[WordPress] 外掛分享： Sliced Invoices & Formidable Forms

內容簡介

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想像一下，在您的網站上有一個表單，讓您的訪客基本上可以創建自己的報價和發票！

需求

Sliced Invoices 外掛（免費）
Formidable Forms Builder 外掛（免費或付費版）

設置表單

安裝並啟用這兩個外掛後，您只需創建您的報價（或發票）請求表單，其中包含以下欄位（必填欄位用星號標記）：

客戶名稱*
客戶電子郵件*
商業名稱
商業地址
客戶網站
額外客戶信息
訂單編號（僅在發票中顯示）
標題*（發票或報價標題）
描述（發票或報價說明）
條款及條件（發票或報價條款）
稅率（%）（發票或報價稅）
截止日期（僅在發票中顯示）
有效期（僅在報價中顯示）
行項目（使用 Formidable Forms Pro 中的重複器）

設置

現在表單已經設置好了，進入表單設置 -> Sliced Invoices。
啟用表單提交時創建發票或報價。
現在僅需選擇表單是創建發票還是報價，並將每個欄位名稱映射到您剛剛在表單中設置的欄位即可。

將表單添加到您的網站

表單設置完成並且欄位已映射，您只需將表單短碼按照通常方式添加到其中一個頁面即可。當客戶填寫您的報價請求表單時，將自動創建一個包含他們所有詳細信息的新報價（或發票）。

如果“發送給客戶”選項設置為“是”，報價（或發票）將自動發送給客戶。

如果客戶填寫的電子郵件地址尚未與客戶聯繫，則該外掛將自動使用此電子郵件創建新的客戶。

您也可以像 Formidable Forms 或 Formidable Forms Pro 設置一樣正常設置確認和通知。

外掛標籤

開發者團隊

原文外掛簡介

View Live Demo
Imagine having a form on your website that allows your visitors to basically create their own quotes and invoices!
Requirements

Sliced Invoices Plugin (free)
Formidable Forms Builder Plugin (free or pro)

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
Business Address
Client Website
Extra Client Info
Order Number (only shown for invoices)
Title* (the invoice or quote title)
Description (the invoice or quote description)
Terms & Conditions (the invoice or quote terms)
Tax Rate (%) (the invoice or quote tax)
Due Date (only shown for invoices)
Valid Until Date (only shown for quote)
Line Items (Use repeater if Formidable Forms Pro)

Set up the Settings
With the form now set up, navigate to Form Settings –> Sliced Invoices.
Enable to create invoice or quote on form submit.
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.
quote (or invoice) will automatically be sent to the client if ‘send to client’ option will set be set to ‘yes’.
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 Formidable Forms Or Formidable Forms Pro settings.