---
layout: doc
title: Easy Invoice Documentation
description: Official documentation for the Easy Invoice WordPress plugin (Free + Pro).
sidebar: true
aside: false
prev: false
next:
  text: Installation
  link: /installation
---

<div class="ei-hero">
  <div class="ei-hero__copy">
    <div class="ei-hero__labels">
      <span class="ei-hero__eyebrow">Easy Invoice 2.1.x · Free core</span>
      <span class="doc-pro-pill" title="Adds Stripe, Square, Mollie, recurring, partials, deposits, item library, custom permalinks">Pro</span>
    </div>
    <h1 class="ei-hero__title">Bill clients on your own WordPress site — invoices, quotes, payments, recurring billing.</h1>
    <p class="ei-hero__lede">Run a real billing office from WordPress: build invoices, send quotes, take card payments, and let clients self-serve a portal. The <strong>free plugin</strong> ships PayPal &amp; Manual gateways. <strong>Easy Invoice Pro</strong> unlocks Stripe, Square, Authorize.Net, Mollie, Bank Transfer, Cheque, Cash, recurring &amp; subscription billing, partial payments, deposits, the Item Library, and the Template Builder.<br /><span style="margin-top:.6rem;display:inline-block;color:var(--vp-c-text-2);font-size:0.95rem;">New here? Jump to <a href="/docs/installation">Install</a>, then read <a href="/docs/admin-dashboard">Your WordPress admin</a> — it mirrors the Easy Invoice sidebar one-to-one.</span></p>
    <div class="ei-hero__actions">
      <a class="ei-btn ei-btn--primary" href="/docs/installation">Install Easy Invoice (free)</a>
      <a class="ei-btn ei-btn--ghost" href="/docs/quick-start">Setup walkthrough</a>
      <a class="doc-btn-pro" href="https://matrixaddons.com/plugins/easy-invoice/" target="_blank" rel="noopener">Get Easy Invoice Pro</a>
    </div>
    <p class="ei-hero__chip-label">What you need to run Easy Invoice:</p>
    <div class="ei-hero__chip-grid" role="list">
      <span class="ei-hero__chip" role="listitem">WordPress 5.6+</span>
      <span class="ei-hero__chip" role="listitem">PHP 7.4+</span>
      <span class="ei-hero__chip ei-hero__chip--free" role="listitem"><strong>Free</strong> PayPal · Manual</span>
      <span class="ei-hero__chip ei-hero__chip--prolane" role="listitem"><span class="doc-pro-pill">Pro</span> Stripe · Square · Authorize.Net · Mollie · Bank · Cheque · Cash · Moneris<a class="doc-pro-upgrade-link" href="https://matrixaddons.com/plugins/easy-invoice/" target="_blank" rel="noopener">Compare plans →</a></span>
    </div>
  </div>
</div>

<div class="doc-pro-banner" role="note">
  <p class="doc-pro-banner__copy"><strong><span class="doc-pro-pill">Pro</span> Need Stripe, recurring billing, partial payments, deposits, or the Template Builder?</strong> Activate Easy Invoice Pro and turn features on under <strong>Easy Invoice → Settings</strong> &amp; <strong>License</strong>. The license unlocks every Pro module on your active plan tier (Personal / Professional / Agency).</p>
  <div class="doc-pro-banner__actions">
    <a class="doc-btn-pro" href="https://matrixaddons.com/plugins/easy-invoice/" target="_blank" rel="noopener">View pricing &amp; buy</a>
    <a class="doc-btn-pro-ghost" href="/docs/features">Browse Pro features →</a>
  </div>
</div>

## Browse the docs

<div class="ei-cards">

<a class="ei-card" href="/docs/installation">
  <span class="ei-card__icon">📦</span>
  <h3>Install &amp; setup</h3>
  <p>Free + Pro ZIP, license, default pages, permalinks, and the first send.</p>
  <span class="ei-card__cta">Get started →</span>
</a>

<a class="ei-card ei-card--flagged" href="/docs/admin-dashboard">
  <span class="ei-card__icon">🧭</span>
  <h3>Your WordPress admin</h3>
  <p>Plain map of <strong>Dashboard</strong>, <strong>Invoices</strong>, <strong>Quotes</strong>, <strong>Payments</strong>, <strong>Clients</strong>, <strong>Reports</strong>, <strong>Settings</strong>, <strong>License</strong> — exactly how the Easy Invoice menu labels them.</p>
  <span class="ei-card__cta">Match the sidebar →</span>
</a>

