| @@ -1,479 +1,320 @@ | ||
| 1 | -=== Easy Invoice – Professional Invoice & Quote Generator === | |
| 2 | -Contributors: MatrixAddons | |
| 1 | +=== Easy Invoice – Invoice Generator, PDF Quotes & Payments === | |
| 2 | +Contributors: matrixaddons | |
| 3 | 3 | Tags: invoice, pdf invoice, quotes, billing, payment gateway |
| 4 | -Requires at least: 5.6 | |
| 5 | -Tested up to: 6.9 | |
| 4 | +Requires at least: 6.0 | |
| 5 | +Tested up to: 7.1 | |
| 6 | 6 | Requires PHP: 7.4 |
| 7 | -Stable tag: 2.1.21 | |
| 7 | +Stable tag: 2.4.2 | |
| 8 | 8 | License: GPLv2 or later |
| 9 | 9 | License URI: https://www.gnu.org/licenses/gpl-2.0.html |
| 10 | 10 | |
| 11 | -WordPress invoicing solution for freelancers & businesses. Create invoices, PDF quotes, accept payments, and automate billing—all in one plugin. | |
| 11 | +Invoices, quotes, PDFs and payments inside WordPress. Unlimited documents, PayPal, credit notes, statements and a REST API — free. | |
| 12 | 12 | |
| 13 | 13 | == Description == |
| 14 | 14 | |
| 15 | -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. | |
| 15 | +**Easy Invoice** turns your WordPress site into your invoicing system. Create invoices and quotes, send them as PDFs, take payment on the invoice page and keep every client's history in one place — with no per-document limits, no watermarks and no trial period. | |
| 16 | 16 | |
| 17 | -= Links = | |
| 17 | +It is built for freelancers, consultants, agencies and small businesses that would rather not pay a monthly fee for a separate invoicing service, and for developers who want invoicing that follows WordPress conventions: custom post types, capabilities, hooks, a REST API and coding standards. | |
| 18 | 18 | |
| 19 | -* [Live Demo](https://try.new/plugins/easy-invoice/) | |
| 20 | -* [Documentation](https://easy-invoice.matrixaddons.com/docs/) | |
| 21 | -* [Pro Version](https://matrixaddons.com/plugins/easy-invoice/#pricing) | |
| 22 | -* [Support Forum](https://wordpress.org/support/plugin/easy-invoice/) | |
| 19 | +[Live demo](https://try.new/plugins/easy-invoice/) · [Documentation](https://easy-invoice.matrixaddons.com/docs/) · [Product page & Pro pricing](https://matrixaddons.com/plugins/easy-invoice/) · [Support forum](https://wordpress.org/support/plugin/easy-invoice/) | |
| 23 | 20 | |
| 24 | -= Video Demo = | |
| 25 | - | |
| 26 | 21 | https://www.youtube.com/watch?v=a_0BnBpl0y0 |
| 27 | 22 | |
| 28 | -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. | |
| 23 | += What the free plugin does = | |
| 29 | 24 | |
| 30 | -= Key Features = | |
| 25 | +**Invoices and quotes** | |
| 31 | 26 | |
| 32 | -**Invoicing & Quotes** | |
| 33 | -* Unlimited invoices and quotes | |
| 34 | -* Professional PDF generation | |
| 35 | -* Auto-increment invoice numbering with custom prefixes | |
| 36 | -* Convert quotes to invoices with one click | |
| 37 | -* Clone existing invoices for faster creation | |
| 38 | -* Custom invoice and quote terminology | |
| 39 | -* Set default due dates and payment terms | |
| 27 | +* Unlimited invoices and quotes, with automatic numbering and your own prefix — numbers stay unique even when two people save at the same moment | |
| 28 | +* Line items with quantities, per-line or global tax, and discounts calculated before or after tax | |
| 29 | +* Convert an accepted quote into an invoice in one click; clone any document | |
| 30 | +* Credit notes against issued invoices; client statements with running balances | |
| 31 | +* Notes, terms, due dates and payment instructions per document; default terms in Settings | |
| 40 | 32 | |
| 41 | -**Payment Processing** | |
| 42 | -* PayPal payment gateway (free version) | |
| 43 | -* Accept online payments with "Pay Now" button | |
| 44 | -* Multiple payment gateways: Stripe, Square, Authorize.Net, Mollie (Pro) | |
| 45 | -* Manual payment recording (cash, check, bank transfer) | |
| 46 | -* Partial payment support (Pro) | |
| 47 | -* Payment status tracking and history | |
| 33 | +**PDF and print** | |
| 48 | 34 | |
| 49 | -**Client Management** | |
| 50 | -* Unlimited client records | |
| 51 | -* Store complete client information | |
| 52 | -* Automated email notifications | |
| 53 | -* Client portal with secure login (Pro) | |
| 54 | -* Payment reminder emails (Pro) | |
| 35 | +* PDFs are rendered on the server (real, selectable text) with your logo and business details | |
| 36 | +* Nine document designs: default, modern, classic, minimal, corporate, professional, elegant, creative and legacy | |
| 37 | +* Rename any label ("Grand Total", "Net", your language) without touching code | |
| 38 | +* Download from the admin, from the public invoice page, or through the REST API | |
| 55 | 39 | |
| 56 | -**Customization** | |
| 57 | -* Professional invoice templates | |
| 58 | -* Add your logo and business details | |
| 59 | -* Customize templates using CSS | |
| 60 | -* Flexible tax settings (global or per line item) | |
| 61 | -* Discount calculations | |
| 62 | -* Multi-currency support (150+ currencies) | |
| 63 | -* Custom email templates | |
| 64 | -* Translation ready | |
| 40 | +**Getting paid** | |
| 65 | 41 | |
| 66 | -**Automation & Reporting** | |
| 67 | -* Recurring invoice automation (Pro) | |
| 68 | -* CSV data export (Pro) | |
| 69 | -* Invoice and quote reporting | |
| 70 | -* Revenue tracking and analytics (Pro) | |
| 71 | -* White label option (Pro) | |
| 42 | +* PayPal checkout with a Pay Now button on every invoice | |
| 43 | +* Bank transfer, cheque, cash and any offline method you add (ACH, wire…) — the client sees your instructions, sends a reference and a receipt, and you confirm the payment from the Payments screen | |
| 44 | +* Payment history with partial, paid and overdue states | |
| 45 | +* A custom Pay Now link for any other provider | |
| 72 | 46 | |
| 73 | -**Compatibility** | |
| 74 | -* Works with any WordPress theme | |
| 75 | -* WooCommerce compatible | |
| 76 | -* WordPress multisite support | |
| 77 | -* Page builder compatible | |
| 47 | +**Clients** | |
| 78 | 48 | |
| 79 | -= Who Uses Easy Invoice? = | |
| 49 | +* Unlimited client records with billing details and a complete per-client history | |
| 50 | +* Invoice and quote emails with the PDF attached, from templates you edit | |
| 51 | +* Every emailed link carries a private access key: a document is shown to you, to the signed-in client it belongs to, or to someone with the emailed link — never to whoever guesses a URL | |
| 52 | +* Import from Sliced Invoices or Sprout Invoices in one click, or from CSV files with downloadable templates | |
| 80 | 53 | |
| 81 | -* **Freelancers** - Quick invoice creation and payment collection | |
| 82 | -* **Agencies** - Multi-client management and project billing | |
| 83 | -* **Small Businesses** - Professional invoicing and recurring billing | |
| 84 | -* **Consultants** - Quote management and payment tracking | |
| 85 | -* **E-commerce** - Custom B2B invoicing alongside WooCommerce | |
| 86 | -* **Service Providers** - Subscription billing and payment plans | |
| 54 | +**Localisation** | |
| 87 | 55 | |
| 88 | -= Free Version Features = | |
| 89 | -* [**Unlimited Invoices & Quotes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Create unlimited invoices and quotes with no restrictions. | |
| 90 | -* [**PDF Generation**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Generate professional PDF invoices and quotes with one click. | |
| 91 | -* [**PayPal Payment Gateway**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Accept online payments via PayPal with a built‑in “Pay Now” button. | |
| 92 | -* [**Client Management**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Store client details and send invoices/quotes via email. | |
| 93 | -* [**Tax & Discounts**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add taxes and discounts with before/after‑tax calculation options. | |
| 94 | -* [**Customization**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Set custom invoice ID prefix, terms & conditions, and footer text. | |
| 95 | -* [**Email Templates**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Customize invoice and quote email notifications to clients. | |
