Having a reliable project management system can improve your project performance. It can also help you keep the goal of the project consistent with the main goals of your business. WP project manager aims to serve the same purpose.
Although for your startup team, the core WP project manager is enough to handle all tasks, track them and provide you with every detail in the project. But for your growth team, it is best to activate some advanced modules to make your project more efficient and convenient. However, this depends entirely on your business type and the responsibility of team members.
Greatly WP Project Manager Pro supports 9 advanced modules to speed up your production process. Today we will introduce you to one of these promising modules-invoices and explain their functions in detail.
Invoice module: Create invoices and receipts in your project
This professional module of WP Project Manager allows you Visit all senior invoice tools. It may include billing functions, partial payment, PDF , etc. for your small and medium -sized enterprises.
You can get the following benefits by activating the invoice module for your project:
[
123] Provide your client with a front -end view to view the issued invoices
Design your invoice structure in an effective and simple way
Allow part of the payment or automatic billing of the hourly work. [ 123]
Create and share your terms and conditions directly from your invoice page
Receive customer payment through the automatic billing process
In short, only single require A few times you can generate invoices containing all basic information. And make the bill directly and simple.
Let me check all the functions of the invoice module
How to operate the project invoice module
WP Project Manager Pro can help you create all high -level fields containing all high -level fields Project invoice. To activate this module, you must subscribe to professional or business plans. Let’s complete the entire system step by step:
Activate the invoice module
First, navigate to WP Admin Dashboard → Project Managet → modules. Then, click the switch button shown below to activate the \”Project Invoice\” module:
[ 123] Configure invoice settings
After activating the project invoice module, it is time to configure some settings related to project invoices. Transfer to the project manager → setting → invoice.
Here, you will get it Several options customize your project invoice based on your choice. Let’s see how these options actually work:
Theme color:
Change the color from the \”theme color\” option to customize the theme color.
Currency:
Set the currency you want to charge users from the drop -down menu.
Payment gateway: You can select PayPal’s payment gateway by checking the check box. In addition, you can also add Stripe to the payment gateway by getting the Stripe plug -in flexibly.
PayPal email: Enter your PayPal email address to receive payment.
For the PayPal enable demonstration/sandbox mode : This PayPal sandbox mode is suitable for programmers. In this way, they can test the payment software before performing actual transactions. You can also test it by marking the check box here.
Paypal Note: You can be able to It contains some important instructions here, which will be displayed to your customers with the PayPal payment button. Organization and address: The following fields will allow you to enter the company’s details. After adding your company name and address, it will automatically add to all the invoices you created. However, you can manually add or edit your company address when creating an invoice. But adding a company address here will make your task easier and faster.
Click the \”Save the Change\” button and save all the settings.
How to create an invoice
Let us let usLearn how to create an invoice for your users. Here are the steps you need to follow:
Transfer to the project you want to generate an invoice under it
Select the item you want to create an invoice for it
Single single Invoicing tab
Click to add a new button to create an invoice.
Click the \”Add New\” button, you will get the invoice creation form shown below:
In the second part of this table, you have the opportunity to include information that you will charge your customer. In addition, it also allows you to add terms and conditions or any special instructions you want to tell customers.
After definition. The options click the additional invoice button to save the invoice. When the customer logs in, she/he can see the invoice issued to them from the front end. Learn how to show your customers on the website.
Display invoices at the front end Use the WP project manager invoice module, you can expand the customer’s experience in multiple ways. They can see the invoices issued to them at the front of your website. To configure this settings, you need to perform the following operations: Create a new page and name it invoices
In this new page, just enter the short code [PM_INVoice]
Published page.
Now, after your client logs in, you can send them directly to the invoice page. They will get all the invoices you issue to them. This is the example invoice you will see:
Important reminder:
Choose the customer when creating a new invoice. Otherwise, they will not see it there.
Mark the invoice as payment
Okay, when the customer passes through the PayPal basis When the invoice payment bill, the invoice will be automatically marked as a payment. However, if they use another payment method in this case, you must manually mark it as an invoice. Let’s explain how to do this:
Transfer to the project and select the project you want to marked the invoice as a payment and then navigate to the invoice tab
Select the correct invoice from the list you want to marked as a payment [123 ] You will see a complete invoice in front of you. Now click the \”Input Payment\” button.
Input payment
In this form, you, you You can enter the payment amount. Alternatively, you can click the full payment check box to include the full invoice amount. In addition, it also allows you to add payment methods, dates and important descriptions.
After the completion, press the \”Enter payment\” button. Therefore, the invoice will be marked as paid.
View detailed documents to explore more information about the invoice module review.
Quickly understand the WP Project Manager Pro module:
Conclusion
WP Project Manager aims to effectively manage the workload of employees and simplify the work of the project manager. Even in this global popularity, project managers have been supporting thousands of companies that work safely at home. In addition, you can improve management efficiency by unlocking advanced modules. In turn, it may significantly increase your project success rate. Needless to say, each enterprise needs an invoice system to record all inlet cash. The invoice module allows you to easily create and provide invoices to the project. In addition, you allow you to receive payment and update the invoice directly from the WordPress instrument board. Hurry up! Immediately get your WP Project Manager Pro
If you have any further doubts about the invoice module, please use the following comments part. Or, if you are using WP Project Manager, don’t forget to share your experience with us!
How to create an invoice 
Okay, when the customer passes through the PayPal basis When the invoice payment bill, the invoice will be automatically marked as a payment. However, if they use another payment method in this case, you must manually mark it as an invoice. Let’s explain how to do this: 
