Money · free template

Invoice Request Form

Take invoice details and payment terms in one structured request.

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

Questions: 14
Pages: 2
Layouts: classic · card
Conditional rules: 3
Typical time: 3 min

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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

Every question on this page is currently visible.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

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.

1Press “Use this template” — a fresh copy of Invoice Request Form lands in your workspace, ready to edit.
2Rename or delete any question, and change what is required. Nothing here is fixed.
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.
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.
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.

About this template

Late payment usually starts with a vague invoice, and a vague invoice starts with someone typing details from memory. This request form fixes the source: who is being billed, what was delivered, the amount, the invoice date, and the terms — net-15, net-30, net-45 or due on receipt — chosen rather than assumed. The client's billing email is captured separately from the project contact, because invoices sent to a project manager sit unread while accounts payable waits for something that never arrives. Accepted payment methods are checkboxes so the invoice only shows routes you can actually reconcile, and the late fee question stays hidden until you say a fee applies, at which point it asks for the amount or percentage in plain terms. A notes field carries the purchase order number, which is the single most common reason a correct invoice gets returned unpaid. One submission holds everything needed to raise the document without a follow-up message.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

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

14 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Charge a late fee?”

Reveals questions
If “Charge a late fee?” is Yes, the form reveals “Late fee amount or percentage”.

Driven by “Payment terms”

Reveals questions
If “Payment terms” is not Due on receipt, the form reveals “Invoice due date”.

Driven by “Accepted payment methods”

Reveals questions
If “Accepted payment methods” includes Bank transfer, the form reveals “Which account should this settle to?”.

Set it up step by step

1
Send it to whoever books the work
Crew leads and account managers can request an invoice from a phone the moment a job finishes.
2
Set the confirmation message
Use: "Invoice template generated. Ready to send." and link the invoicing article in the confirmation email.
3
Always capture the billing email
Route the invoice to accounts payable, not to the person who hired you.

Mistakes to avoid

Leaving terms unstated, which defaults every client to whenever they feel like it.
Skipping the purchase order number on corporate work.
Offering payment methods you cannot reconcile inside your accounting tool.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

deposit-and-payment-terms-agreement-form
payment-plan-request-form

What to do with the responses

Raise the invoice the same day and diary the due date. Anything unpaid seven days past terms gets a call, not another email.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the invoice request form, matched on the words people actually search for.

Privacy & compliance

This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.

Frequently asked questions

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.

More forms teams pair with the invoice request form.

Related categories

All Finance, Insurance & Tax templates