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Invoice feedback survey template

Send invoices that match what the client expected to pay

Four questions for a few days after the invoice: whether it matched what the client expected, how clear the line items were, how easy it was to pay and what they had to ask. Usertick reads every written answer and files it under invoices and billing or pricing.

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What this invoice feedback survey tells you

An invoice feedback survey finds the billing surprises that sour a good project. This template asks four questions in under a minute: whether the invoice matched what the client expected, how clear the line items were, how easy it was to pay, and whether they had to ask you about anything.

It is written for an email a few days after the invoice goes out, once the client has read it and passed it to finance. Usertick can send it to your client contacts with the first question inside the email, or you can paste its link under the invoice in your own email. It also runs as a conversation, one question at a time.

Each written answer is read as it arrives and filed under a category such as invoices and billing, pricing and quotes or scope and changes, with a type and an urgency. Results shows the share whose invoice matched, the line item rating with the share who gave it 4 or 5, and the ease of paying with the share who found it easy, each compared with the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
Email to the client, a few days after the invoice goes out
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Yes / No

Did the invoice match what you expected?

Why ask it
A surprise on an invoice often means a scope change that nobody priced out loud. A plain yes or no shows how often that happens across your clients.
What you learn
The share that said yes, compared with the period before. Choose No to read the clarity ratings and the questions from those clients alone.
Make it yours
Keep it first, since a yes or no question sits inside the email and one tap opens the rest of the survey.
Question 2 of 4 · Stars

How clear were the line items?

Why ask it
Vague line items such as Design services make finance teams hold an invoice. A rating from Very unclear to Very clear tells you whether yours explain themselves.
What you learn
The average on the 1 to 5 scale, a bar per rating and the share who rated 4 or higher, compared with the period before.
Make it yours
When the rating drops, compare the invoice with the statement of work and name each line the way the contract does.
Question 3 of 4 · Customer effort

How easy was it to pay?

Why ask it
Payment trouble delays your cash. A customer effort scale from Very difficult to Very easy shows whether the bank details, the portal or the card link got in the way.
What you learn
The average on the 1 to 7 scale and the share who found it easy, with a hard-to-easy bar, compared with the period before.
Make it yours
Name your payment method in the label, such as How easy was it to pay by bank transfer?, when you offer only one.
Question 4 of 4 · Text · Optional

Did you have to ask us about anything?

Why ask it
Every question a client had to ask is a line the invoice could have answered, and the open question collects them in one place.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as a question, a complaint or an idea, and flags the urgent ones.
Make it yours
Pass recurring questions to whoever writes the invoices, and answer them in a note on the next invoice.

What the answers show

Results turns each question into numbers you can follow week by week.

How clear were the line items?

The average rating and the share who gave 4 or 5 stars, against the period before.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Invoice clarity in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Ask the person who pays

    Send it to the contact who handles the invoice, often in finance, as well as your project contact. They see different problems.

  2. 02

    Wait until it has been read

    Three to five days after the invoice gives finance time to open it, check it against the purchase order and try to pay.

  3. 03

    List the scope changes

    When No answers follow projects with change requests, list each change and its cost on the invoice, with the date it was agreed.

  4. 04

    Start with first invoices

    The first invoice is where a client meets your billing. Send the survey after every first invoice, and after any invoice with extra work on it.

Pricing page surveysClient feedback surveysEmail surveysBilling and plans questions

More pricing templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

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PricingPricing page feedbackFind out what keeps visitors on your pricing page from choosing a plan. Show it after 30 seconds on the pricing page, or when they're about to leave.
PricingEnd of trialSee who plans to subscribe when the trial ends, what's holding the rest back and how the price feels. Send it two days before the trial ends.
PricingSubscription barriersFind out what stops regular readers from subscribing and what they would pay for. Show it to readers who've hit the paywall three times.
PricingQuote follow-upLearn how your quote compares with others and what would help the customer decide. Send it three to five days after the quote goes out.

Questions from the library

Browse the question library
  1. How clear is what each plan includes?Stars · Billing and plans
  2. Did your invoice match what you expected to pay?Yes / No · Billing and plans
  3. Which plan feature made you upgrade?Multiple choice · Billing and plans
  4. How easy was it to book a time?Customer effort · Booking and appointments
  5. How did you make the booking?Multiple choice · Booking and appointments
  6. Was a time that suits you available?Yes / No · Booking and appointments

Frequently asked questions

A few days after the invoice, once the client has read it and tried to pay. Sending it with the invoice gets answers before anyone has looked closely.

Send it with first invoices and invoices that include extra work. For a monthly retainer, once a quarter keeps it from feeling routine.

Call them before the due date, go through the lines together and agree on what changes. Then add what you learned to how you quote.

Yes, on every plan. A workflow posts answers to Slack or Microsoft Teams or adds each one to a Google Sheet, and from Starter a Zapier step in the same workflow reaches other tools.

Yes. Paste the survey's link into that email. A tag added to the link, such as ?utm_source=invoice, is kept with each answer for workflows and Google Sheets.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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