Billing inquiry form
Free form template to collect customer billing inquiries. Gather details like inquiry type, contact info, account and invoice numbers, and allow uploading documents. Get notified of new inquiries via email, or configure this form to create a ticket in Zendesk, or a case in Salesforce.
What is a billing inquiry form?
A billing inquiry form allows customers to report issues or ask questions about their bills, such as incorrect charges, payment discrepancies, or refund requests. This inquiry form (like this template) can contain fields dependent on other fields, and allow uploading documents.
Some use-cases
Here are some use-cases for this template:
- Healthcare:
Allow patients to submit hospital bill inquiries. Ask questions about their insurance.
- Retail:
Use for customer billing issues.
- Education:
Resolve student tuition queries. Require student identification, and major.
Form workflows
Use workflows to send email notifications to admins, or send data to third-party services:
- Email:
Notify the refunds department if inquiry type is Refund
- Zendesk:
Create a ticket in Zendesk on new inquiries
- Freshdesk:
Create a ticket in Freshdesk on new inquiries
Inquiry type analysis
Field analytics help businesses track which inquiry types get selected most. This data shows patterns in billing issues. Knowing which issues are frequent lets businesses focus on those areas, and work to reduce the support requests.
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- Secure
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- Customizable