Gravity Forms Integration Addon for WP Invoicing enables you to use a Gravity Form to collect information to produce a quote or invoice.
When a site visitor requests quote or invoice using your form, the site manager can edit the quote or invoice to add items or send it to the user for payments.
If the email address submitted in the form is not already linked to an existing customers or user then the Addon will automatically create a new customer with this email.
This Addon does not automatically send any notifications. Instead configure the Gravity Forms notifications settings to send your visitor a confirmation that their information is being processed.
Before getting started
Check to be sure you have the following plugins installed before you get started.
Create a gravity form with the required mapping fields and select form type invoice/quote from the Invoicing tab and use shortcode to display form.
Your form can map several fields. The form should contain Required Fields and may also contain the optional fields listed below. All of the fields are then mapped in the Gravity Form feed page.
- Customer Email
- Customer Name
- Customer First Name
- Customer Last Name
- Business Name
- Zip Code
- Phone Number
Create a WPI Gravity Form Feeds from the form settings-> WPI Gravity Form. For the type of feed, choose Invoice or Quote. Then proceed to map the form fields to the WP Invoicing fields. Email is the only required field for creating Invoice or Quote, but you can use the form builder settings to make any or all of the additional fields in your form required.