GetPaid Ninja forms

Many sites collect customer requests in a form and then retype the details into an invoice by hand. That takes time and invites mistakes. This add-on links the two steps. When someone submits a Ninja Forms form, the plugin can create a GetPaid invoice or quote from the data they entered.

You choose the document type and map each form field to an invoice data point in the form settings, with no coding. If the submitted email does not match an existing customer, a new customer record is created for you. It suits service businesses, freelancers and agencies that take billing details through forms and already use Ninja Forms and GetPaid.

Features

• Invoices and quotes from forms: Each Ninja Forms submission can generate an invoice or a quote automatically, so billing documents come straight from what the customer entered instead of being typed in by hand.
• Custom field mapping: Map form fields to invoice or quote data points from within the form settings. You decide which field fills which part of the billing document.
• Automatic customer creation: When the submitted email is not already in your database, a new customer is created. This keeps your client list organized without separate data entry.
• Required and optional fields: Customer email is the required field. Name, business details, address, phone, items and descriptions can be collected as optional details and placed on the document.
• Choice of document type: Select whether a form produces an invoice or a quote when you set up the mapping, then publish the form once the settings are in place.
• Email notifications and actions: Trigger email workflows that notify admins and customers about invoices or quotes, so the people involved hear about new billing documents.
• VAT number field: A VAT number field is available, so businesses that need to record tax details can collect them through the form alongside other billing information.
• Merge tags and form templates: Merge tags can be used in your setup, and updated form templates give you a starting point for forms that feed GetPaid.

Best for

• Freelancers who bill clients from web form requests
• Small businesses already using Ninja Forms and GetPaid
• Agencies setting up invoicing forms for client sites