Customer Invoice Template Workflow
Simplify your payment processes, and generate custom invoices for your business.
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.
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.
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.
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.
Use these two invoice templates to create a seamless workflow in just a few easy steps.
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."
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.
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.
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.
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.
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