<a class="ei-card" href="/docs/invoices">
  <span class="ei-card__icon">🧾</span>
  <h3>Invoices</h3>
  <p>Builder, line items, taxes, discounts, currency, numbering, statuses (paid / unpaid / pending bank / pending cheque), and PDF export.</p>
  <span class="ei-card__cta">Build invoices →</span>
</a>

<a class="ei-card" href="/docs/quotes">
  <span class="ei-card__icon">📝</span>
  <h3>Quotes / estimates</h3>
  <p>Send a quote first, accept / decline online, and one-click convert to an invoice. Free in core.</p>
  <span class="ei-card__cta">Send quotes →</span>
</a>

<a class="ei-card" href="/docs/clients">
  <span class="ei-card__icon">👥</span>
  <h3>Clients &amp; portal</h3>
  <p>Clients are mapped to WordPress users. Pro adds a hosted client portal — login, profile, invoice list, payment history.</p>
  <span class="ei-card__cta">Run a portal →</span>
</a>

<a class="ei-card ei-card--flagged" href="/docs/payment-settings">
  <span class="doc-card-badge-pro"><span class="doc-pro-pill">Pro extra</span></span>
  <span class="ei-card__icon">💳</span>
  <h3>Payments</h3>
  <p><strong>Free:</strong> PayPal &amp; Manual. <strong>Pro:</strong> Stripe, Square, Authorize.Net, Mollie, Bank Transfer, Cheque, Cash, Moneris.</p>
  <span class="ei-card__cta">Configure gateways →</span>
</a>

<a class="ei-card ei-card--flagged" href="/docs/recurring-invoices">
  <span class="doc-card-badge-pro"><span class="doc-pro-pill">Pro</span></span>
  <span class="ei-card__icon">🔁</span>
  <h3>Recurring &amp; subscriptions</h3>
  <p>Schedule repeating invoices and subscription billing. Cron-driven generator with deposit / partial-payment options.</p>
  <span class="ei-card__cta">Schedule billing →</span>
</a>

<a class="ei-card ei-card--flagged" href="/docs/email-settings">
  <span class="doc-card-badge-pro"><span class="doc-pro-pill">Pro extra</span></span>
  <span class="ei-card__icon">✉️</span>
  <h3>Email &amp; notifications</h3>
  <p>Edit the templates Easy Invoice sends. Pro adds advanced reply-to, branding, and reminder cadences.</p>
  <span class="ei-card__cta">Send emails →</span>
</a>

<a class="ei-card ei-card--flagged" href="/docs/third-party-integrations">
  <span class="doc-card-badge-pro"><span class="doc-pro-pill">Pro</span></span>
  <span class="ei-card__icon">💎</span>
  <h3>Pro features overview</h3>
  <p>Template Builder, Item Library, Custom Permalinks, PDF Enhancements, Privacy &amp; Access — every Pro module.</p>
  <span class="ei-card__cta">Explore Pro →</span>
</a>

<a class="ei-card" href="/docs/features">
  <span class="ei-card__icon">📋</span>
  <h3>All Pro features</h3>
  <p>Flat catalog. One card per Pro feature, plus the plan tier matrix for Personal / Professional / Agency.</p>
  <span class="ei-card__cta">See the matrix →</span>
</a>

<a class="ei-card" href="/docs/shortcodes">
  <span class="ei-card__icon">⚙️</span>
  <h3>Shortcodes</h3>
  <p><code>[easy_invoice_url]</code>, <code>[easy_quote_url]</code>, <code>[easy_invoice_login]</code>, <code>[easy_invoice_profile]</code>, <code>[easy_invoice_client_login]</code>.</p>
  <span class="ei-card__cta">View reference →</span>
</a>

<a class="ei-card" href="/docs/hooks-filters">
  <span class="ei-card__icon">🪝</span>
  <h3>Hooks &amp; filters</h3>
  <p>Actions and filters that let you extend invoices, quotes, payments, emails, gateways, and the public single template.</p>
  <span class="ei-card__cta">Extend Easy Invoice →</span>
</a>

<a class="ei-card" href="/docs/api-reference">
  <span class="ei-card__icon">🔌</span>
  <h3>AJAX &amp; webhooks</h3>
  <p>Easy Invoice doesn't register custom REST routes. It uses <code>admin-ajax.php</code> actions and gateway webhooks (Stripe, Mollie, Square, Authorize.Net).</p>
  <span class="ei-card__cta">Read API docs →</span>
</a>

<a class="ei-card" href="/docs/faqs">
  <span class="ei-card__icon">❓</span>
  <h3>FAQs</h3>
  <p>Free vs Pro, PDF on the client, currencies, taxes, GDPR, multisite, and the most-asked billing questions.</p>
  <span class="ei-card__cta">Find answers →</span>
</a>

