Leadpages + QuickFile
Create QuickFile invoices for new Leadpages form submissions
Easily manage your invoicing process with this efficient workflow. When a new form submission is received in Leadpages, an invoice will be created in QuickFile, allowing you to streamline your billing and save time on manual data entry. Stay organized and on top of your finances with this seamless automation.
Easily manage your invoicing process with this efficient workflow. When a new form submission is received in Leadpages, an invoice will be created in QuickFile, allowing you to streamline your billing and save time on manual data entry. Stay organized and on top of your finances with this seamless automation.
- When this happens...New Form Submission
Triggers when a visitor submits a form on a page.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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FormRequired
Try ItDocument TypeRequired
Try ItCompany NameRequired
First Name
Surname
Email
Address Line 1
Address Line 2
Town
Country ISO
Post Code
Account Reference
Vat Number
Vat Exempt
Telephone
Password
New Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate
