Financial Automation
Financial Accounting
Form-to-bill automation

Create bills based on form submissions

This automation automatically generates billing records whenever a customer or client submits form data, ensuring that financial details are captured correctly without manual entry. It streamlines bookkeeping by converting form inputs directly into bills, reducing errors and saving time. As a result, businesses can maintain up-to-date accounts payable and accelerate payment cycles.

Filter by common apps:

Gravity Forms
Xero
Zoho Forms
Formatter by Zapier
QuickBooks Online

Create a bill in Xero from Gravity Forms submissions, and update contact if needed
Details
Create a bill in Xero from Gravity Forms submissions, and update contact if needed
Try it
Gravity Forms + Xero
Create bills in QuickBooks from new Zoho Forms submissions, and process data with Formatter
Details
Create bills in QuickBooks from new Zoho Forms submissions, and process data with Formatter
Try it
Zoho Forms + Formatter by Zapier + QuickBooks Online

Create bills based on form submissions

Create a bill in Xero from Gravity Forms submissions, and update contact if needed

Create bills in QuickBooks from new Zoho Forms submissions, and process data with Formatter