Invoice & Payment Experience Survey
Ask B2B customers how invoicing, terms, and payment actually work for them.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Late payment is often friction, not malice: invoices that fail procurement's format rules, missing PO numbers, payment methods finance will not use. This survey asks your B2B customers what makes your invoices easy or hard to pay – format fit, detail sufficiency, terms fairness, and preferred payment rails.
The what-delays-payment write-in is accounts-receivable gold: fixing the top answer typically moves your average collection days more than any dunning sequence.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Paying us, honestly
This survey asks how our invoices and payment options work for you. Your answers help us make paying us simpler. It takes about 2 minutes.
Q1.How would you rate each part of our invoicing?*
| Poor | OK | Great | Not applicable | |
|---|---|---|---|---|
| Invoice clarity | ||||
| Arriving to the right person/system | ||||
| Payment terms fairness | ||||
| Ease of the payment methods offered |
Q2.What payment method does your finance team prefer?
- Bank transfer
- Card
- Direct debit
- Payment portal
- Other…
Q3.What most often delays payment of our invoices on your side?*
Q4.Would earlier-payment discounts interest your company?
- Yes
- Maybe
- No
More Finance & Professional Services templates
Browse all Finance & Professional Services templates
Invoice Dispute Intake
Disputes captured cleanly: the invoice, the disagreement, evidence, and sought outcome.
KYC Refresh Form
Periodic know-your-client updates: changes declared, documents current, signed.
Marketing Agency Client Review
Strategy, creative, reporting, and ROI honesty - the agency retainer review.