Sprout Invoices – Client Invoicing & Estimates / Quotes

Description

Sprout Apps Family
Sprout Invoices is a standalone Invoicing and Estimates plugin, and is complimentary to Sprout Clients, another free business centric plugin from Sprout Apps.

Sprout Invoices – Premium WordPress Invoicing Plugin

Our mission at Sprout Apps is to build a suite of plugins (aka apps) to help us all work more efficiently under the WordPress way of complete control.

Sprout Invoices relies on happy customers supporting its future by purchasing upgraded versions. If you like this free version of Sprout Invoices please consider purchasing a fully featured upgrade.

Sprout Invoice Features

Reduce the time spent fielding project requests, estimating projects & getting paid.

Pro Features

All of the popular paid add-ons listed below are bundled in pro purchases, so you may want to consider (like many others) to upgrade.

Make sure to review the Sprout Invoices features page for more detailed information. As well as the full featured demo.

A fully featured upgrade and add-on marketplace are available.

Download the most advanced Estimates and Invoicing plugin!

Flexibility built in

While Sprout Invoices automates many of the tasks to improve workflow the power comes from customization.

Custom Estimate and Invoice Templates
Estimates can be fully customized via a new theme template. If you’re familiar with customizing a WordPress theme templates than you can create a custom estimate.

Notification Customization
Notifications can be plain-text or HTML. Editing the entire content of a notification is simple with shortcodes that add dynamic content.

Plenty of Payment Methods
Accept credit cards via Paypal Pro, Stripe, & more. Offsite payments provided by Paypal. P.O. and checks methods are also available for your clients.

Payment Scheduling
Create payment terms for your clients, with specific payment amounts, due dates, and past due fees. See examples here.

300+ App Integrations with Zapier
Integrate with over 300 other apps around the web, including Quickbooks Online and Woocommerce. Learn how to create Basecamp projects when an estimate is approved.

Hundreds of Hooks
Over two hundred filters and actions allow you to hook into Sprout Invoices and alter whatever you’d like or build some awesome features like those in the marketplace.

The Sprout Invoices Process

Sprout Invoices helps streamline the complex workflow of accepting estimates and getting invoices paid.

Requests

Receiving estimate requests on your site is simplified with Sprout Invoices. Use the customizable default form or integrate with an existing form built a favorite form builder plugin, e.g. Gravity Forms or Ninja Forms.

Estimating

Estimates are automatically created based on estimate request submissions from your site. Review, update, and send the estimate to your new client without having to depend on communicating via email first.

Invoicing

Invoices are automatically generated from accepted estimates speeding up the process of getting paid. Sprout Invoices understands deposit payments and doesn’t have the same hoops other invoice services require.

Support

Priority support is provided with an upgraded version. All free support will provided in the forums.

Screenshots

  • Invoice Template
  • Easy Invoice Management
  • Easy Invoice Management
  • A dashboard with charts and summaries answer the question "how am I doing?".
  • Dynamic reports allow for date filtering, sorting, search, and exporting.
  • Common management tasks are sped up by Sprout Invoices utilization of AJAX.
  • Easy Estimate Management

Installation

  1. Upload plugin folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress

FAQ

Please visit Sprout Apps.

Installation Instructions
  1. Upload plugin folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress

Reviews

Absolutely Excellent Plugin & Great Support

I have been using Sprout Invoices for a couple of years now first on a clients site and now on my own. The user functionality is extremely clean and friendly. The author, Dan, provided top notch support! I high recommend this plugin.

keeps my business financially organized

This is a great plugin (pro version) and the author gives prompt support when I’ve had questions. I still keep my quickbooks offline to manage my finances overall. Sprout invoices gives me the ability to have an online history for my clients. I recommend it!

Transformational

This plugin transformed the billing side of my business. Automatic repeat invoicing, automatic payment reminders, and estimates all contributed positively, saved me a lot of time, and looked a lot more professional.

Support is great too – no hesitation in recommending this product.

Great software, great customer service.

This app is the best invoicing software out there. I have used if for clients and am in the process of setting it up for myself. I am basically going to move aware from fresh books to use this. It is extremely customizable if your a developer it can be added on to and tweaked to no end, it is just build great from bottom up. I tweaked it to use it as a payment system for an apartment rental business. The owner, Dan provided great customer service as well. I sent a ticket about how I could make some customizations and he helped me out with it as well as added a hook into the software to help me out. Great software and great owner. Couldn’t recommend it enough.

