When you have a WordPress-based business, streamlining your workflow is important. This is doubly the case when you have to manage several clients. Whenever you can save time, it will be worthwhile. Too often, every aspect of running a business has its own set of software and its own separate interface. This means separate tools for managing assignments,Organisation and bills. Hello headaches.
While you still need separate tools to manage all of these aspects of your business, there are now plenty of integrations on WordPress, which means you can get more done from your WordPress dashboard. Today we are going to discuss WordPress invoices and how to add this functionality to your workflow using the plugin " Sliced Invoices ».
About "Sliced Invoices"
The plugin « Sliced Invoices Is a comprehensive invoicing system that is easy to set up and use and allows you to create and send invoices from within WordPress. It also allows users to create project quotes to submit to potential clients. Some general features of the plugin include the ability to pre-define line items, multiple settings on taxes, custom email settings, the ability to send all the invoices you send yourself, to send emails customer reminder, cloning and three customizable templates.
Features:
- Add a custom logo to invoices and quotes.
- Import quotes and invoices in bulk or in CSV format.
- PayPal Express Checkout support.
- Offline payment support.
- Implied due date.
- Reports.
- Export CSV.
- Multiple currency support.
- Compatibility with multisite.
Many other features are included to create quotes as well.
Price: Free. Several extensions are available to extend the functionality of the plugin. While some are free (like compatibility with Gravity Form and " Better Url Most are premium, including recurring bills, deposit invoices and the Stripe payment gateway.
Configuration of "Sliced Invoices"
Once you have installed and activated the plugin, there are some settings you need to configure to start sending invoices. In the dashboard, click on " Sliced Invoices In the submenu " Settings ". Then click on the " General Settings "
Here you can set up the basic details of your invoices including the fiscal year report and any pre-defined line items you want to save to send multiple invoices to multiple customers. In our example, the items are broken down by unit of measure (hour), type of work (web design), dollar value per hour ($ 85), and a description of what the service involves (design work on the website).
You can also personalize the message at the bottom of the page with a text that you want to display. Click "Save" when you are done.
Business Settings
Here you can upload a custom logo and fill in your company name, address, website address, and any other information you want displayed on your invoices. Click Save again before moving to the next tab.
Invoice settings
On this screen, you can configure the prefix you want to assign to your invoices, whether or not you want the automatic increment of the number of your invoices, you can determine how many days must pass before an invoice is due and its terms.
You can also select one of the three templates and insert custom CSS if you want. Don't forget to save your changes.
Payment settings
Choose the desired currency, the number of decimal places you want to display, the tax percentage, the name of the tax, and the confirmation page you want to display.
Then insert the accepted payment methods. You have the option to include your banking information, a general payment message, PayPal currency, and your PayPal account information. Click on Save.
Messaging settings
Enter your preferred email address and select if you would like to receive a copy of all your customer emails.
Once you have completed your changes, do not forget to save your settings.
How to create an invoice
To create your first WordPress invoice, click on " Invoices> Add New Invoice In the side menu of the dashboard:
Fill in the details you want to include in your invoice, as you would with an article. In this case, you can add a title and a description.
Then add items to your invoice. You can insert the item title and rate manually or select from the drop-down menu of pre-defined line items. Then you can adjust the quantity to reflect the amount of work actually done during the billing period.
Scroll down and insert the terms and conditions you want to assign to the invoice.
Now looking to the right of the screen you have a lot of options to change. As this is our first invoice, we need to add our first customer, so click on the “Add new customer” button.
A new online form will appear with new fields. You can enter a username for your customer, insert their email address, name, address, website and assign them a password if you want to protect your invoices. When you're done, click " Add a new User ».
When you are done with the invoice, click Publish. The finished product should look like this:
With regard to invoice management, you can do so in the list of invoices.
That's it for this tutorial, I hope you can create invoices easily on your WordPress blog.
