Invoice forms give form owners the ability to track and tally totals for billing purposes. Whether for products or time keeping, invoices show charges, discounts, and payment details. Formsite’s order form templates and tools give form owners ways to create custom invoice forms, collect payments, and more.

Essential elements of invoices include:

• Invoice number and date issued
• Description of products or services
• Price and quantity for products or services
• Contact information and payment instructions
• Subtotal, discounts, taxes, and any other amount modifications
• Total due, date due, and terms

How to Make Invoice Forms

Use Formsite’s templates to start with an example invoice form or start with a blank form and add items as needed. The templates show example questions and styles to get the ball rolling.

The beginning of the form contains customer information using Short Answer and Email Address items. In some cases, the Long Answer item may give an easier way to collect customer contact information. For dynamically-generated invoices in embedded sites, use the Embed Code’s prePopulate parameter to pass information to Hidden Field items. Then use the pipe codes to insert the information to Description Text items.

We can consider an invoice a record of an order, so order form items make up the core of the invoice. Quantities and costs use the Text Field Quantity items followed by Text Field Pricing items for automatic totals. For more simple orders with standard fees, the Quantity List item can collect quantity numbers in a list of fees.

For displaying line totals or subtotals, use Calculation items with custom equations. If there are any taxes or other fees, use a percent item or coupon code item to adjust the order total. Taxes based on location can use a Dropdown Pricing item as the ‘state’ or ‘country’ selection item. Also, Rules can show follow-up or conditional items, like optional warranties or shipping insurance.

Sending Invoice Forms

The invoice form gets completed by the product owner or service provider, then the generated invoice goes to the customer. Sending the invoice document works best with Formsite’s Results Docs features.

The invoice data gets formatted as a PDF or Word document, then sent as an email attachment to the customer. An optional feature can save a copy of the invoice to a cloud storage service like Google Drive.

To support paying online, a Workflow link can send with the email and pass the invoice data to a payment form. Alternatively, use the Pre-populate link in place of the Workflow link to pass data to other forms. The destination form for both methods would use a payment integration to collect and track payments.

Pro Tip: Order History

Use a Results Filter for every customer, then create a Results Report with the filter. Send the link to the report in every email to allow the customer to see their real-time invoice history.

Order forms collect orders and payments from customers to receive products and services from sellers. Besides collecting contact information, the order form also gathers details about the order. 

Formsite's customizable order forms let your customers place orders online with quantities and options. For example, menu items at a restaurant, church donations, products and services from small businesses, or t-shirts from an ecommerce shop. Building an online order form only takes a few minutes with Formsite.

Event organizers can collect event registrations online easy with Formsite. Optional additions include sending confirmation emails, adding to Google Calendar, and much more. Use the Pre-populate link to make RSVP forms and send to specific attendees, too. Formsite has many templates for all kinds of events and meetings to support every need.

RSVP forms contain many similar items and features of registration forms. Often they appear as individual or blanket invitations and collect replies indicating the intent to attend. This is different from registration forms that display as a way to add an individual’s information to the attendee list.

Formsite gives form owners many examples and templates for online forms of all types. Examples include order forms, registration forms, surveys, and lots more. Most forms share common parts with other kinds of forms, then include special attributes that make them unique. One example of a form type that collects unique information is hotel reservation forms.

Making a reservation form begins like other registration forms, then includes fields like:

• Location information
• Reservation start and end dates
• Choice of room type
• Options like parking or pet friendly
• Special requests

Formsite’s online form templates give local businesses fast solutions for online forms. Perfect for organizations run by members with varying experience levels like churches and clubs. Our church membership templates make it easy to collect and use member information.

Community organizations, clubs and volunteer projects often need ways to manage member information. While not unique to churches, a church membership form contains example information many organizations collect like:

• Contact information
• Family details
• Interests & abilities
• Event history
• Donations

Formsite online form templates provide examples for effective and easy feedback forms. As more educational programs have moved to online learning, online forms for education are in high demand.

Evaluation forms for classes have different questions than those targeting teachers and students. Typical feedback forms for classes include questions about:

• Class content
• Frequency of exams
• Topic usefulness
• Materials
• Class size
• Time and location

Considering online classes specifically, those questions could also include:

• Platform navigation
• Connection reliability
• Clarity of requirements

Formsite’s integrations let form owners send new submissions to other online services. Organizations in the fitness industry can use Formsite forms to create custom fitness apps with online forms. Use online forms for tracking progress, running contests, or completing scheduled levels.

Examples include:

• Personal training
• Weight-loss programs
• Physical fitness contests
• Virtual competitions
• Martial arts levels
• Coaching

Use Formsite to collect individual contact information and record progress updates. Then send the updates to one of the connected fitness services using Formsite’s integrations. Use the built-in Notifications to send emails or text messages for even more personalized options.

Connect a Formsite form with Facebook Messenger and receive instant notifications for new results. Useful examples include contact forms, order forms, or support request forms. This Zapier integration triggers after receiving new form results and sends an instant message to one or more recipients.

Use with Results Filters and Zap settings for custom messages that send under specific conditions. For example, add a question about the urgency of the request and a Results Filter sends an appropriate message.

Formsite’s templates cover a wide range of online form needs like registration and signup forms. These templates let form visitors add their information to the list as an attendee, volunteer, or other interested party. The signup form templates give form owners examples of form questions and designs to get started fast.

Registration forms and signup forms share many similarities like collecting essential contact information. A signup form usually appears as a less-formal way to join or otherwise show interest in a group or event. Registration forms are more formal and often collect proof of identity or ownership, as with registering a vehicle.

Registration forms collect information and let people sign up for events and groups. These forms collect basic contact information plus details required for further categorization. Examples include clubs, team sign-ups, webinars, sweepstakes, event registration forms to name a few. Building a registration form takes just a few minutes with Formsite.