Worked through 5 different customizations

Dan, the developer – was extremely responsive to my 5 extended customizations. He helped me complete these in a timely, efficient manner – no questions asked. Great plugin, excellent support.

Read all 124 reviews

Contributors & Developers

“Sprout Invoices – Client Invoicing & Estimates / Quotes” is open source software. The following people have contributed to this plugin.

Contributors

“Sprout Invoices – Client Invoicing & Estimates / Quotes” has been translated into 2 locales. Thank you to the translators for their contributions.

Translate “Sprout Invoices – Client Invoicing & Estimates / Quotes” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

16.0.5

  • Fix: date warnings displayed above recurring payments section
  • Updated: Adjust recurring invoice editing, so the start date is updated after every change.
  • Updated: Prevent future invoices from being generated.
  • New: New filter when clients are created, si_create_user_args
  • New: Don’t repeat line item headers via filter: si_show_all_line_item_headers
  • New: Payment Term notifications have new shortcodes
  • Fix: Localization issues for estimates template

16.0.4

  • Updated: New action for Default theme to show more info
  • Fix: Subscription payment method using wrong object param
  • Fix: Prevent error for non WP object
  • Updated: Better show the deposit payment with the Default theme
  • Updated: Woo integration updates for cached product

16.0.1

  • New: Zapier Support
  • New: Recurring invoices re-write
  • New: ApproveMe integration support for Default Theme
  • New: Client set payments supoort for new Default Theme
  • New: Allow to easily filter default line item
  • New: Square support
  • Updated: Subscription payments, new information
  • Updated: PO, Localization
  • Updated: Free version now necessary
  • Fix: WooCommerce customer not logged in
  • Fix: Payment terms display issue
  • Fix: WooCommerce Checkout w/ Shipping

15.2

  • Fix: Free version deactivation bug
  • New: Spanish Translation
  • Updated: Templates have body classes

15.1.8

  • Fix: Payment term notifications not being sent.

15.1.7

  • Fix: Payment processor object not returned, causing CRON to fail under certain circumstances.

15.1.6

  • Fix: Localazation

15.1.5

  • Fix: Recurring Invoices dups created with pre-startdate save.
  • Fix: CA Tax error

15.1.4

  • Fix: Notification shortcodes bug
  • Fix: Lineitem template overrides

15.1.3

  • Fix: Jetpack compatibility issue
  • Fix: Avada Theme compat

15.1.2

  • Fix: Estimate template function typo
  • Fix: Service Fee add-on updated
  • Update: Select2 Upgraded

15.1

  • NEW: Sprout Billings support
  • Fix: Auto select the first payment method if only one exists
  • Fix: Multiple theme selections

15.0

  • NEW: Default Theme!!!!
  • NEW: Theme selection
  • NEW: Updates to support the new Service Fee add-on.
  • NEW: Fees are added to reports.
  • NEW: Support for Square payments, new add-on will be released soon.
  • NEW: Added info for recurring invoice on the invoice admin.
  • NEW: Notification shortcode to show payments
  • FIX: Bulk edit causing lost client association.

14.0.5

  • FIX: Firefox support
  • UPDATE: EU Region name update
  • FIX: HTML Notifications add-on conflict with Test Notifications
  • FEATURE: CA GST Report Support

14.0.4

  • FIX: Payment Term Notifications Disabled
  • FIX: WC Compat Check

14.0.3

  • FIX: Shipping fees not loaded
  • NEW: Delay loading hook, si_delayed_load

14.0.2

  • COMPAT: WPSEO compatibility

14.0.1

  • FIX: Reset totals on submission
  • FIX: WooCommerce integration fixes for VAT
  • FIX: Payment obejct sent and interpreted as array

14.0

  • NEW FEATURE: Payment Terms
  • FIX: Minor bug fixes all around

13.0.4

  • UPDATE: WooCommerce Tools Update
  • UPDATE: Ninja Forms THREES support

13.0.1

  • FIX: Customizer not saving colors correctly
  • UPDATE: IP address method global use

13.0.0

  • NEW: Notification status indicators
  • NEW: Digital signature support
  • FIX: Multiple bug fixes, including the escaping of notes

12.1.1

  • FIX: Saving error for new PO payment processor
  • NEW: New method for is_processor_enabled.

