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=== Easy Invoice – Professional Invoice & Quote Generator === |
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Contributors: MatrixAddons |
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Tags: invoice, pdf invoice, quotes, billing, payment gateway |
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Requires at least: 5.6 |
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Tested up to: 6.9 |
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Requires PHP: 7.4 |
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Stable tag: 2.1.13 |
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License: GPLv2 or later |
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License URI: https://www.gnu.org/licenses/gpl-2.0.html |
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WordPress invoicing solution for freelancers & businesses. Create invoices, PDF quotes, accept payments, and automate billing—all in one plugin. |
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== Description == |
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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. |
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= Links = |
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* [Live Demo](https://try.new/plugins/easy-invoice/) |
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* [Documentation](https://matrixaddons.com/docs/easy-invoice-best-wordpress-invoice-plugin/) |
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* [Pro Version](https://matrixaddons.com/plugins/easy-invoice/#pricing) |
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* [Support Forum](https://wordpress.org/support/plugin/easy-invoice/) |
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= Key Features = |
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**Invoicing & Quotes** |
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* Unlimited invoices and quotes |
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* Professional PDF generation |
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* Auto-increment invoice numbering with custom prefixes |
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* Convert quotes to invoices with one click |
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* Clone existing invoices for faster creation |
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* Custom invoice and quote terminology |
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* Set default due dates and payment terms |
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**Payment Processing** |
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* PayPal payment gateway (free version) |
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* Accept online payments with "Pay Now" button |
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* Multiple payment gateways: Stripe, Square, Authorize.Net, Mollie (Pro) |
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* Manual payment recording (cash, check, bank transfer) |
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* Partial payment support (Pro) |
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* Payment status tracking and history |
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**Client Management** |
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* Unlimited client records |
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* Store complete client information |
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* Automated email notifications |
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* Client portal with secure login (Pro) |
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* Payment reminder emails (Pro) |
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**Customization** |
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* Professional invoice templates |
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* Add your logo and business details |
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* Customize templates using CSS |
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* Flexible tax settings (global or per line item) |
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* Discount calculations |
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* Multi-currency support (150+ currencies) |
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* Custom email templates |
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* Translation ready |
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**Automation & Reporting** |
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* Recurring invoice automation (Pro) |
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* CSV data export (Pro) |
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* Invoice and quote reporting |
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* Revenue tracking and analytics (Pro) |
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* White label option (Pro) |
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**Compatibility** |
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* Works with any WordPress theme |
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* WooCommerce compatible |
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* WordPress multisite support |
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* Page builder compatible |
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= Who Uses Easy Invoice? = |
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* **Freelancers** - Quick invoice creation and payment collection |
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* **Agencies** - Multi-client management and project billing |
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* **Small Businesses** - Professional invoicing and recurring billing |
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* **Consultants** - Quote management and payment tracking |
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* **E-commerce** - Custom B2B invoicing alongside WooCommerce |
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* **Service Providers** - Subscription billing and payment plans |
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= Free Version Features = |
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* [**Unlimited Invoices & Quotes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Create unlimited invoices and quotes with no restrictions. |
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* [**PDF Generation**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Generate professional PDF invoices and quotes with one click. |
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* [**PayPal Payment Gateway**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Accept online payments via PayPal with a built‑in “Pay Now” button. |
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* [**Client Management**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Store client details and send invoices/quotes via email. |
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* [**Tax & Discounts**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add taxes and discounts with before/after‑tax calculation options. |
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* [**Customization**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Set custom invoice ID prefix, terms & conditions, and footer text. |
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* [**Email Templates**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Customize invoice and quote email notifications to clients. |
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* [**Professional Templates**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Use beautiful, printer‑friendly invoice and quote layouts. |
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* [**Print Invoices & Quotes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Print documents or save to PDF directly from your browser. |
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* [**Currency & Formatting**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Control currency symbol, decimals, and separators to match your locale. |
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* [**Custom Payment Links**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add an external “Pay Now” link for any payment provider. |
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* [**Works With Any Theme**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Compatible with all properly coded WordPress themes and page builders. |
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* [**Translation Ready**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Fully translatable for global use. |
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= Pro Version Features = |
