Invoice for Services

The Invoice for Services template provides a clean, modern, and fully automated invoicing system built with Infowise Ultimate Forms. Designed for freelancers, service providers, and organizations that bill clients for professional work, this solution streamlines service selection, pricing, invoice generation, and client communication—all within a structured, no-code workflow.

Users can select services directly from a centralized Service Catalog, automatically pull in rates, calculate line item totals, and manage invoice details through an intuitive tabbed interface. The system generates a professional PDF invoice using Ultimate Forms: Print and automatically sends it to the client using Ultimate Forms: Actions .

Status automation, overdue detection, and scheduled reminders ensure invoices are always tracked and followed up on time. Color-coded status indicators make it easy to monitor invoice progress at a glance.

Key Features Include:

• Service Catalog Integration: 
  Quickly select predefined services with automatic rate and description retrieval, ensuring consistent pricing and faster invoice creation.
• • Automated Calculations:
  Dynamic rules instantly calculate quantities, rates, and line totals, while Associated Items Summaries generate accurate Total values in real time.
• • Inline Service Item Management:
  Add, edit, and manage service line items directly within the invoice form using Ultimate Forms: Associated Items for a smooth, unified experience.
• • PDF Invoice Generation and Sending:
  Generate branded PDF invoices using  and send to the client using Ultimate Forms: Actions.
• • Automated Status Logic:
  Invoices automatically switch to “Overdue” once the due date has passed, helping teams maintain timely follow-ups.
• • Due Date Alerts:
  Scheduled notifications remind clients of upcoming or overdue payments.
• • Visual Status Indicators:
  Color Choice provides clear visual cues for invoice states such as Draft, Sent, Paid, or Overdue.

How It Works:

1. Create an Invoice:
   Fill in basic details such as client name, invoice date, due date, and description.
2. Add Service Items:
   Select services from the Service Catalog, enter quantity, and the system calculates totals instantly.
3. Generate a PDF Invoice:
   After the form is saved, the system will automatically generate a PDF Invoice, and it will be stored in the Attachment column.
4.  Send to the Client:
   After the PDF Invoice is generated and saved, the system sends the invoice to the client.
5. Automatic Tracking:
   When the due date passes, the invoice status switches to Overdue, and reminders are issued to the client or responsible team.

Why It’s Useful?

The Invoice for Services template eliminates manual calculations, repetitive data entry, and separate tools for creating and sending invoices. By centralizing all services, pricing, and invoice files in one place, it delivers a fast, accurate, and polished billing workflow that saves time and improves client communication. Whether handling a few invoices or managing high-volume billing, this system keeps the entire process organized, automated, and completely transparent.