You can create a new invoice by clicking the 'New' button in the top navigation or by clicking any of the 'New form' buttons in the Forms Dashboard.

Select from the ready-made templates, or create your own from scratch — you can preview any template before beginning to create/customize your form.

Once in the form editor, you can customize any template (ready-made or from scratch) by adding form elements from the right.

You can further customize form elements by editing headers, adding descriptions and requiring responses to certain fields, or adding and removing options/answers. You can arrange and rearrange your sections and easily delete sections by clicking the trash icon.

You can change the name of your forms that way you can easily find them when in the dashboard view.

Before sharing your form, give it a second review in preview and then publish to start gathering client information.

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