Search Over 30,000 FREE Plugins from the Official WordPress Plugin Directory Repository

Sliced Invoices & Gravity Forms

Create an invoice or quote request form using Gravity Forms. Each form entry then creates a quote (or an invoice) using the Sliced Invoices plugin.

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*
  • Address
  • Extra Client Info
  • Order Number (only shown for invoices)
  • Title* (the invoice or quote title)
  • Description (the invoice or quote description)
  • Line Items (see notes in FAQ section)

Set up the Feed

With the form now set up, navigate to Form Settings --> Sliced Invoices to create a new form feed. 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.

You then need to simply add the line items and pricing to the quote and it is then ready to send to the client.

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 Gravity Forms settings.

Author Sliced Invoices
Profile
Contributors SlicedInvoices
Tags estimate request, estimates, gravity forms, Gravity Forms Add-on, gravity forms estimate, gravity forms invoice, gravity forms quote, gravity invoice, invoice, invoice clients, Invoicing, quote request, quotes
  1. sliced-invoices-gravity-forms screenshot 1

    Sliced Invoices settings is added to the native Gravity Forms dropdown.

  2. sliced-invoices-gravity-forms screenshot 2

    Adding a new feed.

  3. sliced-invoices-gravity-forms screenshot 3

    Mapping the fields on our form to our quote or invoice.

  4. sliced-invoices-gravity-forms screenshot 4

    Creating the form using Gravity Forms.

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

=1.09 = * NEW: Add hook 'sliced_gravityforms_feed_processed' * UPDATE: add explicit capabilities for use with Members plugin

=1.08 = * UPDATE: compatibility with Sliced Invoices v3.3.0

=1.07 = * FIX: Translation issue preventing correct processing of feed

=1.06 = * UPDATE: allow line items to work without GF dynamic population

=1.05 = * NEW: add support for qTranslate X (i18n multilingual) * UPDATE: Add ability to map custom invoice numbers * FIX: Quotes & Invoices created via feed not incrementing quote number / invoice number

=1.04 = * UPDATE: Add ability to map custom quote numbers

=1.03 = * UPDATE: Integration with Gravity Flow - gravityflow.io

=1.02 = * UPDATE: Add ability to include pre-defined line items

=1.01 = * FIX: Minor bug fixes

=1.0 = * Initial release at WordPress.org

Using Pre-Defined Line Items

You can include your pre-defined line items as an option by using the List field type. To do this, add a List field with 4 columns named something like Qty, Title, Amount, Description (you can name them what you like but they must be in this order). In the Advanced tab of the List field, tick the 'Allow field to be populated dynamically' box and add 'sliced_line_items' as the Parameter name (without the quotes). Now in the Feed Settings section, you need to map the Line Items field to Line Items (Full) in the dropdown. It will now automatically add a dropdown into the list field with your pre-defined line items.

Share  
Download
Version 1.09

Requires WordPress version: 4.0 or higher

Compatible up to: 4.7.2

Last Updated 13 Feb 2017

Date Added: 19 Jan 2016

Plugin Homepage

Evaluation
star1
star2
star3
star4
star5

5 stars
2 ratings
1,276 downloads

Compatibility

Not Enough Data

Reports:
Works: 0
Broken: 0