For the reason that launch of Forminator’s new PDF Generator Addon, the crew has been onerous at work cooking up much more useful options, and at present we’re excited to announce the primary of our time-saving PDF templates!
A PDF receipt/bill template was highly-requested by Forminator customers. Be taught all the pieces it is advisable to know concerning the new addition and see it in motion on this submit.
However wait, there’s extra… Forminator 1.29 additionally added one other useful ‘slider’ kind discipline characteristic, good for kinds the place deciding on a spread is required or helpful – now you can add one in a couple of clicks!
Right here’s what we’re overlaying:
Why use the PDF receipt template?
How the PDF receipt template works
Strive Forminator’s new free slider kind discipline!
Why use the PDF receipt template?
Many Forminator customers accumulate on-site funds straight by way of their kinds through built-in PayPal and Stripe fields.
So, we knew it was important for us to supply a simple and streamlined means so that you can create skilled receipts/invoices for purchasers.
The brand new PDF receipt template does precisely this…
You’ll be able to simply create skilled PDF receipts that robotically and precisely output with kind information and could be despatched to purchasers after on-site kind fee.
No extra handbook work or sending receipts through a third-party funds supplier – now it’s all simple and automatic for you.
How the PDF receipt template works
A couple of PSA’s earlier than we proceed…
To make use of the PDF receipt template you have to:
Use Forminator Professional
Have the Forminator PDF Addon put in.
Use a kind with a Stripe or PayPal funds discipline.
Cool? Let’s proceed!
After creating your on-site fee kind, navigate to Edit Kind > PDF, then click on Create New PDF.
Creating a brand new PDF couldn’t be simpler because of Forminator’s built-in addon.
…Give your PDF a reputation.
…Choose the model new Receipt PDF template.
Select from a choice of distinctive templates, together with the brand new Receipt choice.
Subsequent, enter the payee and payer information you need included in your receipts.
You’ll discover you’ll be able to add dynamic information merge tags, which robotically pulls and outputs information out of your kinds.
For instance, you’ll be able to dynamically embrace kind fields like Identify, E-mail, or Telephone Quantity, and these will robotically populate in your PDF receipt.
Simply add payee and payer data, together with dynamic discipline inhabitants that robotically outputs in your closing PDF.
After confirming the small print, you’ll be taken again to the Edit PDF display the place you can too edit your PDF header, footer, and add any further fields if wanted.
On high of the default template settings, you’ll be able to edit the header, footer, and add extra fields.
Subsequent, you’ll be able to customise the looks of your PDF and modify web page dimension and margin settings.
We’ll be including extra superior customization choices quickly. Within the meantime, you’ll be able to manually modify the looks of your PDFs with the Customized CSS choice.
Modify the looks of your PDF with some fundamental customization choices.
Once you’re pleased with the looks, format, and data included, you’ll be able to preview your receipt with one click on.
Simply preview your PDF earlier than you set it up for purchasers.
That’s it! Your PDF receipt template is now able to be despatched to your consumer through e-mail.
To do that, simply go to Edit Kind > E-mail Notifications.
Right here you’ll be able to add and edit e-mail notifications to be despatched to admins or kind customers.
Merely create a brand new e-mail notification and also you’ll see you’ll be able to add your newly created PDF as an attachment to your affirmation e-mail.
Simply connect your newly created PDF receipt to a consumer e-mail.
It’s also possible to edit extra settings, such because the recipients and situations of the e-mail, relying in your explicit kind.
Strive Forminator’s new free slider kind discipline!
As talked about earlier, one other useful characteristic Forminator 1.29 launched was a new slider kind discipline.
This was one other hotly requested addition and it’s accessible with the free model of Forminator, so anybody can use and profit from it.
You should utilize the slider discipline for something from mortgage or mortgage calculators and donation kinds, to cost filtering and product customization.
Including a slider to a kind is straightforward, simply go to Edit Kind > Fields > Insert Area, and choose the Slider discipline.
Simply add a handy slider performance to kinds that might profit from it.
…Edit the kind of slider you need to show, and label it.
Select the kind of slider you need to add and label it.
…With Settings you can too modify the slider dimension, values, and superior settings like default worth, and suffix/prefix textual content.
Modify the settings of your vary slider to swimsuit the distinctive wants of your kind.
…It’s also possible to select whether or not or to not allow calculations, and set your personal visibility guidelines based mostly in your kind.
Select whether or not or to not allow/disable calculations to your discipline.
Simple as that! Right here’s an instance of a easy ranking slider in motion:
Improve your kinds with these new game-changing additions
We hope you loved this overview of Forminator’s new PDF Receipt Template and Slider discipline options.
In case you’re focused on making an attempt them, they’re each accessible with Forminator Professional and the Forminator PDF Generator Addon.
Forminator Professional additionally comes free with any paid WPMU DEV membership, together with a complete lot of different wonderful WordPress instruments, providers, plugins, and 24/7 help from our knowledgeable crew.
Or, should you’re on the lookout for the bottom barrier of entry, making an attempt the free model of Forminator can be a fantastic choice. Simply word that the free model is not going to have the total performance accessible with Professional (together with the brand new PDF Receipt Template).
Wish to know what’s coming subsequent for Forminator? Examine the WPMU DEV Roadmap, the place we add common progress updates.
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