Client Invoice Form
Streamline your client invoice and billing process from start to finish.
Simplify invoice management and payments with our Client Invoice form, built for advertising and marketing teams. This form makes it easy to send invoices and collect payments, all in one place. All so you can spend less time chasing invoices and more time delivering great work.
Using this template, you can:
- Automatically send branded invoices and automatically notify clients via email with a secure link.
- Provide a seamless experience for clients to view their invoice and submit payment all within one form—no external site needed.
- Track invoice status and payment confirmations easily in real time with a built-in Workflow.
This form is perfect for agencies, freelancers, and in-house teams looking to streamline and automate their billing process. Automated workflows ensure that both clients and internal teams receive timely notifications, minimizing the need for manual follow-ups.
Workflow
Roles
- Client
- Internal
Statuses
- Incomplete
- Pending Payment
- Paid
- Closed