12.1

  • NEW: New PO processor
  • IMPROVED: CSV Importer error messaging
  • FIX: CSV importer fix

12.0.2

  • FIX: Select2 Compat issues with themes and other plugins

12.0.1

  • Commpatibility: ACF Pro

12

  • New: Notification testing!
  • New: Ability to delete all SI records, great for a bad first import.
  • New: Project expense overview.
  • New: New Zapier integration authorizations to prevent issues on some servers.
  • New: Allow the filtering of recurring invoices in the admin.
  • New: Allow the filtering of subscription payment invoices in the admin.
  • New: Client edit url shortcode [client_edit_url]
  • New: Client Address shortcodes [client_address]
  • New: Client website shortcodes [client_company_website]
  • New: New notification filters.

11.1

  • Fix: Recurring subscription fixes
  • Fix: Subscription compatibility updates
  • Fix: Ability to override si_split_full_name
  • New: Allow for sumary to be sent to admin – si_send_summary_to_admin

11.0.7

  • Fix: Recurring totals improperly calculated on dashboard
  • Fix: THREEs support for Advanced Form Integrations
  • Fix: number formatter fix

11

  • NEW: Compatibility with expense tracking add-on
  • NEW: Create new invoices for subscriptions payments.
  • NEW: Fees API!
  • NEW: Shipping fee option.
  • NEW: Footer counts dynamically update on reports.
  • NEW: Invoices sent when new invoices are created from recurring settings.
  • NEW: Default rate for projects.
  • Fix: Predefined option disappears under some conditions.
  • Fix: “.00” removed from line item totals has a condition for site currency settings.
  • Fix: Payment calculations within some dashboard widgets
  • Fix: Invoice status updates for void/complete

10.3.2

  • Fix: PayPal issues with advanced tax add-ons

10.3.1

  • Fix: Overdue invoices within widgets

10.3

  • NEW: Add WooCommerce product import compatibility
  • Fix: Line item fix
  • Fix: Payment reminder refactored
  • Update: Redactor updated
  • Fix: PHP warning

10.2

  • New: Project Panorama Integration
  • Fix: WooCommerce Integration Update Mechanism fix
  • Fix: UI for Recurring
  • Update: Translations

10.0.8

  • Fix: Selection of of users from client admin
  • Change: Free updates

10.0.7

  • Change: Option to help improve sprout invoices.
  • Fix: Fields error when no payment options are available
  • Fix: Account credits doesn’t have an admin bar option
  • Fix: Slow loading servers need feedback on AJAX requests

10.0.6

  • Fix: Select2 Compatibility issues
  • Fix: Recurring options missing under certain conditions.

10.0.5

  • Fix: PayPal transaction error when parent line items are used.
  • Fix: Line item totals not formatted
  • Fix: Select2 should not be loaded everywhere
  • Fix: PHP7 compatibility
  • Fix: Client payment processor limits fix

10.0

  • New: Account credits and payment credits
  • New: Improved payment reminder (new reminder email)
  • New: Estimate approval reminder (new reminder email)
  • New: Client specific payment options
  • New: Archive status, removes from front-end views
  • New: Limit automatic recurring creation
  • New: Payments dashboard widget
  • Change: Automatically change status of scheduled docs
  • Change: Automatically send invoice/estimate when published from a schedule
  • Change: Send to multiple recipients with comma separated list
  • Change: Add user of time keeper
  • Change: Tax and discount are seperate line item totals
  • Change: Premium reports updated with HTML5 export options
  • Change: Remove visual editor from notification admin
  • Fix: New line adjustments for address
  • Fix: Dynamic text
  • Fix: New line for plain text notifications
  • Fix: Code cleanup with WP coding standards (formatting)
  • Fix: Misc. minor bug fixes

9.4

  • Fix: Reporting fixes
  • Fix: Email address truncated on long top level domains.
  • New: Notifications action.

Security updates:

  • Possible for anyone to save new importer options, including uploading CSVs.
  • Possible for anyone to create a payment
  • Security issue with unfinished (unreleased) JSON API.

