AI Agent Marketing Campaign TrackerMulti-product solution
Zaps, Tables, Canvas
Invoice form
Automate the way you share invoices with clients using a customizable invoice form template.
Overview
You want to get paid faster, but managing your cluttered digital invoices makes your head spin. With this template, you can build an automated system that tracks billable items, delivers invoices to clients, and ensures more predictable payment cycles.
Why use our invoice form template?
✓ Create your form easily with no coding required
✓ Customize it with branding and form fields
✓ Share your form through a link or embed code
✓ Get instant notifications for new submissions
✓ View all submissions in an organized table
✓ Send invoice data to thousands of apps
Who should use this template?
Freelancers, small business owners, and finance teams that need an easy way to manage invoices with a simple form. The template components can be customized for any industry, too.
How does this template work?
Inside the template, you'll find:
- An invoice form — Populate the form with short text fields and any other elements you want.
- A table of invoice items — Automatically store and organize details like client names and contact info.
- Automated invoice sharing — Every time you click Send to Client in your table, your client automatically gets emailed an invoice using Zaps.
- Automated cost calculation — Every time you submit a form, a Zap calculates the total cost by adding up the items for you
An invoice management system should be simple. But it also needs to be customizable enough to capture the data you need. The invoice form in this template is perfect for that. You can add fields for tracking details like client name, contact info, and payment terms and method.
All the information you submit flows into an organized table. And if multiple items appear in your invoice, you don't need to calculate the total cost—an automated workflow will do it for you.
As soon as you're ready to share an invoice with your client, pushing a button in the table will trigger a workflow that automatically emails them.
Frequently asked questions
Is this template beginner-friendly?
It is. It's straightforward and easy to use, even if you're new to automation. You don't need coding or technical skills to get started. And our help center is available if you encounter questions along the way.
Can I add different elements to my form?
Absolutely. There are so many elements to choose from, including a short text field, email field, and checkbox.
Can I embed forms on internal company pages?
Yes, all forms can easily be embedded on your team's dashboard or intranet pages with embed code. Or they can serve as a standalone page with a unique URL.
For the notification email, do you connect with my email provider?
This template is pre-configured to send notifications using Email by Zapier—but you can easily connect your preferred tool instead. Zapier integrates with tons of email apps, so yours is likely included.
Where can I view my form submissions?
This template comes with a table that houses every form submission, so you can easily see them all at a glance.
Do I need a paid Zapier plan to use this template?
Nope, you can use it for free. If you need more flexibility, you can always switch to a paid plan. Compare plans and features here.