<a class="ei-card" href="/docs/troubleshooting">
  <span class="ei-card__icon">🛠️</span>
  <h3>Troubleshooting</h3>
  <p>Permalinks, missing PDF, gateway sandbox, blank reports, role / capability oddities, and recurring cron issues.</p>
  <span class="ei-card__cta">Fix issues →</span>
</a>

<a class="ei-card" href="/docs/support">
  <span class="ei-card__icon">💬</span>
  <h3>Get support</h3>
  <p>WordPress.org forum, MatrixAddons support portal, Pro priority help, and how to file a useful bug report.</p>
  <span class="ei-card__cta">Contact us →</span>
</a>

</div>

## Free vs Pro at a glance

| Capability                                                   | Free | <span class="doc-pro-pill">Pro</span> |
| ---                                                          | ---  | --- |
| Unlimited invoices, quotes, clients                          | ✅   | ✅  |
| Drag-and-drop invoice builder                                | ✅   | ✅  |
| Line items, taxes, discounts (before / after tax)            | ✅   | ✅  |
| Multi-currency (per invoice)                                 | ✅   | ✅  |
| Auto-numbering with prefix                                   | ✅   | ✅  |
| Client-side PDF export (jsPDF)                               | ✅   | ✅  |
| Quotes / estimates (accept / decline / convert)              | ✅   | ✅  |
| Payments CPT (mark paid, refund, partial paid)               | ✅   | ✅  |
| Reports dashboard (revenue, status, payment methods)         | ✅   | ✅  |
| **Free gateways**: PayPal &amp; Manual                       | ✅   | ✅  |
| Custom email templates (invoice, quote, payment, reminders)  | ✅   | ✅  |
| Daily payment-reminder cron (manual flows)                   | ✅   | ✅  |
| **Stripe, Square, Authorize.Net, Mollie, Bank, Cheque, Cash, Moneris** | — | ✅ |
| **Recurring invoices**                                       | —    | ✅  |
| **Subscription invoices**                                    | —    | ✅  |
| **Partial payments**                                         | —    | ✅  |
| **Deposit invoices**                                         | —    | ✅  |
| **Additional tax** (extra rates / rules)                     | —    | ✅  |
| **Item Library** (saved line items)                          | —    | ✅  |
| **Template Builder** (custom invoice templates)              | —    | ✅  |
| **Custom &amp; secure permalinks** for invoice/quote URLs    | —    | ✅  |
| **PDF Enhancements** (watermarks, options)                   | —    | ✅  |
| **Email Enhancements** (reply-to, branding)                  | —    | ✅  |
| **Privacy &amp; Access** (gated downloads, login required)   | —    | ✅  |
| **Client portal** (hosted login + invoice list + profile)    | —    | ✅  |
| **CSV export** of invoices / payments                        | —    | ✅  |
| **Duplicate** invoices &amp; quotes (one click)              | —    | ✅  |
| **Receipt generation**                                       | —    | ✅  |
| **Pro Settings &amp; Translations** submenus                 | —    | ✅  |

> Pro plans (Personal / Professional / Agency) all unlock the same feature set in the current build — they differ on **license seats** and **support priority**. See the [pricing page](https://matrixaddons.com/plugins/easy-invoice/) for the latest.

## Need help fast?

- 📖 Start with [Installation](/installation) and the [Quick start](/quick-start).
- 🐛 File issues on the [WordPress.org support forum](https://wordpress.org/support/plugin/easy-invoice/).
- 💎 Pro license holders get [priority support](https://matrixaddons.com/support/).

