Easy Invoice – Invoice Generator, PDF Quotes & Payments
Easy Invoice is a comprehensive WordPress invoicing plugin for freelancers, agencies, consultants, and small businesses. Create unlimited invoices and quotes, generate PDF documents, accept online payments through PayPal, and manage client information directly from your WordPress dashboard. Links Live Demo Documentation Pro Version Support Forum Video Demo Watch our comprehensive video demo to see Easy Invoice in action! Learn how to create professional invoices, customize designs, manage clients, and accept payments – all in just a few minutes. Key Features Invoicing & Quotes * Unlimited invoices and quotes * Professional PDF generation * Auto-increment invoice numbering with custom prefixes * Convert quotes to invoices with one click * Clone existing invoices for faster creation * Custom invoice and quote terminology * Set default due dates and payment terms Payment Processing * PayPal payment gateway (free version) * Accept online payments with “Pay Now” button * Multiple payment gateways: Stripe, Square, Authorize.Net, Mollie, Paystack, Moneris, Bank Transfer, Cheque, Cash (Pro) * Manual payment recording (cash, check, bank transfer) * Partial payment support (Pro) * Payment status tracking and history Client Management * Unlimited client records * Store complete client information * Automated email notifications * Client portal with secure login (Pro) * Payment reminder emails (Pro) Customization * Professional invoice templates * Add your logo and business details * Customize templates using CSS * Flexible tax settings (global or per line item) * Discount calculations * Multi-currency support (150+ currencies) * Custom email templates * Translation ready Automation & Reporting * Recurring invoice automation (Pro) * CSV data export (Pro) * Invoice and quote reporting * Revenue tracking and analytics (Pro) * Bulk Send Email & Bulk Export Selected (Pro) Compatibility * Works with any WordPress theme * WooCommerce compatible * WordPress multisite support * Page builder compatible Who Uses Easy Invoice? Freelancers – Quick invoice creation and payment collection Agencies – Multi-client management and project billing Small Businesses – Professional invoicing and recurring billing Consultants – Quote management and payment tracking E-commerce – Custom B2B invoicing alongside WooCommerce Service Providers – Subscription billing and payment plans Free Version Features Unlimited Invoices & Quotes: Create unlimited invoices and quotes with no restrictions. PDF Generation: Generate professional PDF invoices and quotes with one click. PayPal Payment Gateway: Accept online payments via PayPal with a built‑in “Pay Now” button. Client Management: Store client details and send invoices/quotes via email. Tax & Discounts: Add taxes and discounts with before/after‑tax calculation options. Customization: Set custom invoice ID prefix, terms & conditions, and footer text. Email Templates: Customize invoice and quote email notifications to clients. Professional Templates: Use beautiful, printer‑friendly invoice and quote layouts. Print Invoices & Quotes: Print documents or save to PDF directly from your browser. Currency & Formatting: Control currency symbol, decimals, and separators to match your locale. Custom Payment Links: Add an external “Pay Now” link for any payment provider. Works With Any Theme: Compatible with all properly coded WordPress themes and page builders. Translation Ready: Fully translatable for global use. Pro Version Features (Addon-Based) Easy Invoice Pro is addon-driven. After installing the Pro plugin, go to Easy Invoice → Addons and turn on only the features you actually need — disabled addons contribute zero PHP, zero database queries, zero hooks. The 19 addons are organised into three tiers. Personal Tier — included free with the Pro plugin (no license key required). 12 addons: Recurring Invoices & Subscriptions: Set the frequency, end date, and payment method once; Easy Invoice generates and sends each invoice on schedule. Optional auto-charge through your gateway closes the loop — predictable revenue, zero admin. Partial Payments & Deposits: Require a deposit (% or flat) before work begins, then let clients pay the balance in installments. Tracks every part-payment and shows the running balance — no spreadsheets, no manual reconciliation. Client Portal: Clients log in to a branded portal to view invoices, download PDFs, see payment history, and accept or decline quotes — on their own time. Includes the Easy Invoice Account Gutenberg block. PDF Toolkit: Custom headers and footers, watermark stamps (PAID / DRAFT / OVERDUE / VOID), color and font controls, and per-document branding. Make every PDF look enterprise-grade. Bulk Email & Export: Bulk actions on every list screen — email batches of invoices in one click, or export selected rows to CSV. “Export All” downloads your entire history, perfect for year-end accounting. Item Library: Save your common services and products with name, description, price, and SKU. Insert into any invoice or quote in one click — stop retyping and keep pricing consistent across every document. Custom Invoice & Quote Templates: Build your own invoice and quote layouts with the visual editor — drag in logos, company info, item tables, totals, signatures, and footers. Save multiple templates and assign different layouts per client. Additional Tax Lines: Add unlimited named tax lines per invoice — VAT + duty, GST + PST, federal + state — each with its own rate. Renders every tax as a separate line on the PDF. Email Enhancements: Branded HTML emails with your colors and logo. CC / BCC, auto-attach the PDF, customise the subject and body per invoice, and set a Reply-To so client replies reach the right inbox. Secure Links for Invoices & Quotes: Replace predictable invoice/quote permalinks with cryptographically signed, expiring URLs. Stops competitors and customers from incrementing