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* [**Template Builder**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Visual drag-and-drop builder to create custom invoice and quote templates. |
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* [**Item Library**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Save frequently used items and services for quick invoice creation. |
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* [**Custom Invoice Permalinks**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Create professional, branded URLs for invoices. |
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* [**Advanced PDF Customization & Watermarks**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Customize layouts, add text/image watermarks, and status badges. |
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* [**Client Portal & Shortcodes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Provide client dashboard and login shortcodes; restrict invoices to clients. |
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* [**Multiple Payment Gateways**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add gateways like AuthorizeNet, Square, and Mollie alongside PayPal. |
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* [**Recurring Invoices**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Automate billing with flexible schedules and reminders. |
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* [**Partial Payments**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Allow clients to pay invoices in installments. |
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* [**CSV Export & Reports**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Export invoice/quote data and generate business reports. |
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* [**Payment Reminder Emails**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Automatically nudge clients to pay on time. |
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* [**Advanced Tax Options**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Handle complex tax rules and calculations. |
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* [**Priority Support**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Faster response times and premium assistance. |
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* [**White Label**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Remove branding and deliver fully white‑labeled documents. |
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[Upgrade to Easy Invoice Pro](https://matrixaddons.com/plugins/easy-invoice/#pricing) |
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== Why Upgrade to Pro? == |
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The Pro version adds advanced features for businesses that need more automation and customization: |
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* **Template Builder** - Visual drag-and-drop builder to create custom invoice and quote templates |
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* **Item Library** - Save frequently used items and services for quick invoice creation |
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* **Client Portal** - Clients can view invoices, make payments, and download PDFs |
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* **Payment Reminders** - Automatically send reminders before and after due dates |
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* **Recurring Invoices** - Automate subscription and retainer billing |
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* **Multiple Payment Gateways** - Accept credit cards via Stripe, Square, Authorize.Net, Mollie |
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* **Advanced PDF Customization** - Add watermarks, custom layouts, and status badges |
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* **CSV Export & Reports** - Export data for accounting software like QuickBooks or Xero |
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* **Partial Payments** - Allow clients to pay invoices in installments |
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* **Advanced Tax Options** - Handle complex tax rules and calculations |
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* **White Label** - Remove Easy Invoice branding from documents |
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* **Priority Support** - Faster response times for technical assistance |
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[View Pro Pricing](https://matrixaddons.com/plugins/easy-invoice/#pricing) |
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= Privacy & Security = |
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Easy Invoice respects your privacy and follows WordPress security best practices: |
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* **No data collection** - We don't collect or store any data from your website |
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* **GDPR compliant** - All invoice data stays in your WordPress database |
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* **Secure payments** - Payment processing handled by PCI-compliant gateways |
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* **No external dependencies** - Plugin works without external API calls |
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* **Security audits** - Regularly monitored by Patchstack for vulnerabilities |
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Payment processing is handled by your chosen gateway (PayPal, Stripe, etc.) according to their privacy policies. Easy Invoice never stores credit card information. |
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= Translations & Internationalization = |
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Easy Invoice is fully translation ready: |
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* **Text Domain:** easy-invoice |
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* **Translation Method:** Standard WordPress .po/.mo files or Loco Translate plugin |
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* **RTL Support:** Full right-to-left language support |
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* **Multi-Currency:** Support for 150+ currencies with custom symbols |
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* **Date Formats:** Localized date formatting |
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English is the default language. Community translations are available through WordPress.org. |
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To contribute translations, visit [WordPress.org translation page](https://translate.wordpress.org/projects/wp-plugins/easy-invoice/) |
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== Installation == |
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**Automatic Installation:** |
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1. Go to Plugins → Add New in your WordPress admin |
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2. Search for "Easy Invoice" |
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3. Click Install Now → Activate |
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4. Follow the setup wizard |
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**Manual Installation:** |
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1. Download the plugin ZIP file |
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2. Go to Plugins → Add New → Upload Plugin |
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3. Choose the ZIP file and click Install Now |
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4. Click Activate Plugin |
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**Quick Setup:** |
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1. Configure business details: Easy Invoice → Settings → General |
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2. Customize email templates: Easy Invoice → Settings → Email |
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3. Enable PayPal payments: Easy Invoice → Settings → Payment |
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4. Create your first invoice: Easy Invoice → Invoices → Add New |
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For detailed instructions, see our [documentation](https://matrixaddons.com/docs/easy-invoice-best-wordpress-invoice-plugin/). |
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== Frequently Asked Questions == |
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= What are the minimum system requirements? = |
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* WordPress 5.6 or newer |
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* PHP version 7.4 or higher (PHP 8.0+ recommended) |
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* MySQL 5.6 or higher |
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= Does Easy Invoice work with any WordPress theme? = |
