Bill clients on your own WordPress site — invoices, quotes, payments, recurring billing.
Run a real billing office from WordPress: build invoices, send quotes, take card payments, and let clients self-serve a portal. The free plugin ships PayPal & Manual gateways. Easy Invoice Pro unlocks Stripe, Square, Authorize.Net, Mollie, Bank Transfer, Cheque, Cash, recurring & subscription billing, partial payments, deposits, the Item Library, and the Template Builder.
New here? Jump to Install, then read Your WordPress admin — it mirrors the Easy Invoice sidebar one-to-one.
What you need to run Easy Invoice:
Browse the docs
Install & setup
Free + Pro ZIP, license, default pages, permalinks, and the first send.
Get started →🧭Your WordPress admin
Plain map of Dashboard, Invoices, Quotes, Payments, Clients, Reports, Settings, License — exactly how the Easy Invoice menu labels them.
Match the sidebar →🧾Invoices
Builder, line items, taxes, discounts, currency, numbering, statuses (paid / unpaid / pending bank / pending cheque), and PDF export.
Build invoices →📝Quotes / estimates
Send a quote first, accept / decline online, and one-click convert to an invoice. Free in core.
Send quotes →👥Clients & portal
Clients are mapped to WordPress users. Pro adds a hosted client portal — login, profile, invoice list, payment history.
Run a portal →Pro extra💳Payments
Free: PayPal & Manual. Pro: Stripe, Square, Authorize.Net, Mollie, Bank Transfer, Cheque, Cash, Moneris.
Configure gateways →Pro🔁Recurring & subscriptions
Schedule repeating invoices and subscription billing. Cron-driven generator with deposit / partial-payment options.
Schedule billing →Pro extra✉️Email & notifications
Edit the templates Easy Invoice sends. Pro adds advanced reply-to, branding, and reminder cadences.
Send emails →Pro💎Pro features overview
Template Builder, Item Library, Custom Permalinks, PDF Enhancements, Privacy & Access — every Pro module.
Explore Pro →📋All Pro features
Flat catalog. One card per Pro feature, plus the plan tier matrix for Personal / Professional / Agency.
See the matrix →⚙️Shortcodes
[easy_invoice_url], [easy_quote_url], [easy_invoice_login], [easy_invoice_profile], [easy_invoice_client_login].
Hooks & filters
Actions and filters that let you extend invoices, quotes, payments, emails, gateways, and the public single template.
Extend Easy Invoice →🔌AJAX & webhooks
Easy Invoice doesn't register custom REST routes. It uses admin-ajax.php actions and gateway webhooks (Stripe, Mollie, Square, Authorize.Net).
FAQs
Free vs Pro, PDF on the client, currencies, taxes, GDPR, multisite, and the most-asked billing questions.
Find answers →🛠️Troubleshooting
Permalinks, missing PDF, gateway sandbox, blank reports, role / capability oddities, and recurring cron issues.
Fix issues →💬Get support
WordPress.org forum, MatrixAddons support portal, Pro priority help, and how to file a useful bug report.
Contact us →Free vs Pro at a glance
| Capability | Free | Pro |
|---|---|---|
| Unlimited invoices, quotes, clients | ✅ | ✅ |
| Drag-and-drop invoice builder | ✅ | ✅ |
| Line items, taxes, discounts (before / after tax) | ✅ | ✅ |
| Multi-currency (per invoice) | ✅ | ✅ |
| Auto-numbering with prefix | ✅ | ✅ |
| Client-side PDF export (jsPDF) | ✅ | ✅ |
| Quotes / estimates (accept / decline / convert) | ✅ | ✅ |
| Payments CPT (mark paid, refund, partial paid) | ✅ | ✅ |
| Reports dashboard (revenue, status, payment methods) | ✅ | ✅ |
| Free gateways: PayPal & Manual | ✅ | ✅ |
| Custom email templates (invoice, quote, payment, reminders) | ✅ | ✅ |
| Daily payment-reminder cron (manual flows) | ✅ | ✅ |
| Stripe, Square, Authorize.Net, Mollie, Bank, Cheque, Cash, Moneris | — | ✅ |
| Recurring invoices | — | ✅ |
| Subscription invoices | — | ✅ |
| Partial payments | — | ✅ |
| Deposit invoices | — | ✅ |
| Additional tax (extra rates / rules) | — | ✅ |
| Item Library (saved line items) | — | ✅ |
| Template Builder (custom invoice templates) | — | ✅ |
| Custom & secure permalinks for invoice/quote URLs | — | ✅ |
| PDF Enhancements (watermarks, options) | — | ✅ |
| Email Enhancements (reply-to, branding) | — | ✅ |
| Privacy & Access (gated downloads, login required) | — | ✅ |
| Client portal (hosted login + invoice list + profile) | — | ✅ |
| CSV export of invoices / payments | — | ✅ |
| Duplicate invoices & quotes (one click) | — | ✅ |
| Receipt generation | — | ✅ |
| Pro Settings & Translations submenus | — | ✅ |
Pro plans (Personal / Professional / Agency) all unlock the same feature set in the current build — they differ on license seats and support priority. See the pricing page for the latest.
Need help fast?
- 📖 Start with Installation and the Quick start.
- 🐛 File issues on the WordPress.org support forum.
- 💎 Pro license holders get priority support.