| @@ -3,9 +3,9 @@ | ||
| 3 | 3 | Tags: invoice, pdf invoice, quotes, billing, payment gateway |
| 4 | 4 | Requires at least: 6.0 |
| 5 | 5 | Tested up to: 7.1 |
| 6 | 6 | Requires PHP: 7.4 |
| 7 | -Stable tag: 2.4.1 | |
| 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 | 11 | Invoices, quotes, PDFs and payments inside WordPress. Unlimited documents, PayPal, credit notes, statements and a REST API — free. |
| @@ -39,9 +39,9 @@ | ||
| 39 | 39 | |
| 40 | 40 | **Getting paid** |
| 41 | 41 | |
| 42 | 42 | * PayPal checkout with a Pay Now button on every invoice |
| 43 | -* Bank transfer, cheque and cash recorded against the invoice — clients can upload proof of a transfer or cheque for you to approve | |
| 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 | 44 | * Payment history with partial, paid and overdue states |
| 45 | 45 | * A custom Pay Now link for any other provider |
| 46 | 46 | |
| 47 | 47 | **Clients** |
| @@ -141,9 +141,9 @@ | ||
| 141 | 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. |
| 142 | 142 | |
| 143 | 143 | = Which payment methods can clients use? = |
| 144 | 144 | |
| 145 | -Free: PayPal, plus bank transfer, cheque and cash recorded against the invoice (clients can upload proof for you to approve). Pro adds Stripe, Square, Authorize.Net, Mollie, Paystack and Moneris. You can also put any provider's payment link on the invoice. | |
| 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. | |
| 146 | 146 | |
| 147 | 147 | = Are there transaction fees? = |
| 148 | 148 | |
| 149 | 149 | None from Easy Invoice. Your payment gateway charges its own fees. |
| @@ -212,16 +212,34 @@ | ||
| 212 | 212 | |
| 213 | 213 | 1. Dashboard — outstanding, paid and overdue at a glance, monthly revenue and recent invoices |
| 214 | 214 | 2. Invoices — filters by status, search, bulk actions and pagination that stays fast with thousands of documents |
| 215 | 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 Pay Now button | |
| 216 | +4. Public invoice page — what the client sees from the emailed link, with the payment panel open on bank transfer | |
| 217 | 217 | 5. Quotes — status filters, conversion to invoice, expiry tracking |
| 218 | 218 | 6. Quote builder — the same editor, with expiry date and acceptance flow |
| 219 | -7. Payments — every payment with method, status and the invoice it settles | |
| 220 | -8. Clients — records with contact details, document counts and balances | |
| 221 | -9. Settings — business details, logo, currency, taxes, email templates and payment methods | |
| 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 | |
| 222 | 226 | |
| 223 | 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`). | |
| 241 | + | |
| 224 | 242 | = 2.4.1 - September 15, 2026 = |
| 225 | 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). |
| 226 | 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. |
| 227 | 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. |
| @@ -280,8 +298,11 @@ | ||
| 280 | 298 | |
| 281 | 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. |
| 282 | 300 | |
| 283 | 301 | == Upgrade Notice == |
| 302 | + | |
| 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. | |
| 284 | 305 | |
| 285 | 306 | = 2.4.1 = |
| 286 | 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. |
| 287 | 308 | |