| 96 | -* [**Professional Templates**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Use beautiful, printer‑friendly invoice and quote layouts. | |
| 97 | -* [**Print Invoices & Quotes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Print documents or save to PDF directly from your browser. | |
| 98 | -* [**Currency & Formatting**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Control currency symbol, decimals, and separators to match your locale. | |
| 99 | -* [**Custom Payment Links**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add an external “Pay Now” link for any payment provider. | |
| 100 | -* [**Works With Any Theme**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Compatible with all properly coded WordPress themes and page builders. | |
| 101 | -* [**Translation Ready**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Fully translatable for global use. | |
| 56 | +* 121 currencies, with symbol, position, decimals and separators set per document | |
| 57 | +* Dates in the site's timezone; translation-ready (text domain `easy-invoice`) | |
| 58 | +* Multisite compatible | |
| 102 | 59 | |
| 103 | -= Pro Version Features = | |
| 104 | -* [**Template Builder**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Visual drag-and-drop builder to create custom invoice and quote templates. | |
| 105 | -* [**Item Library**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Save frequently used items and services for quick invoice creation. | |
| 106 | -* [**Custom Invoice Permalinks**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Create professional, branded URLs for invoices. | |
| 107 | -* [**Advanced PDF Customization & Watermarks**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Customize layouts, add text/image watermarks, and status badges. | |
| 108 | -* [**Client Portal & Shortcodes**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Provide client dashboard and login shortcodes; restrict invoices to clients. | |
| 109 | -* [**Multiple Payment Gateways**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Add gateways like AuthorizeNet, Square, and Mollie alongside PayPal. | |
| 110 | -* [**Recurring Invoices**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Automate billing with flexible schedules and reminders. | |
| 111 | -* [**Partial Payments**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Allow clients to pay invoices in installments. | |
| 112 | -* [**CSV Export & Reports**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Export invoice/quote data and generate business reports. | |
| 113 | -* [**Payment Reminder Emails**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Automatically nudge clients to pay on time. | |
| 114 | -* [**Advanced Tax Options**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Handle complex tax rules and calculations. | |
| 115 | -* [**Priority Support**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Faster response times and premium assistance. | |
| 116 | -* [**White Label**](https://matrixaddons.com/plugins/easy-invoice/#free-vs-pro): Remove branding and deliver fully white‑labeled documents. | |
| 60 | +**For developers** | |
| 117 | 61 | |
| 62 | +* REST API for invoices, quotes, clients and PDFs — [API reference](https://easy-invoice.matrixaddons.com/docs/api-reference) | |
| 63 | +* Migration from Sliced Invoices and Sprout Invoices built in | |
| 64 | +* Actions and filters at every step; documents are custom post types you can query | |
| 65 | +* WordPress coding standards, escaped output, prepared SQL, nonce-protected actions | |
| 66 | +* Tested with 10,000 invoices and 10,000 quotes on one site: every admin screen stays under a second | |
| 118 | 67 | |
| 119 | -[Upgrade to Easy Invoice Pro](https://matrixaddons.com/plugins/easy-invoice/#pricing) | |
| 68 | += Easy Invoice Pro: 26 addons, switch on what you need = | |
| 120 | 69 | |
| 121 | -== Why Upgrade to Pro? == | |
| 70 | +[Easy Invoice Pro](https://matrixaddons.com/plugins/easy-invoice/) is a separate plugin that adds addons on top of the free one. Each addon has its own on/off switch under **Easy Invoice → Addons**; an addon you leave off loads no code and runs no queries. Pro requires Easy Invoice 2.4.0 or newer. | |
| 122 | 71 | |
| 123 | -The Pro version adds advanced features for businesses that need more automation and customization: | |
| 72 | +**Personal — 16 addons, on as soon as Pro is installed (no licence key needed to use them)** | |
| 124 | 73 | |
| 125 | -* **Template Builder** - Visual drag-and-drop builder to create custom invoice and quote templates | |
| 126 | -* **Item Library** - Save frequently used items and services for quick invoice creation | |
| 127 | -* **Client Portal** - Clients can view invoices, make payments, and download PDFs | |
| 128 | -* **Payment Reminders** - Automatically send reminders before and after due dates | |
| 129 | -* **Recurring Invoices** - Automate subscription and retainer billing | |
| 130 | -* **Multiple Payment Gateways** - Accept credit cards via Stripe, Square, Authorize.Net, Mollie | |
| 131 | -* **Advanced PDF Customization** - Add watermarks, custom layouts, and status badges | |
| 132 | -* **CSV Export & Reports** - Export data for accounting software like QuickBooks or Xero | |
| 133 | -* **Partial Payments** - Allow clients to pay invoices in installments | |
| 134 | -* **Advanced Tax Options** - Handle complex tax rules and calculations | |
| 135 | -* **White Label** - Remove Easy Invoice branding from documents | |
| 136 | -* **Priority Support** - Faster response times for technical assistance | |
| 74 | +* [Recurring Invoices & Subscriptions](https://easy-invoice.matrixaddons.com/docs/recurring-invoices/) — generate and email invoices on any schedule; optional auto-charge through Stripe or PayPal | |
| 75 | +* [Partial Payments & Deposits](https://easy-invoice.matrixaddons.com/docs/addons/partial-payments/) — require a deposit, let clients pay the balance in instalments | |
| 76 | +* [Client Portal](https://easy-invoice.matrixaddons.com/docs/addons/client-portal/) — clients log in to view invoices, download PDFs, see payments and accept or decline quotes | |
| 77 | +* [PDF Toolkit](https://easy-invoice.matrixaddons.com/docs/addons/pdf-toolkit/) — watermarks (PAID, DRAFT, OVERDUE, VOID or your own), custom headers, footers, colours and fonts | |
| 78 | +* [Custom Invoice & Quote Templates](https://easy-invoice.matrixaddons.com/docs/addons/custom-templates/) — a visual builder for your own layouts | |
| 79 | +* [Item Library](https://easy-invoice.matrixaddons.com/docs/addons/item-library/) — saved products and services with price and SKU, inserted in one click | |
| 80 | +* [Bulk Email & Export](https://easy-invoice.matrixaddons.com/docs/addons/bulk-operations/) — email batches of invoices; export selected rows or everything to CSV, Excel or PDF | |
| 81 | +* [Additional Tax Lines](https://easy-invoice.matrixaddons.com/docs/addons/additional-tax/) — unlimited named taxes per invoice (VAT + duty, GST + PST, federal + state) | |
| 82 | +* [Email Enhancements](https://easy-invoice.matrixaddons.com/docs/addons/email-enhancements/) — your own HTML email layout; replies routed by kind | |
| 83 | +* [Secure Links](https://easy-invoice.matrixaddons.com/docs/addons/secure-links/) — signed, expiring document URLs | |
| 84 | +* [Payment Links & QR Codes](https://easy-invoice.matrixaddons.com/docs/addons/payment-links/) — a link or QR code for a fixed or open amount, usable anywhere | |
| 85 | +* [Quote E-Signatures](https://easy-invoice.matrixaddons.com/docs/addons/quote-signatures/) — clients sign when they accept a quote; signature, name, time and connection recorded | |
| 86 | +* [Quote Request Forms](https://easy-invoice.matrixaddons.com/docs/addons/quote-forms/) — WPForms, Gravity Forms, Contact Form 7 or Fluent Forms submissions become draft quotes | |
| 87 | +* [WooCommerce Invoicing](https://easy-invoice.matrixaddons.com/docs/addons/woocommerce/) — an invoice for every paid order; refunds become credit notes | |
| 88 | +* [Reports & Analytics](https://easy-invoice.matrixaddons.com/docs/addons/reports/) — revenue, outstanding balances, per-client performance, month-by-month profit and loss | |
