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Easy Invoice – Invoice Generator, PDF Quotes & Payments / 2.1.2
Easy Invoice – Invoice Generator, PDF Quotes & Payments v2.1.2
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easy-invoice / readme.txt

readme.txt in Easy Invoice – Invoice Generator, PDF Quotes & Payments 2.1.2, at readme.txt

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1 === Easy Invoice – PDF Invoice Generator & Quote Builder ===
2 Contributors: MatrixAddons
3 Tags: invoice, pdf, quotes, billing, payment
4 Requires at least: 5.6
5 Tested up to: 6.8
6 Requires PHP: 7.4
7 Stable tag: 2.1.2
8 License: GPLv2 or later
9 License URI: https://www.gnu.org/licenses/gpl-2.0.html
10
11 Create professional invoices and quotes with PDF export and online payments. Complete WordPress invoice plugin for billing and client management.
12
13 == Description ==
14
15 ### WordPress Invoice Plugin - Create Professional Invoices & Quotes
16
17 Easy Invoice is the best WordPress invoice plugin for freelancers, agencies, and small businesses. Create unlimited invoices and quotes, generate PDF documents, accept PayPal payments, and manage clients — all from your WordPress dashboard.
18
19 • [Website](https://matrixaddons.com/plugins/easy-invoice/)
20 • [Documentation](https://matrixaddons.com/docs/easy-invoice-best-wordpress-invoice-plugin/)
21 • [Easy Invoice Pro](https://matrixaddons.com/plugins/easy-invoice/#pricing)
22
23 This WordPress invoicing solution works with any theme and provides professional billing features. Generate invoice PDFs, send quotes to clients, track payments, and automate your business workflow.
24
25 **Perfect for:**
26 * **Freelancers** - Quick invoice creation and payment collection
27 * **Agencies** - Multi-client billing and project management
28 * **Small Businesses** - Professional invoicing and client management
29 * **Consultants** - Time-based billing and quote management
30
31 = WordPress Invoice Plugin Features =
32 * **Create Invoices**: Generate unlimited invoices and quotes with PDF export
33 * **Accept Payments**: Built-in PayPal payment gateway with one-click payments
34 * **Client Management**: Store client details and send professional email notifications
35 * **Customization**: Custom invoice numbers, terms, and business branding
36 * **Automation**: Email templates and workflow automation (Pro: payment reminders)
37 * **Reporting**: Invoice tracking and analytics (Pro: CSV export and advanced reports)
38
39 [Live Demo](https://try.new/plugins/easy-invoice/)
40
41 = Use cases =
42 * Freelancers: Quick invoice creation, professional templates, automated reminders (Pro)
43 * Agencies: Multi-client management, CSV export & reports (Pro), team-friendly workflows
44 * Small businesses: Streamlined payments, client portal (Pro), recurring invoices (Pro)
45
46 = Free features (detailed) =
47 * [**Unlimited Invoices & Quotes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Create unlimited invoices and quotes with no restrictions.
48 * [**PDF Generation**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Generate professional PDF invoices and quotes with one click.
49 * [**PayPal Payment Gateway**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Accept online payments via PayPal with a built‑in “Pay Now” button.
50 * [**Client Management**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Store client details and send invoices/quotes via email.
51 * [**Tax & Discounts**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add taxes and discounts with before/after‑tax calculation options.
52 * [**Customization**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Set custom invoice ID prefix, terms & conditions, and footer text.
53 * [**Email Templates**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Customize invoice and quote email notifications to clients.
54 * [**Professional Templates**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Use beautiful, printer‑friendly invoice and quote layouts.
55 * [**Print Invoices & Quotes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Print documents or save to PDF directly from your browser.
56 * [**Currency & Formatting**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Control currency symbol, decimals, and separators to match your locale.
57 * [**Custom Payment Links**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add an external “Pay Now” link for any payment provider.
58 * [**Works With Any Theme**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Compatible with all properly coded WordPress themes and page builders.
59 * [**Translation Ready**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Fully translatable for global use.
60
61 = Pro features (Easy Invoice Pro) =
62 * [**Custom Invoice Permalinks**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Create professional, branded URLs for invoices.
63 * [**Advanced PDF Customization & Watermarks**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Customize layouts, add text/image watermarks, and status badges.
64 * [**Client Portal & Shortcodes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Provide client dashboard and login shortcodes; restrict invoices to clients.
65 * [**Multiple Payment Gateways**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add gateways like AuthorizeNet, Square, and Mollie alongside PayPal.
66 * [**Recurring Invoices**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Automate billing with flexible schedules and reminders.
67 * [**Partial Payments**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Allow clients to pay invoices in installments.
68 * [**CSV Export & Reports**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Export invoice/quote data and generate business reports.
69 * [**Payment Reminder Emails**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Automatically nudge clients to pay on time.
70 * [**Advanced Tax Options**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Handle complex tax rules and calculations.
71 * [**Priority Support**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Faster response times and premium assistance.
72 * [**White Label**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Remove branding and deliver fully white‑labeled documents.