9.3

  • UPDATE: Default Invoice/Estimate Subject to ID
  • UPDATE: Localization update, including French translation

9.2.2

  • UPDATE: Added more line item totals within the admin
  • FIX: Cloning line items would result in descriptions that couldn’t be saved.
  • FIX: Extreme edge case calculation issues

9.2.1

  • UPDATE: Theme compatibility improvements, e.g select2
  • FIX: discount calculation improvements

9.2.0.1

  • FIX: Estimates issue

9.2

  • FIX: Parent line item totals
  • OPT: Slight optimization for estimates and invoices

9.1.1

  • FIX: PayPal cart total errors with invoices that utilize discounts, deposits, and taxes with fractional totals.

9.1

  • NEW: Notes and Terms notification shortcodes
  • FIX: Zapier routing issues
  • FIX: Pass estimates notes to newly created invoice from estimate
  • FIX: Time tracking load order fix

9.0.3

  • FIX: AJAX callback errors, i.e. client creation.
  • FIX: Localization changes causing errors on free version.

9.0

  • NEW: Estimate and Invoice shortcodes
  • NEW: Improved reporting and filtering
  • NEW: Dashboard report caches are deleted on record updates
  • NEW: All strings are wrapped by WP functions not wrapper class methods.
  • FIX: Payments by month filtering error
  • NEW: Load custom CSS based on invoice or estimate
  • CHANGE: Line items have a unique index for future features
  • FIX: Line item commenting allows for reordering of comments
  • NEW: Improved dashboard time tracking widget
  • FIX: Fractional discounts for PayPal
  • NEW: Temp status redirects user to home page
  • NEW: Associated client records are removed when a client is deleted.

8.7.1

  • NEW: Filter for sending invoices to prevent filters. i.e. fix for PDF add-on. #165
  • FIX: Estimate dashboard not showing current records. #167
  • FIX: Fix for line item comments not showing highlighted icon when a comment is available. #166
  • FIX: Default Terms/Notes transposed in some cases.

8.7

  • NEW: Filter to suppress notifications on an individual basis. #163
  • FIX: Default Terms/Notes for All Estimate/Invoices bug priority. #162
  • UPDATE: Submission Hooks & Line Item Type priority. #161
  • FIX: Report Filtering/Sorting. #159
  • FIX: Estimate Submission Info Missing. #158

8.6

  • NEW: Sprout Billings Support
  • NEW: Recurring dashboard updates
  • NEW: Form field wrapper classes
  • Fix: PayPal “Adjustment” resolution
  • OPT: Prevent looping of meta_box saves

8.5

  • NEW: Payment options templating
  • Fix: Caldera Forms compatibility
  • Update: Improved Sprout Clients compatibility with Client Dashboards

8.4

  • NEW: Reduce overall size.
  • Fix: CSV Importing of already imported client users
  • Fix: Invoice template showing “Pending Payment” when balance is zero
  • Fix: Ultimate Member compatibility

8.3.1

  • New: Save info meta action hook.
  • New: New add-on compatibility hooks.
  • New: New add-on hook to disable invoice creation.
  • FIX: ACF compatibility fixes.
  • FIX: Select2 compatibility issues with some plugins.

8.2

  • New: Bundled add-on for admin filtering
  • New: Pricing options is a hook for invoice templates
  • New: Filter for attachments

8.1.1

  • Fix: PHP Notice suppression on old line items.

8.1

  • NEW: MercadoPago Support (payment button link callback)
  • NEW: Line item total sorting
  • Fix: Misc. Error fixes

8.0.5

  • Fix: Escaped Addresses
  • Fix: Redactor fix from 8.0.4
  • Fix: WooCommerce compatibility with their outdated version of select2

8.0.3

  • Fix: Estimates and pre-defined items
  • Fix: Estimates not saved advanced columns correctly
  • NEW: New filters for some bundled add-ons

8.0.2

  • Fix: Javascript error when adding new users on clients page (select2 incompatibility)
  • Fix: Javascript error on some admin pages

8.0

Read more all about the release at Sprout Apps

  • New: Line Item Types and new management
  • New: Pre-defined editing with new types
  • New: Pre-defined item selection search
  • Update: Time Tracking update to support item types
  • New: Invoices and Estimates Admin filtering
  • New: New bulk send of invoices or estimates

7.6.1

  • FIX: Possible security fix with exposed estimates/invoices with site.com?post_type=*

