Automatic Invoicing (Invoices Add-on)

Important

All add-ons for Bookly require Bookly PRO installed and activated.

Bookly Invoices (Add-on) allows you to generate detailed invoices for provided services and send them automatically when appointments are booked, approved, or received.

You can create and send customizable invoices to your clients by email or include links in your SMS notifications. In addition, all sent invoices are available for viewing, filtering, and downloading in PDF format in Bookly Payments reports.

Get the Bookly Invoices (Add-on) here and let your customers pay for the orders quickly and easily.

Setup

1. Purchase, download, and activate the Bookly Invoices (Add-on) in Plugins.

2. Go to Settings > Invoices. In the Invoice due days field, specify the number of days to submit payment.

Configuration

Customize your invoice template

The appearance of your invoice is customizable to align with your business style and branding. In Settings > Invoice template, you can upload images for the document header/footer and change the wording of each underlined text.

In the Font field, choose the font of your invoice template.

Click Preview to see the result.

Click Save to save the changes.

Invoice settings in Bookly

Edit invoice template in Bookly

Invoice generation

All invoices are generated automatically based on the appointment and payment details when your clients book via the front-end booking form. Invoices are attached to the selected notifications as PDF documents.

You can choose when to send a payment request to the customer:

  • the moment a new booking is made (type – new booking notification);
  • when the status of the booking has been changed (for example, 'pending' to 'approved');
  • after the appointment in a follow-up message to the customer (type – appointment reminder).

To do this, go to the Email Notifications section and tick the box Attach invoice in the relevant notification template(s).

Email notifications section in Bookly – Attach invoice

You can also include an invoice link in your SMS notifications. Go to the SMS Notifications section and insert {invoice_link} code into your text message template(s).

When you schedule an appointment via the admin panel, make sure to attach the payment and choose to send notifications so the invoice is attached to the confirmation email.

New appointment window in Bookly admin panel

View and download invoices in Payment reports

You can view invoices history in the Payments section. When you click on the Invoice button on the right, the selected Invoice will be downloaded as a PDF document and can be manually resent to the customer if necessary.

bookly-invoices-addon-05.png

Click the Download Invoices button to download a zip file containing all invoices.

You can add a Download invoice button to the last step of your booking form. Go to Appearance > Done tab and select Show 'Download invoice' button. Save the changes.

Appearance section in Bookly

Bookly Invoices (Add-on) is available for purchase here. 

Try this demo to get a better understanding of how the Invoices (Add-on) works.

 

DEMO | VIDEO TUTORIALS | MAIN BOOKLY SETTINGS | FAQ | ADD-ONS

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