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Yes. Easy Invoice is theme-agnostic and works with properly coded WordPress themes. It's compatible with popular themes like Astra, Divi, GeneratePress, and all major page builders. |
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= Can I use Easy Invoice with WooCommerce? = |
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Yes. Easy Invoice works independently but can be used alongside WooCommerce for custom B2B invoicing and manual invoice generation. |
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= Is Easy Invoice suitable for beginners? = |
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Yes. Easy Invoice is designed for users of all skill levels with an intuitive interface. No coding knowledge required. |
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= How do I accept online payments? = |
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Free Version: Enable PayPal in Easy Invoice → Settings → Payment. A "Pay Now" button will appear on invoices, allowing clients to pay with PayPal or credit card. |
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Pro Version: Connect additional payment gateways including Stripe, Square, Authorize.Net, or Mollie for direct credit card processing. You can also add custom external payment links for other payment providers. |
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For detailed setup instructions, see our [payment gateway documentation](https://matrixaddons.com/docs/easy-invoice-best-wordpress-invoice-plugin/). |
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= Are there any transaction fees? = |
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Easy Invoice charges zero transaction fees. You keep 100% of your revenue. Payment gateway fees (PayPal, Stripe, etc.) apply based on their pricing. |
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= Can clients pay invoices in installments? = |
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Yes, with Easy Invoice Pro. The Partial Payments feature lets clients pay invoices in multiple installments. |
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= How do I track payments? = |
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Easy Invoice automatically tracks all payments. View payment status, history, and generate reports from the Payments dashboard. |
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= Can I create PDF invoices and quotes? = |
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Yes. One-click PDF generation is included in the free version. |
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= How do I customize invoice templates? = |
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Yes, you have full control over the look of invoices and quotes: |
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1. Go to Easy Invoice → Settings → Templates |
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2. Choose from professional pre-built templates |
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3. Customize colors and add your logo |
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4. Modify layout using custom CSS |
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5. Add your business details and branding |
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Pro version offers advanced PDF customization including watermarks, custom layouts, and status badges. For detailed customization guides, visit our [documentation](https://matrixaddons.com/docs/easy-invoice-best-wordpress-invoice-plugin/). |
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= Can I convert quotes to invoices? = |
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Yes. When a client accepts a quote, you can instantly convert it to an invoice with one click. This streamlines your workflow and ensures consistency between quotes and invoices. All quote data (line items, client details, taxes) is automatically transferred to the new invoice. |
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= Is there a limit on invoices I can create? = |
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No. Create unlimited invoices, quotes, and clients in both free and Pro versions. |
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= I see a 404 error when viewing an invoice. How do I fix it? = |
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Go to Settings → Permalinks and click Save Changes to flush rewrite rules. This resolves most 404 issues. |
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If the problem persists: |
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1. Deactivate and reactivate the plugin |
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2. Check that your .htaccess file is writable |
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3. Contact support if the issue continues |
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= Can I import data from other invoicing plugins? = |
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If you're upgrading from Easy Invoice 1.x to 2.0+, the plugin will automatically prompt you to migrate your data. |
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For importing from other invoicing plugins: |
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* Pro version includes CSV import functionality |
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* Bulk import of invoices and quotes |
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* Import client data |
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* Preserve invoice numbers and dates |
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Contact support if you need assistance with data migration from specific plugins. |
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= Does Easy Invoice work on multisite? = |
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Yes. Easy Invoice is compatible with WordPress multisite installations. |
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= What PHP version is required? = |
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Easy Invoice requires PHP 7.4 or higher. We recommend PHP 8.0+ for optimal performance. |
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= Do I need the Pro version? = |
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The free version includes unlimited invoices, PDF generation, PayPal payments, and client management. Upgrade to Pro if you need: client portal, automated payment reminders, recurring billing, multiple payment gateways (Stripe, Square, etc.), partial payments, CSV export and reports, white label branding, or priority support. |
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= Can I try Pro before buying? = |
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Yes. We offer a 14-day money-back guarantee. |
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= How do I upgrade from Free to Pro? = |
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Purchase Easy Invoice Pro, install the Pro plugin alongside the free version, and activate your license key. All your existing data is preserved. |
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= Is Easy Invoice secure? = |
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Yes. Easy Invoice follows WordPress security best practices: |
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* Regular security audits by Patchstack |
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* No credit card information stored |
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* All payment processing through PCI-compliant gateways |
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* Secure data encryption |
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* Regular security updates |
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We take security seriously and respond quickly to any reported vulnerabilities. |
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= How can I report security vulnerabilities? = |
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Report security bugs through the [Patchstack Vulnerability Disclosure Program](https://patchstack.com/database/vdp/8b8da081-d07d-4239-b795-0f0895d186dd). The Patchstack team validates and helps resolve all security issues. |
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= Is Easy Invoice GDPR compliant? = |
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Yes. Easy Invoice stores all data in your WordPress database. No data is collected or transmitted to external servers (except configured payment gateways). |
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= Where can I get support? = |
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For all support issues: |
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* **Free Users:** Post in the [WordPress.org support forum](https://wordpress.org/support/plugin/easy-invoice/) |
