Title: PhilDesigns Clean Invoices
Author: phildesigns
Published: <strong>July 28, 2026</strong>
Last modified: July 28, 2026

---

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# PhilDesigns Clean Invoices

 By [phildesigns](https://profiles.wordpress.org/pdidee/)

[Download](https://downloads.wordpress.org/plugin/phildesigns-clean-invoices.1.3.1.zip)

 * [Details](https://wordpress.org/plugins/phildesigns-clean-invoices/#description)
 * [Reviews](https://wordpress.org/plugins/phildesigns-clean-invoices/#reviews)
 *  [Installation](https://wordpress.org/plugins/phildesigns-clean-invoices/#installation)
 * [Development](https://wordpress.org/plugins/phildesigns-clean-invoices/#developers)

 [Support](https://wordpress.org/support/plugin/phildesigns-clean-invoices/)

## Description

**PhilDesigns Clean Invoices** handles the full billing workflow from within your
WordPress dashboard — build invoices with line items, generate PDFs, email clients,
collect partial or deposit payments, and track billable hours without relying on
any third-party invoice service.

**Features**

 * Invoice creation with configurable prefix and auto-incrementing numbers (e.g.
   INV-0001)
 * Line items with description, optional sub-detail, quantity, rate, and auto-calculated
   amounts
 * Tax rate (per-invoice or global default), optional shipping, subtotal, and total
 * Invoice statuses: Draft, Sent, Partial, Paid, Overdue — with colour-coded badges
 * PDF generation, browser preview, and download
 * Send invoice by email to client with PDF attached; test email sends only to you
 * Customisable email templates for invoices and payment receipts with placeholder
   tokens
 * BCC on all outgoing invoice emails
 * Payment history per invoice — record deposits, installments, and payments individually;
   status updates automatically from Sent  Partial  Paid
 * Send payment receipt to client when an invoice is paid
 * Time tracker with start/stop timer, persistent state, inline editing, and entry
   merging
 * Admin bar quick-timer accessible from any page in the dashboard or front end
 * Add tracked time directly to an invoice as a line item
 * Client management — name, company, email, phone, and full address
 * CSV export of all invoices for a selected year
 * Sales and revenue report with monthly breakdown
 * Dashboard widget showing outstanding invoices and year-to-date revenue

## Screenshots

[⌊Invoice list with status badges, PDF download, and quick-send actions.⌉⌊Invoice
list with status badges, PDF download, and quick-send actions.⌉[

Invoice list with status badges, PDF download, and quick-send actions.

[⌊Invoice editor with line items, totals, and the Send & Actions sidebar.⌉⌊Invoice
editor with line items, totals, and the Send & Actions sidebar.⌉[

Invoice editor with line items, totals, and the Send & Actions sidebar.

[⌊Client address book.⌉⌊Client address book.⌉[

Client address book.

[⌊Settings page with company info, payment options, and email templates.⌉⌊Settings
page with company info, payment options, and email templates.⌉[

Settings page with company info, payment options, and email templates.

[⌊Time Tracker with timer, log table, and add-to-invoice workflow.⌉⌊Time Tracker
with timer, log table, and add-to-invoice workflow.⌉[

Time Tracker with timer, log table, and add-to-invoice workflow.

[⌊Sales and revenue report with monthly breakdown.⌉⌊Sales and revenue report with
monthly breakdown.⌉[

Sales and revenue report with monthly breakdown.

[⌊Dashboard widget showing outstanding invoices.⌉⌊Dashboard widget showing outstanding
invoices.⌉[

Dashboard widget showing outstanding invoices.

[⌊Recording a payment — deposits, installments, or full payment.⌉⌊Recording a payment—
deposits, installments, or full payment.⌉[

Recording a payment — deposits, installments, or full payment.

[⌊Invoice preview.⌉⌊Invoice preview.⌉[

Invoice preview.

[[

## Installation

 1. Upload the `clean-invoices` folder to `/wp-content/plugins/`.
 2. Activate the plugin through the **Plugins** menu in WordPress.
 3. Go to **Invoices  Settings** and fill in your company details, logo, and email 
    preferences.
 4. Go to **Invoices  Clients** and add your clients.
 5. Go to **Invoices  Add New** to create your first invoice — select a client, add
    line items, and save to auto-assign an invoice number.
 6. Use the **Send & Actions** sidebar to preview the PDF, send the invoice, record
    a payment, or send a receipt.
 7. To track time, go to **Invoices  Time Tracker**, start the timer, then use **Add
    to Invoice** to append logged hours as a line item.

