內容簡介
PhilDesigns Clean Invoices 是一款強大的 WordPress 外掛，能夠在控制台內處理完整的帳單工作流程，讓使用者輕鬆建立發票、生成 PDF、追蹤付款及管理支出，無需依賴第三方服務。
【主要功能】
• 自訂發票編號與自動遞增功能
• 支援多項目發票及自動計算金額
• 發票狀態管理與顏色標籤
• PDF 生成與電子郵件發送功能
• 時間追蹤與支出管理
• 銷售報告與稅務估算面板
外掛標籤
開發者團隊
原文外掛簡介
PhilDesigns Clean Invoices handles the full billing workflow from within your WordPress dashboard — build invoices with line items, generate PDFs, email clients, collect partial or deposit payments, track billable hours, log deductible business expenses, and estimate what you’ll owe on 1099 income, without relying on any third-party invoice service.
Features
Invoice creation with configurable prefix and auto-incrementing numbers (e.g. INV-0001)
Line items with description, optional sub-detail, quantity, rate, and auto-calculated amounts
Tax rate (per-invoice or global default), optional shipping, subtotal, and total
Invoice statuses: Draft, Sent, Partial, Paid, Overdue — with colour-coded badges
PDF generation, browser preview, and download
Send invoice by email to client with PDF attached; test email sends only to you
Customisable email templates for invoices and payment receipts with placeholder tokens
BCC on all outgoing invoice emails
Payment history per invoice — record deposits, installments, and payments individually; status updates automatically from Sent → Partial → Paid
Send payment receipt to client when an invoice is paid
Time tracker with start/stop timer, persistent state, inline editing, and entry merging
Admin bar quick-timer accessible from any page in the dashboard or front end
Add tracked time directly to an invoice as a line item
Client management — name, company, email, phone, and full address
Expense tracking with vendor, amount, business-use %, Schedule C category references, and an optional receipt upload (PDF or image)
CSV export of all invoices for a selected year
Sales and revenue report with monthly breakdown, cash-received-by-month, and expenses by category
Estimated tax liability panel — cash received minus deductible expenses, times your own flat rate
Downloadable CPA Tax Summary PDF — income, expenses, and a full year-end ledger in one file
Dashboard widget showing outstanding invoices and year-to-date revenue