| 89 | +* [Privacy & GDPR](https://easy-invoice.matrixaddons.com/docs/addons/privacy-tools/) — client documents included in WordPress personal-data export and erasure requests | |
| 137 | 90 | |
| 138 | -[View Pro Pricing](https://matrixaddons.com/plugins/easy-invoice/#pricing) | |
| 91 | +**Pro payment gateways** (alongside the free PayPal, bank transfer, cheque and cash): Stripe (cards, Apple Pay, Google Pay, Link, 3-D Secure), Square, Authorize.Net, Mollie (SEPA, iDEAL, Bancontact, Klarna), Paystack (cards, bank transfer, USSD, mobile money) and Moneris. | |
| 139 | 92 | |
| 140 | -= Privacy & Security = | |
| 93 | +**Professional — 6 more addons, with a Professional licence** | |
| 141 | 94 | |
| 142 | -Easy Invoice respects your privacy and follows WordPress security best practices: | |
| 95 | +* [Time Tracking & Project Billing](https://easy-invoice.matrixaddons.com/docs/addons/time-tracking/) — start/stop timer, per-project and per-client entries, one click to invoice lines | |
| 96 | +* [Expense Tracking](https://easy-invoice.matrixaddons.com/docs/addons/expense-tracking/) — billable expenses with receipts and markup, rolled into invoices | |
| 97 | +* [Smart Reminders & Late Fees](https://easy-invoice.matrixaddons.com/docs/addons/smart-reminders/) — a multi-step reminder cadence, automatic late fees and early-payment discounts | |
| 98 | +* [E-Invoicing](https://easy-invoice.matrixaddons.com/docs/addons/e-invoicing/) — Factur-X / ZUGFeRD (EN 16931) PDFs and Peppol UBL for public-sector and EU customers | |
| 99 | +* [Client Language](https://easy-invoice.matrixaddons.com/docs/addons/client-language/) — every document for a client, page, PDF and email, produced in the client's language | |
| 100 | +* [Retainers & Prepaid Credit](https://easy-invoice.matrixaddons.com/docs/addons/retainers/) — record a block of hours or a prepayment and draw it down invoice by invoice | |
| 143 | 101 | |
| 144 | -* **No data collection** - We don't collect or store any data from your website | |
| 145 | -* **GDPR compliant** - All invoice data stays in your WordPress database | |
| 146 | -* **Secure payments** - Payment processing handled by PCI-compliant gateways | |
| 147 | -* **No external dependencies** - Plugin works without external API calls | |
| 148 | -* **Security audits** - Regularly monitored by Patchstack for vulnerabilities | |
| 102 | +**Agency — 4 more addons, with an Agency licence** | |
| 149 | 103 | |
| 150 | -Payment processing is handled by your chosen gateway (PayPal, Stripe, etc.) according to their privacy policies. Easy Invoice never stores credit card information. | |
| 104 | +* [White-Label & Brand Override](https://easy-invoice.matrixaddons.com/docs/addons/white-label/) — your name, menu, icon, PDF footer and email signature; every upgrade prompt hidden | |
| 105 | +* [Team Members & Audit Log](https://easy-invoice.matrixaddons.com/docs/addons/team-roles/) — Manager, Accountant, Sales and Viewer roles, and a searchable log of every action | |
| 106 | +* [Accounting Sync](https://easy-invoice.matrixaddons.com/docs/addons/accounting-sync/) — QuickBooks Online, Xero and FreshBooks: invoices push out, payment status comes back | |
| 107 | +* [Webhooks & Zapier](https://easy-invoice.matrixaddons.com/docs/addons/webhooks/) — invoice events to any URL, HMAC-signed with retries; drops into Zapier, Make or n8n | |
| 151 | 108 | |
| 152 | -= Translations & Internationalization = | |
| 109 | +[See plans and pricing](https://matrixaddons.com/plugins/easy-invoice/#pricing) — every Pro plan has a 14-day money-back guarantee. Upgrading keeps every invoice, quote, client and payment the free plugin created. | |
| 153 | 110 | |
| 154 | -Easy Invoice is fully translation ready: | |
| 111 | += Who uses Easy Invoice = | |
| 155 | 112 | |
| 156 | -* **Text Domain:** easy-invoice | |
| 157 | -* **Translation Method:** Standard WordPress .po/.mo files or Loco Translate plugin | |
| 158 | -* **RTL Support:** Full right-to-left language support | |
| 159 | -* **Multi-Currency:** Support for 150+ currencies with custom symbols | |
| 160 | -* **Date Formats:** Localized date formatting | |
| 113 | +* **Freelancers** — quote, invoice and collect payment from one screen | |
| 114 | +* **Agencies and studios** — per-client history, statements, deposits and a client portal | |
| 115 | +* **Shops and B2B sellers** — proper invoices for WooCommerce orders and everything the cart can't bill | |
| 116 | +* **Consultants and service firms** — billed hours, expenses, retainers and e-invoices for larger customers | |
| 161 | 117 | |
| 162 | -English is the default language. Community translations are available through WordPress.org. | |
| 118 | += Privacy = | |
| 163 | 119 | |
| 164 | -To contribute translations, visit [WordPress.org translation page](https://translate.wordpress.org/projects/wp-plugins/easy-invoice/) | |
| 120 | +Easy Invoice stores everything in your own WordPress database and sends nothing to us. The plugin contacts outside services only when you use them: the payment gateway you configure (PayPal in the free plugin), and the WordPress.org update check that every plugin performs. Card details never touch your site — they are handled by the gateway. With the Pro Privacy & GDPR addon, a client's invoices, quotes and payments are included in WordPress's personal-data export and erasure requests. | |
| 165 | 121 | |
| 166 | -== Installation == | |
| 122 | += Translations = | |
| 167 | 123 | |
| 168 | -**Automatic Installation:** | |
| 124 | +Easy Invoice is translation-ready (text domain `easy-invoice`, `.pot` in `/languages`). Translate it with Loco Translate, Poedit or on [translate.wordpress.org](https://translate.wordpress.org/projects/wp-plugins/easy-invoice/). | |
| 169 | 125 | |
| 170 | -1. Go to Plugins → Add New in your WordPress admin | |
| 171 | -2. Search for "Easy Invoice" | |
| 172 | -3. Click Install Now → Activate | |
| 173 | -4. Follow the setup wizard | |
| 126 | +== Installation == | |
| 174 | 127 | |
| 175 | -**Manual Installation:** | |
| 128 | +1. In your WordPress admin go to **Plugins → Add New**, search for "Easy Invoice", click **Install Now**, then **Activate**. (Or upload the zip under **Plugins → Add New → Upload Plugin**.) | |
| 129 | +2. Open **Easy Invoice → Settings** and enter your business name, address, logo, currency and default terms. | |
| 130 | +3. Under **Settings → Payments**, connect PayPal and/or enable bank transfer, cheque and cash. | |
| 131 | +4. Go to **Easy Invoice → Clients** and add a client, then **Easy Invoice → Invoices → Add New** to create your first invoice. Send it from the invoice screen; the client receives an email with the PDF and a private link. | |
| 176 | 132 | |
| 177 | -1. Download the plugin ZIP file | |
| 178 | -2. Go to Plugins → Add New → Upload Plugin | |
| 179 | -3. Choose the ZIP file and click Install Now | |
| 180 | -4. Click Activate Plugin | |
| 133 | +**Requirements:** WordPress 6.0 or newer, PHP 7.4 or newer. Any properly coded theme or page builder. | |
| 181 | 134 | |
| 182 | -**Quick Setup:** | |
| 135 | +**Easy Invoice Pro:** install the Pro plugin from your purchase email next to the free one, then switch on the addons you want under **Easy Invoice → Addons**. Pro needs Easy Invoice 2.4.0 or newer. | |
| 183 | 136 | |
| 184 | -1. Configure business details: Easy Invoice → Settings → General | |
| 185 | -2. Customize email templates: Easy Invoice → Settings → Email | |
| 186 | -3. Enable PayPal payments: Easy Invoice → Settings → Payment | |
| 187 | -4. Create your first invoice: Easy Invoice → Invoices → Add New | |
| 188 | - | |
| 189 | -For detailed instructions, see our [documentation](https://easy-invoice.matrixaddons.com/docs/). | |
| 190 | - | |
| 191 | 137 | == Frequently Asked Questions == |
| 192 | 138 | |
| 193 | -= What are the minimum system requirements? = | |
| 139 | += Is the free plugin limited in any way? = | |
| 194 | 140 | |
| 195 | -* WordPress 5.6 or newer | |
| 196 | -* PHP version 7.4 or higher (PHP 8.0+ recommended) | |
| 197 | -* MySQL 5.6 or higher | |
