Sliced Invoices & Formidable Forms

Mô tả

View Live Demo

Imagine having a form on your website that allows your visitors to basically create their own quotes and invoices!

Requirements

Set up the Form

Once you have both plugins installed and activated, you simply need to create your Quote (or invoice) Request form that contains the following fields (required fields marked with an asterix):

  • Client Name*
  • Client Email*
  • Business Name
  • Business Address
  • Client Website
  • Extra Client Info
  • Order Number (only shown for invoices)
  • Title* (the invoice or quote title)
  • Description (the invoice or quote description)
  • Terms & Conditions (the invoice or quote terms)
  • Tax Rate (%) (the invoice or quote tax)
  • Due Date (only shown for invoices)
  • Valid Until Date (only shown for quote)
  • Line Items (Use repeater if Formidable Forms Pro)

Set up the Settings

With the form now set up, navigate to Form Settings –> Sliced Invoices.
Enable to create invoice or quote on form submit.
Now simply choose whether the form will create an invoice or quote and map each of the field names to the fields you have just set up in the form.

Add the Form to your site

With the form setup and the fields mapped, you simply need to add the form shortcode to one of your pages in the usual way. When a client fills in your Quote Request form, a new quote (or invoice) will automatically be created with all of their details added to the quote.

quote (or invoice) will automatically be sent to the client if ‘send to client’ option will set be set to ‘yes’.

If the email address that the client fills in is not already linked to a client, the plugin will automatically create a new client with this email.

You can also set up confirmations and notifications as per normal in the Formidable Forms Or Formidable Forms Pro settings.

Ảnh màn hình

  • Creating the form using Formidable Forms Builder.
  • Sliced Invoices settings is added to the Formidable Forms settings & Mapping the fields on our form to our quote or invoice.
  • Creating the form using Formidable Forms Pro Builder.
  • Sliced Invoices settings is added to the Formidable Forms Pro settings & Mapping the fields on our form to our quote or invoice.

Cài đặt

  1. Upload plugin to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress

Đánh giá

Đọc tất cả 1 đánh giá

Người đóng góp & Lập trình viên

“Sliced Invoices & Formidable Forms” là mã nguồn mở. Những người sau đã đóng góp vào plugin này.

Những người đóng góp

Nhật ký thay đổi

1.0.1

  • FIX: display issue with admin notices.

1.0.0

  • Initial release at WordPress.org