Easily Share Digital Invoices for Customers to Complete
Sharing digital Invoices with customers, colleagues, and collaborators is easy
Digital Invoices drastically simplify the itemization of goods, services, and terms, exchanged between a buyer and seller. With mobile forms, your invoices can be easily equipped with dynamic, digital fields, to streamline the entry of highly accurate data. For example:
Drop Downs & Data Sources - Instantaneously populate fields with customer data, based on the selection of a Drop Down item. For example, if a user were to select a customer’s name, the contact information, job number, and terms of service could be instantly filled within corresponding fields.
Table fields - Organize goods, services, and labor details within professional, clear line items, using our customizable Table fields. Your form Tables can host a variety of field types (from Images and Sketches to Barcode data and Date fields) allowing your team to rapidly input data. Your Table fields can also host Automatic Calculations, allowing totals for goods, services, and labor to be instantly calculated – eliminating opportunities for human error and improving accuracy.
Signature fields - Finally, digital Signature boxes make it easy to complete any necessary authorizations.
Your digital invoices can even be configured to instantly complete common tasks, with Automated Workflows. For example, invoices can be configured to instantly email a PDF copy of the form to colleagues, customers, and more. Or, forms can be automated to instantly save to connected applications, like Box or Google Drive. Leveraging our Quickbooks integration, data collected within your digital invoices can even be used to instantly create or update Quickbooks line items! These seamless automations not only reduce administrative demands for your team but also ensure critical tasks are completed in a timely, efficient manner – further eliminating administrative bottlenecks and payroll obstacles.
Leveraging the GoFormz Public Forms feature, links to your digital invoices can be easily shared with customers and collaborators outside of your GoFormz account. The Public Forms feature allows GoFormz users to share a link to their mobile forms with anyone. These forms can be shared pre-populated with data, with specific fields made editable to outside users. The Public Forms feature makes it easy to share invoices populated with goods, services, and labor expenses, for customers to authorize and complete. Watch the quick video below to learn more about Public Forms.
Looking for more ways to level up your billing processes? Check out three ways GoFormz accelerates billing cycles here.
