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Frequently asked questions ​

Getting started ​

Is Easy Invoice really free? ​

Yes. The core plugin is GPLv2-or-later, lives on WordPress.org, and ships unlimited invoices, quotes, clients, PayPal, and a manual payment method out of the box.

Do I need Easy Invoice Pro? ​

Get Easy Invoice Pro if you need any of:

  • Pro payment gateways — Stripe, Square, Mollie, Authorize.Net, Paystack, Moneris, Bank Transfer, Cheque, Cash
  • Personal-tier addons (free with the Pro plugin, no license required): Recurring Invoices, Partial Payments & Deposits, Client Portal, PDF Toolkit, Bulk Email & Export, Item Library, Custom Invoice & Quote Templates, Additional Tax Lines, Email Enhancements, Privacy & GDPR Tools, Reports & Analytics
  • Professional tier (with license): Time Tracking & Project Billing, Smart Reminders & Late Fees, Priority Support
  • Agency tier (with license): White-Label, Team Members & Audit Log, Webhooks & Zapier

Otherwise the free plugin handles unlimited basic invoicing with PayPal and Manual payment methods.

Does Personal-tier really come free with the Pro plugin? ​

Yes. Once you install Easy Invoice Pro, all 12 Personal-tier addons unlock automatically — no license key required. A license key only unlocks the higher Professional and Agency tiers. This is a deliberate design choice so you can buy Pro once and get the most-requested addons (recurring billing, client portal, secure links, reports, etc.) without any extra steps.

Does Pro work without Free? ​

No. Easy Invoice Pro requires the free plugin to be active. Activating Pro without Free auto-deactivates Pro and shows an admin error.

How do I turn an addon on or off? ​

Go to Easy Invoice → Addons in your WordPress admin. Each addon has a card with an Activate / Deactivate button. Toggle changes take effect on the next page load.

Disabled addons contribute zero PHP, zero database queries, and zero hooks to your site — so leaving an addon off has zero performance cost. Only turn on what you actually use.

Will my existing Pro features break after the addon-system upgrade? ​

No. A one-time migration runs automatically on the next admin page load after you upgrade to Easy Invoice 2.3.0+. It auto-enables every addon for features you were already using, so nothing stops working. You can then customize what's enabled from Easy Invoice → Addons.

Versions & compatibility ​

What WordPress / PHP versions are required? ​

  • WordPress 5.6+.
  • PHP 7.4+ (the bundled Composer manifest is stricter at 7.2; we use the readme value for documentation).

Does Easy Invoice support multisite? ​

Yes — install network-wide and activate per site. Each site has its own settings, invoices, and license activation.

Block editor / Gutenberg compatible? ​

Yes for general WordPress pages. Easy Invoice itself doesn't ship Gutenberg blocks — use the shortcodes inside any block that supports shortcodes.

Money & numbers ​

Can I bill in multiple currencies? ​

Yes. Set a default currency under Settings → Currency, and override it per invoice/quote in the builder.

Decimal precision and rounding? ​

Configurable from 0–4 decimals (default 2). All math uses standard PHP arithmetic — there's no banker's rounding or currency-specific handling.

Can I auto-apply tax based on the client's country? ​

The free plugin supports global tax + per-line taxable. Pro's Additional Tax module adds rule-based stacking (e.g. State + Federal). For full automatic tax (TaxJar / Avalara), use a separate WordPress plugin alongside Easy Invoice — it'll write its result into the invoice tax field.

Year-restart numbering (e.g. INV-2026-0001)? ​

Bake the year into the prefix manually each January and reset the next number to 1. The free plugin doesn't auto-restart per year.

PDFs ​

Why is the PDF generated in the browser? ​

Easy Invoice uses client-side jsPDF + html2canvas (includes/Helpers/PdfHelper.php:78–86) instead of server-side libraries (Dompdf, mPDF). Pros: no shared-host PHP memory issues, no font shipping, immediate rendering. Cons: very-long invoices (50+ line items) can be slow on weak machines.

Can I attach the PDF to the invoice email? ​

Pro Email Enhancements adds an "Attach invoice PDF" toggle per template. The free plugin sends the email with a link only.

Can I add a watermark to the PDF? ​

Pro PDF Enhancements adds watermarks ("PAID" / "DRAFT" / custom text), font selection, and per-template options. Settings → PDF Options.

