It might sound an odd way of making invoices, but you can actually use WordPress to create invoices and send them to your clients. There are a few reasons why you might want to do this. The plugin involved is very easy to use and, while you can create invoices yourself, WordPress gives you a number of templates and other tools. Best of all, the WP-Invoice plugin, which is what this WordPress how-to will use, is free and can be installed in just a few clicks.
WP-Invoice Download and Installation
Once you’ve downloaded and installed WP-Invoice, you will see that your left-hand navigation menu now has a new submenu for ‘Invoice’. The first time you use WP-Invoice, you will need to set it up, so click on Invoice, Settings. This is where you set your business name, and decide what page will show your invoices (you should create a new page so that nothing on your site gets messed up). You can also set the default payment type and decide if the client can change the payment type. The plugin does offer support for a number of different payment methods, including credit cards, PayPal, and 2CheckOut. You can decide which of these payment types are available for your clients.
You will also need to configure each of the different payment types you want to use. This is easy enough – you simply need to login to the account for each payment type and gather the specific information that the plugin asks for. This information is a little different for each payment type. Be sure to click on Save All Settings when you are done.
Now you can begin creating new invoices. To do so, go to Invoices, Add New. You will first be asked to provide your client’s email address. You will need email addresses for each client you want to invoice via WordPress. After entering the email address, click on the Create New button to start a new invoice.
Now you will see the Invoice Editor page. Here, you’ll have a number of different meta boxes in addition to the usual boxes you see when you’re creating a new page. These new boxes are for entering the item, quantity, and price of everything you are invoicing for. Under Name, enter the product or service name. Then enter the quantity in the Qty. box. Next, enter the price. The plugin will automatically do the math and show you the total. It will also keep a running balance at the bottom.
To continue to add items to your invoice, click on the Add Line box at the bottom left. You can also click on the Add Discount button to add either a fixed amount discount or a percentage off discount.
If you scroll down to Payment Settings, you’ll again have the option to set the default option, decide which payments are accepted, and set the currency.
On the right side of the screen beside the editor, you will see the information for the client. You can add or change any information in this area. If you do not know the information, just leave it blank – your client will have the option of filling it in.
Under Publish, you can select options such as turning the invoice into a quote or allowing partial payments. You can enter the due date and select a tax method. Now you can click on Publish. When you do, the client will be emailed the link to the invoice so that they can pay it.