General Concept

Easily create estimates and invoices that your clients can pay online using the provided payment gateways. You can display invoices on your website, send in PDF format via email, or print out and send in traditional snail mail.

Items

The building blocks for Estimates and Invoices are what is known as Items. Items can be thought of as a line item title and description that quantifies a billable service or particular product or sku.

Businesses can use this in many different ways including describing and quantifying the scope and price for one hours work, and then when adding the item to the estimate/invoice, set the quantity to reflect the number of hours.

Of course, it can also be used in the more traditional sense of adding a number of various items to the estimate/invoice to be paid.

Estimates

Estimates can be thought of in a very similar manner as Invoices, and almost as "pre-Invoices". An estimate consists of one or more items with their associated title, description and price point. You can set a date for the estimate is good until, add tax to the estimate, at a discount to the estimate, set your terms and conditions and add a special note to the customer is needed.

When complete, you can save the estimate, and printed out as a PDF, or you can save and send the estimate, which will then email the estimate in PDF format to the assigned client or clients.

It's important to note, that if you create an estimate, and assign that estimate to multiple clients, or to a client circle, when you save the estimate, WP-Client will then create multiple estimates, one for each selected client. After that point, each estimate is its' own individual entity, and each will have to be edited directly if changes are to be made.

If after you create the estimate, you get approval from your client or customer, you can then easily choose to "Convert to Invoice". This basically takes the information and data from the estimate and creates a new invoice with that information. You can then send the invoice to your client by email, and it will be available to them inside their client portal.

Invoices

An invoice consists of one or more items with their associated title, description and price point. You can set a date for when the invoice is due, add tax to the invoice, at a discount to the invoice, set your terms and conditions and add a special note to the customer is needed.

When complete, you can save the invoice, and printed out as a PDF, or you can save and send the invoice, which will then email the invoice in PDF format to the assigned client or clients. The invoice will also be available to the client inside their Portal if it is setup correctly for this to happen.

It's important to note, that if you create an invoice, and assign that invoice to multiple clients, or to a client circle, when you save the invoice, WP-Client will then create multiple invoices, one for each selected client. After that point, each invoice is its' own individual entity, and each will have to be edited directly if changes are to be made.

The invoice can be paid online by viewing the invoice online inside the client portal, and clicking the payment link, which will take the client to their choice of payment gateways. When the payment is processed, WP-Client will mark the invoice as paid, send the admin notification, and send the client a thank you email if that option is enabled.

If the client chooses to pay by check or some other method, you can manually set the invoice has paid by using the "Add Payment" option.

Templates

Templates allow you to customize the email notifications that are sent in relation to Estimates and Invoicing. You can also set the default values for Terms and Conditions, Notes to Customers and the templates that are used to create the Estimates and Invoicing.

Payments

The payments tab is simply a payment history where you can see which invoices have been paid, by what method, and the associated payment information for each.

Settings

From the settings tab you can customize various settings and notification items as well as set up the tax rates that may apply to your industry in your location.

Gateways

Gateways can be configured from the Payments menu item in the sidebar navigation. Initially, Currently PayPal, Authorize.net and Stripe are the only gateways supported. If you are interested in implementing a different payment gateway, please contact us for more information.