How to Convert to Paperless Invoicing with Mobile Forms
Join the paperless initiative and go digital by leveraging mobile forms for all your invoicing needs
Many businesses are still stuck with PDFs and paper-based documentation, resulting in administrative burdens across various departments. Leveraging paper for invoice tracking makes it difficult to optimize processes, improve efficiency, elevate the quality of data collection, and nearly impossible to report on incoming data. Despite being a critical data capture medium for many businesses, paper forms clearly only add obstacles within the accounts payable process.
Fortunately, digital, fillable forms provide a powerful PDF alternative, allowing businesses the ability to maintain the original formatting of their paper documents while leveraging new data type fields and form logic. The GoFormz platform makes it easier than ever before to create forms for use on phones, tablets, and computers to streamline the communication of expenses between colleagues, clients, and partners.
With GoFormz, transitioning from paper invoices to digital versions is easy and requires no code or IT support! Start off by uploading a PDF or JPG of your invoice and leverage our powerful drag-and-drop fields to begin creating your digital invoice in the GoFormz Template Editor. If you don’t have an invoice template currently, you can either build a form from scratch using List View or access our Starter Forms by signing up for your free 14-day trial.
By digitizing your invoicing process, your operation can capture new data types, organize invoice line items with custom tables, eliminate human error, and automate your process from end to end. Leverage Automatic Calculations to instantly and accurately sum line item totals within your custom Table fields to guarantee the capture of critical information. Once an electronic invoice has been completed, by leveraging Automated Workflows, automatically route invoices to customers, partners, and colleagues, and enable progress notifications. These powerful features help expedite payments, improve accuracy and elevate client communication.
Additionally, GoFormz can integrate with your critical invoicing systems. This feature enables users to seamlessly pass data between GoFormz and your connected systems to enrich your operation with high-quality data. With integration capabilities to platforms like Salesforce, Quickbooks, Google Suite, and more garner more precise, timely insight into your operations quality control, efficiency, and productivity.
For example, RMK Trucking relied on paper forms to record and deliver freight delivery details. These handwritten documents required administrators to rekey information into Quickbooks, or never made it to their desk due to missing reports – an expensive mistake! Digitizing their forms with GoFormz, RMK Trucking is now saving administrative time and has access to data in real-time. Leveraging the GoFormz - Quickbooks integration, completed invoice forms now trigger Quickbooks to assign estimates and invoices to corresponding customers – automating their operation completely! Once the assigned form has been completed, captured data is updated in Quickbooks to create line items.
To learn more about the benefits of converting to paperless invoicing, check out how these five fields and features can enhance your invoices, or sign up today and gain access to our starter templates that include a digital invoice template. For further information, watch this video for a brief overview of our digital invoice template and how it can optimize your payment processing workflow.
