One line at the bottom of a document they already open
Testimonial Requests on Invoices and Receipts
Every customer opens the invoice or receipt. A single line at the bottom, with a short link or a QR code, asks for a testimonial at no extra cost. It has to be short, separate from the payment terms, and clear that it is optional.
- One line, under the totals
- Never mixed with payment terms
- Works on paper with a QR code
Footer line builder
Write the line for your document
Choose the document, fill in your details, and paste the line into your invoice or receipt template’s footer or notes field. Replace the link placeholder with your StoryProof link.
- Under the payment details
Keep at least one blank line between this and the payment terms.
Happy with [your new boiler]? A few words for our website would mean a lot, and it is entirely optional: [yourdomain.com/review]
- Final invoice of a longer project
Thank you for working with [Harbour Plumbing]. If you would like to tell others what the project was like, you can do it here in a minute or two: [yourdomain.com/review]
The line is assembled in your browser. Nothing is saved.
The problem, solved
Where invoice asks go wrong, and how StoryProof handles them
- Problem 1
Our invoices are printed or posted
A link on paper has to be typed out by hand, and a long URL never is.
How StoryProof solves it
Your collection link can be printed as a QR code, so a paper invoice or receipt carries a code the customer scans with their phone.
- Problem 2
The invoice arrives before they have used it
An online order’s receipt lands minutes after checkout, long before the product does, so an ask there comes too early.
How StoryProof solves it
From Pro, a store can send a webhook when an order is placed and the customer gets a review request a week later, when they have had time to use it.
- Problem 3
Customers will not install anything for us
Someone glancing at a receipt gives the ask a few seconds. Anything that looks like a sign-up loses them.
How StoryProof solves it
The link opens in the browser, where they write a review, leave an audio note or record a video with no app to install.
- Problem 4
Most clients never read the footer
Plenty of people go straight to the total and the pay button, so a footer line alone reaches only some of them.
How StoryProof solves it
Add those clients as contacts and send a proper request by email from StoryProof, with the invoice line as a second chance rather than the only one.
- Problem 5
A billing complaint lands as a testimonial
Customers reading an invoice are thinking about money, and some will use the link to dispute a charge.
How StoryProof solves it
Nothing goes public until you approve it, so a complaint about a bill stays in your queue for you to handle privately.
Which document, and when it gets read
The same line works differently depending on when the customer sees the document.
In StoryProof
Add the line to your invoices
Step 1 of 4
Copy your link, or download its QR code
Use the link on emailed invoices and the QR code on anything printed.
Step 2 of 4
Paste the line into your template footer
Most invoicing tools have a footer, terms or notes field that appears on every document. Keep the line apart from the payment terms.
Step 3 of 4
Send a test invoice to yourself
Open it on a phone, tap or scan the link, and check the form opens.
Step 4 of 4
Review what arrives
Approve the testimonials that are about the work, and handle any billing questions directly with the customer.
Before you start
Wording limits for billing documents
Never tie it to payment
No discount for a review on the invoice, and no wording that could read as a condition of the bill. Keep the ask visibly optional.
StoryProof does not edit your invoices
There is no invoicing integration. You paste the line into your own invoice or receipt template.
Some tools limit the footer
Footer and notes fields vary in length and in whether links are clickable. Check how yours renders before relying on it.
Deposits are the wrong moment
An invoice sent before the work is done asks for an opinion the customer cannot have yet. Put the line on final invoices only.
FAQ
Questions people ask
Short answers to what usually comes up next.
Is it unprofessional to ask for a testimonial on an invoice?
Not if it is one short, optional line kept separate from the payment details. What looks unprofessional is mixing the ask with the terms or making it look required.
Should the ask go on every invoice?
Only on final invoices and receipts for finished work. Deposits, retainers and overdue reminders are the wrong place.
Can I offer a discount on the next invoice for a testimonial?
It is safer not to. An incentive tied to a review may need disclosing and can make the testimonial less credible.
Does a QR code work on emailed invoices?
It can, but on a phone the customer cannot scan their own screen. Use a clickable link on emailed documents and keep the QR code for paper.
Still have a question? Ask the StoryProof team or book a demo.
Get the link for your invoice footer
Create a collection form and copy its link or QR code into your template today. No credit card needed to start.
Last updated 2026-11-05.