shown.
- Set its Allowed Content value to Positive Number
- If you’ve already configured PayPal integration, you’re all set. Otherwise your need to associate your PayPal account with FormSmarts.
Create a Pre-Filled Bill
- Set the Method to
- Set the API Endpoint to
https://formsmarts.com/api/v1/forms/Form_ID/prefilled_url, replacing Form_ID with the ID of your form.
- Enter the Request Data as illustrated below and described in the documentation, then submit.
https://formsmarts.com/form/2301?mode=h5, its Form ID is
Preset Values & Make Fields Read-Only
We enter the preset value of the email and amount fields under Request Data, and make sure those can’t be modified by the user:
- Pre-fill the first input field on the form (
pf_f1) with the value firstname.lastname@example.org
- Preset the second input field (
pf_f2) to 187.59
- Prevent the user from modifying either fields by making them read-only (
email@example.com pf_f2=187.59 pf_ro1=1 pf_ro2=2
Find out more about how to pre-fill your forms and how to automatically generate pre-filled URLs if you need to create too many bills to do it manually.