Collect Forminit form-builder plan invoices by workspace, subscription tier, seats or form limits, billing period, currency, tax, and credits.
Match Forminit invoices to form-builder plans and workspaces. Forminit charges typically belong to a SaaS plan for form building rather than to each submitted form. Identify the billed workspace and plan, and keep usage overages or add-ons attached to the same subscription relationship instead of treating every form as a separate purchase.
Automatic download of Forminit invoices
The planned flow joins portal documents with mailbox attachments in one review list. Until this provider connection is released, use the following checklist as the reliable manual path.
How it works
- Set the account and period. Identify the billed Forminit workspace and plan before collecting invoices from several form projects.
- Check the original documents. Compare subscription tier, billing period, extras, currency, and tax with the plan actually in use.
- Prepare the handoff. Keep credits, downgrades, and overage invoices linked to the subscription period they change.
Ready to save time?
BillGetter brings portal documents and email attachments into one review flow — locally or in the cloud.
- Connect the Chrome extension
- Retrieve only new invoices
- Directly in Chrome
Illustration of the BillGetter interface with invented document data.
Frequently asked questions
How does BillGetter protect my Forminit data?
BillGetter is being developed as a local and a cloud version. The permissions and data path of the Forminit connection will be shown before you connect an account; the integration is currently on the roadmap.
Can I collect older Forminit documents?
The available history depends on the later Forminit connection and the documents retained in the account. BillGetter will document that scope before the integration is released.
Does BillGetter also collect invoices from email?
Mailbox collection is part of the planned BillGetter workflow. Email attachments and portal documents are intended to appear in the same review list, with the exact early-access scope confirmed before release.
Which Forminit documents belong in the monthly set?
For Forminit, start with: Form-builder plan invoice, Usage or add-on invoice, Forminit credit or plan change. Keep corrections and credits with the same period so the set remains complete and understandable.
Are Forminit documents always saved as PDFs?
BillGetter is intended to retain the original format supplied by Forminit; not every document type is necessarily a PDF. Before export, use this rule: Retain Forminit's original invoice number and add workspace plus plan as internal allocation for the bookkeeping handoff.