Easy Invoice Docs

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Clients & Client Portal ​

Every invoice and quote in Easy Invoice is sent to a Client. Clients are stored separately from your line items so you don't have to retype their address each time.

WP Admin → Easy Invoice → All Clients.

All Clients — list view with search and quick actions

1. Add a Client ​

WP Admin → Easy Invoice → All Clients → Add New Client.

Identity fields ​

FieldWhy
First NameThe contact person's first name.
Last NameThe contact person's last name.
Business NameTheir company name. If empty, invoices show First + Last.
EmailWhere invoice/quote emails go. Required if you want to send emails.
PhoneOptional. Printed on invoices.
WebsiteOptional. Printed on invoices.

Billing address ​

FieldWhy
Address Line 1 / 2Street address printed on the invoice.
City / State / Postal Code / CountryRequired in most countries for tax compliance.

Tax / VAT ​

FieldWhy
Tax ID / VAT NumberThe client's VAT/GST number — required when issuing tax-reverse-charge invoices in the EU, reciprocal compliance in Canada, etc.

Shipping address (optional) ​

A second address used for B2B clients who have a separate "ship to" location.

Notes (private) ​

Internal notes — never shown to the client. Use for "prefers email over phone", "finance contact is Sarah", etc.

2. Client list view ​

WP Admin → Easy Invoice → All Clients:

  • Search box (matches name, email, business name)
  • Per-row counters: total invoices, total paid, total outstanding
  • Row actions: View, Edit, Delete

Click View to open a single-client overview with their full invoice and quote history.

3. The Client Portal PRO ​

The free plugin sends invoices via email links — clients view, pay, and download from those links. Easy Invoice Pro adds a hosted Client Portal where clients can:

  • Log in with their email
  • See all their invoices and quotes in one dashboard
  • Download PDFs
  • Pay any open invoice
  • Track payment history
  • Update their profile

Set it up ​

  1. Activate Easy Invoice Pro.
  2. Create a WordPress page and add this shortcode: [easy_invoice_profile].
  3. Save / Publish the page.
  4. Add a link to it from your main menu (e.g. My Account or Customer Portal).

When a client receives their first invoice email, Easy Invoice automatically creates a WordPress user account for them (role: Easy Invoice Client) and includes a magic login link they can click to access the portal without a password.

Available portal shortcodes ​

ShortcodeWhat it renders
[easy_invoice_profile]The full client portal page (dashboard + invoices + quotes + profile editor).
[easy_invoice_client_login]A standalone login form (email + magic link).
[easy_invoice_login]Alias for the login form.
[easy_invoice_url id="123"]Renders a link to a specific invoice.
[easy_quote_url id="456"]Renders a link to a specific quote.

See Shortcodes for the full reference.

Restrict invoices to logged-in clients ​

In the Pro Privacy settings, tick Require login to view invoices. Clients must then log in via the magic link or password before they can see any invoice. Useful for medical, legal, or financial documents.

ProClient portal, magic-link login, login restriction, and private invoices are all Easy Invoice Pro features. Upgrade to Easy Invoice Pro →

4. Client tips ​

  • Always set an email. Without it, the Send Email button can't do anything.
  • Use Business Name for B2B clients. Invoices look more professional with Acme Co. than John Smith for corporate clients.
  • Keep notes — your future self will thank you when you're trying to remember why this client always pays late.
  • Tax ID compliance — in the EU, an invoice missing the recipient's VAT number for a reverse-charge transaction can be rejected by tax authorities.

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