Billing template
Invoice template.
Fill in the client and line items; the invoice PDF lays out the items with totals and tax.
What it produces
Invoice PDF with line items and totals
6 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the invoice pdf with line items and totals. You approve it and it's emailed as a branded PDF.
Questions included6
- 1Bill to
- 2Invoice number
- 3Invoice date
- 4Due date
- 5Services
- 6Notes for the client (optional)
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