Documentation

Getting started

Requirements: WordPress 6.4+, PHP 8.2+, HTTPS. Install via Plugins → Add New → Upload, activate, then open Settings to add your company details (name, address, logo — these appear on every invoice). The 3-step walkthrough covers first invoice to first payment.

Payments

Choose one gateway at a time — Stripe or Square — in Settings. Each needs API credentials and a webhook; the exact endpoint URL is shown in Settings. Full step-by-step guides: Stripe setup · Square setup. Always test with the gateway’s test/sandbox mode before going live. Credentials are encrypted at rest.

Invoices

  • Statuses: draft → sent → viewed → paid (or overdue). The activity log records each transition.
  • Deposits: set a fixed amount or percentage; the client can pay the deposit first and the balance later. Balances track automatically.
  • Taxes & discounts: per-invoice line controls.
  • Reminders: overdue invoices are detected and chased automatically; delivery and receipt emails are built in.
  • Client page: every invoice has a mobile-responsive page on your domain with pay, print, and save-PDF.

Troubleshooting

Payment made but invoice still unpaid → webhook misconfigured (re-check the gateway guide). Emails missing → test WordPress outgoing mail. Still stuck → support.

Built by Renzo Johnson