SoftGlaze PDF Invoices for WooCommerce

Changelog

2.28.3

• Compliance field packs (seller VAT / GST / Tax-ID display and the EU reverse-charge note) now live under Settings, in the Documents tab, so they work on manual invoices and in standalone mode – not only when WooCommerce is active.
• Fresh installs no longer attach a packing slip to the New Order email by default, so an invoice-first store gets one document per order instead of two. Existing stores keep their current setting.

2.28.2

Housekeeping — no functional changes.
* Pointed the in-plugin “Documentation” link to the plugin’s own manual page.

2.28.1

Housekeeping — no functional changes.
* Shortened the changelog shown on WordPress.org to the most recent releases (the complete history now lives in changelog.txt), keeping it within the directory’s display limit.

2.28.0

Release “CANVAS” — a freeform drag-and-drop / resize page builder.
* Design freeform documents — the template builder now has a Canvas mode alongside the classic Flow (stacked) mode. Drop blocks anywhere on the page, drag to move them, resize with corner and edge handles, nudge with the arrow keys, and layer them with bring-front / send-back. A logo top-right, an address bottom-left, a big status watermark across the middle, an items table sized to a region — however you want it.
* What you lay out is what prints — blocks are positioned by percentage of the page, the exact same coordinates the PDF engine uses, and the live preview shows the real document as you design. Nothing runs off the page.
* Opt-in and safe — every existing template stays in Flow mode and renders exactly as before; Canvas is a per-template choice you switch on. Built with a tiny in-house drag/resize (no third-party libraries) and, like the rest of the plugin, makes zero external requests.

2.27.0

Release “POLISH” (part 6) — multi-language & right-to-left documents.
* Print documents in your customer’s language — pick a default document language under Settings → Documents → Language & direction, or set it per document (on the invoice editor and the WooCommerce order screen). The document labels — Invoice, Bill To, Subtotal, Tax, Total, and the rest — translate automatically. French, German, Spanish, Dutch, Italian, Portuguese and Hebrew are built in.
* Right-to-left support — Hebrew (and other RTL languages) render the whole document right-to-left, using the bundled font, so no setup or extra fonts are needed.
* Off by default, admin stays English — with no language chosen, documents render exactly as before. This affects the customer-facing PDF/print only; your admin screens are unchanged. Makes zero external requests, like everything else. (Arabic isn’t offered yet — the bundled PDF engine can’t join Arabic letters correctly.)

2.26.0

Release “POLISH” (part 5) — WhatsApp Cloud API (server-send).
* Send documents on WhatsApp from your server — an optional upgrade to the click-to-chat button. Connect your OWN Meta WhatsApp Business Cloud API and a green “Send on WhatsApp now” action appears on documents (Documents page and the order screen). One click delivers the document’s secure share link straight to the customer — no need to open WhatsApp yourself.
* Smart delivery — inside WhatsApp’s 24-hour customer-service window it sends your editable session message; outside it, it automatically falls back to your pre-approved message template. Every send is a manual click — nothing is ever sent automatically.
* Opt-in, private, and off by default — the free click-to-chat button still works with zero setup. Server-send stays completely inert until you enable it AND save your own credentials under Settings → Automations → WhatsApp Cloud API. Your access token is stored encrypted and never shown again; the only network request goes to your own Meta account (graph.facebook.com), and only when you click send. Existing sites are unaffected.

2.25.0

Release “POLISH” (part 4) — compliance field packs.
* Seller tax IDs on documents — add your VAT, GST/HST and a generic Tax ID in Settings → Company details, then switch them on per document type under Settings → Compliance field packs. They print in your company block alongside EIN / D-U-N-S. Off by default, so existing documents are unchanged.
* EU reverse-charge note — print a reverse-charge statement (editable; defaults to the Art. 196 wording) on documents. In automatic mode it appears only where reverse charge actually applies — intra-EU B2B: your EU VAT number plus a VAT-registered customer in another EU country — or you can set it to always print on the enabled document types.
* Note only, never touches your totals — the plugin states the compliance position; you stay in control of the VAT rate. Everything is opt-in per document type and makes zero external requests.

2.24.0

Release “POLISH” (part 3) — WhatsApp delivery (click-to-chat).
* Send a document’s link on WhatsApp — each generated document gets a WhatsApp button, both on the WooCommerce order screen and on the Documents manager. Click it and WhatsApp opens (app or web) with the customer’s number and a message containing the document’s secure share link, ready to send.
* Zero setup, zero external requests — it uses WhatsApp’s own wa.me click-to-chat, so there are no API keys, no configuration, and the plugin itself never contacts WhatsApp; your own WhatsApp does the sending. Nothing changes for existing sites until you click the button.
* Smart phone handling — the recipient’s number is taken from the order’s billing phone (or the customer record) and turned into international format using the billing/store country, so national-format numbers work; if a number can’t be resolved, WhatsApp simply lets you pick the contact.