Stripe / SCA / 3-D Secure ​

Does Stripe support SCA / 3-D Secure? ​

Yes — Pro uses Stripe Payment Intents, which automatically trigger 3-D Secure when the issuer requires it. No extra config needed.

What about Apple Pay / Google Pay? ​

Stripe Payment Element supports both. They appear automatically on supported devices.

Stripe shows up but redirects don't return to my invoice ​

Check that your site URL matches across WordPress (Settings → General) and your Stripe dashboard. Mismatches send the redirect to the wrong host.

Quotes ​

Can the client e-sign the quote? ​

There's no built-in e-signature field. Use a separate plugin (DocuSign, WP eSignature) for legally-binding signatures — embed its shortcode under the quote line items via a custom template or hook.

Can I require approval before generating the invoice? ​

The accepted-quote → invoice conversion is manual — the new invoice starts as draft so you can tweak before sending. There's no auto-conversion in the current build.

Recurring billing ​

Free vs Pro: which does what? ​

  • Free: one-shot invoices only.
  • Pro: recurring invoices (manual pay each cycle) and subscription invoices (auto-charge via Stripe / Mollie).

Why do I sometimes see two invoices generated for the same template? ​

Pro defines two recurring subsystems (RecurringInvoices extension + RecurringInvoiceController). Both are usually wired in production. If you see duplicates, disable one via custom code or contact support.

Client portal ​

Where do I put the portal pages? ​

Create three regular WordPress pages and drop in the shortcodes:

  • /client-area/login → [easy_invoice_login]
  • /client-area/profile → [easy_invoice_profile]
  • /client-area/invoices → list (auto-rendered when logged in via Pro)

See Clients & portal.

Can clients pay an invoice from the portal? ​

Yes — the invoice list shows a Pay now button on every unpaid invoice; it routes to the configured gateway.

GDPR & privacy ​

Does Easy Invoice store credit-card data? ​

No. All cards go through the gateway (Stripe / Square / etc.). Easy Invoice only stores the transaction ID and last four digits on the Payment record (when the gateway returns them).

How do I export a client's data? ​

Pro Privacy & Access registers the WordPress GDPR exporter — open Tools → Export Personal Data and enter the client's email. You'll get a JSON of their invoices, quotes, payments.

Can I delete a client's data? ​

Yes — the same Privacy & Access module registers the eraser. Tools → Erase Personal Data. Note: this removes personal fields but keeps invoice records (anonymised) for accounting compliance.

Does Easy Invoice send anything to MatrixAddons / external servers? ​

Only:

  • License activation to https://store.mantrabrain.com/edd-sl-api/? (license key + site URL only).
  • Update checks via the same endpoint.

There is no usage analytics or telemetry beyond licensing.

Gateways ​

Can I use both PayPal and Stripe at once? ​

Yes. Each enabled gateway becomes a row on the public invoice page; the client picks one.

A gateway shows in settings but not on the public invoice ​

Three causes:

  1. The gateway is enabled but not configured (missing API key / credential).
  2. The currency you chose isn't supported by that gateway.
  3. The Pro license is expired (some gateways gate on active license).

See Troubleshooting.

Can I refund through Easy Invoice? ​

Refunds are two-step by design: issue the refund in the gateway's own dashboard (Stripe / PayPal / etc.), then mark the matching Payment record as Refunded in Easy Invoice. The invoice's payment status recomputes automatically.

Reports & exports ​

How are reports generated? ​

Easy Invoice → Reports queries easy_invoice_payment and easy_invoice posts and renders Chart.js charts client-side. No data is sent off-site.

Can I export to QuickBooks / Xero? ​

Pro CSV export creates a spreadsheet you can import into most accounting tools. There's no direct API integration; for that, write a custom hook against easy_invoice_payment_completed.

Migrations ​

Can I import from another invoicing plugin? ​

There's no general-purpose import wizard. Migration paths in active use:

  • From WP-Invoice / Sliced Invoices: write a custom migration script using the source plugin's CPTs and Easy Invoice's Invoice::save() API.
  • From CSV: use WP All Import with a custom field map.

The MatrixAddons team does paid migrations on the Agency plan.

Can I move from Free → Pro without losing data? ​

Yes. Activating Pro doesn't touch the free plugin's data — every invoice, quote, payment, and client stays exactly as-is. Pro just adds new menus and tabs.

Where to go next ​