IDs to view documents that aren’t theirs. Privacy & GDPR Tools: Wires Easy Invoice into WordPress’s Personal Data Export and Erase tools. Sets an invoice data-retention policy and populates the privacy-policy boilerplate. Required for EU GDPR and California CCPA compliance. Reports & Analytics: Visual dashboard for invoice revenue, outstanding balances, payment status, and per-client performance. Filter by any date range and export for your accountant. Pro Payment Gateways — every one of these unlocks alongside the free PayPal & Manual gateways: Stripe: Card, Apple Pay, Google Pay, Link — SCA / 3-D Secure built in. Square: US / CA / UK / AU / JP card processing with webhook reconciliation. Authorize.Net: Long-standing US gateway — credit cards + eChecks via AIM. Mollie: Europe-friendly: SEPA, iDEAL, Bancontact, Sofort, Klarna, card. Paystack: Africa-first (NGN / GHS / ZAR / KES / USD): card, bank transfer, USSD, mobile money & QR. HMAC-SHA512 signed webhooks. Moneris: Canada’s largest card processor — Visa, Mastercard, AMEX, Interac. Bank Transfer: Show your IBAN / SWIFT on the invoice; mark paid on wire arrival. Cheque: Display your mailing address; mark paid when the cheque clears. Cash: In-person cash with custom collection instructions. Professional Tier — unlocked with a Professional license. 3 addons: Time Tracking & Project Billing: Built-in start/stop timer with per-project and per-client entries. Convert any block of tracked time into invoice line items in one click — replaces your standalone time-tracking tool. Expense Tracking & Reimbursable Items: Track project expenses (software, mileage, materials, contractor costs) with receipt uploads. Apply markup and roll selected expenses into invoice line items. Smart Reminders & Late Fees: Configure a multi-step reminder cadence with per-step templates that escalate in tone. Auto-apply late fees and offer early-payment discounts — typically recovers 30%+ of overdue invoices. Agency Tier — unlocked with an Agency license. 4 addons: White-Label & Brand Override: Replace the plugin name, admin menu, dashboard icon, PDF footer, and email signature with your own brand. Hide every upgrade prompt — essential for agencies reselling Easy Invoice as a managed service. Team Members & Audit Log: Scoped roles (Manager / Accountant / Sales / Viewer) so staff can work without touching refunds or settings. Every action lands in a searchable audit log — required for compliance and accountant hand-offs. Accounting Sync (QuickBooks / Xero / FreshBooks): Push invoices to your accounting tool when created; pull payment status back when reconciled there. Chart-of-accounts mapping, customer mirroring, and bank-rec friendly. Webhooks & Zapier Bridge: Subscribe any URL to invoice events (paid, accepted, failed, recurring run). HMAC-SHA256 signed payloads, automatic retries. Drops into Zapier, Make, n8n, your CRM — connect to 5,000+ tools. Upgrade to Easy Invoice Pro Why Upgrade to Pro? Easy Invoice Pro is addon-based — install once, then toggle individual features on or off from Easy Invoice → Addons. Three tiers, designed so you only pay for what you actually need: Personal Tier (free with the Pro plugin — no license required): Twelve addons covering the most-requested business needs: Recurring Invoices & Subscriptions — automate retainer / membership billing Partial Payments & Deposits — accept installment plans Client Portal — branded self-service area for your clients (Gutenberg block + shortcode) PDF Toolkit — custom watermarks, headers, footers, branding Bulk Email & Export — send / export batches of invoices in one click Item Library — reusable catalog of services and products Custom Invoice & Quote Templates — drag-and-drop layout builder Additional Tax Lines — multi-jurisdiction tax handling (VAT + duty, GST + PST) Email Enhancements — branded HTML, CC / BCC, attached PDFs Secure Links for Invoices & Quotes — unguessable signed URLs with expiry, owner restriction, and login gating Privacy & GDPR Tools — one-click GDPR / CCPA compliance, data-retention policy, WP Personal Data Export/Erase wiring Reports & Analytics — revenue, outstanding balances, client performance dashboard Professional Tier (license required): Time Tracking & Project Billing — built-in timer, hourly rates, one-click to invoice Expense Tracking & Reimbursable Items — track project costs with receipts; markup and bill through Smart Reminders & Late Fees — multi-step automated payment chase Agency Tier (license required): White-Label & Brand Override — rebrand the entire plugin as your own Team Members & Audit Log — scoped roles + searchable audit trail Accounting Sync — push invoices to QuickBooks, Xero, FreshBooks; pull payment status back Webhooks & Zapier Bridge — push events to Zapier, Make, n8n, your CRM View Pro Pricing Privacy & Security Easy Invoice respects your privacy and follows WordPress security best practices: No data collection – We don’t collect or store any data from your website GDPR compliant – All invoice data stays in your WordPress database Secure payments – Payment processing handled by PCI-compliant gateways No external dependencies – Plugin works without external API calls Security audits – Regularly monitored by Patchstack for vulnerabilities Payment processing is handled by your chosen gateway (PayPal, Stripe, etc.) according to their privacy policies. Easy Invoice never stores credit card information. Translations & Internationalization Easy Invoice is fully translation ready: Text Domain: easy-invoice Translation Method: Standard WordPress .po/.mo files or Loco Translate plugin RTL Support: Full right-to-left language support Multi-Currency: Support for 150+ currencies with custom symbols Date Formats: Localized date formatting English is the default language. Community translations are available through WordPress.org. To contribute translations, visit WordPress.org translation page
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