Bookly Invoices (Add-on)

Manual invoicing can take time and make it harder to keep appointment billing records organized. This add-on creates invoices for appointments booked through Bookly, using appointment data to prepare billing statements. It is designed for businesses that use Bookly to manage appointments and want invoice creation to fit into that workflow.

Invoice templates can be customized with a logo, business details, and custom fields. The add-on can also send invoices to clients by email, track invoice statuses, and keep past invoices accessible from the Bookly dashboard. Currency, taxes, and discounts can be included, and invoices can be downloaded or printed for records.

Features

• Automatic invoice creation: Create invoices for appointments booked through Bookly, using appointment details to prepare billing statements without entering each invoice by hand.
• Custom invoice templates: Add a logo, business details, and custom fields to invoice templates to match your business information and presentation.
• Email invoice delivery: Send invoices to clients by email after their appointments, so billing statements can reach them without manual email preparation.
• Invoice status tracking: Monitor invoice statuses, including paid, pending, and overdue, to keep track of outstanding and completed bills.
• Currency, tax, and discounts: Generate invoices in multiple currencies and include applicable taxes and discounts in the billing details.
• Client invoice history: View past invoices for each client from the Bookly dashboard, with options to download or print invoices for record keeping.

Best for

• Businesses managing appointments with Bookly
• Service providers who invoice appointment clients
• Teams organizing client billing records