Invoices
Quotes, invoices, change orders and payments. Integrates with the Darkside Forms plugin.
$49.00 per year
Product details
- Clients, quotes, invoices, change orders, subscriptions
- Change orders on an approved quote, so added work is signed off rather than appearing on the final invoice
- Applications: prospect intake with company, contact, phone, website, tax ID, billing address, status
- Client portal with token based access, twelve front end shortcodes
- Projects attached to clients
- Stripe hosted checkout, verified on return against the invoice, amount and currency before anything is recorded
- PayPal with webhooks, sandbox or live
- Part payments, recording received and outstanding per payment
- PDF generation carrying logo, client address and currency symbol
- Recurring invoices and payment reminders
- Viewed tracking: when an invoice was opened and from where
- Audit trail of who changed what, and a revenue snapshot
- Tax, payment terms, wire transfer details
Revenue snapshot
Applicants list
Quotes
New plan
Invoice
Recent activity
Payments
Document
Invoicing