How to Create an Invoice in WordPress with InvoiceBerry

After providing a service or a product and completing your real work, you deserve timely payment. To make this process easier, you can now create an invoice in WordPress.

However, let’s face it – dealing with invoices is challenging. Tracking paper invoices, in particular, is nearly impossible. How can you determine which ones remain outstanding and which have already been paid?

Creating your own “homemade” electronic invoices didn’t resolve the issue either. Did you attempt to format your own invoice? Did you manage to make it look professional?

A great solution to these problems is using InvoiceBerry. InvoiceBerry enables you to create a professional-looking invoice in just 60 seconds. The best part? You can link your WordPress forms directly to InvoiceBerry and update client and expense data on the go!

How to create an invoice in WordPress

Use your WordPress forms as the ideal tool for adding new client and expense data on the go. Your forms automatically send this data to InvoiceBerry, where you can manage clients, invoices, quotes, and expenses all in one place!

To start creating invoices, from your WordPress forms all you need are the following:

• Zapier add-on for Ninja Forms.
• Zapier account.
• InvoiceBerry account.

Let’s explore how to create an invoice in WordPress in just four steps. Follow this guide:

1. Get set up with Zapier.

The Ninja Forms Zapier add-on establishes the connection between WordPress and the application you want to send data. First, install and activate it on your website.

Next, create a Zapier account. Now you’re ready to start!

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. 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 your WordPress form with InvoiceBerry

Once you’re on the Zap setup page, search for Ninja Forms in the App & Event search bar:

Leave “New Form Submission” as the Trigger Event and continue. You’ll see a webhook:

Copy it, then return to WordPress and open your form (or create one to meet your specifications). Add a Zapier action and paste the webhook into the Zapier Webhook field:

Now publish (save) the form, preview it, enter test data into each field (do not skip this step!), and submit the form preview. Return to Zapier and continue.

You’ll see a few options to proceed. We recommend selecting Test & Continue to ensure the webhook successfully establishes a connection. If anything goes wrong, Zapier provides troubleshooting steps.

4. Connect your WordPress form to InvoiceBerry

Upon a successful test, it’s time to connect WordPress to InvoiceBerry. Search and select them:

You can either create a new client or a new expense. For this demo, we’ll choose, Create Client. After selecting your action, Zapier will ask you to add an InvoiceBerry account. To do this, provide your API Key and API Password, found in your InvoiceBerry account.

Go to Settings in InvoiceBerry and select System Preferences.

Scroll down a bit and click Request Key.

You’ll see your API Key and API Password. Copy and paste them into Zapier. Now you should see your InvoiceBerry account as an option in Zapier. Choose your account and click Continue.

Now you should see your InvoiceBerry account as an option in Zapier. Choose your account and click Continue.

Next, you’ll see the relevant fields for the Client:

Map the fields of your form to the InvoiceBerry client fields you want to populate:

Zapier uses the field data from the form preview you submitted earlier to identify each field. When you continue, this test data will be sent to your InvoiceBerry account to confirm the connection!

Congratulations! You now have an invoicing system connected to InvoiceBerry through WordPress.

Follow these four simple steps to connect your WordPress forms to your InvoiceBerry account and record clients and expenses on the go. Say goodbye to the hassle of managing paper trails on a job site! When it’s time to send an invoice, you’ll already have the client and expense data you need in your InvoiceBerry account.

There’s no easier way to create an invoice in WordPress! Get the Ninja Forms Zapier add-on and connect with InvoiceBerry today! Make that lost expense report your last 🙂

Get Zapier free with the Pro membership plan or individually in a single-site, five-site, or twenty-site license. With a 14-day money-back guarantee, what are you waiting for?

Give Zapier a try today!