How do I turn a form submission into an invoice?

You can turn a form submission into an invoice with Cognito Forms Workflow utilizing document generation or setting up an integration with your accounting software.

Accounting Integration 
When someone submits a form, their entry data can be automatically mapped into your accounting system. Customer details populate the billing record, and line items flow into a new invoice. You can choose to trigger this instantly or only after review/approval.

Document Generation 
When someone submits a form, their entry data can be automatically mapped into a document template created in Word. The invoice can be automatically triggered when the form is submitted or when other steps are set up in your workflow.

Learn how to customize your document generation template here.