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Automatic Invoicing (Invoices Add-on)

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 fully customizable invoices to your clients by email, or include links in your SMS notifications. 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 Invoices add-on in Plugins.

2. Go to Bookly menu > Settings > Invoices and enable the setting for issuing invoices upon ordered appointments. If enabled, “Make address field mandatory” in Settings > Customers and “Show address field” in Appearance > Details will be activated automatically in order to get the client address during the booking.

3. In the Invoice due days field, specify the number of days to submit a payment.

Configuration

Customize your invoice template

The appearance of your invoice is fully-customizable to align with your business style and branding.

In Bookly menu > Settings > Invoice template, you can upload images for document header/footer and change the wording of each underlined text. Click Preview to see the result.

Click Save to save changes.

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Invoice generation

All invoices will be generated automatically based on the appointment and payment details. Invoices will be 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;
  • when the status of the booking has been changed to ‘approved’;
  • after the appointment in a follow-up message to the customer;

To do this, go to Bookly menu > Email Notifications and tick the box Attach invoice in the following notification template(s): Notification to customer about pending appointment, Notification to customer about approved appointment, Follow-up message in the same day after appointment. 

bookly-invoices-01.png

Or create custom templates with your own settings.

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You can also include an invoice link in your SMS notifications. Go to Bookly menu > SMS Notifications and insert {invoice_link} code into your text message template(s): Notification to customer about pending appointment, Notification to customer about approved appointment, Follow-up message in the same day after appointment. Or create custom templates with your own settings.

View and download invoices in Payment reports

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

bookly-invoices-05.png

Click on Download Invoices button to download a zip file with all invoices.

Bookly Invoices Add-on is available for purchase here. 

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

 

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Have more questions? Submit a request

3 Comments

  • Avatar
    Cyphas

    Looks great. Well done guys. I have been looking for this for some time..

    It will be great to have integration with XERO...very popular worldwide accounting system.. I am sure it will make your booking software gain more exposure and sales,

  • Avatar
    Support Team

    Hi Cyphas, thanks for your feedback! This looks like a feature we haven’t implemented yet. However, we’re constantly working on improvements and value all feedback. That’s why I’ve created a new record on our Feature Request forum: https://support.booking-wp-plugin.com/hc/en-us/community/posts/115002909814-Xero-integration

    The forum is where we track requests for new capabilities, and our product development depends directly on the number of votes each request receives. That’s why we encourage you to vote for your request (link above).

  • Avatar
    Mark

    Hola, Bookly.

    Asked earlier about manyal invoice generation, received a response from you with some directions as well as being directd here.

    I see nothing in here with instructions on how to generate an invoice manually, and there is nothing in here pertaining to the details I was emailed about, which did nothing for me.

    This shouldn't be difficult. How about a "create invoice" button in the "Payments" section?

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