WP-Invoice & WP-CRM Integration

If you are using our Free plug-in WP-Invoice, you can improve and expand your options with another Free plug-in WP-CRM.

There are a few expansions and additions that you might find useful:

WP-CRM/Settings/Notifications - In this tab you can create (or use default ones which we have created for you) e-mail notifications. These Notifications will be in a form of an e-mail based on chosen "Trigger Action".

As shown in the Screenshot there are three option boxes: Message Header, Message and Trigger Actions.

1. Message Header:

This is where you insert the basic e-mail information suck as the "Subject" of your e-mail, the recipient, sender and you can modify the "Reply To" field, so if you do not want your client to reply to your "Real Estate Agent" instead of you, this is where you can change the information.

2. Message:

This is where your body of the message goes. You can type in your own custom notification, use default ones and use shortcodes to simplify the process.

3.Trigger Actions:

This box is the most important for WP-Invoice & WP-CRM integration. The three options that are outlined are triggers for WP-Invoice plug-in. If you are a busybody and do not have time to track all the paid invoices, by choosing WPI Invoice Paid (Notify Administrator) or (Notify Creator) checkbox you will automatically receive an e-mail letting you know that your client made the payment. Also, when a client pays his/her Invoice, they can receive receipts in the e-mail automatically.

Screenshot of Examples:

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
  18. Quotes Response Form Do Not Appear In WP-Invoice Plugin
  19. Plugin Throws 404 403 500 Error After Save Setting In WP-Invoice Plugin
  20. PayPal. Invoice Is Not Updated With Paid Status In WP-Invoice Plugin.
  21. PayPal Username And Sandbox Error In WP-Invoice Plugin
  22. PayPal Payment Settings In WP-Invoice Plugin
  23. Page Not Found (404 Error) When Trying To View Invoice In WP-Invoice Plugin
  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

Feedback and Knowledge Base