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* **Pro Users:** Submit a support ticket for priority assistance |
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* **Documentation:** Visit our [complete documentation](https://matrixaddons.com/docs/easy-invoice-best-wordpress-invoice-plugin/) |
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* **Getting Started:** Check our [quick start guide](https://matrixaddons.com/docs/easy-invoice-best-wordpress-invoice-plugin/) |
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Our support team is responsive and helpful (check out our reviews!). |
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= Do you offer customization services? = |
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Yes. We offer custom development services for: |
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* Custom invoice template design |
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* Theme integration |
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* Workflow automation |
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* Custom feature development |
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* Third-party integrations |
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Contact us at [matrixaddons.com/contact](https://matrixaddons.com/contact/) to discuss your requirements. |
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== Screenshots == |
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1. Dashboard overview showing invoices, quotes, payments, and revenue |
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2. Invoice listing page with filters, bulk actions, and status management |
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3. Invoice editor with line items, taxes, and discounts |
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4. Invoice preview with "Pay Now" button |
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5. Quote management and listing page |
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6. Quote editor with real-time calculations |
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7. Payment tracking with status and history |
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8. Client management with contact information |
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9. Settings panel for business details and email templates |
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10. PDF generation with custom branding |
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== Changelog == |
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= 2.1.13 - March 22, 2026 = |
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* Improved - User experience with better visual hierarchy |
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* Fixed - Minor styling issues in pricing display |
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= 2.1.12 - March 13, 2026 = |
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* Fixed - Minor issues fixed |
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* Added - Promotional notice |
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= 2.1.11 - February 22, 2026 = |
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* Fixed - Minor issues fixed |
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= 2.1.9 - February 15, 2026 = |
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* Fixed vendor dependency issue affecting plugin initialization |
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* Improved compatibility with latest WordPress version |
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= 2.1.8 - February 15, 2026 = |
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* Added custom CSS section for each template |
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* Enhanced template flexibility for developers |
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= 2.1.7 - December 15, 2025 = |
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* Fixed quote accept and decline functionality |
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* Improved quote workflow reliability |
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= 2.1.6 - December 11, 2025 = |
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* Tested and confirmed compatibility with WordPress 6.9 |
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* Performance optimizations |
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= 2.1.5 - November 20, 2025 = |
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* Fixed template loading issue |
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* Improved template rendering performance |
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= 2.1.4 - November 11, 2025 = |
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* Fixed email sending issues with SMTP configurations |
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* Improved HTML tag support in textarea fields |
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* Fixed empty data saving issue in description fields |
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= 2.1.3 - November 3, 2025 = |
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* Added review notice |
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* Added community link for support |
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= 2.1.2 - October 30, 2025 = |
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* Fixed phone number formatting and validation |
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* Fixed shortcode rendering issues |
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* Fixed fatal error during email sending |
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= 2.1.0 - October 13, 2025 = |
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* Enhanced data escaping for security |
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* Strengthened input sanitization |
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= 2.0.9 - August 30, 2025 = |
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* Fixed quote and invoice auto-increment number generation |
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* Added regeneration feature for quote and invoice numbers |
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= 2.0.8 - August 30, 2025 = |
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* Updated checkout link for improved payment flow |
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= 2.0.7 - August 17, 2025 = |
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* Fixed minor UI and functionality issues |
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* Fixed trash button behavior |
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= 2.0.6 - August 27, 2025 = |
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* Fixed quote acceptance workflow |
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= 2.0.5 - August 24, 2025 = |
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* Fixed date format display issues |
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* Fixed various minor bugs |
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= 2.0.4 - August 21, 2025 = |
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* Fixed currency symbol display issues |
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* Fixed quote line items calculation |
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= 2.0.3 - August 19, 2025 = |
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* Fixed data migration from version 1.x to 2.0 |
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= 2.0.2 - August 19, 2025 = |
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* Various bug fixes |
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* Added legacy template support |
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= 2.0.1 - August 16, 2025 = |
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* Fixed currency formatting and display |
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* Fixed PDF size and rendering |
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* Fixed email sending functionality |
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* Added {{quote_url}} and {{invoice_url}} smart tags |
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[View complete changelog](https://matrixaddons.com/plugins/easy-invoice/#changelog) |
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== Upgrade Notice == |
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= 2.1.9 = |
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Important update fixing vendor dependencies. Recommended for all users. |
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= 2.0.0 = |
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Major version update with significant improvements. If upgrading from 1.x, please backup your site and run the migration tool when prompted. |
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