GetPaid Ninja forms

GetPaid Ninja forms creates invoices or quotes from Ninja Forms submissions. You can choose the document type and map form fields to invoice or quote details in the form settings. This gives businesses a way to collect information through a form and use it to prepare billing documents, without entering the submitted details by hand.

The plugin can create a customer record when a submitted email address is new. Forms can collect required customer email information along with optional details such as a name, business information, address, phone number, items, and descriptions. Email notifications and actions can also be used to communicate with customers and administrators about invoices or quotes.

Features

• Create billing documents: Turn Ninja Forms submissions into invoices or quotes, using details submitted by the person completing the form.
• Map form fields: Choose which form fields supply invoice or quote details through the mapping settings within the form.
• Create customer records: When a submission includes an email address that is not already in the database, the plugin creates a customer.
• Collect customer details: Use required and optional fields for email, name, business information, address, phone, items, and descriptions.
• Use merge tags: Include merge tags when setting up forms to use submitted form values in the connected workflow.
• Send email notifications: Set up email notifications and actions to inform administrators and customers about invoices or quotes.
• Capture VAT numbers: Add a VAT number field to forms that collect customer details for invoices or quotes.

Best for

• Freelancers preparing quotes from client requests
• Small businesses collecting invoice details
• Agencies using Ninja Forms for billing inquiries