Easy Invoice turns your WordPress site into your invoicing system. Create invoices and quotes, send them as PDFs, take payment on the invoice page and keep every client’s history in one place — with no per-document limits, no watermarks and no trial period. It is built for freelancers, consultants,
PricingFree downloadThe WordPress.org download is free. Pro versions, add-ons or external services may cost extra.
CompatibilityRequires WordPress 6.0 and PHP 7.4.
SourceWordPress plugins · Nov 10, 2026
01 / Source details
Aboutthistool.
Easy Invoice turns your WordPress site into your invoicing system. Create invoices and quotes, send them as PDFs, take payment on the invoice page and keep every client’s history in one place — with no per-document limits, no watermarks and no trial period.
It is built for freelancers, consultants, agencies and small businesses that would rather not pay a monthly fee for a separate invoicing service, and for developers who want invoicing that follows WordPress conventions: custom post types, capabilities, hooks, a REST API and coding standards.
Live demo · Documentation · Product page & Pro pricing · Support forum
What the free plugin does
Invoices and quotes
Unlimited invoices and quotes, with automatic numbering and your own prefix — numbers stay unique even when two people save at the same moment
Line items with quantities, per-line or global tax, and discounts calculated before or after tax
Convert an accepted quote into an invoice in one click; duplicating documents comes with Pro
Credit notes against issued invoices; client statements with running balances
Notes, terms, due dates and payment instructions per document; default terms in Settings
PDF and print
PDFs are rendered on the server (real, selectable text) with your logo and business details
Two invoice designs, Standard and Legacy (and two of the four quote designs); any Pro plan unlocks all nine — modern, classic, minimal, corporate, professional, elegant, creative and more
Rename any label (“Grand Total”, “Net”, your language) without touching code
Download from the admin, from the public invoice page, or through the REST API
Getting paid
PayPal checkout with a Pay Now button on every invoice
Bank transfer, cheque, cash and any offline method you add (ACH, wire…) — the client sees your instructions, sends a reference and a receipt, and you confirm the payment from the Payments screen
Payment history with partial, paid and overdue states
Clients
Unlimited client records with billing details and a complete per-client history
Invoice and quote emails with the PDF attached, from templates you edit
Every emailed link carries a private access key: a document is shown to you, to the signed-in client it belongs to, or to someone with the emailed link — never to whoever guesses a URL
Import from Sliced Invoices or Sprout Invoices in one click, or from CSV files with downloadable templates
Localisation
121 currencies, with symbol, position, decimals and separators set per document
Dates in the site’s timezone; translation-ready (text domain easy-invoice )
Multisite compatible
For developers
REST API for invoices, quotes, clients and PDFs — API reference
Migration from Sliced Invoices and Sprout Invoices built in
Actions and filters at every step; documents are custom post types you can query
Tested with 10,000 invoices and 10,000 quotes on one site: every admin screen stays under a second
Easy Invoice Pro: 26 addons, switch on what you need
Easy Invoice Pro is a separate plugin that adds addons on top of the free one. Each addon has its own on/off switch under Easy Invoice → Addons ; an addon you leave off loads no code and runs no queries. Pro requires Easy Invoice 2.4.0 or newer.
Personal — 16 addons, available as soon as Pro is installed (no licence key needed); switch on the ones you want one by one
Recurring Invoices & Subscriptions — set the frequency, start date and number of occurrences; each invoice is generated and emailed on schedule, and can be charged to a card the client saved with Stripe (auto-charge is off until you switch it on)
Partial Payments & Deposits — require a deposit, let clients pay the balance in instalments
Client Portal — clients sign in to view their invoices and quotes, download PDFs and see their payment history
PDF Toolkit — watermarks on every PDF: an automatic status stamp (PAID, OVERDUE, DRAFT and more) or your own text or image, with colour, size and opacity
Custom Invoice & Quote Templates — a visual builder for your own layouts
Item Library — saved products and services with name, description, price and quantity, inserted in one click
Bulk Email & Export — email batches of invoices; export selected rows or everything to CSV
Additional Tax Lines — one more named tax on top of the standard one (VAT + IRPF, GST + PST), with its own rate and its own line
Email Enhancements — your own HTML email layout; replies routed by kind
Secure Links — random, expiring document URLs in place of predictable permalinks
Payment Links & QR Codes — a link or QR code for a fixed or open amount, usable anywhere
Quote E-Signatures — clients sign when they accept a quote; signature, name, time and connection recorded
Quote Request Forms — WPForms, Gravity Forms, Contact Form 7 or Fluent Forms submissions become draft quotes
WooCommerce Invoicing — an invoice for every paid order; refunds become credit notes
Reports & Analytics — revenue, outstanding balances, per-client performance, month-by-month profit and loss (costs are included when Expense Tracking is on)
Privacy & GDPR — client documents included in WordPress personal-data export and erasure requests
Pro payment gateways (alongside the free PayPal, bank transfer, cheque and cash): Stripe (cards, Apple Pay, Google Pay, Link, 3-D Secure), Square, Authorize.Net, Mollie (SEPA, iDEAL, Bancontact, Klarna), Paystack (cards, bank transfer, USSD, mobile money) and Moneris.