<style>
.ei-hero {
  position: relative;
  margin: 1.25rem 0 2.5rem;
  padding: 2.5rem 2rem;
  border-radius: 16px;
  background:
    radial-gradient(circle at 10% 0%, rgba(5, 150, 105, 0.18), transparent 55%),
    radial-gradient(circle at 95% 85%, rgba(56, 189, 248, 0.18), transparent 55%),
    linear-gradient(135deg, var(--vp-c-bg-soft), var(--vp-c-bg-alt));
  border: 1px solid var(--vp-c-divider);
  overflow: hidden;
}
.ei-hero__labels { display: flex; flex-wrap: wrap; align-items: center; gap: 0.5rem; margin-bottom: 0.85rem; }
.ei-hero__eyebrow {
  display: inline-block;
  padding: 0.25rem 0.65rem;
  font-size: 0.78rem;
  font-weight: 600;
  letter-spacing: 0.04em;
  text-transform: uppercase;
  color: #047857;
  background: rgba(5, 150, 105, 0.12);
  border-radius: 999px;
}
.ei-hero__chip-label {
  margin: 0 0 0.5rem;
  font-size: 0.8rem;
  font-weight: 600;
  color: var(--vp-c-text-2);
  text-transform: uppercase;
  letter-spacing: 0.04em;
}
.ei-hero__chip-grid {
  display: grid;
  grid-template-columns: repeat(auto-fill, minmax(160px, 1fr));
  gap: 0.5rem;
  align-items: start;
}
.ei-hero__chip {
  display: inline-flex;
  align-items: center;
  justify-content: center;
  min-height: 2.4rem;
  font-size: 0.82rem;
  font-weight: 500;
  padding: 0.4rem 0.95rem;
  border-radius: 999px;
  background: var(--vp-c-bg);
  color: var(--vp-c-text-2);
  border: 1px solid var(--vp-c-divider);
  line-height: 1.35;
  text-align: center;
}
.ei-hero__chip--free strong { color: var(--vp-c-text-1); font-weight: 700; margin-right: 0.35rem; }
.ei-hero__chip--prolane {
  grid-column: 1 / -1;
  display: flex; flex-wrap: wrap; align-items: center;
  gap: 0.35rem 0.5rem;
  background: linear-gradient(135deg, rgba(5, 150, 105, 0.09), rgba(56, 189, 248, 0.06));
  border-color: rgba(5, 150, 105, 0.28);
}
@media (min-width: 640px) { .ei-hero__chip--prolane { grid-column: span 2; } }
.ei-hero__title {
  font-size: clamp(1.6rem, 3.5vw, 2.4rem);
  line-height: 1.15;
  font-weight: 700;
  margin: 0 0 0.75rem;
  letter-spacing: -0.01em;
  color: var(--vp-c-text-1);
  border: 0; padding: 0;
}
.ei-hero__lede { font-size: 1.05rem; line-height: 1.55; color: var(--vp-c-text-2); max-width: 60ch; margin: 0 0 1.25rem; }
.ei-hero__actions { display: flex; flex-wrap: wrap; gap: 0.65rem; margin: 0 0 1.5rem; }
.ei-btn {
  display: inline-flex; align-items: center;
  padding: 0.6rem 1.1rem;
  font-weight: 600; font-size: 0.95rem;
  border-radius: 8px; text-decoration: none !important;
  transition: transform 0.15s ease, box-shadow 0.15s ease, background 0.15s ease;
}
.ei-btn--primary { background: #059669; color: #fff !important; box-shadow: 0 4px 14px rgba(5, 150, 105, 0.3); }
.ei-btn--primary:hover { transform: translateY(-1px); background: #047857; }
.ei-btn--ghost { background: transparent; color: var(--vp-c-text-1) !important; border: 1px solid var(--vp-c-divider); }
.ei-btn--ghost:hover { background: var(--vp-c-bg-soft); border-color: #059669; }

.ei-card--flagged { padding-top: 1.5rem; }
.ei-cards { display: grid; grid-template-columns: repeat(auto-fit, minmax(260px, 1fr)); gap: 1rem; margin: 1.25rem 0 2.5rem; }
.ei-card {
  position: relative;
  display: flex; flex-direction: column;
  padding: 1.25rem 1.35rem;
  background: var(--vp-c-bg-soft);
  border: 1px solid var(--vp-c-divider);
  border-radius: 12px;
  text-decoration: none !important;
  color: inherit !important;
  transition: transform 0.15s ease, border-color 0.15s ease, box-shadow 0.15s ease, background 0.15s ease;
}
.ei-card:hover { transform: translateY(-2px); border-color: #059669; background: var(--vp-c-bg); box-shadow: 0 6px 20px rgba(0, 0, 0, 0.06); }
.ei-card__icon { font-size: 1.6rem; line-height: 1; margin-bottom: 0.6rem; }
.ei-card h3 { font-size: 1.05rem; font-weight: 700; margin: 0 0 0.35rem; color: var(--vp-c-text-1); border: 0; padding: 0; }
.ei-card p { font-size: 0.92rem; line-height: 1.5; color: var(--vp-c-text-2); margin: 0 0 0.85rem; flex: 1; }
.ei-card code { font-size: 0.82em; padding: 0.1em 0.35em; background: var(--vp-c-default-soft); border-radius: 4px; }
.ei-card__cta { margin-top: auto; font-weight: 600; font-size: 0.88rem; color: #059669; }
.ei-card:hover .ei-card__cta { text-decoration: underline; }
@media (max-width: 640px) {
  .ei-hero { padding: 1.75rem 1.25rem; }
  .ei-hero__title { font-size: 1.5rem; }
}
</style>