Invoice Request
Collect billing details from clients before issuing an invoice.
Overview
Chasing clients for billing details slows down every invoice. This invoice request form gathers the company name, billing address, contact and purchase order reference you need up front, so you can raise an accurate invoice in your own accounting software without back-and-forth emails. NodumForms collects the details; the invoicing and payment itself happen in your billing tool, keeping this step clean, structured and fast for both sides.
Capture everything finance needs: the legal company name, billing address, accounts-payable email, a purchase order number, the work being billed and any VAT or tax registration details. Long-text and short-text fields handle addresses and references, while a dropdown can record the project or service. Each request arrives in your responses dashboard, where the Table view gives you a tidy, scannable list of pending invoices and a CSV export hands the data straight to your bookkeeper or accounting platform. To stay compliant, you can delete a response once an invoice has been issued.
Brand the form with your logo, colours and a saved style so it looks like a natural part of your client process rather than a generic web form. Share the link in your project handover email or embed it on a client portal page. Real-time collaboration lets your finance and account-management colleagues edit the form and view requests together, so nothing is duplicated. Submissions are protected with TLS encryption and hashed IP addresses, and your data is never used for training. Remember that NodumForms does not process payments; use it to collect the billing information, then invoice through your usual tool.
Perfect for
Built for freelancers and agencies
Freelancers, consultants and small agencies use this form to collect billing details before raising an invoice. At the end of a project, a designer sends the link to a new client, who supplies their billing address, purchase order number and VAT details. The designer exports the request to CSV, creates the invoice in their accounting tool, then deletes the response once it has been actioned.
Why this template works
- Accurate billing first time: collect the company, address and PO reference before you raise an invoice.
- Faster cash flow: fewer email rounds means invoices go out the same day.
- Audit-friendly: review pending requests in the Table view and export to CSV for your accountant.
- GDPR-friendly: delete a client's billing details once the invoice has been issued.
How to use
- Start from the Invoice Request template and review the billing fields it includes.
- Adjust the fields, add VAT or PO references and apply your branding.
- Send the link to your client or embed it on a portal page.
- Export the details to CSV, raise the invoice in your billing tool, then delete the response.
What this template includes
- Legal company name
- Billing address
- Accounts payable email
- Purchase order number
- VAT / tax registration number
- What is being invoiced?
FAQ
- Does NodumForms collect the payment?
- No. NodumForms collects the billing details you need, such as company name, address and purchase order number. You then raise the invoice and take payment in your own accounting or billing tool.
- Can I export the billing details I collect?
- Yes. Every request appears in the responses dashboard, and you can export the full set to CSV to import into your accounting software or hand to your bookkeeper at any time.
- Can I capture VAT or tax registration numbers?
- Yes. Add short-text fields for VAT, tax ID or registration numbers using the drag-and-drop builder, and server-side validation helps keep the submitted information consistent.