EffectIO Invoices for Booknetic 1.0.6

Description:

The Invoices add-on for Booknetic automatically generates professional invoices for appointments made through the Booknetic booking plugin. It is designed for businesses that use Booknetic and want to provide customers with proper invoice documents without preparing them by hand. Because the add-on works inside the existing Booknetic system, invoices can be tied directly to the booking and payment process, saving time and supporting smooth financial workflows.

Creating an invoice starts in the WordPress dashboard under Booknetic and then Invoices, where the Add Invoice button opens a new template. Each invoice receives a unique internal name, and the editor offers a range of formatting options. You can choose the text style so that important lines stand out, set the font type and size, and adjust the background and text colors to match your brand identity. Bullet points and numbered lists help organize invoice details, while tables display item details, pricing, or other information neatly. Clickable links and images can be added for extra clarity and branding, and a code view lets you view and edit the raw HTML of the invoice for full control. Line height can be adjusted for better readability, and you can either build a template from scratch or start from an existing template and customize it with your branding.

A key feature is the Keywords button, which shows available dynamic placeholders. These placeholders automatically pull customer and appointment data into the invoice, which keeps the details accurate and removes manual data entry. Before using an invoice, the Preview button shows how it will appear as a PDF, and once you are satisfied you can save it and attach it to notifications.

The add-on connects to the Booknetic Workflows module. After opening a workflow such as Appointment Confirmation or Payment Received, you edit the notification action, scroll to the Attachments section, and select the invoice from a dropdown list. The PATH option adds the invoice itself as a file, while the URL option includes a link to the file. After saving the workflow, invoices are sent to customers automatically, and more than one invoice can be attached to a single notification.

The vendor’s own page for Invoices for Booknetic has the full details.

Main Features of Invoices for Booknetic:

• Automatic generation of professional invoices for appointments.
• Customizable templates including options for font, color, and style.
• Use dynamic Keywords to automatically pull customer and appointment data.
• Add tables, lists, links, and images to enhance invoice details.
• Attach invoices to customer notification workflows for seamless processes.
• Preview and download invoices as PDF documents.

EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.

Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.

The 1.0.6 version stays on this update channel for the subscription year.