2.23.0

Release “POLISH” (part 2) — client acceptance (“e-sign”).
* “Accept” button on a document’s share link — turn it on per document type (typically a proforma or quote) under Settings → Client acceptance. Off by default, so nothing changes for existing sites until you opt a type in.
* Records who accepted — the client types their name, ticks an agreement box and accepts; their name, the date and time, and their IP address are recorded. It’s a simple, honest online acceptance — clearly labelled as not a legally binding electronic signature.
* Accepted stamp on the PDF — once accepted, every invoice design (all 10 stock layouts and your custom templates) shows an “Accepted online by …” stamp. Two new template tags, {accepted_by} and {accepted_on}, are available in the builder.
* Visible in the admin — a WooCommerce order shows who accepted each document on the order screen and logs a private order note; the share viewer shows the recorded acceptance in place of the button.
* Still makes zero external requests: the whole flow is on your own site.

2.22.0

Release “POLISH” (part 1) — partial payments & deposits.
* Record partial payments / deposits against any document — each with a date, amount, method and note. On a manual invoice, a new Payments panel on the New / Edit invoice screen; on a WooCommerce order, a Payments box on the order screen (classic and HPOS), saved with the order.
* Balance due on the PDF — once a payment is recorded, every invoice design (all 10 stock layouts and your custom templates) prints an Amount paid and Balance due pair beneath the total. Two new template tags, {amount_paid} and {balance_due}, are available in the builder.
* Dashboard shows what’s really outstanding — the “Unpaid outstanding” figure now counts the remaining balance (total minus payments received), not the gross total, so a half-paid invoice shows only what’s still owed.
* Respects the WooCommerce order status — balance due shows only on orders still awaiting payment (Pending / On hold); Processing and Completed count as paid, and cancelled / failed / refunded orders show no balance.
* No behaviour changes for existing sites: a document with no recorded payment prints and counts exactly as before, and the feature still makes zero external requests.

2.21.1

Listing & documentation update — no functional code changes.
* Expanded the plugin description into a full, sectioned feature overview.
* Grew the screenshot gallery from 7 to 30 — the dashboard, Documents manager, WooCommerce order screen, the visual template builder, System Check, Italian FatturaPA, cloud backup, the public invoice-builder pages (builder, My Account tab, standalone dashboard, sign-in) and every settings tab and setup-wizard step.
* No change to code behaviour; existing sites are unaffected, and the plugin still makes zero external requests by default.

2.21.0

Release “COMPLY” (part 3) — Italian electronic invoicing (FatturaPA XML).
* FatturaPA export — for Italian sellers, generate the official FatturaPA 1.2 XML (FPR12) for any invoice or credit note: a per-document “FatturaPA XML” button in the Documents table, plus a bulk “Export FatturaPA” that ZIPs every document matching your current filters.
* Validated against the official schema — every file is checked against the Agenzia delle Entrate XSD (bundled locally) before it is offered for download, so you never get a malformed file. A new System Check → “FatturaPA XML validates” row confirms the pipeline at a glance.
* New “Italy” settings tab — enter your Partita IVA, Codice Fiscale, Regime Fiscale, PEC, registered office (Sede) and transmitter details, plus a Natura code for zero-rated lines. Off by default; nothing Italian appears until you enable it.
* Honest scope — this produces a compliant XML file for you to download. It does not transmit to the Sistema di Interscambio (SDI) — send it via your intermediary or the AdE portal. Where a document cannot be mapped cleanly (a customer with no Partita IVA / Codice Fiscale, a 0% line with no Natura mapping, an unsupported document type), the export is refused with a clear message rather than guessing. For Italian stores — verify the output with your commercialista before first transmission.
* Still zero external requests: the schema is bundled and validated locally; the feature makes no network calls.

2.20.0

Release “INSIGHT” (part 3) — order fulfillment stages + document exports.
* Fulfillment stages — track where each order is with a simple, safe flow: In packaging → Dispatched → In transit → Delivered. Set the stage from a dropdown on the order screen (in the Shipment info box) or inline in the Documents table. It’s a parallel status that never touches WooCommerce’s own order statuses, so it stays out of the way of every other plugin and automation.
* Live stage counters — the dashboard shows how many orders sit in each stage right now (“In packaging: 5 · Dispatched: 3 · In transit: 2”).
* Optional stage emails — turn on a customer email for any stage (Settings → Automations → “Fulfillment stage emails”). Each is off by default and uses the same tag system as reminders, including the new {stage} tag and the shipment/tracking tags — so the “Dispatched” email can carry the carrier and tracking link automatically.
* On the paperwork — the current stage is printed on packing slips, and every stage change is logged as a private note on the order for a clean history.
* Document exports — export the Documents list as CSV or XML for your accountant or bookkeeping tool; the export respects whatever filters (type, status, source, stage, date range, search) you have applied. Each document can also be exported as a single UBL-lite XML file (line items included). These are generic accounting exports and make no e-invoicing-compliance claim.
* Expert option — advanced users can switch stages to real custom WooCommerce order statuses instead of the safe parallel meta (Settings → Advanced). Off by default, with the trade-offs spelled out on the screen.
* No behaviour changes for existing sites: every new toggle is off by default, and the whole feature still makes zero external requests.

