Tool

Invoice and quote forms

People search for an invoice generator when they want a bill they can send and get paid. Request Forms can host a pay link with a Stripe charge and a stored invoice number. It can also collect a quote request. It does not number invoices, post to a ledger, or print a tax invoice PDF.

The job

Collect payment against an invoice, or take a quote request.

What Request Forms can do

  • A Payment block for a fixed deposit or fee.
  • Short answers for invoice number, PO, and company.
  • A calculated field for a line total after submit, such as quantity times unit price.
  • A hidden field that reads an invoice id from the URL.
  • File upload if the payer should attach a PDF.

What it cannot do

  • No invoice numbering, tax engine, or accounting export.
  • No generated PDF invoice as the product.
  • The Payment block charges the amount you set. It does not read a typed amount as the charge.
  • This is not QuickBooks, Stripe Invoicing, or an AR system.

How to build it

  1. For a pay link, add Invoice number, Amount due, and a Payment block.
  2. Add a hidden field if you pass the invoice id in the URL.
  3. For a quote request, collect scope, dates, and a file. Skip the charge, or take a deposit.
  4. Connect Stripe on the organization, then publish the form.

When to pick each

Pick Request Forms

  • You want a hosted pay-this-invoice page with a fixed Stripe charge.
  • You want a quote request form that lands in the same inbox as your other forms.

Pick another product

  • You need invoice numbering, tax, and a ledger. Use accounting software.
  • You need Stripe Invoicing or a PDF bill as the main artifact.

Questions

Can the payer type any amount to charge?
The Payment block charges the fixed amount you set. A number field can store what they say is due. It does not change the Stripe charge.
Can I send a quote, then a pay link?
Yes. Use one form for the quote request. Use a second form as the pay link. There is no built-in quote-to-invoice pipeline.

Sources

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