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Best Invoicing Plugins for WordPress

If you're a freelancer working with WordPress, sooner or later you will need a good invoicing application to generate estimates and bill your clients. There are various options to choose from if you are interested in an invoicing system that works on WordPress.

If you’re a freelancer working with WordPress, sooner or later you will need a good invoicing application to generate estimates and bill your clients.

There are a few commercial non-WordPress systems out there, and I’m sure you’ve come across them. We’re talking about online services such as:

  • Freshbooks
  • Zoho
  • Invoicera

However, if you like to keep everything integrated into WordPress, or do not fancy paying the monthly fees these services charge, there are a few alternatives in the shape of WordPress invoicing plugins. That’s what we will be looking into today.

Sprout Invoices

This is the latest plugin released and one that looks very very good. It’s my number one choice for invoicing with WordPress and what I love about it is that there is a commitment to continue improving it with new features coming up such as Time Tracking. You can, in fact, view the development timeline on the Sprout Invoices page.

What’s awesome is that you can try out this plugin in the provided sandbox before you make your decision to buy it, so go ahead and give it a spin, I’m sure you’ll love it.

Get Sprout Invoices

Sliced Invoices

sliced-invoices-wordpress-invoice-plugin-wordpress-plugins

Sliced Invoices is the newest invoicing plugin to hit the WordPress market, it was first available on the WordPress.org repo in December 2015 and has made a very good impact with a steady flow of downloads and great reviews.

There are premium extensions available at very affordable prices, and you can also buy bundles as well. It has a great feature set, and while it has less features than Sliced Invoices I very much prefer the interface of Sliced Invoices.

Get Sliced Invoices

WP Invoice

WP-Invoice lets WordPress blog owners send itemized invoices to their clients. Ideal for web developers, SEO consultants, general contractors, or anyone with a WordPress blog and clients to bill. The plugin ties into WP’s user management database to keep track of your clients and their information.

Once an invoice is created from the WP admin section, an email with a brief description and a unique link is sent to client. Clients follow the link to your blog’s special invoice page, view their invoice, and pay their bill using PayPal. The control panel is very user-friendly and intuitive.

Credit card payments may be accepted via Authorize.net, MerchantPlus’ NaviGate, PayPal or Google Checkout account. For recurring billing we have integrated Authorize.net’s ARB API that will allow you to setup payment schedules along with invoices. Subscriptions implemented using PayPal Subscriptions and Google Checkout Subscriptions.

New Features

  • Automatically import invoices from Web Invoice plugin.
  • WP-CRM Integration
  • Brand new user interface for much improved invoicing filtering and searching
  • Minimum and Split / Partial Payments
  • Invoices can be reassigned to a different recipient
  • Receipt Page with Invoice Log
  • Per-defined Line Items
  • Discount Line Items
  • Custom Payment Entry, and administrative adjustments
  • Customizable Invoice and Receipt Templates

More Features

  • Create invoices from the WordPress control panel
  • Prefill customer information using the WordPress user list
  • Send invoice notifications to customers with a secured link back to the web-invoice
  • Accept credit card payment via Authorize.net or MerchantPlus NaviGate
  • PayPal available if you don’t have a credit card processing account
  • Setup recurring billing using Authorize.net’s ARB (Automatic Recurring Billing) feature
  • Force web-invoice pages to be viewed in SSL mode
  • Archive old invoices
  • Easily use old invoices as templates for new ones
  • Dynamic and intuitive user interface
  • Custom tax label, states input, and PayPal button URL
  • Insert an “Invoice Lookup” form using PHP or WordPress Shortcode anywhere
  • Create users directly from WP-Invoice
  • Customize billing settings per invoice
  • Customize invoice notification email per invoice
  • Invoice notification, reminder and receipt templates

This is a good plugin but there have been quite a number of requests for improvements which need to be implemented, it’s one of the most mature plugins for sure, but needs to be slicker in order to be a 100% viable solution.

Get WP Invoice

CashPress (Discontinued)

This is a newish plugin, I’m not too much of a fan of the custom UI it uses, but let’s give it some time and see whether the developer can improve it enough to be able to compete with the above solutions. This is still an area within WordPress where there isn’t a clear cut leader that has gotten things totally right, so we should encourage new projects.

Web Invoice (Discontinued)

I’m listing this plugin here just to make sure you do not download this plugin. It has been abandoned by the developer. Originally a fork of WP Invoice, it is now not suitable for solid use, so I don’t recommend it.

WP Invoices Ultimate (Discontinued)

The WP Invoices Ultimate plugin is not an attempt of world domination invoicing system.

The aim is to provide a system which is:

  • Simple
  • Fast
  • Easy to configure
  • Set and forget

WPIU Has very few options, which include a little bit about you business, notification email subject customisation, and your paypal information.