| 141 | +No. Unlimited invoices, quotes, clients and PDFs, with no watermark and no time limit. Pro adds optional addons; it does not unlock things the free plugin holds back. | |
| 198 | 142 | |
| 199 | -= Does Easy Invoice work with any WordPress theme? = | |
| 200 | -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. | |
| 143 | += Which payment methods can clients use? = | |
| 201 | 144 | |
| 202 | -= Can I use Easy Invoice with WooCommerce? = | |
| 203 | -Yes. Easy Invoice works independently but can be used alongside WooCommerce for custom B2B invoicing and manual invoice generation. | |
| 145 | +Free: PayPal, plus bank transfer, cheque, cash and offline methods you define yourself (ACH, wire transfer…) — clients send a reference and receipt, you confirm from the Payments screen. Pro adds Stripe, Square, Authorize.Net, Mollie, Paystack and Moneris. You can also put any provider's payment link on the invoice. | |
| 204 | 146 | |
| 205 | -= Is Easy Invoice suitable for beginners? = | |
| 206 | -Yes. Easy Invoice is designed for users of all skill levels with an intuitive interface. No coding knowledge required. | |
| 147 | += Are there transaction fees? = | |
| 207 | 148 | |
| 208 | -= How do I accept online payments? = | |
| 209 | -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. | |
| 149 | +None from Easy Invoice. Your payment gateway charges its own fees. | |
| 210 | 150 | |
| 211 | -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. | |
| 151 | += Can clients pay in instalments, or pay a deposit first? = | |
| 212 | 152 | |
| 213 | -For detailed setup instructions, see our [payment gateway documentation](https://easy-invoice.matrixaddons.com/docs/). | |
| 153 | +Yes, with the Partial Payments & Deposits addon (Pro, Personal tier). | |
| 214 | 154 | |
| 215 | -= Are there any transaction fees? = | |
| 216 | -Easy Invoice charges zero transaction fees. You keep 100% of your revenue. Payment gateway fees (PayPal, Stripe, etc.) apply based on their pricing. | |
| 155 | += Can I set up recurring invoices? = | |
| 217 | 156 | |
| 218 | -= Can clients pay invoices in installments? = | |
| 219 | -Yes, with Easy Invoice Pro. The Partial Payments feature lets clients pay invoices in multiple installments. | |
| 157 | +Yes, with the Recurring Invoices & Subscriptions addon (Pro, Personal tier): invoices are generated and emailed on the schedule you set, with optional automatic charging through Stripe or PayPal. | |
| 220 | 158 | |
| 221 | -= How do I track payments? = | |
| 222 | -Easy Invoice automatically tracks all payments. View payment status, history, and generate reports from the Payments dashboard. | |
| 159 | += Can I customise the invoice design? = | |
| 223 | 160 | |
| 224 | -= Can I create PDF invoices and quotes? = | |
| 225 | -Yes. One-click PDF generation is included in the free version. | |
| 161 | +The free plugin ships nine designs and lets you add your logo, business details, colours and renamed labels. The Pro PDF Toolkit adds watermarks, headers and footers; the Custom Templates addon adds a visual layout builder. | |
| 226 | 162 | |
| 227 | -= How do I customize invoice templates? = | |
| 228 | -Yes, you have full control over the look of invoices and quotes: | |
| 163 | += Can I issue a credit note or a statement? = | |
| 229 | 164 | |
| 230 | -1. Go to Easy Invoice → Settings → Templates | |
| 231 | -2. Choose from professional pre-built templates | |
| 232 | -3. Customize colors and add your logo | |
| 233 | -4. Modify layout using custom CSS | |
| 234 | -5. Add your business details and branding | |
| 165 | +Yes, both are in the free plugin: credit notes are issued against a paid or partly paid invoice from the invoice screen, and a client statement (with running balance) is available from the client record. | |
| 235 | 166 | |
| 236 | -Pro version offers advanced PDF customization including watermarks, custom layouts, and status badges. For detailed customization guides, visit our [documentation](https://easy-invoice.matrixaddons.com/docs/). | |
| 167 | += Are invoice links safe to email? = | |
| 237 | 168 | |
| 238 | -= Can I convert quotes to invoices? = | |
| 239 | -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. | |
| 169 | +Yes. Since 2.4.0 every invoice and quote link carries a per-document access key. A document is shown only to you, to the signed-in client it belongs to, or to someone opening the emailed link — never to anyone who guesses a URL. Links sent before 2.4.0 show a page that offers to email a fresh link to the address the document was issued to. | |
| 240 | 170 | |
| 241 | -= Is there a limit on invoices I can create? = | |
| 242 | -No. Create unlimited invoices, quotes, and clients in both free and Pro versions. | |
| 171 | += I see "Page not found" when opening an invoice. = | |
| 243 | 172 | |
| 244 | -= I see a 404 error when viewing an invoice. How do I fix it? = | |
| 245 | -Go to Settings → Permalinks and click Save Changes to flush rewrite rules. This resolves most 404 issues. | |
| 173 | +Go to **Settings → Permalinks** and click **Save Changes** once — this refreshes WordPress's URL rules. If you use a caching plugin, clear its cache. | |
| 246 | 174 | |
| 247 | -If the problem persists: | |
| 248 | -1. Deactivate and reactivate the plugin | |
| 249 | -2. Check that your .htaccess file is writable | |
| 250 | -3. Contact support if the issue continues | |
| 175 | += Can I import data from another invoicing plugin or a spreadsheet? = | |
| 251 | 176 | |
| 252 | -= Can I import data from other invoicing plugins? = | |
| 253 | -If you're upgrading from Easy Invoice 1.x to 2.0+, the plugin will automatically prompt you to migrate your data. | |
| 177 | +Yes. **Easy Invoice → Import** migrates directly from Sliced Invoices and Sprout Invoices (with a dry-run count first), and accepts CSV files of clients and invoices — download the CSV templates from the same screen. Exporting to CSV, Excel or PDF is part of the Pro Bulk Email & Export addon. | |
| 254 | 178 | |
| 255 | -For importing from other invoicing plugins: | |
| 256 | -* Pro version includes CSV import functionality | |
| 257 | -* Bulk import of invoices and quotes | |
| 258 | -* Import client data | |
| 259 | -* Preserve invoice numbers and dates | |
| 179 | += Does it work with WooCommerce? = | |
| 260 | 180 | |
| 261 | -Contact support if you need assistance with data migration from specific plugins. | |
| 181 | +The free plugin runs alongside WooCommerce without conflict. The Pro WooCommerce Invoicing addon creates an Easy Invoice invoice for every paid order and turns refunds into credit notes. | |
| 262 | 182 | |
| 263 | -= Does Easy Invoice work on multisite? = | |
| 264 | -Yes. Easy Invoice is compatible with WordPress multisite installations. | |
| 183 | += Does it work on multisite? = | |
| 265 | 184 | |
| 266 | -= What PHP version is required? = | |
| 267 | -Easy Invoice requires PHP 7.4 or higher. We recommend PHP 8.0+ for optimal performance. | |
| 185 | +Yes. Each site keeps its own invoices, clients and settings. | |
| 268 | 186 | |
| 269 | -= Do I need the Pro version? = | |
| 270 | -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. | |
| 187 | += Is there a REST API? = | |
| 271 | 188 | |
| 272 | -= Can I try Pro before buying? = | |
| 273 | -Yes. We offer a 14-day money-back guarantee. | |
| 189 | +Yes — invoices, quotes, clients and PDFs, authenticated with WordPress application passwords. See the [API reference](https://easy-invoice.matrixaddons.com/docs/api-reference). | |
| 274 | 190 | |
| 275 | -= How do I upgrade from Free to Pro? = | |
| 276 | -Purchase Easy Invoice Pro, install the Pro plugin alongside the free version, and activate your license key. All your existing data is preserved. | |
| 191 | += How does the Pro addon system work? = | |
| 277 | 192 | |
| 278 | -= Is Easy Invoice secure? = | |
| 279 | -Yes. Easy Invoice follows WordPress security best practices: | |
| 193 | +Pro is one plugin containing 26 addons. Under **Easy Invoice → Addons** you switch each one on or off. The 16 Personal addons work as soon as Pro is installed; Professional and Agency addons need a licence of that tier. An addon you leave off loads no code. | |
| 280 | 194 | |
| 281 | -* Regular security audits by Patchstack | |
