PhilDesigns Clean Invoices handles the full billing workflow from within your WordPress dashboard — build invoices with line items, generate PDFs, email clients, collect partial or deposit payments, and track billable hours without relying on any third-party invoice service.
Features
- Invoice creation with configurable prefix and auto-incrementing numbers (e.g. INV-0001)
- Line items with description, optional sub-detail, quantity, rate, and auto-calculated amounts
- Tax rate (per-invoice or global default), optional shipping, subtotal, and total
- Invoice statuses: Draft, Sent, Partial, Paid, Overdue — with colour-coded badges
- PDF generation, browser preview, and download
- Send invoice by email to client with PDF attached; test email sends only to you
- Customisable email templates for invoices and payment receipts with placeholder tokens
- BCC on all outgoing invoice emails
- Payment history per invoice — record deposits, installments, and payments individually; status updates automatically from Sent → Partial → Paid
- Send payment receipt to client when an invoice is paid
- Time tracker with start/stop timer, persistent state, inline editing, and entry merging
- Admin bar quick-timer accessible from any page in the dashboard or front end
- Add tracked time directly to an invoice as a line item
- Client management — name, company, email, phone, and full address
- CSV export of all invoices for a selected year
- Sales and revenue report with monthly breakdown
- Dashboard widget showing outstanding invoices and year-to-date revenue