Start with an invoice form template to make
invoice management more efficient
Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.
Upon choosing the template, you will be directed to Process Details.
Here, you can change your form title and/or description. You can also give specific users/employees access to this process.
Using Form Builder, choose your form fields and edit them.
After finalising your form, proceed to Design Workflow. You will see an existing template workflow with a PDF generator plugin. This plugin allows you to:
To start off, we used the PDF generator plugin to indicate the email recipient, email subject and email body content:
Then, you can edit the PDF content. Use placeholders to customise the invoice document for each customer.
If you would like to add other tasks in this process, you can change and customise the workflow by these methods:
After Publish Changes in Workflow Builder, your invoice form is ready to go.
If you provide employees access to this process in Forma, they will be able to submit their requests with the Submit New Entry button.
Otherwise, you can use the Share button to:
That’s it. Really.