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開票流程，包括建立發票、生成 PDF、發送電子郵件、收取部分或預付款項，並追蹤可計費的工時，無需依賴任何第三方開票服務。
【主要功能】
• 自訂發票編號與自動遞增功能
• 支援發票狀態追蹤與顏色標籤
• PDF 生成與電子郵件發送功能
• 客戶管理與聯絡資訊儲存
• 時間追蹤與計費項目整合
• 銷售與收入報告分析
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, and track billable hours 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
CSV export of all invoices for a selected year
Sales and revenue report with monthly breakdown
Dashboard widget showing outstanding invoices and year-to-date revenue
