Documentation

Invoices

This add-on lets you generate professional looking invoices and email them to your customers.

Configuring the main settings

Go to your WP Admin -> WP Booking System -> Settings -> Payment -> Invoices.

In the Invoice settings page, you can configure the appearance of the invoice and the details that appear on it.

  • Logo Type – You can select between an Image or Text logo.
  • Logo – An image upload field where you can add your company’s logo.
  • Logo – Heading – If you don’t have an image logo, you can just type your company name here.
  • Logo – Subheading – Optionally, you can add a subheading below the logo as well.
  • Accent Color – The color in which headings and decorative lines will be colored in the invoice. By default this is a light grey.
  • Invoice Series – Optional. A string that will be prepended to the invoice number. For example if you add the series “INV”, the invoice number will be displayed as INV1234
  • Invoice Number Offset – The invoice number will be the same as the Booking ID, which starts from 1. You can add an offset to this number, eg. if you want the first invoice number to be 101, add an offset of 100.
  • Invoice Due Date – The due date, in number of days. Leave 0 if you do not want to display the due date on the invoice.
  • Seller Details – Your company’s information or your personal details.
  • Footer Notes – You can add some text to the bottom of the invoice, like payment instructions or a thank you message.
  • Invoice Strings – Here you have all the static strings that appear on the invoice. You can change them or translate them in your language.

Adding in the Buyer Details

The Buyer Details differ for each invoice, so these will need to be configured from the Form editing page, as they depend on the information the customer enters when making a booking.

Go to WP Admin -> WP Booking System -> Forms -> select a form -> Invoice Settings.

Here you can add in the information that will appear in the “Buyer” section on the invoice. You can use the available Dynamic Tags.

You also have options to enable sending the invoice as an attachment to User Notification or Admin Notification emails.

Viewing and Managing Invoices

Once a booking is made, an invoice is generated automatically. Invoices can be viewed, downloaded or modified by editing the calendar and clicking on the booking to open the booking details modal.

You can view or download the invoice from the Payment Details tab.

You can also view or download the invoice from the Invoice tab or you can change the Buyer Details if you need to.

The Invoice

Here is how the invoice looks like. Or click here to download the PDF file.

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