7.6

  • FIX: Deposit notification sent only if the payment is complete (not pending)
  • FIX: Allow for deposit total to be set before saving
  • FIX: Help section added to the new reporting dashboards
  • FIX: WP-Invoice Issues with duplicate clients
  • FIX: PayPal line item totaling issues preventing some payments

7.5

  • NEW: Sprout Client Compatibility

7.4

  • NEW: Deposit filter allows for new add-ons
  • CHANGE: More Responsive Admin
  • CHANGE: Improved no-index via http headers

7.3

  • FIX: Edit post link fix for notification shortcodes
  • FIX: Remove “pre=” header that some SEO plugins add
  • CHANGE: [dashboard_link] available on User Creation notification
  • CHANGE: Free Version messaging updates

7.2.1

  • FIX: Updates for Pro Versions

7.1

  • NEW: Sprout Invoice specific user roles
  • FIX: Multiple Sprout Apps settings conflict fix

7.0.3

  • FIX: Free version issues with redactor add-on
  • FIX: Time tracker not accepting fractions
  • FIX: Time Tracker on Dashboard issue
  • FIX: Deposits issue for free version

7.0

https://sproutapps.co/news/sprout-invoices-7-0-banners-release-party-🎉/

  • NEW: WooCommerce Integration is now bundled (for pro users).
  • NEW: Completely revamped Stats Dashboard.
  • NEW: Web accessible Time Tracking widget.
  • NEW: History Management
  • NEW: Subscriber specific Time Tracking dashboard widgets.
  • UPDATE: Easily import unbilled time into an invoice with a single click.
  • UPDATE: Add dashboard widgets to standard WP Dashboard.
  • UPDATE: Improved admin search.
  • NEW: Send invoice/estimate to a new email without creating a Client user with a simple input box.
  • UPDATE: Modify the sender’s email for estimates and invoices on the invoice/estimate admin.
  • UPDATE: Improved pay button on invoice template.
  • UPDATE: Modify the “to” email for all admin notifications without a filter.
  • UPDATE: Zapier integration updates, e.g. email data.
  • UPDATE: Improved responsive design for meta boxes and multi-column edit screens.
  • FIX: Prevent WP SEO from caring about Sprout Invoices.
  • NEW: Invoice ID dynamic text
  • FIX: Deposits issue for the free version (7.0.1)
  • FIX: Start CSV import without using previous files
  • FIX: Fix for old PHP versions without json_last_error
  • FIX: Remove project types from submission page
  • FIX: Language translations updated (8.6)

6.2

  • FIX: Estimate creation via API fix
  • FIX: Pointer Dismissals
  • FIX: Dashboard caching issue
  • FIX: ACF Pro Compatibility
  • FIX: Minor importer updates for sanitization

6.1.6

  • FIX: Importers failing under certain circumstances.

6.1.5

  • FIX: Some escaping fixes from 6.1.1 for some sites using PayPal

6.1.4

  • FIX: API callback fix for activation/deactivation and updates.

6.1.3

  • UPDATE: 4.2 Compatibility
  • FIX: Some escaping issues from 6.1.1

6.1.2

  • FIX: Some escaping issues from 6.1.1

6.1.1

  • SECURITY: Reviewed all uses of add_query_arg, regardless if $url is passed esc_url is used.
  • SECURITY: Reviewed and updated every case of echoing an un-escaped variable; with a very strict standard of making every variable escaped or casted as an int/float.

6.1

  • NEW: Sprout Invoices Addons Page
  • NEW: Manage bundled addons (for paid users)
  • NEW: Filter the Admin Notification To: email address with si_admin_notification_to_address
  • FIX: Block Spambots from Submitting the Payment Form
  • FIX: Redirect to prevent refresh issues when a check/po is submitted #65
  • FIX: PayPal Totals issue with Tax + Deposit #69

6.0.5

  • FIX: Toggl incompatibility issue
  • FIX: set_invoice_id error

6.0.3

  • FIX: Estimate template error.
  • FIX: Projects page error under come configurations

6.0.1

  • FIX: Estimate approval failing under certain circumstances.

