You’ve done your real work of providing a service or a product, the only thing you deserve now is getting paid, on time.
But let’s be honest, invoices are hard to deal with.
Paper invoices, especially, are impossible to track. How do you know which ones are still outstanding, and which ones have been paid?
“Homemade” electronic invoices didn’t solve the problem either. Have you tried formatting your own invoice? Did you finally get it to look professional?
One of the best ways around all these problems is by using InvoiceBerry. InvoiceBerry lets you create a professional-looking invoice in just 60 seconds. The best part? You can connect your WordPress forms directly to InvoiceBerry, and add client and expense data on the go!
How to create an invoice in WordPress in just 3 steps
Your WordPress forms are the perfect tool to add new client and expense data while on the go. These data are passed automatically from your forms to InvoiceBerry. There, you’ll be able to manage your clients, invoices, quotes, and expenses all in one place!
Let’s look at how to create an invoice in WordPress in just 3 steps. Here’s what you’ll need to follow this guide:
1. Get set up with Zapier.
Next, create an account with Zapier themselves. Now you’re ready to get started!
2. Make a Zap!
Integrations between applications handled by Zapier are called Zaps. We’ll be creating a Zap that will connect Ninja Forms with InvoiceBerry. It’s super simple. Just log into your Zapier account and click “Make a Zap” in the left toolbar.
(A simple zap between two applications is free on Zapier. However, if you want a multi-step zap, you have to go premium.)
3. Setup your Zap to connect any WordPress form with InvoiceBerry
Once you’re in the Zap setup page, just search Ninja Forms in the App & Event search bar to find us:
Leave “New Form Submission” set as the Trigger Event and Continue. You’ll now be shown a webhook:
Copy it, then head back to WordPress and into your form (or create one to the specifications you need). Add a Zapier action and paste the webhook into the Zapier Webhook field:
Now Publish (save) the form, Preview the form, enter test data into each field (do not skip this step!), and Submit the form preview. Now head back to Zapier, and Continue.
You’ll now be prompted with a few options to proceed. We recommend to Test & Continue to make sure the webhook has succeeded in establishing a connection. If anything goes wrong, Zapier will give you troubleshooting steps.
On a successful test, it’s now time to connect WordPress to InvoiceBerry. Same as before, search and select them:
You can either create a new client or a new expense. For this demo, we’ll go with ‘Create Client’. With your action selected, you’ll then be asked to add an InvoiceBerry account. Zapier will ask for your API Key and API Password, which you can find in your InvoiceBerry account.
Go to Settings in InvoiceBerry, choose ‘System Preferences’.
Scroll down a bit, click ‘Request Key’.
You’ll be shown your API Key and API Password. Copy and paste them both to your Zapier.
You should now see your InvoiceBerry account as an option in Zapier. Select your account and click ‘Continue’.
Next, you should see the relevant fields for the Client appear:
Now just map the fields of your form to the InvoiceBerry client fields you want to populate:
You’ll see that Zapier is using the field data from when you submitted the form preview above to learn which field is which. When you continue, this test data will be sent through to your InvoiceBerry to confirm the connection!
You now have an invoicing system connected to InvoiceBerry through WordPress. Woohoo!
Follow the 3 simple steps above to connect your WordPress forms to your InvoiceBerry account for recording clients and expenses on the go. Forget the hassle of keeping up with paper trails on a job site! When it’s time to send an invoice, you’ll already have the clients and expenses data you need waiting in your InvoiceBerry account.
We hope you enjoy this tutorial! What integration would you like to see next?