Professional — 6 more addons, with a Professional licence
Time Tracking & Project Billing — start/stop timer, per-project and per-client entries, one click to invoice lines
Expense Tracking — billable expenses with receipts and markup, rolled into invoices
Smart Reminders & Late Fees — a multi-step reminder cadence and automatic late fees
E-Invoicing — two formats: Factur-X PDFs (the same format as ZUGFeRD, EN 16931) and Peppol UBL, for public-sector and EU customers
Client Language — every document for a client, page, PDF and email, produced in the client’s language
Retainers & Prepaid Credit — record a prepayment (an amount of money) against a client and draw it down invoice by invoice
Agency — 4 more addons, with an Agency licence
White-Label & Brand Override — your name, menu, icon, PDF footer and email footer; every upgrade prompt hidden
Team Members & Audit Log — EI Manager, EI Accountant, EI Sales and EI Viewer roles, and a log of every action you can filter by user and action
Accounting Sync — push invoices and payments to QuickBooks Online, Xero or FreshBooks from a background queue (push only)
Webhooks & Zapier — invoice-paid, quote-accepted and recurring-invoice events to any URL, HMAC-signed with retries; drops into Zapier, Make or n8n
See plans and pricing — every Pro plan has a 14-day money-back guarantee. Upgrading keeps every invoice, quote, client and payment the free plugin created.
Who uses Easy Invoice
Freelancers — quote, invoice and collect payment from one screen
Agencies and studios — per-client history, statements, deposits and a client portal
Shops and B2B sellers — proper invoices for WooCommerce orders and everything the cart can’t bill
Consultants and service firms — billed hours, expenses, retainers and e-invoices for larger customers
Privacy
Easy Invoice stores everything in your own WordPress database and sends nothing to us. The plugin contacts outside services only when you use them: the payment gateway you configure (PayPal in the free plugin), and the WordPress.org update check that every plugin performs. Card details never touch your site — they are handled by the gateway. With the Pro Privacy & GDPR addon, a client’s invoices, quotes and payments are included in WordPress’s personal-data export and erasure requests.
Translations
Easy Invoice is translation-ready (text domain easy-invoice , .pot in /languages ). Translate it with Loco Translate, Poedit or on translate.wordpress.org .
See it in action
Screenshots & previews.
Dashboard — outstanding, paid and overdue at a glance, monthly revenue and recent invoicesInvoices — filters by status, search, bulk actions and pagination that stays fast with thousands of documentsInvoice builder — client, line items, taxes and discounts with a live preview of the chosen designPublic invoice page — what the client sees from the emailed link, with the payment panel open on bank transferQuotes — status filters, conversion to invoice, expiry trackingQuote builder — the same editor, with expiry date and acceptance flowPayments — every payment with its method and status; an offline payment arrives with the client's reference and receipt for you to confirm or rejectClients — records with business name, contact details, statements and balancesSettings → Payment Methods — PayPal, bank transfer, cheque, cash, and offline methods you add yourself (ACH, wire transfer), each with its own instructions and receipt settingCredit notes — correct an issued invoice without editing it away; the credit is recorded against the originalClient statement — every invoice, payment and credit note in date order with a running balance, exportable as PDFImport — bring invoices, quotes, clients and payments from Sliced Invoices, Sprout Invoices or a CSVAdd-ons — 26 add-ons with their own on/off switches; the ones you leave off add no overheadEasy Invoice – Invoice Generator, PDF Quotes & Payments screenshot 14
02 / Source details
Gettingstarted.
01In your WordPress admin go to Plugins → Add New , search for “Easy Invoice”, click Install Now , then Activate . (Or upload the zip under Plugins → Add New → Upload Plugin .)
