HelloForms
Finance, Insurance & Tax · community shared

Sales Invoice Form — shared by the community

Sam B. shared this 13-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: 13 questions, 3 pages, 3 conditional rules.

Shared by
Sam B. · Customer success
Questions
13
Replies
24
Copies taken
821
See the library version

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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Page 1 of 3 — Invoice details

Sales invoice

Every question on this page is currently visible.

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

Who this template is for

Sales Invoice 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 13 questions across 3 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.

  • 7 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 lets people pick products and quantities.
  • It pins the request to a specific date.
  • It captures a full postal address.
  • 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 3 pages keeps each screen short and shows respondents how much is left.

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 Sales Invoice 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. 4Connect payments in form settings so the amount is taken with the submission rather than invoiced later.
  5. 5Publish 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.
  6. 6Watch 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 “Payment terms” is Net 30, the form dynamically exposes “Late fee if unpaid after due date”. Otherwise that question never appears.
  • Features advanced show logic: if “Payment terms” is Net 60, the form dynamically exposes “Late fee if unpaid after due date”. Otherwise that question never appears.
  • Features conditional validation: if “How will the customer pay?” is Card payment link, “Payment link or reference” becomes mandatory before the form can be sent.
  • 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 — Invoice details

  • Invoice numberrequired
  • Bill to (customer name)required
  • Customer emailrequired
  • Billing address
  • Invoice daterequired
  • Due daterequired

Page 2 — Charges

  • Items or services billed
  • Tax rate (%)
  • Payment termsrequired
  • Late fee if unpaid after due date

Page 3 — Payment

  • How will the customer pay?required
  • Payment link or reference
  • Notes for the customer

Conditional logic in this build

  • When “Payment terms” is Net 30, show “Late fee if unpaid after due date”.
  • When “Payment terms” is Net 60, show “Late fee if unpaid after due date”.
  • When “How will the customer pay?” is Card payment link, require “Payment link or reference”.

Questions about this shared form

How is this different from Invoice Request Form?

Invoice Request Form is filled in by a customer or internal team asking someone to generate a bill. This Sales Invoice Form is the finished invoice itself, sent by the seller with line items, tax and a due date already set.

Can customers pay directly from this form?

Not on its own — it records payment intent and method. For direct card payment, link the payment-link field to Online Payment Form.

What if the invoice relates to a purchase order?

Reference the PO number in the notes field so it matches back to whatever was raised on Purchase Order Form.

Do I need a late fee field for every invoice?

No — it only makes sense once payment terms extend credit; same-day invoices can leave it blank.

Is the Sales Invoice Form template free to use?

Yes. You can preview and test Sales Invoice 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 Sales Invoice Form template ask for?

It asks 13 questions across 3 pages, 7 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 Sales Invoice 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 “Payment terms” is Net 30, the form dynamically exposes “Late fee if unpaid after due date”. Otherwise that question never appears. Features advanced show logic: if “Payment terms” is Net 60, the form dynamically exposes “Late fee if unpaid after due date”. Otherwise that question never appears. Features conditional validation: if “How will the customer pay?” is Card payment link, “Payment link or reference” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Sales Invoice 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 Sales Invoice 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.

Can this form take payments?

Yes — this template includes a payment step, so the amount is collected as part of the submission instead of invoiced afterwards. Connect your payment provider in form settings and set the currency and prices you want.

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