How to Create Invoices for Clients Using WordPress


How to Create Invoices for Clients Using WordPress
Dawn Cunningham

On the other hand, FreshBooks is used by thousands of professionals. Your data is stored on the cloud, and you don’t need to worry about backup or security. More importantly it is not just an invoicing software, it is a full-fledged accounting solution for non-accountants. You can track expenses, connect bank accounts, receive online payments, etc. Apart from that, each day FreshBooks is connecting to more services and becoming more powerful and easier to use.

How To Invoice Your Clients Using WordPress
Lucy Bates

This is great info. Maybe you or one of your fellow experts can point me in the right direction. We are sell equipment and services to customers all over the world. Typically, we send them an invoice that includes an initial price plus a monthly service charge. We take the currency risk for our customers so we will let them pay the monthly in their currency without changing the value based on currency shifts. So we need to be able to accept both one-time and recurring payments in many currencies in response to our invoice. We accept credit cards and ACH. Because of PCI, I never want to see a customer’s credit card number. We use WP for our website but I am not committed to a WP solution. Thoughts on where we should head?

How to Create & Manage Your Client Invoices Directly in WordPress
Kit Suarez

I hate the woocommerce invoicing system. I integrate with xero, and I have used this for a year. Xero for WooCommerce gives you the ability to set up automatic creation of invoices in Xero for ecommerce sales. After the module is installed and configured, each order placed in your WooCommerce store is securely sent to your Xero account to keep records up to date. As I invoice from places other than woocommerce I like to keep all invoicing in the one spot which xero does for me, as well as keeping track of inventory. There’s no exporting or managing invoices apart from in xero accounts. We use the plugin but you can also integrate with zapier.

How to Create Invoices for Clients Using WordPress
Shelley Diaz

On the other hand, FreshBooks is used by thousands of professionals. Your data is stored on the cloud, and you don’t need to worry about backup or security. More importantly it is not just an invoicing software, it is a full-fledged accounting solution for non-accountants. You can track expenses, connect bank accounts, receive online payments, etc. Apart from that, each day FreshBooks is connecting to more services and becoming more powerful and easier to use.

WordPress.org
Stacy Roberson

Yes, there is a PDF extension available to do just that (as well as other things like sending emails direct to clients). The PDF & Email Extension will add a ‘Print PDF’ button to the admin area and also to the top of the invoice, allowing your client to easily print the invoice to PDF.

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