| 282 | -* No credit card information stored | |
| 283 | -* All payment processing through PCI-compliant gateways | |
| 284 | -* Secure data encryption | |
| 285 | -* Regular security updates | |
| 195 | += What if I update Pro before the free plugin? = | |
| 286 | 196 | |
| 287 | -We take security seriously and respond quickly to any reported vulnerabilities. | |
| 197 | +Pro 2.3.0 needs Easy Invoice 2.4.0. If Pro is updated first it stays inactive with a notice until the free plugin is updated, and the secure links your clients already hold keep working meanwhile. | |
| 288 | 198 | |
| 289 | -= How can I report security vulnerabilities? = | |
| 290 | -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. | |
| 199 | += What happens to my data if I stop paying for Pro? = | |
| 291 | 200 | |
| 292 | -= Is Easy Invoice GDPR compliant? = | |
| 293 | -Yes. Easy Invoice stores all data in your WordPress database. No data is collected or transmitted to external servers (except configured payment gateways). | |
| 201 | +Nothing is deleted. Personal addons keep working; Professional and Agency addons pause until the licence is renewed. Every document stays in your database and the free plugin continues to work with it. | |
| 294 | 202 | |
| 295 | -= Where can I get support? = | |
| 296 | -For all support issues: | |
| 203 | += How do I report a security issue? = | |
| 297 | 204 | |
| 298 | -* **Free Users:** Post in the [WordPress.org support forum](https://wordpress.org/support/plugin/easy-invoice/) | |
| 299 | -* **Pro Users:** Submit a support ticket for priority assistance | |
| 300 | -* **Documentation:** Visit our [complete documentation](https://easy-invoice.matrixaddons.com/docs/) | |
| 301 | -* **Getting Started:** Check our [quick start guide](https://easy-invoice.matrixaddons.com/docs/) | |
| 205 | +Please do not open a public forum thread. Report it through the [Patchstack Vulnerability Disclosure Program](https://patchstack.com/database/vdp/8b8da081-d07d-4239-b795-0f0895d186dd), which validates reports and coordinates the fix with us, or use the [contact form](https://matrixaddons.com/contact/). | |
| 302 | 206 | |
| 303 | -Our support team is responsive and helpful (check out our reviews!). | |
| 207 | += Where do I get help? = | |
| 304 | 208 | |
| 305 | -= Do you offer customization services? = | |
| 306 | -Yes. We offer custom development services for: | |
| 209 | +The [documentation](https://easy-invoice.matrixaddons.com/docs/) covers setup and every addon. Free users: the [WordPress.org support forum](https://wordpress.org/support/plugin/easy-invoice/). Pro customers: priority support from the [account area](https://store.mantrabrain.com/). | |
| 307 | 210 | |
| 308 | -* Custom invoice template design | |
| 309 | -* Theme integration | |
| 310 | -* Workflow automation | |
| 311 | -* Custom feature development | |
| 312 | -* Third-party integrations | |
| 313 | - | |
| 314 | -Contact us at [matrixaddons.com/contact](https://matrixaddons.com/contact/) to discuss your requirements. | |
| 315 | - | |
| 316 | 211 | == Screenshots == |
| 317 | 212 | |
| 318 | -1. Dashboard overview showing invoices, quotes, payments, and revenue | |
| 319 | -2. Invoice listing page with filters, bulk actions, and status management | |
| 320 | -3. Invoice editor with line items, taxes, and discounts | |
| 321 | -4. Invoice preview with "Pay Now" button | |
| 322 | -5. Quote management and listing page | |
| 323 | -6. Quote editor with real-time calculations | |
| 324 | -7. Payment tracking with status and history | |
| 325 | -8. Client management with contact information | |
| 326 | -9. Settings panel for business details and email templates | |
| 327 | -10. PDF generation with custom branding | |
| 213 | +1. Dashboard — outstanding, paid and overdue at a glance, monthly revenue and recent invoices | |
| 214 | +2. Invoices — filters by status, search, bulk actions and pagination that stays fast with thousands of documents | |
| 215 | +3. Invoice builder — client, line items, taxes and discounts with a live preview of the chosen design | |
| 216 | +4. Public invoice page — what the client sees from the emailed link, with the payment panel open on bank transfer | |
| 217 | +5. Quotes — status filters, conversion to invoice, expiry tracking | |
| 218 | +6. Quote builder — the same editor, with expiry date and acceptance flow | |
| 219 | +7. Payments — every payment with its method and status; an offline payment arrives with the client's reference and receipt for you to confirm or reject | |
| 220 | +8. Clients — records with business name, contact details, statements and balances | |
| 221 | +9. Settings → Payment Methods — PayPal, bank transfer, cheque, cash, and offline methods you add yourself (ACH, wire transfer), each with its own instructions and receipt setting | |
| 222 | +10. Credit notes — correct an issued invoice without editing it away; the credit is recorded against the original | |
| 223 | +11. Client statement — every invoice, payment and credit note in date order with a running balance, exportable as PDF | |
| 224 | +12. Import — bring invoices, quotes, clients and payments from Sliced Invoices, Sprout Invoices or a CSV | |
| 225 | +13. Add-ons — 26 add-ons with their own on/off switches; the ones you leave off add no overhead | |
| 328 | 226 | |
| 329 | - | |
| 330 | 227 | == Changelog == |
| 228 | += 2.4.2 - September 29, 2026 = | |
| 229 | +* Fix: the invoice and quote builders could fatal instead of rendering when the preview ran before a document existed; the preview now shows a placeholder until there is something to draw. | |
| 230 | +* Fix: **a PayPal payment smaller than the invoice total no longer marks the invoice paid.** When PayPal confirmed less than was requested, the pending record was flipped to "completed" before its amount was corrected, so anything reading the payment at that moment still saw the full balance. The settled amount is written first; the invoice lands on Partially paid with the real balance owed. | |
| 231 | +* Fix: the plugin's own sidebar logo rendered as an empty coloured square — `wp_kses_post()` strips `<svg>`. The mark (and any logo the White-Label addon substitutes) now goes through an SVG-aware allow-list. | |
| 232 | +* Change: the WordPress admin menu uses the plugin's own icon instead of a generic dashicon, drawn so WordPress recolours it with the admin colour scheme. | |
| 233 | +* Fix: **offline payments work in the free plugin.** Choosing "Manual Payment" on an invoice showed no instructions, no receipt upload and recorded nothing — the pieces existed but were never wired together. Bank transfer, cheque and cash are now three proper payment methods: each shows your details and instructions, can ask for the client's transaction reference and a receipt (optional or required), and records a pending payment for you to confirm. | |
| 234 | +* New: **add your own offline payment methods** (ACH, wire transfer, mobile money, a second bank account…) under Settings → Payment Methods → "Add an offline payment method". Each gets its own instructions, reference field and receipt setting, appears in the Pay Now panel, and can be removed again; payments already recorded keep it. | |
| 235 | +* New: **confirm or reject** each submitted offline payment from the Payments screen. The client's reference, note and receipt are shown on the payment row and the payment page; the admin email carries them too. Confirming marks that payment completed and moves the invoice to Paid or Partially paid by its real balance (it used to mark the invoice paid whatever the amount); rejecting keeps the record for the audit trail and leaves the balance owed. The client sees "payment noted — awaiting confirmation" on the invoice page meanwhile. | |
| 236 | +* Security: receipts are stored under random names in a folder that refuses direct requests on Apache, and are only ever served to signed-in staff through the plugin (`admin-post.php?action=easy_invoice_payment_proof`). Receipts are deleted with their payment and on a full uninstall. | |
