YOU ALREADY CAN.

You Already Can Invoice !

Setup guide

Start free.
Make it yours.

Create and share your organization's invoices as a WordPress administrator. Add staff access and branding with Business or Agency.

Before you start: WordPress 7.1 or later, PHP 8.3 or later, and administrator access to install the plugin. The English edition uses USD with manually entered tax rates.

1. Install the free plugin.

  1. Download the free ZIP and keep it as a ZIP file.
  2. In your WordPress dashboard, open Plugins → Add Plugin → Upload Plugin.
  3. Select the ZIP, choose Install Now, then Activate Plugin.

Free is for WordPress administrators, with no time or invoice-count limit. A Freemius account or license connection is not needed to start.

2. Set the shared details.

  1. Open Invoices → Settings. Add your organization name, contact details, invoice prefix and payment instructions. Choose Letter or A4.
  2. Choose whether each invoice can have its own payment instructions or must use your saved instructions.
  3. Save your settings. In Free, administrators prepare and manage invoices.

3. Prepare your first invoice.

  1. Open Invoices → Add invoice. Enter the recipient, dates, work descriptions, quantities, prices and tax rates.
  2. Save draft, then choose Preview saved invoice. Save again after making changes so the preview uses your latest details.
  3. Review the information and choose Issue invoice.
  4. Copy the Invoice share URL into your usual email or messaging tool. Recipients can open it without a WordPress account.
  5. Use Print / Save PDF for a browser-generated PDF or printout.

Anyone with the share link can view that invoice. Use the invoice's stop-sharing or replace-link action when you need to revoke an old link. For a new invoice with similar details, use Duplicate as draft and review the dates before issuing it.

To offer an online payment option, add an HTTPS payment link from your chosen provider. Its QR code is generated locally. Sending and payment processing stay with the tools you already use.

4. Add staff and your own branding.

  1. Choose Business or Agency. Both include staff invoice access and the same branding features; choose one site or up to five sites.
  2. Back up your site, then deactivate Free without deleting its invoices or settings. Download the paid plugin ZIP provided with your purchase. In Plugins → Add Plugin → Upload Plugin, install and activate the paid plugin as a separate plugin. Keep Free inactive; do not delete your site data.
  3. In Invoices → Settings, choose Connect a purchased license and follow the Freemius connection screen using your purchase license.
  4. Once your plan is shown, select the existing WordPress roles allowed to issue invoices, or assign the dedicated Invoice staff role in Users. Authorized invoice staff can manage all organization invoices; shared organization and license settings stay administrator-only. Changing a user's role can replace their existing WordPress permissions.
  5. Save your logo, colors, sans or serif typeface and optional uploaded background photo, then issue a new invoice.

Previously issued invoices keep their captured issuer details and styling. The screen background photo is left out of the clean print layout.

5. Keep your installation up to date.

For the current self-hosted Free edition, download later ZIPs from the product page and update the existing installation.

  1. Back up your WordPress database, uploads and current plugin files. Keep the previous ZIP.
  2. Upload the new ZIP through Plugins → Add Plugin → Upload Plugin and use WordPress's replacement/update confirmation for the existing plugin.
  3. Check the installed version, your organization settings and an existing invoice. For a paid installation, update the existing paid plugin using its paid ZIP and also check the displayed plan. Free-to-paid installation is the separate-plugin process above.

Invoices and settings are stored in your WordPress database; uploaded logos and backgrounds use the media library. If a rollback is needed, restore the previous plugin files. Restore matching database and uploads backups together when recovering site data.

6. Manage your subscription.

Use Manage subscription in invoice settings when shown, or open the Freemius customer portal linked to your purchase. Annual plans renew automatically; manage or cancel renewal there.

Disconnecting or deactivating the WordPress plugin does not cancel a subscription. Check the plan status in settings after changes to your subscription. Existing issued invoices keep their saved styling.