Create an invoice for completed work.
Choose a client, add line items, set dates and payment terms, then review the total before downloading the invoice.
Invoices, quotations, clients, and PDFs
Forma helps independent businesses prepare invoices and quotations, save client details in the browser, and download PDFs.
Prepare a quotation before work begins.
Use your business and client details to prepare a quotation. Convert it to an invoice draft when the work is ready to bill.
Save business and client details in the workspace.
Save client contacts and billing addresses, then set your business details, logo, currency, and payment terms for new documents.
Download a PDF when the document is ready.
Forma generates a shareable PDF in your browser. Download it to your device and send it using the tools you already use.
Your document history is stored in this browser.
Invoices, quotations, clients, and settings are saved locally on the device you use. They do not sync to another browser or device.
Product screens
Review the invoice and quotation workflows.
See sample invoice and quotation screens, then open the full workspace gallery.
