Easy Invoice Docs

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Quick start ​

First time in WordPress? Open Your WordPress admin in another tab — it maps every Easy Invoice menu item to the matching docs page.

This walkthrough takes about 10 minutes and ends with a real invoice in a client's inbox.

1. Company & defaults ​

Open Easy Invoice → Settings → Company.

Fill in:

  • Company name — appears on the invoice header.
  • Address — multi-line.
  • Email & phone — also used as the reply-to.
  • Logo — upload from Media Library; sized to fit the invoice header.
  • Tax ID / VAT — printed under company info on the invoice.

Click Save.

2. Currency & numbers ​

Open Easy Invoice → Settings → Currency.

SettingWhat it does
Currency codeISO 4217 (USD, EUR, GBP, INR, NPR…).
Currency positionBefore / after, with / without space.
Thousand separator, .
Decimal separator. ,
Decimal precision0–4 (default 2).

Per-invoice currency override is supported — handy when you bill some clients in EUR and others in USD.

3. Invoice numbering ​

Open Easy Invoice → Settings → Invoice.

SettingDefaultNote
Invoice prefixINV-Visible to the client.
Next invoice number1Auto-increments each save.
Auto-increment toggleOnTurn off only if you manually number.

Quotes have an analogue under Settings → Quote (default prefix QUO-).

4. Tax (if you charge any) ​

Open Easy Invoice → Settings → Tax.

  • Enable tax — global toggle.
  • Tax entry method — Item (per line) or Subtotal (one rate at the bottom).
  • Default tax rate — e.g. 13 for 13 %.
  • Default tax name — e.g. VAT, GST, Sales Tax.

Pro Easy Invoice Pro adds the Additional Tax module for multiple stacked rates with rules — see Pro features overview.

5. Connect a payment method (free starts with PayPal) ​

Open Easy Invoice → Settings → Payment.

The free plugin includes:

  • PayPal Standard — paste your PayPal email; toggle sandbox while testing.
  • Manual — for offline / cash / "I'll send a wire" flows.

Pro unlocks Stripe, Square, Mollie, Authorize.Net, Bank Transfer, Cheque, Cash, and Moneris — see Payment gateways.

6. Customize the invoice email ​

Open Easy Invoice → Settings → Email → Invoice Available.

You'll see:

  • Subject — supports merge tags (e.g. {invoice_number}).
  • Heading — the H1 inside the email body.
  • Body — full HTML with merge tags.

A typical first edit: change Dear {client_name}, your invoice is ready. to your own house-style copy. Save.

The full list of merge tags lives in Email & notifications.

7. Build your first invoice ​

Open Easy Invoice → Add New.

  1. Pick or create a Client (clients are WordPress users — see Clients & portal).
  2. Set the Invoice date and Due date.
  3. Add line items — name, quantity, unit price, optional tax / discount per line.
  4. Pick a Currency (override the default if needed).
  5. Add private notes (admin-only) and customer notes (printed on the invoice).
  6. Click Save.

The invoice now exists as a draft post-status with _payment_status = unpaid.

8. Send the invoice ​

From the invoice edit page:

  • Click Send to Client — fires the configured email template, switches the status to Sent, and posts the public link.
  • Or copy the public URL from the right-hand sidebar and send manually.

The invoice URL is https://yoursite.com/invoice/<slug> by default. Pro turns this into a hash-protected slug under Settings → Permalinks if privacy matters.

9. Mark a payment ​

When the client pays:

  1. Open Easy Invoice → Payments → Add New.
  2. Pick the invoice from the dropdown (search by invoice number).
  3. Pick the payment date, gateway, amount.
  4. Click Save.

The invoice's _payment_status flips to completed and the Reports dashboard updates.

Refunds are a status change on the Payment record (see Payments).

10. Check Reports ​

Open Easy Invoice → Reports for revenue charts, status breakdown, and payment-method mix. Charts render with Chart.js in the browser — no server-side rendering.

Where to go next ​