WPIU uses Paypal, and manual payments. Right now there is no agenda to add support for other gateways, so if you need multiple gateways please look elsewhere.

WPIU uses the Paypal IPN system and can update the “paid” amounts on each invoice when a user pays for it (part payments can be made).

The Paypal transactions are stored with each invoice and can be accessed both in the admin area, and on the invoice page (all paypal data captured).

Options foreach invoice include:

  • Title
  • Description
  • Due Date
  • Job Number
  • Invoice Number (randomly generated, can be overidden)
  • Paid Amount
  • Client
  • Send Email / Reminder
  • Invoice Items (title / qty / unit cost / item total)

All invoice items are added up when the invoice is saved (not through javascript for accuracy).

Page template can be overridden by adding a single-wpiu-invoices.php file to the current theme.

Included page template includes and uses the twitter bootstrap css framework http://twitter.github.com/bootstrap/ for simple styling.

Plugin is still in beta right now and has a few limitations:

  • Only global tax rule apply, no per invoice tax percentage – available soon

Shaken Invoice (Discontinued)

This is something different in the sense that it is not a plugin but a theme. It transforms your WordPress site into an invoicing application. Therefore you don’t use it inside an existing WordPress site that you have running, but rather you create a new site specifically for the purpose of handling invoices.

Do you need to accept payments online for invoices or send quotes to potential clients? Are you tired of paying a monthly fee to do this online through 3rd party services, or worse yet, sending the invoices as an attachment in an e-mail? Shaken Invoice was created to address those issues plus others.

Creating Invoices and Quotes

The main focus of Shaken Invoice is its ability to accept payments (via Paypal) through your own website and have the invoice automatically marked as “Paid” upon success.  In addition to invoicing capabilities, you’re also able to create a “Quote”, which you can send to your client and they can approve it directly from your website. After the client approves the quote, you receive an automated notification e-mail. After you complete that particular project, you can go back in and simply change the quote into an invoice and send it off to receive payment. We wanted to make getting paid as easy as possible for you, and we hope you like it.

Managing Clients

Shaken Invoice allows you to store client information, such as their company name, address, phone number, e-mail, and VAT number. When you create an invoice or quote you can simply select what client it’s for and the theme will fill in the rest for you. You can even send an e-mail to the client with a link to the invoice directly from WordPress.

Additional Features

  • Export invoices and quotes to a CSV file
  • View visual statistical graphs based on the invoices and quotes you’ve sent
  • Additional payment gateways like Google Checkout
  • Multiple color scheme options
  • A theme options panel that allows you to upload your own logo and customize the color of certain elements.
  • Free theme support

Security

Shaken Invoice takes care of security for you automatically. The URL’s that are created for each invoice and quote is encoded in a way that would be nearly impossible for someone to guess. This prevents unwanted users from viewing sensitive information. If you’d like to add an additional layer of security, you can also password protect each post.

The client dashboard, where a client can view all active and historical invoices and quotes assigned to them, can only be viewed by having the correct Client ID and Client Key, which are automatically set. When a client views an invoice or quote, their Client ID and Key are automatically set as a cookie in their browser so that they can view their dashboard without being nagged by a form requesting that information. When you send an invoice/quote through the admin panel, the client information is also sent along with a link to the invoice/quote.

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Jean Galea
Jean Galea
Jean Galea is an investor, entrepreneur, and blogger. He is the founder of WP Mayor, the plugins WP RSS Aggregator and Spotlight, as well as the Mastermind.fm podcast. His personal blog can be found at jeangalea.com.

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41 Responses

  1. I had a terrible experience with WP Invoice, the widget would always crash and delete info. I’m now using Shaken invoice and love it.

  2. I know this article is old, but people seem to still be reading it based on the date of the comments. WP Invoice Ultimate hasn’t been updated in two years and is broken in general, especially with the newer versions of WordPress. I know because I’ve been using it for the past year+ and have had to make updates myself. I think it would be helpful to update the article and either remove that plugin or make a note that it’s no longer useful. Thanks!

  3. Hi,

    As the topic of generating invoices in WordPress is getting actual, I also wanted to show a solution that was recently introduced: wpDataTables plugin, with Report Builder add-on allows to generate basically any Excel or Word document by your templates. So this can be extremely useful for generating invoices – it can automatically calculate the total, it can fill in the fields from front-end user input, etc. Here’s an example of Word DOCX invoice generated by this plugin: http://wpreportbuilder.com/documentation/docx-word-generator-wordpress/

    It can be customized for one’s needs if necessary.

  4. Since Shaken Invoice is discontinued, which one do you use?

    I am currently testing Sprout. Complete but every little change is complicated. We must add functions manualy into the functions.php of the child theme. This is like a software that has been adapted for WordPress rather than a developed plugin FOR WordPress…

    I’m looking for an alternative… any suggestion?

