Build a professional invoice submission form with Attain OS. Atty drafts it, you review. Perfect for contractor portals and vendor billing workflows.
Managing invoice submissions from contractors and vendors is a daily grind for many finance teams. You need a systematic way for external parties to submit billing details, attach receipts, and provide project references — all without endless email threads.
Attain OS lets you build a dedicated Invoice Submission form that replaces scattered spreadsheets and manual processes. With Atty, the built-in AI agent, you can draft the form in minutes, then publish it for your vendors to use. No integrations, no syncing — just a clean, self-contained portal.
A general contractor needs monthly invoices from 20+ subcontractors. Each must include job site, PO number, and lien waivers. With Attain OS, the finance manager creates an Invoice Submission form that collects all required fields. Subcontractors fill it out directly, and the team reviews submissions in the Forms app.
A marketing agency has 50 freelancers submitting invoices for retainer work. The form captures hours worked, project code, and payment terms. Atty drafts the form based on the agency's typical billing structure, and the admin tweaks it before sharing the link.
A boutique retailer receives invoices from 10+ suppliers for inventory and services. The owner creates an Invoice Submission form that asks for vendor name, invoice date, line items, and total amount. The data stays in Attain OS, easy to reference during reconciliation.
Open Attain OS and navigate to the Forms app. Use the 'New Form' option and describe your need: 'Invoice submission form for contractors with fields for company name, contact email, invoice number, invoice date, total amount, project reference, and an attachment for the PDF invoice.'
Atty generates a complete form with all fields, validation, and a clean layout. The draft includes text inputs, date picker, number field, file upload, and a submit button. You see a preview instantly.
Check each field: adjust labels, mark required fields, add help text like 'Upload PDF invoice only.' You can reorder fields or add optional notes. Atty's draft is a starting point — you have full control.
Once satisfied, publish the form. Attain OS gives you a unique URL to share with vendors via email or WhatsApp. Submissions land in the Forms inbox, where you can review, export, or link to other apps like Budgets or Reconciliations.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Use this form to submit your invoice for payment. Please complete all required fields and attach the invoice PDF. Incomplete submissions may be delayed.
Yes, the form is accessible via a public link. Vendors do not need an account — they just fill and submit. You manage all submissions in your Attain OS workspace.
The form includes a file upload field. Vendors can attach PDFs or images. Submissions are stored in Attain OS, and you can view or download attachments from the Forms inbox.
Currently, the form captures data but does not auto-validate uniqueness. You can manually review submissions in the Forms app and flag duplicates. Atty can help draft validation hints in field help text.
The form captures submission data. You can link it to the Budgets or Reconciliations app for tracking. Atty can help you create a status field (e.g., pending, approved, paid) in a custom record view.
