whole And it’s always good free! In a word, sliced invoice is the complete invoice issuance solution of WordPress, which can generate professional quotations and invoices, and then send them to customers together with the integrated online payment option. The
To start the plug-in: 1. installing and activating slice invoices is default. Internally, sliced invoice works like other word press plug-ins. It can be obtained here or by entering \
The biggest advantage of sliced invoices is that only minimal settings are required before they can be used to send the first invoice. Most of the tasks to perform are to check the preferences and modify them occasionally to ensure that everything is correct. Settings to view: General tab ‹ setting items: start and end of fiscal year, predefined items – a good way to speed up the invoice generation process. In the business tab, you can customize the WordPress billing system with the company logo, and set the company name, address and other information that you think should be displayed on the billing. The
The quotes tab sliced invoices works fully in preferences, so it is optional. The invoice tag can adjust the numbering sequence, invoice prefix, basic period, terms of use, etc. Currency tab this tab is at the heart of how WordPress’s invoice system works. The main work here is to set the default currency and configure the online payment options to be used. By default, the slice invoice can be used to add bank details (tell the customer how to manually pay the invoice), or PayPal can be used. All plug-ins required by the latter only need PayPal API user name and password (important, this is not the default PayPal user credentials. Please go to PayPal and activate API access to the account. The method is as follows) The
To extend the payment option to other gateways, you can use the stoom and Braintree extensions ($30 each). Stock is an extension worth considering, especially if you want to allow credit card payments. Other tabs in the settings panel are not mandatory, but it is best to check what can be done there. 3. the first invoice generation sliced invoice will add two new sidebar sections in the WP admin panel. As you can see, one is for quotation and the other is for invoice. Both work in the same way, so this guide focuses on invoices. The
There, a standard word press list (the same as the list of pages or posts) is displayed. To create an invoice, click add new invoice. Male sliced invoice keeps the setting to a minimum, so you can easily master all the experience. The invoice generation screen is as follows: Male Title – optional. Although you do not need to set the title, you can perform the operation more easily when there are more invoices in the database. Description – optional. Cui if the setting description
Appears on the invoice. Advertising projects. This is the main part. Slice invoices allow you to add multiple items, use predefined items, set quantities, and separate descriptions for each item. Basically everything you need. Terms of use – optional. Invoice details. Here, you can add a customer and enter details of the invoice, such as currency, available payment methods, and tax rates. Release. Here you can save and use invoices. When you return to the default list, the new invoice is displayed. At this point, you can email to the client. The
Male (you can also adjust the display of e-mail in settings.) After receiving the email, the customer can go to your site and pay the invoice fees through the payment method you activate. Invoice example: after settlement, the following contents will be displayed in the list: And this is the most basic. Is it easy? When a few invoices are created \/ sent \/ paid, you can go to the sliced invoices\/reports section to see what they are doing. Working with quotation marks as I mentioned, the quotes section works very similar to insides. The UI is very similar, and the quotation marks are almost the same. The highlight here is that new invoices can be made according to the previously sent quotations. The available Extensions, the previously mentioned stoom and Braintree extensions are just a few of the available Extensions in this invoice system of WordPress. To provide a better overview, the rest is as follows: Better URLs – use cooler URLs on invoices. Client area – activate a security area where customers can view invoices (such as the client’s user profile). Margin – generate margin payment documents (convenient for free work). With this extension, you can ask the customer to pay the deposit first, and then send the balance invoice after the operation is completed. Discounts and partial payments. PDF and email – invoices can be ed to PDF. Duplicate – replaces all invoices with duplicate invoices. Security – enables secure links to invoices. Easy translation – it will be very convenient if you need an invoice instead of English. Gravity forms is integrated with woocommerce. Is slicing invoice appropriate? If sliced invoice is not a free plug-in, this will be a problem. I mean, even if it turns out to be imperfect for you, as long as you test it in a week or two, you still won’t lose anything. As the name suggests, it takes 5 minutes to set up. There is no hidden cost when using paypal only. So my suggestion is to test directly. If you know what sliced invoice can do, you probably don’t need something like freshbook. Now accept slice invoices (personally, I am seriously considering transferring all invoices from freshbook to sliced invoice). But what do you think? Is sliced invoice a viable alternative to FreshBooks? Are you ready to try out and set up your own invoice system on WordPress?