| 237 | +* Fix: the Payments screen's "Total amount" counted submissions still awaiting confirmation and rejected payments as money received; it now sums confirmed payments only. The status filter gained "Awaiting confirmation" and "Rejected". | |
| 238 | +* Fix: the free payment reminder never ran (it looked for a status nothing writes). Settings → Advanced → "Payment reminder (days after due date)" now emails the Reminder template once to each invoice still owed that many days after its due date; leave it empty to switch it off. Easy Invoice Pro's own reminders take over when Pro is active. | |
| 239 | +* Fix: an invoice whose payment methods were limited to "Manual Payment" before this release now offers the three offline methods instead of nothing. | |
| 240 | +* Change: a brand-new install starts with Bank transfer enabled, so an invoice can be paid from day one; a client can have at most three offline submissions awaiting confirmation on one invoice (filter `easy_invoice_offline_pending_limit`). | |
| 331 | 241 | |
| 332 | -= 2.1.21 - May 11, 2026 = | |
| 333 | -* Added - "Documentation" link in the Easy Invoice plugin sidebar (under Join Community) that opens the new official documentation site at https://easy-invoice.matrixaddons.com/docs/ | |
| 334 | -* Updated - All in-plugin documentation references now point to the new dedicated docs site (https://easy-invoice.matrixaddons.com/docs/) instead of the legacy URL | |
| 335 | -* Updated - readme.txt documentation links refreshed across Description, Installation, FAQs and Support sections | |
| 242 | += 2.4.1 - September 15, 2026 = | |
| 243 | +* Fix: on phones the public invoice and quote pages clipped the line-item table's Total column and, in the Modern, Creative and Professional designs, the totals box; every design now fits a 360px screen (narrower screens scroll the table sideways). | |
| 244 | +* Performance: the payment script (and the jQuery it needs) loaded on every front-end page of the site; it now loads on the public invoice page only. Filter `easy_invoice_load_payment_assets` to add pages. | |
| 245 | +* Housekeeping: the changelog in this file now summarises each release; the complete, itemised history lives in changelog.txt inside the plugin folder and on GitHub. | |
| 336 | 246 | |
| 337 | -= 2.1.20 - April 29, 2026 = | |
| 338 | -* Security: Manual payment proof uploads now validate file contents with WordPress APIs (`wp_check_filetype_and_ext`) and store only a safe extension; client-supplied multipart MIME types and filenames are not trusted. | |
| 339 | -* Security: Quote accept and decline (AJAX and POST forms) use a per-quote nonce and load published quotes for non-administrators, preventing cross-quote reuse of a nonce and blocking actions on non-published quotes for guests. | |
| 340 | -* Security: Unauthenticated payment-instructions AJAX only applies to published invoices. | |
| 341 | -* Security: Send invoice and send quote email AJAX use a single handler with published-document checks for guests; removed duplicate AJAX registration that could double-send or bypass publication checks. | |
| 247 | += 2.4.0 - September 11, 2026 = | |
| 248 | +A large release; read the upgrade notice before updating. The full, itemised list (about 190 entries) is in changelog.txt. | |
| 342 | 249 | |
| 343 | -= 2.1.19 - April 27, 2026 = | |
| 344 | -* Minor UI issue fixed | |
| 345 | -* Minor bug fixed on both plugins | |
| 250 | +**Security** | |
| 251 | +* Invoices and quotes were readable, and enumerable, by anyone with the URL, including drafts. Every document now needs a per-document access key (`?ik=` / `?qk=`) carried by emailed links, a signed-in client, or an admin. Links emailed before keys existed show a page offering to email a fresh keyed link to the address the document was issued to; nothing is shown and drafts are never offered. | |
| 252 | +* Payment endpoints, PDF-download nonces, the payment callback, proof-of-payment file names and the migration "skip" link all authorise properly; Pro card gateways no longer bypass the authorisation check. Stored XSS through a client's profile into the builders fixed. Every output is escaped at the point it is printed; all redirects go through `wp_safe_redirect`. | |
| 346 | 253 | |
| 347 | -= 2.1.18 - April 21, 2026 = | |
| 348 | -* Maintenance - Version bump release | |
| 254 | +**New** | |
| 255 | +* Server-side PDF rendering (dompdf, now bundled): real, text-based PDFs in every design, A4 / Letter / Legal, optional PDF attachment on invoice emails, page numbers on multi-page documents. | |
| 256 | +* Credit notes against issued invoices, statements of account per client, and issued invoices can no longer be deleted permanently (trash still works). | |
| 257 | +* REST API at `easy-invoice/v1` (invoices, quotes, clients, PDF download), authenticated and capability-checked; responses never expose access keys. | |
| 258 | +* Cross-border tax: reverse charge and export handling, VAT identifiers for both parties with VIES checking, EN 16931 tax categories. | |
| 259 | +* Import from Sliced Invoices, Sprout Invoices and CSV. Attachments from the media library on invoices and quotes. Client-view tracking (first and latest view, count). Convert-to-invoice on each quote row. Clients search box. Uninstall routine that keeps your data unless told otherwise. | |
| 260 | +* New hooks and filters for addons: `easy_invoice_quote_total`, `easy_invoice_presented_access_token`, `easy_invoice_reports_after_summary`, `easy_invoice_email_headers`, `easy_invoice_client_view_after_details`, `easy_invoice_credit_note_actions`, `easy_invoice_text_setting` and others. | |
| 349 | 261 | |
| 350 | -= 2.1.17 - April 17, 2026 = | |
| 351 | -* Fixed - Client PDF download: long invoice/quote HTML no longer produces blank or truncated PDFs (JPEG/PNG mismatch fixed; browser canvas limits handled; tall content captured in slices and split across A4 pages) | |
| 352 | -* Fixed - PDF page breaks align to table row and summary block boundaries so line items are not cut in half across pages (row-aware cropping) | |
| 262 | +**Documents and designs** | |
| 263 | +* Every invoice and quote design reset and tidied; the public page is a real WordPress page laid out as an A4 sheet, themeable from `{theme}/easy-invoice/`. "Total Due" in every header; Credit note / Paid / Balance due rows once anything is paid; the "To" block names the contact, phone and VAT number; totals rows read in calculation order; the Legacy design prints Terms & Conditions; Minimal quote markup fixed. | |
| 264 | +* Stock emails rewritten as plain business correspondence; receipts and payment notices correct for partial payments; "Test Template" works; emails sign off with the business name. | |
| 353 | 265 | |
| 354 | -= 2.1.16 - April 16, 2026 = | |
| 355 | -* Fixed - Quote builder item total now correctly applies Adjust (%) in real-time calculation | |
| 356 | -* Fixed - Tax now only applies to items with the Taxable checkbox checked (both Invoice and Quote builders) | |
| 357 | -* Fixed - Discount Calculation Method (Before Tax / After Tax) now works correctly in both builders | |
| 358 | -* Fixed - Price Includes Tax setting is now respected in all tax calculations | |
| 359 | -* Fixed - Calculation Method field correctly reads discount_calculation_method instead of incorrect radio selector | |
| 360 | -* Fixed - Invoice builder payment manager fallback now correctly finds quote items (.quote-item class) | |
| 361 | -* Fixed - Invoice discount type None now correctly returns zero discount | |
| 362 | -* Fixed - Division by zero guard added in tax discount ratio calculation | |
| 363 | -* Fixed - InvoiceRepository now correctly saves discount_calculation_method from form submission | |
| 364 | -* Improved - Quote form event listeners now respond to Taxable checkbox, Calculation Method, and Price Includes Tax changes | |
| 365 | -* Fixed - Invoice adjust field setting now properly controls the adjust field display in Invoice Builder | |
| 366 | -* Fixed - Corrected method calls to use shouldShowInvoiceAdjustField() instead of shouldShowQuoteAdjustField() | |
| 367 | -* Improved - Invoice Builder now correctly responds to Show/Hide Adjust Field setting | |
| 368 | -* Fixed - Adjust field calculations now completely ignored when Show/Hide Adjust Field setting is disabled | |
