Description
This plugin helps you speed-up your billing process, from creating invoices or quotes, minimizing any potential errors to getting paid faster.
Create an electronic invoice, a quote or accounting records in just a matter of minutes with the block-based WordPress editor. Invoice numbers are generated automatically in unique and sequential order. For convenience reasons the totals of the table rows are calculated in What You See Is What You Get real-time.
Global settings like your name, your address, the invoice number format, tax rates and the currency can be defined in the Customizer. The post header can be branded with your logo. Any frontend styles will be inherited from the theme, so please make sure the theme installed on your site fully supports the Block editor.
Target group?
Freelancers and small agencies that need a billing suite which integrates seamlessly into their existing WordPress environment.
Compatible themes?
The plugin should work with any modern WordPress theme that supports the Block editor. Minor style modifications in the theme may be required.
Heads up: Please note that the main content area of the Single/Custom Post Template of your theme needs to be setup in “fullwidth” format. Having a sidebar may narrow the (invoice) table layout too much.
The following WordPress themes have been tested:
https://them.es/starter-fse
https://them.es/starter-bootstrap
https://them.es/starter-material
https://wordpress.org/themes/twentytwentyfour
https://wordpress.org/themes/twentytwentythree
https://wordpress.org/themes/twentytwentytwo
https://wordpress.org/themes/twentytwentyone
https://wordpress.org/themes/twentytwenty
https://wordpress.org/themes/twentynineteen
What’s included?
Invoices
Quotes
Accounting
Custom styles: Compatible with any WordPress theme that supports the Block editor
Custom Post types
Custom Blocks and Block templates
Set individual tax rates
WYSIWYG, Real-time calculation
Locale specific number formatting
Legally compliant: Unique and sequential invoice numbers
PDF-Export
Privacy by design: All information published will be made private by default and stays confidential as no data is being shared with third-parties
Dashboard widget
Multilingual: You can help translate the plugin into your language
Dependencies?
There are no third-party dependencies required and if you use the latest WordPress version with a block based WordPress theme you are good to go.
Contribution?
The Plugin development can be followed via GitHub <3 We are happy to receive feature suggestions and pull requests: https://github.com/them-es/billy PRO Add-on Please consider purchasing the premium add-on with the following features: https://them.es/plugins/billy Contact Management Address book Project Management: Kanban-style todos Time tracking Electronic invoices: Generate UBL-XML files Enhanced invoices: Contact selector, Status selector, QR code generator for customized payment codes Enhanced quotes: Contact selector, Status selector Enhanced accounting: Autofilter, Autosync invoices Share Invoices and Quotes via a password protected link Update the current invoice/quote status Overdue invoices get highlighted in the overview Auto-create invoices from WooCommerce orders Show upcoming birthdays in a dashboard widget Admin columns Useful stats and charts WordPress Export Personal Data tool Compatible with Polylang