Bookly Invoices (Add-on)

Bookly Invoices - Generate and manage invoices for your reservations

Bookly Invoices is a booking system extension that simplifies invoicing for appointments and services. The plugin integrates customer and payment data with your booking schedule, automatically creating sales documents that meet basic accounting requirements. Functional templates and export options make it easy to prepare invoices in PDF format and send them electronically.

Key Features of Bookly Invoices

• Automatic generation of invoices based on completed or paid reservations
• Document numbering options (sequential numbers, prefixes, date formats)
• Customizable invoice templates with the ability to add a logo, company details, and a comment field
• Invoice item handling: services, additional fees, discounts and taxes
• Generate PDF files and save copies of documents in the media library
• Sending invoices via email to the customer directly from the booking panel
• Manual issuing and editing of invoices, as well as mass generation of documents for selected periods
• Possibility to filter invoices by status (paid, pending, canceled)

User benefits

Implementing Bookly Invoices accelerates the billing process and reduces manual accounting tasks. Automated invoice generation eliminates errors in customer data entry and enhances the professionalism of services through consistent, corporate documents. Templates allow you to customize the invoice appearance to your visual identity, while PDF export simplifies document submission to clients and accounting offices.

• Save time by automatically creating documents after the visit.
• Better control over billing thanks to access to the list of invoices and payment statuses.
• Standardized invoices have a positive impact on how customers perceive your company.
• Ability to adjust items and taxes to local accounting requirements.

Applications and use cases

• Doctor or dentist office: invoicing for consultations and treatments related to bookings.
• Beauty and hairdressing salon: invoicing of services and product sales for one-time bookings.
• Detailed settlements for personal trainers, physiotherapists and consultants working by the hour.
• Companies providing mobile services or home visits, where the invoice should be linked to the service schedule.

Integration and configuration

Bookly Invoices works in conjunction with the booking module, using customer data, due dates, and payment information to create complete sales documents. Configuration includes setting vendor details, templates, and numbering rules. Many fields can be customized without the need for code modification, making it easy to tailor invoices to company requirements and local tax regulations.

The value of the add-on is also the ability to manually edit the generated invoice - if necessary, items, prices or customer data can be corrected before the document is finally saved.

Why choose Bookly Invoices

Bookly Invoices is a solution designed for businesses using a booking system who need a transparent and automated way to issue invoices. It helps keep sales documentation organized, speeds up the billing process, and allows you to focus on customer service. Thanks to its flexible configuration options, the plugin is suitable for both small service businesses and larger-scale operations.

Bookly Invoices makes it easy to go from booking to complete billing by combining appointment, payment, and document functions in one coherent tool.