We’re excited to announce the release of the Invoices Add-on for Exchange, a new way to send invoices with WordPress and one of the most requested features we’ve had from our community.
With the Invoices Add-on, you can now send invoices to clients or customers that can be paid via your preferred online payment gateway, like PayPal (Standard or Secure; free with Exchange), PayPal Pro, Stripe, Authorize.net and CyberSource.
Invoices Add-on Feature Overview
- Adds a unique invoice product type to your Exchange dashboard menu
- Invoices are hidden from your public, front-end store by default
- Easy-to-use invoice editor
- Protected invoice URLs are generated for your client’s privacy
- Invoices are customer-specific, so select existing clients/customers (users) or add new customers directly from the invoice
- Add standard terms to invoices (due upon receipt, 7 days after invoice, etc.)
- Create custom invoice and P.O. numbers
- Option to email client automatically when invoice is published
- Customize email sent to client when invoice is published (in add-on settings)
- Create monthly recurring invoices when used with Recurring Payments Add-on
- Cool default invoice design
How to Send Invoices with WordPress
1. Make sure you’re currently running Exchange 1.7.9 or higher.
2. Download, upload and activate the Invoices Add-on from the Plugins > Add New page in your WordPress dashboard.
3. Upon activation, you’ll now see the Invoices Add-on listed in your Enabled Add-ons on the Exchange Add-ons page.
4. License your Invoice Add-on for automatic updates. Visit the iThemes Licensing page from Settings > iThemes Licensing.
5. The Invoices Add-on adds a new Add Invoice menu item to your Exchange dashboard menu. Note: if you don’t have any other product types (like digital downloads or physical products) enabled for your Exchange store, this menu item will just say Add Product. Click Add Invoice to get started.
5. You’ll now see the Add New Invoice editor. Add your Invoice Title, Total Due and, if you’re using the Recurring Payments Add-on, select your invoice renewal terms (forever, yearly or monthly).
6. Next, fill in your Invoice Details. If you need to add a new client for this invoice, select New Client and complete the fields for first name, last name, company name and email address and select whether to create a custom username and password. Click Create Client.
If the client for this invoice is already a customer or user of your site, select Existing Client and select a client from the drop-down list.
7. After you add a new client or select an existing one, you can check the box for Send email automatically when invoice is published. (This will send an email to your client notifying them of the new invoice with their protected URL to the invoice.)
8. Next up, select the Terms of the invoice. You can select from No Terms, Net 7, Net 10, Net 30, Net 60, Net 90 and Due on Receipt. These terms will add a “Payment is due” description to the invoice.
9. The last two sections in the invoice editor are the Invoice Description and Notes. The Invoice Description is a quick summary of your invoice. To add additional info for your clients, use the Notes area.
10. The Advanced button can be expanded to reveal optional Product Slug, Purchase Message and Product Availability settings. You can use these fields to customize the product slug, add a custom after-purchase message and set the start and end date of the invoice availability.
11. Once your invoice is ready, you can click Save Draft and then Preview.
This will generate a preview of your invoice before you publish (and/or email to client).
12. If you return back to the invoice editor, you can see the Client Link and a button to Resend email to client once you publish the invoice.
Invoice Add-on Settings
Before you publish an Invoice, you’ll probably want to visit the Invoice Settings from your Exchange > Add-ons Page. Click the settings gear next to the “Enabled” button.
Invoice settings include options to customize the Client Email Settings. Using the possible data keys listed, you can create an Invoice Email Subject Line and the actual Invoice Email Message.
Click Save Changes.
Publishing the Invoice
Once you have previewed your invoice and customized your invoice settings, return back the invoice editor. Click Publish. All done! Your invoice can now be manually sent to your client using the Resend email to client button or it will automatically arrive in your client’s inbox based on your initial send email to client automatically settings.
Once the invoice has been paid, you’ll see a notice at the top of the invoice. Your invoice payments can also be viewed from the Exchange > Payments page.
Purchase & Download Info
The Exchange Invoices Add-on is available in 2-site or unlimited site licenses or bundled with the Exchange Pro Pack, the Plugin Dev Suite or the WordPress Web Designer’s Toolkit.