2.19.0

Release “INSIGHT” (part 2) — storefront analytics + guest builder.
* Storefront visitor analytics (opt-in) — a privacy-first, local-only view of product-page and builder-page traffic, top-viewed products, and a daily trend, right on the dashboard. Aggregate day counts only — no personal data, no IP, no cookies, and zero external requests. Off by default.
* Guest invoice builder — optionally let signed-out visitors use the public builder.

2.18.0

Release “INSIGHT” (part 1) — the Profit / Loss dashboard.
* Profit / Loss at a glance — a redesigned dashboard with Revenue, Item costs, Gross profit and Margin %, Tax collected, Refunds and Unpaid outstanding, a month/quarter/year/custom period switcher, inline charts, a monthly breakdown and top products — all exportable to CSV. Honestly labelled “Gross profit (revenue − item costs)”: this is sales & margin at a glance, not double-entry accounting.
* Product cost prices — a “Cost price” field on the WooCommerce product screen feeds the margin maths (with a nudge for products still missing a cost).

2.17.0

Release “FRONTEND” (part 2) — a polished, mobile-first experience for the public builder.
* Mobile-first everywhere — the builder, the invoices list, and the login/register screens are fully responsive; on a phone the invoices table folds into tidy labelled cards with full-width, easy-to-tap actions.
* A friendlier “My invoices” — search with clear, distinct empty states (nothing yet vs. no matches), a “+ New invoice” button, colour-coded status badges, a one-tap Copy button for share links, and confirmation before a delete.
* Live preview, refined — the builder’s preview shows an “Updating…” status while it renders and a friendly placeholder on first paint, and quietly recovers from the occasional hiccup.
* Toasts — short, unobtrusive on-screen confirmations (for example “Share link copied”) that never get in the way, layered on top of the existing after-submit messages.
* Self-contained accounts — a single, clean card with a Log in / Create account toggle where new users pick their own password and are signed straight in, plus an on-site “Forgot your password?” flow that emails a reset link and lets people choose a new password without ever seeing a WordPress login screen.
* Your details, remembered — the builder now also saves your website, bank name and IBAN/account number alongside your company details and logo, and fills them all in automatically the next time you create a document.
* One dashboard for your customers — a new [sgci_dashboard] shortcode puts a user’s invoices and a “Create invoice” builder together on one page as simple tabs, with a clean sign-out. Any logged-in user can create documents and sees only their own.
* Merges into WooCommerce → My Account — when WooCommerce is active, an “Invoices” tab appears in My Account with the same view-and-create dashboard. A new setting (SoftGlaze Invoices → Settings → Frontend → “User dashboard”) lets you choose where it lives: both the standalone page and the My Account tab (default), the My Account tab only, or the standalone page only. Without WooCommerce, the standalone page is always used.
* Cross-linked pages — point the builder at your invoices page and vice-versa with simple shortcode attributes ([sgci_invoice_builder my_invoices="/my-invoices/"] and [sgci_my_invoices builder="/create-invoice/"]), so the “New invoice” button and the empty-state call-to-action just work.
* The readme now walks you through assembling a complete standalone invoice-builder website from the shortcodes. No behaviour changes for existing sites — the frontend stays off until you switch it on, and the whole feature still makes zero external requests.

2.16.0

Release “FRONTEND” — a public invoice-builder site your visitors can use.
* Four new shortcodes — [sgci_invoice_builder] (a full builder: your company details saved per user, client, line items, currency, design picker, a live preview, and Generate → PDF + share link), [sgci_my_invoices] (each user’s own documents: search, download, duplicate, share, delete), and [sgci_register] / [sgci_login] (thin wrappers over WordPress accounts). Put one shortcode per page and you have a complete freeinvoicebuilder.com-style site — any membership plugin works alongside it.
* Private by design — every document a visitor creates is owned by that visitor. One user can never see, download, or touch another user’s invoices, and a direct link to someone else’s document returns “not found”.
* A new “Frontend” settings tab — one master on/off switch (a kill-switch that instantly hides every frontend page), which of your saved templates the builder may offer (un-ticked templates stay private), a documents-per-user-per-day limit (default 20), a preview-render rate limit, the default currency, and default terms text.
* Safe by default on update — the builder is off on existing sites after updating (so no public surface appears unbidden) and on for brand-new installs. Every form is nonce- and honeypot-protected and rate-limited; uploaded logos go through WordPress media handling (images only, size-capped); and the whole feature makes zero external requests, like the rest of the plugin.

For the changelog of earlier releases (2.5.0 through 2.15.1), see changelog.txt.