Creating invoices is one of the most important things that freelancers or anyone else who provides a service can do. But they can become tiresome when you’re constantly having to create a template from scratch. The good news is, if you have your own WordPress site where you advertise your services, there are plenty of ways for you to be able to install an invoice system right on your WordPress site. This will do a bulk of the work for you and will make the process of issuing invoices much easier. So how do you do this? Read on to find out more.
What is an Invoice?
If you’re new to selling, you might not know what an invoice is necessarily or why it’s important. Basically, an invoice is something that shows another user that they are required to pay you for a particular service you have provided them. It means that you have come to a sort of written agreement that you have provided the service the individual ordered and they will pay you for it. There is some information that you will need to include in your invoice; some of it will depend on what it is that you did, but generally, you will need the day that you created the invoice, your name and address as well as the name and address of the person who is to pay you, a description of what you did for them, as well as the due date of when they have to pay you. It’s really not that difficult or anything that you won’t be able to get the hang of, but it’s definitely a lot easier if you have a template or some way of being able to simply input the custom information and have the invoice ready to go.
As you might have guessed, you will need to install a plugin in order to add invoices to your WordPress system. There are some plugins that specialize in this and that people have trusted do complete this task for them. They tend to have some sort of way for you to be able to customize your invoices, as well as be able to send them out to customers directly.
Out of all the different options for plugins that we have listed, Sliced Invoices is perhaps the most popular when it comes to issuing invoices. It provides you with a very easy-to-use platform that will allow you to issue invoices quickly that customers can pay online. There are many different options for you to be able to customize the invoice as you want, as well as different filters and templates that you can follow. You can also include taxes (both worldwide and local), create email templates, and more. You can even create your logo and add it to the template as needed. This system is compatible with many different services, including PayPal, Stripe, and even money orders, bank transfers, and more. You have the ability to issue your own terms and conditions for payment. The possibilities are endless with this plugin.
WP-Invoice is another great option for you to be able to issue invoices easily. When you have created your invoice, you will be able to send it to the people it is meant for directly. They will receive a link where they can see the invoice and pay you using payment systems such as PayPal, Stripe, Authorize.net, and more. The website has offered many add-ons and ways for you to customize the invoice accordingly. It’s easy to set up and to access both for you and your customers.
We have established many times that WooCommerce is one of the most important plugins you can have if you intend on selling any products on WordPress. There are so many different things you can do with this plugin. That also includes the WooCommerce PDF Invoices plugin. This will automatically create invoices for your clients so that you won’t have to do the difficult work yourself. It will generate the invoice according to the information you input and then will send the invoice to wherever you want it to go. You can add custom templates, general ones, and more. You also have the option to use this plugin in its free or premium versions. There are advanced features such as options for discounts, refunds, and taxes. You will also be able to mark the invoice as paid when applicable.
Finally, Flexible Invoices is another plugin that you will be able to use to issue PDF invoices to your customers. You can also choose which currency you want the invoice to be in, as well as any necessary tax rates and the method of payment you prefer. Whether you will be working with people who are in Europe or the US, the invoices will be able to accommodate the proper tax process. You can add custom numbering through the use of shortcodes, as well as create a large number of invoices according to dates. You can also receive a report of the different invoices you have created, as the system keeps track of all of them. It can be integrated with WooCommerce, so that’s a plus if you already use that plugin. There is both a free version and a premium version of this plugin, but keep in mind that the features offered by the free version are much more limited.