6.0

  • NEW: Zapier Integration (pro version)
  • NEW: CSV Importing
  • NEW: Toggl Integration (pro version)
  • NEW: Filter for payment reminder delay, si_get_overdue_payment_reminder_delay (pro version)
  • NEW: Invoice that is voided will have a new stamp plus the user can’t pay
  • NEW: Allow for blank terms and notes with [si_blank] shortcode
  • Improvement: API Updates for Future Release
  • Improvement: CSV Importing of estimates and line items (with examples)
  • Improvement: View logs adjustment to prevent duplication
  • Improvement: Adjust Estimate/Invoice ID after clone
  • Improvement: Confirmation page template updated
  • Improvement: Handle payments better when invoice is deleted
  • FIX: Redactor bug fixes when used within modal
  • FIX: Client dashboard: multiple clients for a single user (pro version)
  • FIX: Cloned Estimates/Invoices shouldn’t retain the same status
  • FIX: Send estimates/invoices when saved if recipient is selected
  • FIX: Project Estimates and Invoices on Project admin adjusted
  • FIX: Payment date should be post_date

5.5

  • FIX: Invoices and Estimates were being returned in public search queries.

5.4.1

  • FIX: Import admin

5.4

  • FIX: Return all clients on Client Dashboard
  • Improvement: Freshbooks import
  • Improvement: Added nofollow for robots in header meta tag
  • New: Create a payment when an invoice is marked as paid.

5.3

  • NEW: Improve WP-Invoice Importer

5.2

  • NEW: ‘si_default_due_in_days’ filter added
  • FIX: Dynamic text within notification shortcodes
  • Misc. Fixes

5.1

  • New: Compatibility class to resolve other plugins problems, e.g. Gravity Forms erring out js on custom post type pages
  • FIX: More error reports for missing notifications.
  • FIX: Customizer filter should only be for the front-end
  • FIX: Client Dashboard was blank when a non-client was logged in

5.0.2

  • FIX: Client Dashboard notification error; fixed with better abstraction
  • FIX: Shortcode fix
  • FIX: Free version fix for PayPal
  • FIX: Add Customizer to the SI menu for clarity

5.0.1

  • FIX: Comment issue with multiple line items open
  • FIX: PayPal total issue when invoice has a deposit and previous payments
  • FIX: Estimate line item button styling issue
  • FIX: Comment shortcode issue when client has multiple users
  • FIX: Compatibility fix with other plugins/themes using .tooltip

5.0

  • NEW: Line item commenting (pro version)
  • NEW: Pre-defined line items (pro version)
  • NEW: Dynamic text (pro version)
  • UPDATED: Admin UI tweaks

4.5

  • IMPROVEMENT: UI update so other plugins wont conflict.
  • Fix: [invoice_total_due] should respect deposit amounts
  • Update: Future status

4.4

  • IMPROVEMENT: Estimates and Invoices can have strings for IDs
  • IMPROVEMENT: Force private URL under circumstances when auto-draft is tried to use
  • IMPROVEMENT: Optimize logic for screen checking
  • IMPROVEMENT: Added client default currency formatting option
  • IMPROVEMENT: Cross compatibility with other plugins, including Visual Composer
  • FIX: Email on client dashboard error
  • UPDATE: Datatables library update

4.3.3

  • FIX: Estimate Accept/Decline not working on some setups.
  • IMPROVEMENT: Improved security on estimates.
  • IMPROVEMENT: Re-worked currency formatting again.
  • FIX: Strict Standard notice fixes.
  • UPDATE: PO Updates.

4.3.2

  • IMPROVEMENT: Auto updates
  • UPDATE: PO updates
  • FIX: Better handling of client dashboard page id caching

4.3.1

  • FIX: Expiration dates not displaying
  • NEW: Currency formating options
  • FIX: Client dashboard updates
  • FIX: Custom currency for clients and notifications
  • NEW: Tax shortcodes
  • NEW: Added si_client_dashboard_page_id filter
  • FIX: Newly created invoices from a recurring schedule will have it’s due date and issue date set

4.2.1

  • FIX: JS issues on client management page.

4.2

  • FIX: Fix for nested items
  • IMPROVEMENT: Nesting items UX/UI
  • CHANGE: localeconv() defaults so money is always formated
  • IMPROVEMENT: Compatibility with Visual Composer and other plugins
  • CHANGE: Remove Client currency code option, never used.
  • CHANGE: Taxes are floats not integers

4.1.2

  • FIX: Compatibility fix with some plugins, namely Visual Composer
  • FIX: Fixing bad build with white screen of death. Sorry! Seriously! Sorry!

