Creating An Invoice In WP-Invoice Plugin

Here are the typical steps you take when you want to create a new invoice. Note that screenshots and text you see on this guide may vary with the interface you see on your WP-Invoice installation, due to constant updating of the User Interface.


To create a new invoice, first step you take is click on “Add New”  under the Invoice menu, on the WordPress dashboard of your website / installation.

You should see the new invoice page, which gives you two ways of creating invoices:

  • Creating new, blank invoices
  • Using an already existing invoice as a template 

We will now see how to do that:

Creating a blank invoice

Should you choose to create a blank invoice, just type in the email address of the person you want to invoice and click on the “Create New” button as seen on the screenshot below:

if you have already invoiced that person in the past and saved their name in the interface, you can type some characters of their name, and that person will appear on a drop-down list, on which you can click and select that person from. Then you just have to click the “Create New” button. You will be automatically redirected to the invoice editing page. 

After that, you are ready to edit the invoice.

Note: In this tutorial we assume that this is your first invoice, so the screenshots and explanations will be for empty invoices. 

Creating an invoice using a template

If you choose to create an invoice by using an already existing one as a template, you have to click the “copy from another” link on the right of the “Create New” button, after you insert the client’s email address or choose him from the list. You will instantly see a drop-down list of past invoices and a button to create the new invoice: 

Practically, what happens here is the duplication of a past invoice, using the email or preselected client as a recipient. Everything apart from the date and time of the invoice will be copied from the old invoice you choose, including line items and possible discounts (you will be able to see if there is a discount on the selected invoice on the drop-down list of old invoices: 

WP-Invoice

  1. WP-Invoice & WP-CRM Integration
  2. Installing WP-Invoice Add ons
  3. WP-Invoice - Home
  4. How to create custom template for invoice page in WP-Invoice plugin?
  5. WP-Invoice settings Payment tab
  6. WP-Invoice Settings Business Process tab
  7. WP-Invoice Settings Main tab
  8. WP-Invoice API
  9. WP-Invoice Shortcodes
  10. WP-Invoice Plugin Just [wp Invoice] Shortcode On The Page
  11. WP-Invoice Widgets
  12. WP-Invoice Settings Line Items Tab
  13. WP-Invoice Settings E Mail Templates Tab
  14. WP-Invoice PayPal Partial Payment. Reporting That Invoice Already Paid.
  15. WP-Invoice - Translating Wp Invoice
  16. Setting Up Recurring Billing In WP-Invoice Plugin
  17. Redirection Loop On Single Invoice Page In WP-Invoice Plugin
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  24. MerchantPlus And Other Authorize Gateways In WP-Invoice Plugin
  25. Installing WP-Invoice
  26. How To Replace The "Access Denied" With The Login Box In WP-Invoice?
  27. Global Or Specific Invoice Payment Settings In WP-Invoice Plugin
  28. Billing With WP-Invoice
  29. How To Create Custom Template For Invoice Page In WP-Invoice Plugin?
  30. Empty Blank Invoice Page Or Just [wp Invoice] Instead Of Invoice In WP-Invoice Plugin
  31. Editing An Invoice In WP-Invoice Plugin
  32. Creating An Invoice In WP-Invoice Plugin
  33. WP-Invoice and WooCommerce compatibility

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