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ProThis page is the guided tour of Easy Invoice Pro. For the flat catalog (one card per feature), see All Pro features.View pricing & buy →

Pro features overview

Easy Invoice Pro is one plugin that adds about 20 modules to the free core. Activating Pro unlocks every module — there's no per-feature toggle on the website. Modules expose their settings under Easy Invoice → Settings as new tabs (PDF Options, Permalinks, Privacy & Access, Email Options, Pro Settings, Translations).

Payments

Pro gateways

Eight new gateways unlock when Pro is active:

  • Stripe — cards, Apple Pay, Google Pay, Link.
  • Square — US/CA/UK/AU/JP processing.
  • Authorize.Net — US AIM + CIM.
  • Mollie — SEPA, iDEAL, Bancontact, card.
  • Bank Transfer — display IBAN/SWIFT, mark paid manually.
  • Cheque — show mailing address, mark paid on receipt.
  • Cash — in-person, mark paid manually.
  • Moneris — Canadian card processing.

Configure under Settings → Payment. See Payment gateways for full setup.

Partial payments

Let clients pay any amount toward an invoice. The remaining balance stays open and can be paid later via the same public link.

Set up under Settings → Partial Payments. See Payments → Partial payments.

Deposit invoices

Charge a deposit (e.g. 50% upfront) and bill the balance later. Multi-stage support (e.g. 30/40/30).

Set up under Settings → Deposit Invoices. See Payments → Deposit invoices.

Billing

Recurring invoices

Generate the next invoice on a schedule (daily / weekly / monthly / yearly). Cron-driven, with stop conditions (after N invoices or by date).

See Recurring & subscriptions for full setup.

Subscription invoices

Recurring with auto-charge — the gateway charges automatically each cycle. Trial periods, setup fees, and cycle limits all supported.

Set up under Settings → Subscription Invoices.

Productivity

Item Library

Saved line items with default price, tax, description. Recall on any invoice — type two characters and the line autocompletes.

Open Easy Invoice → Item Library to manage. Storage: WP options key easy_invoice_pro_saved_items.

Template Builder

Drag-drop builder for custom invoice and quote templates. Add header blocks, footer notes, accent colours, alternate row layouts.

Open Easy Invoice → Template Builder.

Duplicate invoices & quotes

A Duplicate button on every invoice / quote edit page. Clones every line, currency, client; status resets to draft. Useful for retainers and standardised projects.

Receipt generation

When a payment completes, Pro can generate a separate Receipt document (independent from the invoice PDF). Action easy_invoice_pro_receipt_generated fires for extension.

CSV export

Bulk export invoices, quotes, payments, or clients as CSV — handy for accounting tools or migrating to a new system. Easy Invoice → All Invoices → Export.

Tax

Additional tax

Stack multiple tax rates — useful for "GST + State Tax", "VAT + service charge", or multi-jurisdiction work.

Set up under Settings → Tax → Additional tax (visible only with Pro active).

URLs

Replace /invoice/<slug> with your own structure (e.g. /billing/<slug>). And secure mode hashes the slug so that random visitors can't brute-force invoice IDs.

Set up under Settings → Permalinks.

Documents

PDF Enhancements

Adds:

  • Watermark text (e.g. PAID / DRAFT / CONFIDENTIAL).
  • Per-template PDF options.
  • Header / footer alignment.
  • Custom font selection.

Set up under Settings → PDF Options.

Email Enhancements

Adds:

  • Per-template reply-to email.
  • Brand-colour controls (header / button / accent).
  • Invoice PDF as attachment.
  • Partial payment receipt template.
  • Recurring invoice notice template.
  • Deposit invoice notice template.
  • Full payment-reminder cadence (before / on / after due).

Set up under Settings → Email Options.

Client portal

Hosted portal

Self-service area where clients log in, see every invoice and quote, and download PDFs. Uses three shortcodes ([easy_invoice_login], [easy_invoice_profile], [easy_invoice_client_login]) you place on regular WP pages.

See Clients & portal.

Tokenised login URL — append ?client_token=xxx and the client is auto-logged in (single-use, expires).

Security & privacy

Privacy & Access

Adds:

  • Login required to view invoice URLs.
  • Token-based access (hash-protected slugs).
  • GDPR exporter — exports a client's invoices/quotes/payments via WordPress's Tools → Export Personal Data.
  • PDF download gatingeasy_invoice_can_download_pdf filter for fine-grained control.

Set up under Settings → Privacy & Access.

Branding & i18n

Translations

Pro Translations submenu lets you customise every UI label (button text, status labels, table headers) without editing PHP. Strings flow into the standard WP translation pipeline.

Open Easy Invoice → Pro Settings → Translations.

White label

PDF and email templates support custom logos, accent colours, and footer text. Combined with Email Enhancements, you can fully white-label outbound documents.

License & updates

License manager

Activate / deactivate / check license status. Pro updates only show up when license is active.

Open Easy Invoice → License. Daily license check via cron (easy_invoice_pro_daily_license_check).

Plan tiers

Easy Invoice Pro is sold in three tiers — they all unlock the same feature set; they differ on license seats and support priority:

PlanSitesSupportAnnual price (USD)
Personal1Standardsee pricing
Professional5Prioritysee pricing
Agency25Priority + onboardingsee pricing

The price IDs (1, 2, 3) on the EDD checkout map to Personal / Professional / Agency. The PHP code doesn't gate features per tier — every active license enables every Pro module.

Where to go next