## FAQ

### Does this plugin require any third-party services?

PDF generation uses the FPDF library, which is bundled with the plugin. QR codes
for Venmo/Zelle payment options are generated locally as well. No external services
are contacted.

### Will my data be deleted if I deactivate the plugin?

No — invoice and client data remains in your database when the plugin is deactivated.
Uninstalling the plugin removes all plugin data.

### Can I customise the invoice layout?

Invoice content is configurable through Settings (company details, logo, payment
options, thank-you message). The PDF layout is generated by FPDF.

### Are partial payments supported?

Yes — you can record deposits, installments, and payments individually. The invoice
status updates automatically: Sent  Partial  Paid as the balance is paid down.

### What data is stored per invoice?

Invoice number, client, date, due date, line items, tax, shipping, total, status,
payment history, and notes. Client data includes name, company, email, phone, and
address.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“PhilDesigns Clean Invoices” is open source software. The following people have 
contributed to this plugin.

Contributors

 *   [ phildesigns ](https://profiles.wordpress.org/pdidee/)

[Translate “PhilDesigns Clean Invoices” into your language.](https://translate.wordpress.org/projects/wp-plugins/phildesigns-clean-invoices)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/phildesigns-clean-invoices/),
check out the [SVN repository](https://plugins.svn.wordpress.org/phildesigns-clean-invoices/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/phildesigns-clean-invoices/)
by [RSS](https://plugins.trac.wordpress.org/log/phildesigns-clean-invoices/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.3.1

 * Renamed bundled third-party classes (`FPDF`  `PHILCLIN_FPDF`, `PhilClinQRCode``
   PHILCLIN_QRCode`) so they can’t collide with another plugin’s copy of the same
   library.
 * Unrolled the settings sanitize-callback registration into one explicit `register_setting()`
   call per option.

#### 1.3.0

 * Renamed all plugin identifiers (classes, functions, constants, post types, meta/
   option keys, AJAX actions, script handles) to a distinct `philclin_` / `PHILCLIN_`
   prefix.
 * QR codes for Venmo/Zelle payment options are now generated locally instead of
   via a third-party API — no payment data leaves your site.
 * Removed the FPDF remote-download fallback; the bundled PDF library is now used
   directly.
 * Moved all inline `<style>` blocks to properly enqueued stylesheets.
 * Settings fields now use type-specific sanitization (numbers, email, URL, checkbox)
   instead of one generic sanitizer.

#### 1.2.0

 * Added Hourly vs Flat Rate type toggle per line item — click the icon in the line
   items table to switch between billing modes.
 * Flat Rate items display “Flat Rate” in the Qty/Rate columns on the browser preview
   and generated PDF.
 * Added Hours column to the invoice admin list showing total billable hours at 
   a glance.
 * Added Total Hours row in the Invoice Details panel on the edit screen; row is
   hidden automatically when no hourly items are present.

#### 1.1.0

 * Added Time Tracker with start/stop timer, persistent state, inline editing, and
   entry merging.
 * Added admin bar quick-timer accessible from any page in the dashboard or front
   end.
 * Added ability to add tracked time directly to an invoice as a line item.

#### 1.0.0

 * Initial release.

## Meta

 *  Version **1.3.1**
 *  Last updated **24 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.7 or higher **
 *  Tested up to **7.0.2**
 *  PHP version ** 7.4 or higher **
 * Tags
 * [Billing](https://wordpress.org/plugins/tags/billing/)[clients](https://wordpress.org/plugins/tags/clients/)
   [invoices](https://wordpress.org/plugins/tags/invoices/)[pdf](https://wordpress.org/plugins/tags/pdf/)
   [Time Tracking](https://wordpress.org/plugins/tags/time-tracking/)
 *  [Advanced View](https://wordpress.org/plugins/phildesigns-clean-invoices/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/phildesigns-clean-invoices/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/phildesigns-clean-invoices/reviews/)

## Contributors

 *   [ phildesigns ](https://profiles.wordpress.org/pdidee/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/phildesigns-clean-invoices/)