The Bookly Invoices add-on is the essential bridge between your appointment scheduling and your financial workflow. Designed specifically for service-based businesses using the Bookly booking system, this extension automates the tedious task of document creation, allowing you to generate professional, branded invoices directly from your appointment data. By streamlining your billing process, you save valuable time, reduce administrative errors, and provide your clients with a polished, professional experience from the moment they book until the final payment is settled.
Key Features
- Automated Invoice Generation: Instantly create detailed invoices based on your Bookly appointment details, including service names, prices, and staff information, without manual data entry.
- Customizable Templates: Tailor your invoices to match your brand identity by adding your company logo, contact information, and personalized notes or terms of service.
- Seamless PDF Delivery: Automatically attach generated invoices to email notifications, ensuring your clients receive their documentation immediately after booking or upon appointment completion.
- Flexible Status Management: Easily track the payment status of your invoices directly within the Bookly interface, helping you stay organized and keep your accounts receivable in check.
- Dynamic Placeholders: Utilize a wide range of shortcodes and placeholders to pull specific customer and appointment data into your invoice templates for a personalized touch every time.
- Downloadable Records: Provide your staff and clients with the ability to download invoices as PDF files, making record-keeping and tax preparation significantly easier for both parties.
Use Cases and Who It’s For
Bookly Invoices is built for any business owner who relies on Bookly to manage their schedule and needs a reliable way to bill their clients. It is particularly valuable for consultants, therapists, tutors, salon owners, and freelance professionals who need to maintain a professional image while managing high volumes of appointments.
If you find yourself manually copying appointment details into a separate invoicing program, or if you struggle to keep your booking records synced with your billing records, this add-on is the solution. It is perfect for businesses that require formal documentation for insurance claims, tax purposes, or corporate reimbursement, as well as those who simply want to provide a more professional, automated billing experience to their customers.
Setup and How It Works
Getting started with Bookly Invoices is straightforward and designed to integrate seamlessly into your existing Bookly dashboard.
- Install and Activate: Once you have the Bookly Invoices add-on, install and activate it like any other WordPress plugin alongside the core Bookly Pro plugin.
- Configure Settings: Navigate to the Bookly settings menu to find the new Invoices tab. Here, you can upload your company logo, input your business details, and set your default invoice numbering sequence.
- Customize Your Template: Use the built-in editor to adjust the layout and content of your invoice. You can use the provided placeholders to ensure that appointment dates, service costs, and client names are automatically populated correctly.
- Enable Notifications: Choose when you want invoices to be sent. You can set them to be generated and attached to the confirmation emails sent to clients automatically after a booking is confirmed.
- Manage and Review: You can view, edit, or regenerate invoices for any past or upcoming appointment directly from the Bookly Appointments list, giving you full control over your billing documentation.
Similar Plugins
While Bookly Invoices is the most tightly integrated solution for the Bookly ecosystem, other invoicing solutions exist within the WordPress space. Plugins like WooCommerce PDF Invoices & Packing Slips are widely used if your business model relies on the WooCommerce platform for payments. Additionally, standalone accounting integrations such as FreshBooks, QuickBooks, or Xero plugins are often utilized by businesses that require complex, full-scale accounting software rather than simple invoice generation.