| 369 | -* Fixed - JavaScript calculations now respect adjust field setting via localized showAdjustField property | |
| 370 | -* Fixed - Invoice and Quote models now check adjust field setting before applying adjustment calculations | |
| 371 | -* Fixed - QuoteItem::getAmount() now respects shouldShowQuoteAdjustField() setting for real-time live preview | |
| 372 | -* Fixed - InvoiceItem::getAmount() now respects shouldShowInvoiceAdjustField() setting for real-time live preview | |
| 266 | +**Fixes (selection)** | |
| 267 | +* Correctness: duplicate invoice, quote and credit-note numbers under concurrent use; negative totals from oversized discounts; line amounts that did not add up to the subtotal; dates defaulting to UTC instead of the site's timezone; taxable state of new lines; "Apply Tax" that could not be switched off; quotes that never expired; acceptance and decline details never saved; quote conversion producing empty lines; customer details dropped on save; attachments that could not be removed. | |
| 268 | +* Payments: overdue and part-paid invoices could not be paid from their page; a part-paid or credited invoice asked for the full amount again; PayPal IPN left invoices unpaid; bank transfer, cheque and cash from emailed links were refused; "Add New Payment" could not record a payment; trashing or restoring payments left the invoice status untouched; failed or refunded payments put issued invoices back to Draft. | |
| 269 | +* Admin: team members could not open any screen; the admin was unusable on phones; Dashboard Edit/View links, the invoice list status filter, Reports totals and date ranges, the "Delete client only" option (it deleted the documents), settings image fields, colours that never rendered, sideways-scrolling lists, keyboard and touch access to row actions, about 140 untranslatable strings. | |
| 270 | +* Performance: invoice totals are stored (dashboard, lists, reports and statements no longer rebuild every model); admin screens that took 30–40 s on a few thousand invoices open in under a second; the Overdue filter, Add Payment picker and payments totals answered from single queries (10,000-invoice stores: 19 s → 3 s); rewrite rules no longer flushed on every request; the admin loads 47 KB of CSS instead of 2.8 MB. | |
| 271 | +* Packaging: all CDN assets (jsPDF, html2canvas, Chart.js, Select2) bundled; Composer dependencies resolved for PHP 7.4; dead classes, duplicate AJAX registrations and an endpoint that fataled removed; addon descriptions corrected to what is actually implemented. | |
| 373 | 272 | |
| 374 | -= 2.1.15 - April 16, 2026 = | |
| 375 | -* Fixed - Invoice adjust field setting now properly controls the adjust field display in Invoice Builder | |
| 376 | -* Fixed - Corrected method calls to use shouldShowInvoiceAdjustField() instead of shouldShowQuoteAdjustField() | |
| 377 | -* Improved - Invoice Builder now correctly responds to Show/Hide Adjust Field setting | |
| 273 | += 2.3.8 - August 21, 2026 = | |
| 274 | +* Compatibility - **Tested and confirmed compatible with WordPress 7.1.** "Tested up to" bumped from 7.0. The release was audited against the 7.1 codebase rather than smoke-tested: every WordPress function the plugin calls was resolved against the 7.1 symbol table (no removed or renamed API is used), the plugin's global function, class and constant names were diffed against the 92 functions and 5 classes 7.1 introduces (no redeclaration collisions), and the full plugin tree was scanned with PHPCompatibility for PHP 7.4 through 8.4 (zero issues). | |
| 275 | +* Compatibility - **jQuery UI 1.14.2** ships in WordPress 7.1 (up from 1.13.3). The payment-gateway drag-to-reorder list on Settings -> Payment uses `.sortable()` and `.disableSelection()`; both remain available because core enables `jQuery.uiBackCompat` and still bundles the disable-selection module. The four APIs 1.14 removed (`$.fn._form`, `$.ui.ie`, `$.ui.safeActiveElement`, `$.ui.safeBlur`) are not used anywhere in the plugin. | |
| 276 | +* Compatibility - **The enforced iframed post editor in 7.1 does not affect Easy Invoice.** Invoices and quotes are edited through the plugin's own admin screens; their post types register with `show_ui => false` and the one UI-visible post type does not declare `editor` support, so no plugin JavaScript or CSS reaches across the editor document boundary. | |
| 277 | +* Compatibility - Admin styling verified against 7.1 markup: the `#adminmenu`, `#adminmenuwrap`, `#adminmenuback`, `#wpcontent`, `#wpbody-content` and `#wpfooter` containers the plugin restyles are all still emitted by `wp-admin/admin-header.php` and `menu-header.php` in 7.1, and the persistent admin toolbar change touches `#wpadminbar`, which the plugin does not style. | |
| 278 | +* Compatibility - The REST and media changes in 7.1 (image dimension validation on the sideload endpoint, size-aware encoding quality in attachment responses) are not applicable: the plugin's REST routes are its own (no media, sideload or attachment endpoints) and it calls no attachment or sideload APIs. | |
| 279 | +* Fixed - **Payment-gateway drag-to-reorder relied on incidental script ordering.** The `easy-invoice-settings` script handle is registered in two different places, and WordPress keeps whichever registration runs first while silently discarding the other's dependency array. The registration that wins did not list `jquery-ui-sortable`, so `settings.js` was printed ahead of jQuery UI Sortable and only worked because its code runs inside a DOM-ready callback. The jQuery UI handles are now declared explicitly on that registration, so `wp_scripts` resolves the load order instead of it falling out of enqueue sequence - worth tightening now that 7.1 ships a new jQuery UI build. | |
| 378 | 280 | |
| 379 | -= 2.1.14 - March 31, 2026 = | |
| 380 | -* Improved - Invoice and quote builder experience: Editor/Preview shell tabs, localized send-email confirmation, header title aligned with the document title field, dismissible mobile hint, and unsaved-changes warning when leaving the page | |
| 381 | -* Added - Accessible labels on invoice and quote form section navigation | |
| 281 | += 2.3.7 - June 29, 2026 = | |
| 282 | +* Fixed - **Invoice and Quote listing "Download PDF" button** could leave the user stranded on a blank `admin-ajax.php?action=easy_invoice_generate_pdf...` page instead of downloading the PDF. Root causes on affected sites included page-cache layers (WP Rocket, LiteSpeed, Cloudflare) replaying stale responses of the intermediate admin-ajax URL, security plugins / WAFs stripping the redirect body, and cross-tab session-cookie behaviour (Safari ITP, `SameSite=Strict`) dropping the WP session between the click and the new tab. Two coordinated changes address this: | |
| 283 | + 1. **The button no longer routes through admin-ajax.** The anchor's native href already points directly at `<invoice-permalink>?auto_download_pdf=1`, and the single-page JS renders the PDF from there. Removing the click interceptor collapses three server round-trips into one and sidesteps every intermediate-hop failure mode. No security posture change — the destination is the same public permalink the hop was going to anyway. | |
| 284 | + 2. **The server-side download handlers are hardened for any external caller.** `generateInvoicePdf` and `generateQuotePdf` now accept an admin session or a valid per-document access key (`?ik=` / `?qk=`) as alternate authorisation paths when the per-request nonce fails, emit explicit `Cache-Control: no-store` headers to defeat intermediate caching, and fall back to a client-side redirect (`<meta refresh>` + `window.location.replace`) when the server-side redirect can't fire because upstream output already flushed the response headers. Email download links, dashboard widgets, and any other integration calling these endpoints directly benefit from the same hardening. | |
| 382 | 285 | |
| 383 | -* Improved - Table sorting functionality to handle new column structure | |
| 384 | -* Fixed - Client name display logic for better clarity and organization | |
| 286 | += 2.3.6 - June 26, 2026 = | |
