Create and Manage Your Fillable PDF Invoice Effortlessly

Creating a Fillable PDF Invoice

Creating a fillable PDF invoice with airSlate SignNow is a straightforward process that enhances your invoicing efficiency. Start by uploading your invoice template to the platform. You can use existing templates or create one from scratch. Once uploaded, utilize the form fields feature to designate areas for client information, item descriptions, quantities, and prices. This allows clients to fill in the necessary details directly within the PDF.

Customizing Your Invoice Fields

Customization is key when designing a fillable PDF invoice. You can adjust the size, position, and type of fields to suit your needs. Options include text fields for names and addresses, checkboxes for services rendered, and dropdown menus for item selections. Tailoring these fields ensures that your invoice captures all relevant information while maintaining a professional appearance.

Sending the Fillable PDF Invoice for Signature

Once your fillable PDF invoice is ready, you can easily send it for eSignature. Use the 'Send Document for Signature' feature to share the invoice securely with your client. This process allows you to track the document's status and ensures that you receive the signed invoice promptly. Clients can sign electronically, making the process quick and efficient.

Filling Out and Signing the Invoice

Clients can fill out the invoice directly within the PDF. They simply click on the designated fields to enter their information. After completing the invoice, they can sign it using the eSignature feature. This seamless integration of filling out and signing the document enhances the user experience and expedites the invoicing process.

Saving and Sharing Completed Invoices

After signing, both you and your client can save the completed fillable PDF invoice. The document is securely stored in your airSlate SignNow account, allowing for easy access and sharing. You can also download the invoice for your records or share it via email directly from the platform. This ensures that all parties have a copy of the finalized document.

Benefits of Using Fillable PDF Invoices

Utilizing fillable PDF invoices offers several advantages. It streamlines the invoicing process, reduces errors, and enhances professionalism. Clients appreciate the ease of filling out and signing documents digitally, which can lead to faster payments. Additionally, maintaining digital records of invoices simplifies tracking and management for your business.