4.1

  • NEW: Allow to clean up notifications, which is a fix from a bug in an older version.
  • CHANGE: Updates to the free version.

4.0.3

  • CHANGE: Again…improving automatic money formatting for non-US currencies
  • FIX: Translation fix
  • FIXES: Misc. minor code updates

4.0.2

  • CHANGE: Improving automatic money formatting for non-US currencies

4.0

  • NEW: Client Dashboards
  • NEW: HTML notification add-on support
  • NEW: Time importing from Freshbooks
  • Misc. bug fixes and updates

3.5

  • Change: Payment notification after admin payment
  • Improved: State and Country Selection
  • Improved: Language translations
  • Improved: Filtering localeconv

3.4

  • Fix: Notification activation
  • Fix: FF incompatibility with status update drop-down
  • Change: Invoice ID shown on payments page

3.3.1

  • Fix: Estimates not being associated with Invoices correctly
  • Added: Filtering localeconv with si_localeconv

3.3

  • Fix: Charts on reports dashboard not working
  • Fix: Misnamed Dutch translation files

3.2.3

  • Fix: Firefox not allowing negative value in qty inputs

3.2.2

  • Fix: Missing .mo files for new translations
  • Fix: Quantity fields not allowing for decimals and negatives with some OSs

3.2

  • New: Import time from Freshbooks
  • New: Add PO Number and separate Tax line items to templates
  • New: pt_BR and nl Translations
  • Fix: Review untranslated strings
  • Fix: Send paid notification after payment is complete, not created
  • Fix: Some minor php warnings and notices

3.1

  • Dashboard updates including method to flush cached values
  • Notification shortcode filters

3.0.1

  • Reporting fixes

3.0

  • New: Recurring Payments (aka subscriptions)
  • New: Recurring Invoices
  • Fix: Less than a bunch more than a couple

2.0.9

  • Confirmation page fix
  • Improved CC processing for future add-ons
  • Firefox style issue in admin

2.0.8

  • Tested bump for 4.1

2.0.7

  • Change/New: Estimate and Invoice templates are no longer using wp_head and wp_footer. Instead use si_head and si_footer (respectively). This allows for the templates to not be subjected to plugins and themes that inject code with those hooks. If you’ve created a custom template you should look into changing those functions.
  • Change: Use the_content filter on line items only, and create a filter to bypass
  • Fix: Client and user creation confusion
  • Fix: Filter names si_allowed_*_doc_scripts/styles
  • Fix: Currency code improvements

2.0.6

  • Fix: Client currency code not defaulting
  • Fix: Bug fix for sites without permalinks
  • Fix: AJAX bug fixes for clients and other sections

2.0.5

  • NEW: Reports dashboard fully responsive
  • Change: Chart js API updated
  • Fix: Dashboard values incorrect under certain circumstances
  • Fix: Chart values are now localized
  • Fix: Other minor fixes

2.0

  • NEW: Projects
  • NEW: Time Tracking (premium license or add-on)
  • NEW: WYSIWYG for line items (premium license or add-on)
  • Change: Improved Client management
  • Change: Easier user assignment and creation for Clients
  • Change: Streamlined Invoice and Estimate edit UI
  • Change: Freshened editing and management all around
  • Change: New possibilities for add-ons

1.1.5

  • Change:
    • More hooks and filters
    • fix for unit tests
  • Fix:
    • ID shortcode fix
    • js error with custom templates

1.1.4

  • Change:

    • No page breaks when printing large invoices/estimates
    • Better error handling for invoices without clients assigned
    • Helper functions for future payment processors
    • More hooks and filters
    • No index on estimates and invoices!
    • Paypal line items will not longer use qty since PP prevents fractions (now?)
    • Some themes don’t register their scripts and styles correctly, so unregistering them comes later on wp_print_scripts
    • Some themes don’t register their scripts and styles correctly, so unregistering them comes later on wp_print_scripts
  • Fix:

    • Deposit function adjustments
    • Paypal balance calculation fix
    • Paypal qty fraction fix.
    • Misc. errors and notices
    • Estimates/Invoices auto-draft bug when doc isn’t saved first
    • Other minor bug fixes
    • Critical Paypal EC update to capture payment

1.1.3

  • Change:

