CHEEE
SAY HEY

Forma Invoice

Invoices and quotations for independent work

Prepare client documents without starting from scratch.

Create an invoice or quotation with your line items, tax, discount and business details. Save clients for next time, then download a PDF from the browser.

Open the workspace Product website
Forma's marked sample workspace with invoice, quotation and draft counts plus recent documents
Actual Forma screen. Names, documents and amounts are illustrative sample records.

The details you need to send a clear document.

Forma keeps the information for invoices and quotations in one browser workspace. It is built for freelancers and small service businesses that want a straightforward way to prepare client paperwork.

  • Create invoices and quotations

    Add line items, quantities, prices, dates and payment terms. Set a currency, discount and tax rate for each document.

  • Turn a quotation into an invoice

    Carry the approved items and client details forward instead of entering them again.

  • Keep client details nearby

    Save contact names, company details and billing addresses in the browser for future documents.

  • Preview and download PDFs

    Check the document while you edit it, then download an invoice or quotation as a PDF.

  • Reuse business details

    Set your business information, logo, default currency, tax rate and document numbering for new work.

  • See saved work in the browser

    Forma stores documents and settings on this browser profile. The app has no server sync or backup.

Inside the workspace

These are actual screens from Forma's marked sample workspace. The example names, addresses, dates and amounts are illustrative.

Invoice list in Forma showing sample documents, statuses and amounts
Invoices at a glanceSample records stored in this browser
Invoice editor with client fields, document details and a live PDF preview using sample data
Edit with a live previewSample invoice
Quotation list showing sample quotes and invoice conversion actions
Keep quotations organizedSample records
Quotation editor with client fields, validity date and a live quote preview using sample data
Prepare a project quoteSample quotation
Client directory showing clearly marked sample client records
Reuse client detailsSample clients
Forma settings for business details, default currency and tax, with a browser-local storage notice
Set your business defaultsSettings saved in this browser

Your workspace stays in this browser.

Forma saves documents, clients and settings in local browser storage. There is no cloud sync or server backup. If you clear this browser's site data, the workspace is removed.

The current account and checkout screens are local previews. Forma does not collect payments or activate subscriptions.

  • Saved on this device

    Your documents and client details are available in the browser profile where you created them.

  • No online account service

    Local sign-in is a browser-only profile. It does not create a cloud account.

  • No payment processing

    The plan and checkout screens are previews. They do not charge a card or unlock a paid subscription.

Take a look at Forma Invoice.

Open the workspace to see how invoices, quotations and local client details fit together.

Open the workspace