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Templates Customer Invoice Template Workflow

Forms + Documents

Customer Invoice Template Workflow

Simplify your payment processes, and generate custom invoices for your business.

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Document Automation Made Easy

Tired of manually typing up new invoices and sending them to the printer? Use Formstack and Formstack Documents to automate your invoice generation process. Collect payment information from customers and automatically populate that data into a custom invoice document. No paper or manual data entry required! Digitizing your process will help you prevent errors and keep accurate records of purchases and money owed.

With this blank invoice template workflow, you can:

  • Digitize your payment processes
  • Eliminate manual data entry
  • Improve customer service
  • Keep accurate payment records

What You Need

Formstack Forms

Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.

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Formstack Documents

With Formstack Documents, you can generate professional PDFs, Word files, and other documents in minutes. Use your invoice collection form to automatically populate custom invoices with your customers' payment information. To get started, add this blank invoice template to your account.

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Stash by Formstack

Stash by Formstack is a secure cloud storage tool for your documents. With in-app comments, file editing, unique folder permissions, and version tracking, Stash makes it easy to save your invoices in the cloud and keep your team organized.

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Order Form Template
Order Form Template
Use Formstack's customizable invoice form template to collect payment data from customers. Connect your form to your preferred payment processor for payment collection, and pair it with Formstack Documents to populate the data you collect into a professional invoice.
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Blank Invoice Document Template
Blank Invoice Document Template
Adding Formstack Documents to your workflow will help you reduce the time it takes to generate documents. Pair your form with this simple invoice template for Microsoft Word to create invoices that are customized for each customer. These invoices can be stored in Stash for your records.
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How It Works

Use these two invoice templates to create a seamless workflow in just a few easy steps.

1

Build

Log in to your Formstack Documents account, and choose the blank invoice from the list of templates. You'll need to identify where your data is coming from. Select "Use a data collection form."

2

Save

Store and organize your invoices with our cloud storage tool, Stash by Formstack. Choose the "Save my documents in Stash" option, or integrate with other cloud storage tools under the "Deliver" tab.

3

Deliver

Navigate to the "Deliver" tab to automate the delivery of your invoices. If you want to send copies to customers, select "New Delivery," and choose email. Using merge fields, you can designate an email address where you want generated invoices to be sent.

4

Collect

Next, log in to Formstack to connect your invoice form template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your blank invoice template from the list of documents.

5

Map

Review all fields to ensure your Formstack data is correctly mapped to your blank invoice template. After your mappings are complete, all you need to do is share your form to start collecting submissions and generating invoices.

Ready to get started?

Get access to this blank invoice template and other finance forms by starting a free trial.

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