| 287 | +* Security - Tightened the capability check on the AJAX payment-update endpoint so only users with the dedicated payment-management permission can change payment records or invoice status. **All sites should update.** | |
| 288 | +* Security - The `[easy_invoice_url]` and `[easy_quote_url]` shortcodes no longer generate per-document access keys for arbitrary visitors. Keys are now produced only when an invoice or quote email is sent; the shortcodes attach an existing key only when the current viewer is the site admin, the bound client, or already holds the key in the page URL. | |
| 289 | +* Fixed - The bound-client authorisation path on quote Accept / Decline and invoice manual-payment submission silently never succeeded for logged-in customers. The guard relied on PHP's `method_exists()` which returns false for `__call`-resolved methods, and both the Invoice and Quote models resolve `getClientId()` that way. Logged-in clients whose email matches the document's bound client are now correctly recognised. (Admin and emailed-link paths were unaffected.) | |
| 290 | +* Note - Emailed `{{invoice_url}}` and `{{quote_url}}` links continue to work unchanged for the legitimate recipient. The shortcode change is invisible for admin embeds on admin-context pages; on public pages the shortcode now renders a plain permalink for visitors who don't already hold a valid key (they can still view the document — only the Accept / Decline / submit-manual-payment paths require the key). | |
| 385 | 291 | |
| 386 | -= 2.1.13 - March 22, 2026 = | |
| 387 | -* Improved - User experience with better visual hierarchy | |
| 388 | -* Fixed - Minor styling issues in pricing display | |
| 292 | += 2.3.5 - June 26, 2026 = | |
| 293 | +* Security - Hardened authorisation on the manual-payment submission flow. **All sites should update.** | |
| 294 | +* Improved - Invoice share links emailed to clients (`{{invoice_url}}` in email templates, `[easy_invoice_url]` shortcode) now carry a per-invoice access key. Recipients of these links can submit "I paid by bank transfer / cheque" entries as before — no extra steps for the customer. | |
| 295 | +* Note - Invoice links generated **before** this update will still load and display the invoice and accept online gateway payments (Stripe / PayPal / etc.). The manual-payment submission form appears only after the admin resends the invoice (which produces a new link) or after the client logs in to the WordPress account whose email matches the invoice's bound client. Admins are unaffected — the form is always available from the admin UI. | |
| 296 | +* Fixed - Race condition under high concurrency where two simultaneous invoice (or quote) creates could be assigned the same number. The counter read-check-write is now serialised via a MySQL named lock; the lock auto-releases on connection close so it cannot leak across requests. | |
| 297 | +* Added - License recognition for the new Professional Lifetime and Agency Lifetime SKUs so customers on those plans are correctly placed in their tier and see the matching variant label on the License page. | |
| 389 | 298 | |
| 390 | -= 2.1.12 - March 13, 2026 = | |
| 391 | -* Fixed - Minor issues fixed | |
| 392 | -* Added - Promotional notice | |
| 299 | +Older releases (2.3.4 back to 1.0) are listed in changelog.txt inside the plugin folder and at https://github.com/matrixaddons/easy-invoice/blob/master/changelog.txt. | |
| 393 | 300 | |
| 394 | -= 2.1.11 - February 22, 2026 = | |
| 395 | -* Fixed - Minor issues fixed | |
| 301 | +== Upgrade Notice == | |
| 396 | 302 | |
| 397 | -= 2.1.9 - February 15, 2026 = | |
| 398 | -* Fixed vendor dependency issue affecting plugin initialization | |
| 399 | -* Improved compatibility with latest WordPress version | |
| 303 | += 2.4.2 = | |
| 304 | +Offline payments (bank transfer, cheque, cash) now work end to end, with receipts and a confirm/reject step. Also fixes a PayPal payment smaller than the total marking an invoice paid. Coming from 2.3.x? Read the 2.4.0 notice and back up first. | |
| 400 | 305 | |
| 401 | -= 2.1.8 - February 15, 2026 = | |
| 402 | -* Added custom CSS section for each template | |
| 403 | -* Enhanced template flexibility for developers | |
| 306 | += 2.4.1 = | |
| 307 | +Small follow-up to 2.4.0: public documents fit phone screens in every design, and the payment script no longer loads on every front-end page. If you are coming from 2.3.x, read the 2.4.0 notice below and back up first. | |
| 404 | 308 | |
| 405 | -= 2.1.7 - December 15, 2025 = | |
| 406 | -* Fixed quote accept and decline functionality | |
| 407 | -* Improved quote workflow reliability | |
| 309 | += 2.4.0 = | |
| 310 | +Large release: invoice and quote links now need a per-document access key (old links get a page offering a fresh one); issued invoices can only be trashed; PDFs render on the server; public pages are real WordPress pages (theme overrides: {theme}/easy-invoice/). Update Pro to 2.3.0. Back up first. | |
| 408 | 311 | |
| 409 | -= 2.1.6 - December 11, 2025 = | |
| 410 | -* Tested and confirmed compatibility with WordPress 6.9 | |
| 411 | -* Performance optimizations | |
| 312 | += 2.3.9 = | |
| 313 | +Security release: invoices and quotes were readable and enumerable by anyone with a URL; access is now checked before anything is rendered. Update as soon as possible. | |
| 412 | 314 | |
| 413 | -= 2.1.5 - November 20, 2025 = | |
| 414 | -* Fixed template loading issue | |
| 415 | -* Improved template rendering performance | |
| 416 | - | |
| 417 | -= 2.1.4 - November 11, 2025 = | |
| 418 | -* Fixed email sending issues with SMTP configurations | |
| 419 | -* Improved HTML tag support in textarea fields | |
| 420 | -* Fixed empty data saving issue in description fields | |
| 421 | - | |
| 422 | -= 2.1.3 - November 3, 2025 = | |
| 423 | -* Added review notice | |
| 424 | -* Added community link for support | |
| 425 | - | |
| 426 | - | |
| 427 | -= 2.1.2 - October 30, 2025 = | |
| 428 | -* Fixed phone number formatting and validation | |
| 429 | -* Fixed shortcode rendering issues | |
| 430 | -* Fixed fatal error during email sending | |
| 431 | - | |
| 432 | -= 2.1.0 - October 13, 2025 = | |
| 433 | -* Enhanced data escaping for security | |
| 434 | -* Strengthened input sanitization | |
| 435 | - | |
| 436 | -= 2.0.9 - August 30, 2025 = | |
| 437 | -* Fixed quote and invoice auto-increment number generation | |
| 438 | -* Added regeneration feature for quote and invoice numbers | |
| 439 | - | |
| 440 | - | |
| 441 | -= 2.0.8 - August 30, 2025 = | |
| 442 | -* Updated checkout link for improved payment flow | |
| 443 | - | |
| 444 | -= 2.0.7 - August 17, 2025 = | |
| 445 | -* Fixed minor UI and functionality issues | |
| 446 | -* Fixed trash button behavior | |
| 447 | - | |
| 448 | -= 2.0.6 - August 27, 2025 = | |
| 449 | -* Fixed quote acceptance workflow | |
| 450 | - | |
| 451 | - | |
| 452 | -= 2.0.5 - August 24, 2025 = | |
| 453 | -* Fixed date format display issues | |
| 454 | -* Fixed various minor bugs | |
| 455 | - | |
| 456 | -= 2.0.4 - August 21, 2025 = | |
| 457 | -* Fixed currency symbol display issues | |
| 458 | -* Fixed quote line items calculation | |
| 459 | - | |
| 460 | -= 2.0.3 - August 19, 2025 = | |
| 461 | -* Fixed data migration from version 1.x to 2.0 | |
| 462 | - | |
| 463 | -= 2.0.2 - August 19, 2025 = | |
| 464 | -* Various bug fixes | |
| 465 | -* Added legacy template support | |
| 466 | - | |
| 467 | -= 2.0.1 - August 16, 2025 = | |
| 468 | -* Fixed currency formatting and display | |
| 469 | -* Fixed PDF size and rendering | |
| 470 | -* Fixed email sending functionality | |
| 471 | -* Added {{quote_url}} and {{invoice_url}} smart tags | |
| 472 | - | |
| 473 | -[View complete changelog](https://matrixaddons.com/plugins/easy-invoice/#changelog) | |
| 474 | - | |
| 475 | -== Upgrade Notice == | |
| 315 | += 2.3.8 = | |
| 316 | +WordPress 7.1 compatibility release. Verified against the 7.1 codebase and PHP 7.4-8.4, plus a fix for payment-gateway drag-to-reorder script ordering on the Settings screen. | |
| 476 | 317 | |
| 477 | 318 | = 2.1.9 = |
| 478 | 319 | Important update fixing vendor dependencies. Recommended for all users. |
| 479 | 320 | |