    Thanks a lot and, sorry about my english level.

      1. wow … sounds very promising indeed. Here we have two taxes to be added to the subtotal. I look forward to see if it will be possible to add the additional fields. If not, I will do this by myself. Thank you !

        BTW: What is the plugin that you are using to enable a reply to your blog by email? It is very interesting 😀

        And finally, although this post is not new (recent?), you are still very involved. This is truly remarkable. Thank you!

        Sorry about my poor english!

        1. Hey Louis, glad that was useful. I’d love to know which one you end up going with and why. The plugin I’m using for the comments is Postmatic and it is indeed fantastic 🙂

          1. WP Mayor | Jean Galea replied to your comment on Best Invoicing Plugins for WordPress.I’d say 95% chance with Slice. Sprout is too complicated for simple additions of features.

            Responded via email.

            Thanks again!

              1. No sorry, I can understand it but not speak it, maybe some day in the future 🙂 I have a French name but I’m Maltese.

  5. WP Mayor | Daily comment digest for Best Invoicing Plugins for WordPress from WP MayorHello Jean!

    A small return on my final decision. I actually followed your advice and I used SlicedInvoices. Very complete (especially after buying the $ 100 bundel ). I changed myself the plugin to have two taxes *because here, we have two taxes… Yes, we are over taxed!!* .

    Honestly, I think this is the best billing plugin (free and premium) now. Very well coded and with beautiful design. Even free, it offers interesting features.

    The only downside is the level of technical support. As the guy is alone, it is long … and that’s a shame because a poor technical support can kill the world’s best plugin. I hope he will sells well to hire someone for technical support, as soon as possible! That’s a must.

    So, thanks a lot for your advice, you saved me a lot of time and test. You have a new follower

    Cheer!

    As always, forgive my very poor english!

    1. Excellent, thanks so much for reporting back on your final decision. The plugin is in the process of being sold so hopefully the new owner will be able to scale up the technical support department and that will solve this minor issue.

      1. Currently the plugin is free. I did not know it would be paid. And I’m not sure that’s a good idea. Already with paid addons, I think it would eventually be expensive.

        Whatever everything is relative. For a good billing system, I am comfortable with the fact that we have to pay. Would that for technical support … and it comes back to the basics, good technical support is the key to success.

        That said, I forgot to mention the beautiful quality of instruction documents. Very well done.

        1. Apologies for not being so clear in my previous comment. I meant that the plugin as a whole is passing into the hands of new owners. They will surely retain the free version and continue developing the premium add-ons as the freemium model has worked very well so far.

          More info about the sale can be obtained from https://flippa.com/6433651-slicedinvoices-com

          1. Hello Jean,

            How wow…. i hope this is a good news.

            Note : You were pretty clear, that’s my bad English that played me a trick…

  6. Hello Jean. I hope you are well.

    There are more than a week now that I bought the $100 bundle (which entitles me to 12 Months Priority Support) and I still have not the correct files for translation. This is a major irritant. I dare not imagine too what the basic support is!!! Everything seems stalled. This is a very bad situation …

    1. ​I’m really sorry to hear that Louis, no doubt things might be a bit rough during the transition period, but they should still get back to you since you paid for the product. If they fail you can always ask for a refund.​

  7. Hello Jean!

    I am always satisfied with the plugin but not for technical support. And that’s a shame.

    As I already mentioned, I bought the 100$ bundle. What gives me the acces, in theory, to the premium technical support. In support of this kind, I hope an answer within 48 hours. I think it is not too much to ask, what is your opinion of it?

    So, I rarely rarely have an answer before 3 or 4 days. What I personally find unacceptable. Even since it’s sold, I think David for technical support is overwhelmed by requests.

    I can not say that I recommend this plugin for quick implementation. If you have time on your hands, go ahead but do not expect a quick response from technical support.

  8. WP Mayor | Daily comment digest for Best Invoicing Plugins for WordPress from WP MayorHello!

    David is the owner, programmer and tech support too.

    I know now, he is alone to do all. So, i’ll be more patient in the futur.

    I hope for him that he sell a lot to hire another person to improve its technical support .

    Same as always, forgive my bad english!

  9. I’ve been researching this for the past 2 days and ended up going with a new plugin not on this list called HD Invoice. The plugin doesn’t seem to be as feature rich as some of the ones listed here, and unfortunatly it’s charged monthly, but the developer is super respnsive and seems to have a great track record on his other plugins.

    Only been using it for a few hours so far, but I’m loving how simple and streamlined everything is!

  10. Looks like you have a bunch of discontinued ones on this list and after going through a bunch of plugins I ended up using Quip Invoices (http://invoicingplugin.com) which looks like it is actively maintained and supported. I don’t mind paying a bit to know that the plugin authors won’t just up and leave the me stuck with an old broken piece of software 🙂

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