Invoice Request Form

KMX Forms are powerful tools ideally suited to track and communicate information within your organization. One example of a practical application of a form is an Invoice Request Form intended for a professional service company that issues invoices on a periodic basis. This form includes both reference fields that link to other forms, contacts, etc. and manual fields.

The example form shown below centers around a process in which a project manager makes a request to a billing manager to issue an invoice. The PM selects the correct budget to reference, fills in the amount to be billed based on applicable time/billing rate entries, and submits the form. Once that function has been performed the status field is used to communicate information and direct activity.














The status options used for this example are:

1. Submitted
2. Ready for Invoice
3. Invoice Prepared
4. Sent
5. Invoice Entered by Accounting
6. Full Payment Received
7. Partial Payment Received
8. Full Payment Posted
9. Partial Payment Posted

Each change of the status field creates specific tasks for individuals to take actions required to complete the invoicing process.

Email support@kmexecutive.com to find out how you can implement a similar system with your KM Executive account.