Invoices Documentation

The Invoices add-on for Booknetic allows you to automatically generate professional invoices for your appointments. With customizable templates and seamless integration into your notification workflows, invoices can be automatically sent to customers, saving time and ensuring smooth financial processes.

Accessing the Invoices Feature

1. Log in to Your WordPress Dashboard

   Open your WordPress admin panel.

   

2. Navigate to the Invoices Module

   • Go to Booknetic > Invoices.

   

Creating an Invoice

1. Create a New Invoice

   • Click the Add Invoice button to create a new invoice.

   

2. Set a name for your invoice

   • Enter a unique name to identify the invoice internally

   

3. Choose a style for the text

   • Use formatting options to customize your text, to make sure that the important lines stand out.

   

4. Choose the font style and size

   • Set the font type and adjust the size to match your invoice design preferences

   

5. Set the background and text color

   • Customize the background and text colors to match your brand identity.

   

6. Add unordered or ordered list to your Invoice

   • Add bullet points or numbered lists to organize invoice details clearly.

   

7. Add Table to your Invoice

   • Insert a table to neatly display item details, pricing, or other information.

   

8. Add Links or Images to your Invoice

   • Enhance your invoice by adding clickable links or images for extra clarity and branding.

   

9. Switch to Code View

   • View and edit the raw HTML of your invoice for full control. You can also use a template and make your changes to it to customize and add your branding to it.

   

10. Adjust Line Height

    • Customize the spacing between lines for better readability.

    

11. Use Keywords to Automate Data Entry

    • Click the Keywords button to view available dynamic placeholders.

    

    • These placeholders automatically pull customer and appointment data into your invoices, ensuring accuracy and saving time.

12. Preview and Download

    • Use the Preview button to check how the invoice will appear as a PDF.

    

    • Once satisfied, you can save it and proceed to attach it to notifications.

    

Attaching Invoices to Notifications

Once your invoice template is created, you can automatically attach it to customer notifications:

1. Navigate to Workflows

   Go to Booknetic > Workflows and open the workflow where you want to attach invoices (e.g., Appointment Confirmation or Payment Received).

   

2. Edit the Notification Action

   • Scroll down to the Attachments section at the bottom of the notification editor.
   • Select the invoice you want to attach from the dropdown list. (Using PATH option will add the invoice itself as a file, while the URL option will include the link of the file)

   

   • Save the workflow.

   

3. Multiple Invoices Support

   You can attach more than one invoice to a single notification if needed, allowing you to send combined documentation in one message.

   

Benefits of Using Invoices in Booknetic

• Automated Invoice Generation

  Save time by automatically generating and sending invoices with each appointment.

• Customizable Design

  Use pre-defined templates or fully customize your invoices with HTML.

• Legal and Financial Documentation

  Maintain accurate records for both your business and your customers, ensuring clear communication and legal compliance.

• Seamless Workflow Integration

  Combine invoices with your existing appointment notifications for a professional and consistent customer experience.