Installation
Install the plugin directly from your WordPress dashboard, go to menu Plugins → Add New. Enter "Flexible Invoices" in the Search Plugins field, click Install Now and next activate the plugin.
You can also download the plugin from WordPress repository and install it manually. See the Installation Guide →
Configuration
In Invoices menu, select Settings.
General Settings
Enter your company details and other optional data (e.g. bank name and account number, logo). All of this data will appear on the PDF invoice.
Invoices Settings
Invoice Number Reset
Choose how to start numbering: monthly, annually or without resetting.
After resetting, the numbering in the new month or year will start from number 1.
Naming and numbering the documents
Decide from which number the documents are to be numbered.
Usually your country’s law requires a numbering continuity in a given year. Therefore, if you used another program to issue invoices, enter a consecutive number. If you have just started selling, leave it at number 1.
You can also enter prefixes and suffixes to adjust the naming and numbering of the documents to your particular needs.
You can use the following shortcodes for prefixes and suffixes: {DD} – day, {MM} – month, {YYYY} – year.
For example to get: Invoice 1/12/2016 (1 – the invoice number) you need to enter:
- Prefix: Invoice
- Suffix: /{MM}/{YYYY}
Label for Date of sale
It is possible to set a label for Date of sale by own needs eg. Delivery date. Useful in some cases and countries that have specific regulations.
Default Payment Date, Invoice Notes and Signatures
Optionally, you may enter the default payment date, notes, or decide whether signatures should appear on the invoice. Additionally, the payment date and notes can be edited for each invoice.
Tax Columns
If you want to hide all tax-related columns on the invoice (and the tax amounts to 0 at the same time), check the option of hiding tax columns.
It is also possible to hide the seller's VAT Number, if the tax amounts to 0.
Payment Methods
Enter payment methods which you want to uses when issuing invoices. We added some defaults, you can edit them any way you want, add new or delete them. Enter one payment method per line.
The changes will take effect only for new or edited invoices.
Advanced Settings
You can manage advanced access settings here.
Roles
Only users with roles Administrator and Shop manager can access and edit invoices by default. If you want to let other users edit invoices, add their roles in this field. The administrator always has unlimited permissions.
Currency
Go to to tab Currency in menu Invoices → Settings.
By default there are 3 currencies: PLN, USD and EUR. You can add more currencies from the list and set Currency position, Thousand and Decimal separators.
You can change the order of currencies when issuing invoices. Just drag and drop. The first position will be your default currency.
Tax Rates
Go to to tab Tax rates in menu Invoice → Settings.
You can add new tax rates, set order and delete rates form list. The first rate in the table will be your default tax rate.
Tax rate’s name will be used to display the tax rate on the invoice, the rate will be used for calculations.
Managing Invoices
In Invoices menu, select All invoices to go to the complete list of invoices.
Columns in the table
If you want to show or hide columns in the table, click the button Display options in top right bottom of the screen.
Filtering
To filter the invoices by the date of issue, the customer (company name, first name, last name or login) or their status, select the appropriate option from the drop-down lists above the table, and then click Filter.
You can also filter the invoices by number of invoice, just click on Search Invoices.
Issuing Invoices
In Invoices menu, select Add New. Fill out all the fields and products, and then issue the invoice by clicking Publish.
The plug-in allows you to download customer data such as "Client name" and "E-mail". Downloading all data is possible with the plugin - extension - Flexible Invoices WooCommerce.
Editing Invoices
In Invoices menu, select All invoices. Choose an invoice from the list and click on its name to edit.
Deleting Invoices
In Invoices menu, select All invoices. Choose an invoice from the list. When you move over its name, you'll see a link Trash. Click to move the invoice to the trash folder. You can permenently delete it there.
Bulk Downloading Invoices
To download invoices from a given range, go to Invoices → Settings → Downloading.
Generate invoices
In version 3.0 of the plugin, we introduced saving invoices to the uploads directory. If you have invoices from earlier versions of the plugin and you want to download them all at once using a ZIP file, first generate all invoices. It's enough to do it once. If you have a lot of invoices, this process may take a couple of minutes.
Download invoices
Select the time range (by date of issue) and click Download. Invoices will be downloaded as a ZIP file. If there are any problems with downloading invoices, select a narrower time range and try again.
Integrating with WooCommerce
All the information on integrating and issuing invoices to the orders can be found here: Flexible Invoices for WooCommerce Docs.
FAQ
Can I send invoices to the clients via e-mail?
Yes, you can send an invoice to your client by e-mail if you have also installed Flexible Invoices for WooCommerce. If you have not installed the integration, all you can do for now is issue and print out the invoices, and use your e-mail software to send the invoices.
Can I issue pro-forma invoices?
Not yet. We want to add this functionality, but no date has been set as to when.
For advanced users
Advanced users with PHP, HTML and CSS know-how will find possibilities of modifying the plugin below.
Invoice templates
Currency symbols
By default, the plugin displays currency symbols. To change the standard currency symbol, for example $ to USD, you can use the filter:
