Adding Invoices to WordPress

SimonUncategorized

Introduction

Quip Invoices is a complete WordPress invoice plugin built directly into your WordPress website. Create and send invoices and quotes, accept payments, store client information and track your sales with Quip Invoices.

Getting Started

Install the free and super-easy plugin from https://wordpress.org/plugins/quip-invoices-free/

Quip Invoices Settings

After installing the plugin, update the settings by performing the following tasks:

1. Click Quip Invoices on the left navigation pane, and then click Settings. The following screen appears.
2. In the default Basic tab, specify the following details:
  • Company Name – Type the name of your company.
  • Company Email – Type the business email address of your company.
  • Company Phone – Type the contact telephone number of your company.
  • Address Line 1 – Type the address of your company
  • Address Line 2 – Type the second line address of your company
  • City – Type the name of the city in which your company is located.
  • State – Type the name of the state in which your company is located.
  • Zip – Type the zip code of the place in which company is located.
  • Country – Type the name of the country in which your company is located.
  • Tax ID – Type your taxation identification number issued to your company.
  • Company Logo – Upload your company logo by clicking Upload Image.
3. Click the Email tab.
4. Specify the following details:
  • Send Notifications – Select Yes or No depending on whether you want to send email notifications to your administrator when your client views or pays the invoice amount.
  • Default Subject – Type a subject name for the client’s invoice email, invoice reminder email and the quote emails in their respective fields.
  • Email Message – Compose the invoice email message, invoice reminder email message and the quote email message using the available dynamic tags.
5. Click the Payment tab.
6. Choose the Payment Processor as either Stripe or Paypal,

Specify their respective details and the currency.
Note: The free version of the plugin supports Paypal. For using Stripe, upgrade to the PRO version.

7. Click Save Settings.

Note: In the Export tab, you can choose to export invoices, quotes, clients and payments as a CSV file to your local system.

Creating a New Invoice and Sending it to the Client

1. On the left navigation pane, click Quip Invoices > Invoices.
2. On the right pane, click the Create New Invoice tab.
3. Type an invoice number as an identifier for your invoice.
4. Click in the Invoice Date and Invoice Due Date fields to select the respective dates from the calendar.

Note: Invoice Date shows the current date. However, you can change it.

5. Select the Recurring Invoice option to automatically create repeating invoices

Set the recurring frequency from the drop-down menu based on how frequently you want to send the invoice to the client.

6. Type Notes for the client on the invoice.

This field is optional.

7. Select an existing client from the drop-down menu, or click Add New to add the new client details and click Add.
8. In Line Items, type the item for which you are billing the client

Followed by the hourly rate, number of hours/items being billed, billing adjustments (if any) and click Add to add the charges.

9. Repeat step 8 to add other items and their respective charges (one at a time) to the invoice.
10. Add taxation percentage, if applicable.

The total amount is displayed.

11. Click Change details to customize your default contact details and click Save Changes.
12. Select Yes or No to allow partial payment as required.
13. Select one or more payment types.

Note: For Pay via Mail and Pay via Phone, type the payment instructions for the client.

14. Select the Save as template option if you use this invoice regularly for a client with a standard set of services.
15. Click Create Invoice.

The new invoice is created and appears in the Invoices tab (last row).

16. Click Send corresponding to the invoice you just created to send the invoice directly to the client’s email address.

The Send Invoice screen appears.

17. Type the email address(es) of the client.

Type a subject name and compose the invoice email message using the available dynamic tags.

18. In Send Copy To Admin, select Yes to send a copy of this email to yourself, else select No .
19. For the PRO version of the plugin, you can select Yes to send a PDF version of the invoice as your email attachment

Do this by clicking Select Attachment to browse and add the PDF.

20. Click Send Invoice.

Note: In the Invoices tab, the Status of the invoice displays Sent. When the client receives the email and views the invoice, the status of the invoice on your system changes to Viewed. Clients can click Buy Now at the bottom-right corner of the invoice and choose to pay instantly.