Frequently Asked Questions

How do I customize the template?

Customers asking for copies of invoices at tax time? Process them online! It’s easy with this invoice request form template. This free prototype is ready to use as soon as you drag and drop the form fields you need. Assemble text fields, contact information fields, file attachments, and even include a reCAPTCHA to shut out spam. Then configure a confirmation autoresponder for the customer as well as alerts for the members of your accounting department.

How do I publish the template?

Share this form online and give your clients convenient, anytime access to your invoice request form. In seconds you can embed it into your website using nothing more than the embed tag provided in the form editor. Another option is to use the Share buttons to email the invoice request or post it to social media with just a few taps or clicks. This go-anywhere form features a responsive design optimized for a frustration-free experience on smartphones.

How to collect and manage data?

This form is not only an instant notifier, it’s a data manager. All submissions to this invoice request form are securely housed in a database accessible from your 123FormBuilder dashboard. There you can export the entries to a device or simply look them up in your account. Additionally, 123FormBuilder integrates with a vast assortment of third-party apps, including FreshBooks, Dropbox, Salesforce, and Smartsheet.

How to optimize processes?

Cutting paper waste, reducing errors, saving time. What could be better? Once you implement a web-based invoice request form, you’ll be able to turn around the documents quickly and bounce right back into your workflow. Unlike paper, online forms like this one can check for the completeness of the form, requiring full contact information and other details such as purchase order numbers. This helps ensure you have all the necessary information to process the request in the shortest possible time frame.

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