Enabling invoicing on a standard Form (Payment method block)

Standard Forms — such as membership or subscription forms — can offer invoicing as a payment method through the Payment Method block. When invoicing is enabled and integrated with Xero, a submission can generate a Xero invoice instead of (or alongside) a card payment.

Important: the account, item, tax and tracking mappings for a standard form's invoices are applied on the back end by your account manager — this part is not self-serve. You enable invoicing and set the reference/due-date behaviour in the form, then provide the mapping details to your account manager to configure.

Add the Payment method block

1. In Forms, open the form you want to enable invoicing on.
2. From the Content palette, add the Payment Method block to the form.

Enable invoice as a payment method

1. Select the Payment Method block to open its settings. The panel is grouped into Payment settings, Invoicing, Advanced options and Conditional settings.
2. Go to Invoicing.
3. Tick Allow invoice as payment method.

Integrate with Xero

1. Under Integrations, select Xero.
2. Confirm the integration is valid — SwiftFox shows a success message reading Integration valid. If it cannot complete the check it shows There was an error checking integration validation instead.

Configure invoice behaviour

Set how invoices generated by this form behave:

• Invoice reference — a static value applied to invoices from this form. The helper text notes that the reference will be displayed on the invoice.
• Allow user to input a reference number — choose Disabled, Optional, or Required to control whether the submitter supplies their own reference.
• Due date — a number of days, counted from when the form is submitted.

Hand off the mappings to your account manager

Because standard-form mappings are configured on the back end, provide your account manager with the settings to apply for this form's invoices:

• Account
• Item
• Tax
• Tracking (if used)

Until these back-end mappings are applied, the form's invoices will not have the correct account/item/tax/tracking values.

Relationship to card payments

• If a payment gateway is integrated, the Payment method block can also take credit-card payments.
• Offering invoice as a payment method gives submitters an alternative to paying by card at the point of submission.