    • New hooks for estimates and invoice templates
    • Starting to create some unit tests
    • Doc changes
  • Fix:

    • Fix qtip
    • Total calculation issue with template tag

1.1.2

  • Change:

    • No index on estimates and invoices!
    • Paypal line items will not longer use qty since PP prevents fractions (now?)
    • Some themes don’t register their scripts and styles correctly, so unregistering them comes later on wp_print_scripts
  • Fix:

    • Deposit function adjustments
    • Paypal balance calculation fix
    • Paypal qty fraction fix.
    • Misc. errors and notices
    • Estimates/Invoices auto-draft bug when doc isn’t saved first
    • Other minor bug fixes

1.1.1

  • Fix:
    • Estimates slug not created
    • Clone warning (strict notices)
    • Other minor bug fixes
    • Better support for sites without permalinks setup

1.1.0.1

  • Fix:
    • Saving error
    • Line item width after payment

1.1

  • Features:

    • Improved Invoice and Estimate templates
    • Client specific invoice templates
    • Client specific estimate templates
    • Customizable money formats
    • Improved multi-currency support
    • Client specific money format
    • Client specific currency code for payment processing
    • minor UI improvements
  • Fix:

    • Few error prevention updates

1.0.10.3.2

  • Fix
    • Freshbooks payment import fix. FBAPI uses an unconventional amount format (i.e. 353634.980)

1.0.10

  • Fix
    • Client could have non-user_ids associated
    • Handle text input with bad formatting better

1.0.9.1

  • Fix
    • Deposits bug for free versions
    • Tasks clarification for free version
    • Allow for deletion with new drop-down UI
  • Features
    • Custom template messaging improvements

1.0.8

  • Fix

    • Client creation via AJAX/Modal
    • Quick send bug fixes for Estimates and Invoices
    • client_name shortcode
    • Minor fixes for importing from freshbooks, harvest and WP-Invoices
  • Features

    • Major overhaul of importing from freshbooks, harvest and WP-Invoices.

1.0.7

  • Much improved importing with AJAX

1.0.6

  • Auto upgrades fix for pro users

1.0.5

  • New templating class (select the invoice/estimate template)
  • New status UI
  • Notification updates
  • Better rewrite handling
  • Minor bug fixes

1.0.2

  • Settings API improvements

1.0.1

  • Localization support!
  • Invoice/Esitmate metabox order fix
  • Translatable string improvements
  • Importer improvements
  • Invoices with Outstanding Balance have a label on mngt. screen.
  • Reports table updates
  • Fix for advanced reporting on some hosts
  • Title/Subject not showing correctly
  • Better error handling during import
  • apple_filters(‘the_content’) to the terms and notes on estimates and invoices
  • Load order update to improve add-on support

1.0

Welcome! This is a big update and a big step for us.

  • There’s a free version and most like you’re using it.
  • Import from WP-Invoice, Harvest or Freshbooks.
  • Helpers, coming before this is truly 1.0. (shush! this is really 0.9.*)
  • So many bug fixes that make this a legit 1.0 release.
  • Admin bar links.
  • Better dashboard let you know what’s up.
  • Remove some unnecessary cruft.
  • Multiple taxes

0.9.9.5 – 1.0 GM

  • Subject line fix.

0.9.10.0.5 – 1.0 GM

  • WP-Invoice Importer Bug fix: Import any type
  • WP-Invoice Importer Bug fix: Fix devision by zero error
  • WP-Invoice Importer Bug fix: Add si_default_country_code filter to set default country code.

0.9.10.0.5 – 1.0 GM

  • Strict standards fixins

0.9.9.2 – 1.0 GM

  • Some versions of PHP will bomb when checking if method_exists on a nonexistant class. Silly…

0.9.9.1

  • Minor bug fixes

0.9.9

  • Plugin updates fix
  • Add-ons not loading, e.g. Stripe.

0.9.8.6

  • Dashboard fix

0.9.8.6

  • Import progress fix.

0.9.8.6

  • Fix deposit and cleanup files

0.9.2

  • Admin bar links
  • Additional hooks and filters required by submission integration add-on
  • Minor updates

0.9.1

  • Line Item UI changes.
  • Invoice Style fixes
  • Plugin updater conflict.
  • Better documentation and linking to site.

0.9

  • Initial Release

0.9.1.1

  • Remove debugging logs from release branch.