73
74
75 [View Easy Invoice Pro](https://matrixaddons.com/plugins/easy-invoice/#pricing)
76
77 == Upgrade to Pro ==
78
79 Unlock advanced features like custom PDF templates and branding, client portal, CSV export, payment reminders, and more.
80
81 • [Learn more and upgrade](https://matrixaddons.com/plugins/easy-invoice/#pricing)
82
83 = Lite vs Pro (at a glance) =
84 Free:
85 * Invoices and quotes, PDF export, PayPal payments, email templates, taxes/discounts, client management, professional templates
86
87 Pro:
88 * Custom PDF branding, watermarks, CSV export & reports, client area & shortcodes, restrict by client, reminders, recurring invoices, multiple gateways, partial payments, advanced tax, priority support, white label
89
90 = Privacy =
91 This plugin does not collect any personal data from your website visitors. It stores invoice and quote data in your WordPress database. Payment processing is handled by your chosen gateway (e.g., PayPal) subject to their policies.
92
93 = Translations =
94 * Text domain: easy-invoice
95 * Translation ready. You can translate using standard WordPress methods.
96
97 == Installation ==
98
99 1. Install via Plugins → Add New → search for “Easy Invoice” → Install Now → Activate; or upload the plugin folder to wp-content/plugins and activate.
100 2. Go to Easy Invoice → Settings to set your business details, currency, taxes, and email templates.
101 3. Create your first invoice or quote from Easy Invoice → Invoices/Quotes.
102 4. Enable PayPal in Easy Invoice → Payment Settings to accept payments.
103
104 == Frequently Asked Questions ==
105 = Does Easy Invoice work with any theme? =
106 Yes, Easy Invoice is theme-agnostic and works with any properly coded WordPress theme.
107
108 = Can I create PDF invoices and quotes? =
109 Yes. PDF generation and download for invoices and quotes are included in the free version.
110
111 = How do I accept payments? =
112 Enable PayPal in Easy Invoice → Payment Settings. A “Pay Now” button will be shown on invoices. You can also set a custom external payment link.
113
114 = Do I need the Pro version? =
115 The free version covers invoicing, quotes, PDFs, PayPal payments, emails, and client management. Pro adds advanced PDF customization, client area, CSV export, reminders, and more.
116
117 = I’m upgrading from Easy Invoice 1.x to 2.0 — do I need to run a migration? =
118 Yes. If you used Easy Invoice before version 2.0, the plugin will prompt you to migrate your data. Fresh installations do not see the migration notice.
119
120 = I see a 404 when viewing an invoice. What should I do? =
121 Go to Settings → Permalinks and click Save to flush rewrite rules. This fixes most 404 issues.
122
123 = How can I report security bugs? =
124 You can report security bugs through the Patchstack Vulnerability Disclosure Program. The Patchstack team helps validate, triage and handle any security vulnerabilities. [Report a security vulnerability.](https://patchstack.com/database/vdp/8b8da081-d07d-4239-b795-0f0895d186dd)
125
126 == Screenshots ==
127 1. Dashboard - Backend
128 2. Invoice Listing Page - Backend
129 3. Invoice Edit page - Backend
130 4. Invoice Preview - Frontend
131 5. Quote Listing Page - Backend
132 6. Quote Edit Page - Backend
133 7. Payment Page - Backend
134 8. Client Listing Page - Backend
135 9. Setting Page - Backend
136
137
138 == Changelog ==
139
140
141 = 2.1.2 - 2025-10-30 =
142 * Fixed - Phone number issue fixed
143 * Fixed - Shortcode issue fixed
144 * Fixed - Fatal error while sending email
145
146 = 2.1.0 - 2025-10-13 =
147 * Fixed - Escaping issue fixed
148
149 = 2.0.9 - 2025-08-30 =
150 * Fixed - Quote Next number and invoice next number issue fixed.
151 * Added - Regeneration Quote and Invoice number feature added
152
153
154 = 2.0.8 - 2025-08-30 =
155 * Fixed - Checkout link updated
156
157 = 2.0.7 - 2025-08-17 =
158 * Fixed - Minor issue fixed
159 * Fixed - Trash button behaviour fixed
160
161 = 2.0.6 - 2025-08-27 =
162 * Fixed - Accept quote issue fixed
163
164
165 = 2.0.5 - 2025-08-24 =
166 * Fixed - Date format issue fixed & other minor issues fixed
167
168 = 2.0.4 - 2025-08-21 =
169 * Fixed - Currency issue and quote items issue fixed
170
171 = 2.0.3 - 2025-08-19 =
172 * Fixed - migration issue fixed
173
174 = 2.0.2 - 2025-08-19 =
175 * Fixed - Bug Fixed
176 * Added - Legacy Tempalte for quote and invoice added
177
178 = 2.0.1 - 2025-08-16 =
179 * Fixed - Currency issue
180 * Fixed - PDF size issue
181 * Fixed - Send Email issue
182 * Added - {{quote_url}} and {{invoice_url}} smart tags
183