Custom fields
Add fields for study IDs, protocol numbers, or subject matter tags to align invoices with internal research records and sponsor requirements for easier cross-referencing.
A dedicated template reduces errors, clarifies deliverables tied to research or clinical projects, and speeds payment processing while ensuring consistent recordkeeping across grants, institutions, and client engagements.
A freelance scientific writer specializing in animal health produces literature reviews, client-facing reports, and grant summaries. They require clear line items for hours, research expenses, and rights transfers so institutional finance teams can process reimbursements efficiently and reconcile work against project budgets.
A university communications officer coordinates multiple authors and editorial steps for veterinary outreach. They need templates that include project codes, departmental chargebacks, and approver fields to satisfy internal procurement and grant accounting requirements.
Standardized templates help these users reduce administrative friction and provide clearer documentation for audits and reimbursements.
Add fields for study IDs, protocol numbers, or subject matter tags to align invoices with internal research records and sponsor requirements for easier cross-referencing.
Support separate tax calculations, exemptions for charitable organizations, or country-specific VAT rules where applicable to ensure correct tax reporting on each invoice.
Enable currency selection and conversion notes when working with international clients, showing exchange rate and converted totals for accounting clarity.
Provide a section for client-specific instructions, purchase order references, or delivery confirmations to capture any special billing requirements.
Track template revisions and retain prior versions to show historical billing formats and explain changes during audits or client inquiries.
Allow inclusion of signed statements, approvals, or work confirmations as attachments to the invoice for complete transaction records.
Separate research, writing, editing, and rights usage with clear quantities and rates to enable client accounting teams to match charges to budgets and grant expense categories.
Include designated approver name, signature lines, and department or PI references so internal finance and procurement workflows can validate and authorize payment efficiently.
Add fields for grant numbers, purchase order numbers, and institutional cost centers to support reconciliations, reporting, and compliance with funding requirements.
Specify payment methods, tax IDs, remittance instructions, and applicable sales or service tax to reduce delays and ensure accurate accounting for both parties.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Template Access | Team only |
| Auto-populate Fields | Enabled |
| Document Retention Period | 7 years |
A university communications team issued a template-based invoice for a series of lay summaries and press materials tied to a USDA grant, documenting hours and deliverables in each line item
Resulting in faster reimbursements and simplified audit records for the grant.
An agency produced technical copy for a veterinary product launch and used template invoices that separated creative fees, subject-matter expert review, and regulatory consultation
Leading to on-time payments and a clear paper trail for product claims review.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN U.S. Validity | |||
| HIPAA-ready offerings | |||
| Bulk Send capability | |||
| Native accounting integrations |
Date invoice and include unique invoice number.
State Net 30, Net 45, or specific due date.
Specify when late fees apply and rates.
Set date for client signoff or feedback.
State last date for reimbursable receipts.
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Starting price (per user/month) | $8 | $10 | $14 | $15 | $19 |
| Free tier available | Limited free e-signs | Trial only | Trial only | Free tier | Trial only |
| Bulk Send option | Available on business plans | Available | Available | Available | Available |
| HIPAA-compliant plan option | Offered with BAA | Offered with BAA | Offered with BAA | Offered with BAA | Offered with BAA |
| API access | Included on paid plans | Included | Included | Included | Included |