02Open Easy Invoice → Settings and enter your business name, address, logo, currency and default terms.
03Under Settings → Payments , connect PayPal and/or enable bank transfer, cheque and cash.
04Go to Easy Invoice → Clients and add a client, then Easy Invoice → Invoices → Add New to create your first invoice. Send it from the invoice screen; the client receives an email with the PDF and a private link.
Requirements: WordPress 6.0 or newer, PHP 7.4 or newer. Any properly coded theme or page builder.
Easy Invoice Pro: install the Pro plugin from your purchase email next to the free one, then switch on the addons you want under Easy Invoice → Addons . Pro needs Easy Invoice 2.4.0 or newer.
03 / Source details
Frequently asked questions.
Is the free plugin limited in any way?
No. Unlimited invoices, quotes, clients and PDFs, with no watermark and no time limit. Pro adds optional addons, and unlocks all nine PDF designs (the free plugin has two) and duplicating invoices and quotes.
Which payment methods can clients use?
Free: PayPal, plus bank transfer, cheque, cash and offline methods you define yourself (ACH, wire transfer…) — clients send a reference and receipt, you confirm from the Payments screen. Pro adds Stripe, Square, Authorize.Net, Mollie, Paystack and Moneris.
Are there transaction fees?
None from Easy Invoice. Your payment gateway charges its own fees.
Can clients pay in instalments, or pay a deposit first?
Yes, with the Partial Payments & Deposits addon (Pro, Personal tier).
Can I set up recurring invoices?
Yes, with the Recurring Invoices & Subscriptions addon (Pro, Personal tier): invoices are generated and emailed on the schedule you set (frequency, start date and number of occurrences). An invoice can also be charged automatically to a card the client saved with Stripe; auto-charge is off until you switch it on.
Can I customise the invoice design?
The free plugin ships two invoice designs, Standard and Legacy, and lets you add your logo, business details and renamed labels; any Pro plan unlocks all nine designs. The Pro PDF Toolkit adds watermarks; the Custom Templates addon adds a visual layout builder.
Can I issue a credit note or a statement?
Yes, both are in the free plugin: credit notes are issued against a paid or partly paid invoice from the invoice screen, and a client statement (with running balance) is available from the client record.
Are invoice links safe to email?
Yes. Since 2.4.0 every invoice and quote link carries a per-document access key. A document is shown only to you, to the signed-in client it belongs to, or to someone opening the emailed link — never to anyone who guesses a URL. Links sent before 2.4.0 show a page that offers to email a fresh link to the address the document was issued to.
I see “Page not found” when opening an invoice.
Go to Settings → Permalinks and click Save Changes once — this refreshes WordPress’s URL rules. If you use a caching plugin, clear its cache.
Can I import data from another invoicing plugin or a spreadsheet?
Yes. Easy Invoice → Import migrates directly from Sliced Invoices and Sprout Invoices (with a dry-run count first), and accepts CSV files of clients and invoices — download the CSV templates from the same screen. Exporting to CSV is part of the Pro Bulk Email & Export addon.
Does it work with WooCommerce?
The free plugin runs alongside WooCommerce without conflict. The Pro WooCommerce Invoicing addon creates an Easy Invoice invoice for every paid order and turns refunds into credit notes.
Does it work on multisite?
Yes. Each site keeps its own invoices, clients and settings.
Is there a REST API?
Yes — invoices, quotes, clients and PDFs, authenticated with WordPress application passwords. See the API reference .
How does the Pro addon system work?
Pro is one plugin containing 26 addons. Under Easy Invoice → Addons you switch each one on or off. The 16 Personal addons are available as soon as Pro is installed, and you switch on each one you want; Professional and Agency addons need a licence of that tier. An addon you leave off loads no code.
What if I update Pro before the free plugin?
Pro 2.3.0 needs Easy Invoice 2.4.0. If Pro is updated first it stays inactive with a notice until the free plugin is updated, and the secure links your clients already hold keep working meanwhile.
What happens to my data if I stop paying for Pro?
Nothing is deleted. Personal addons keep working; Professional and Agency addons pause until the licence is renewed. Every document stays in your database and the free plugin continues to work with it.
How do I report a security issue?
Please do not open a public forum thread. Report it through the Patchstack Vulnerability Disclosure Program , which validates reports and coordinates the fix with us, or use the contact form .
Where do I get help?
The documentation covers setup and every addon. Free users: the WordPress.org support forum . Pro customers: priority support from the account area .
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