HelloForms
Finance, Insurance & Tax · community shared

Invoice Request Form — shared by the community

Marta K. shared this 14-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use finance, insurance & tax form for advisers, brokers and finance teams: 14 questions, 2 pages, 3 conditional rules.

Shared by
Marta K. · Practice manager
Questions
14
Replies
21
Copies taken
422
See the library version

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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 2 — What to bill

Invoice request

Every question on this page is currently visible.

Works for you? Take Marta K.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Invoice Request Form is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.

  • Advisers, brokers and finance teams working in finance, insurance & tax.
  • Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
  • Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
  • Respondents are clients and applicants — the form asks them 14 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.

  • 8 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It pins the request to a specific date.
  • It allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Invoice Request Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Charge a late fee?” is Yes, the form dynamically exposes “Late fee amount or percentage”. Otherwise that question never appears.
  • Features advanced show logic: if “Payment terms” is not Due on receipt, the form dynamically exposes “Invoice due date”. Otherwise that question never appears.
  • Features advanced show logic: if “Accepted payment methods” includes Bank transfer, the form dynamically exposes “Which account should this settle to?”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — What to bill

  • Client namerequired
  • Service or product deliveredrequired
  • Amount (USD)required
  • Invoice daterequired
  • Payment termsrequired
  • Invoice due date
  • Purchase order number

Page 2 — How to get paid

  • Client billing emailrequired
  • Accepted payment methodsrequired
  • Which account should this settle to?
  • Charge a late fee?
  • Late fee amount or percentage
  • Notes for the invoice
  • Your email addressrequired

Conditional logic in this build

  • When “Charge a late fee?” is Yes, show “Late fee amount or percentage”.
  • When “Payment terms” is not Due on receipt, show “Invoice due date”.
  • When “Accepted payment methods” includes Bank transfer, show “Which account should this settle to?”.

Questions about this shared form

Can clients fill this in themselves?

Yes, for retainer clients who tell you what to bill. More often it is an internal form your team submits from the field.

Does it calculate tax?

Add a calculation field for sales tax if your state requires it on services, and show the rate in the notes.

How do I enforce late fees?

State them in the contract before the first invoice, then apply them consistently. A fee that appears only when you are annoyed is unenforceable in practice.

Should terms be net-30 by default?

Only if your cash flow can carry it. Small service businesses do better on net-15 or a deposit plus balance on completion.

Is the Invoice Request Form template free to use?

Yes. You can preview and test Invoice Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Invoice Request Form template ask for?

It asks 14 questions across 2 pages, 8 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Invoice Request Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this finance, insurance & tax form work?

3 conditional rules ship with the template: Features advanced show logic: if “Charge a late fee?” is Yes, the form dynamically exposes “Late fee amount or percentage”. Otherwise that question never appears. Features advanced show logic: if “Payment terms” is not Due on receipt, the form dynamically exposes “Invoice due date”. Otherwise that question never appears. Features advanced show logic: if “Accepted payment methods” includes Bank transfer, the form dynamically exposes “Which account should this settle to?”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Invoice Request Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Invoice Request Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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