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Sprout Invoices

Create estimates and invoices within your WordPress site. Accept invoice payments from multiple payment processors.

Our mission at Sprout Apps is to build a suite of apps to help small businesses and freelancers work more efficiently by reducing those tedious tasks we have to perform to get paid.

Sprout Invoice Features

Make sure to checkout the Sprout Invoices features page for more detailed information. As well as the full featured demo.

The short list...

  • Time tracking (coming soon)
  • Recurring payments (coming soon)
  • Payment terms (coming soon)

Please note that this feature list is incomplete, since it's long enough.

Download the most advanced Estimates and Invoicing plugin!

A fully featured upgrade and add-on marketplace are available.

Flexibility built in

While Sprout Invoices automates many of the tasks to improve workflow the power comes from customization.

Custom Estimate and Invoice Templates Estimates can be fully customized via a new theme template. If you're familiar with customizing a WordPress theme templates than you can create a custom estimate.

Notification Editing Notifications can be plain-text or HTML. Editing the entire content of a notification is simple with shortcodes that add dynamic content.

Plenty of Payment Methods Accept credit cards via Paypal Pro or send them to Paypal for invoice payments. P.O. and checks options are also provided.

Hundreds of Hooks Over two hundred filters and actions allow you to hook into Sprout Invoices and alter whatever you'd like.

The Sprout Invoices Process

Sprout Invoices helps streamline the complex workflow of accepting estimates and getting invoices paid.

Requests

Receiving estimate requests on your site is simplified with Sprout Invoices. Use the customizable default form or integrate with an existing form built a favorite form builder plugin, e.g. Gravity Forms or Ninja Forms.

Estimating

Estimates are automatically created based on estimate request submissions from your site. Review, update, and send the estimate to your new client without having to depend on communicating via email first.

Invoicing

Invoices are automatically generated from accepted estimates speeding up the process of getting paid. Sprout Invoices understands deposit payments and doesn't have the same hoops other invoice services require.

Installation

  1. Upload plugin folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the 'Plugins' menu in WordPress

Frequently Asked Questions

Please visit Sprout Apps.

Changelog

7.3

  • FIX: Edit post link fix for notification shortcodes
  • FIX: Remove "pre=" header that some SEO plugins add
  • CHANGE: [dashboard_link] available on User Creation notification
  • CHANGE: Free Version messaging updates

7.2.1

  • FIX: Updates for Pro Versions

7.1

  • NEW: Sprout Invoice specific user roles
  • FIX: Multiple Sprout Apps settings conflict fix

7.0.3

  • FIX: Free version issues with redactor add-on
  • FIX: Time tracker not accepting fractions
  • FIX: Time Tracker on Dashboard issue
  • FIX: Deposits issue for free version

7.0

https://sproutapps.co/news/sprout-invoices-7-0-banners-release-party-🎉/

  • NEW: WooCommerce Integration is now bundled (for pro users).
  • NEW: Completely revamped Stats Dashboard.
  • NEW: Web accessible Time Tracking widget.
  • NEW: History Management
  • NEW: Subscriber specific Time Tracking dashboard widgets.
  • UPDATE: Easily import unbilled time into an invoice with a single click.
  • UPDATE: Add dashboard widgets to standard WP Dashboard.
  • UPDATE: Improved admin search.
  • NEW: Send invoice/estimate to a new email without creating a Client user with a simple input box.
  • UPDATE: Modify the sender’s email for estimates and invoices on the invoice/estimate admin.
  • UPDATE: Improved pay button on invoice template.
  • UPDATE: Modify the "to" email for all admin notifications without a filter.
  • UPDATE: Zapier integration updates, e.g. email data.
  • UPDATE: Improved responsive design for meta boxes and multi-column edit screens.
  • FIX: Prevent WP SEO from caring about Sprout Invoices.
  • NEW: Invoice ID dynamic text
  • FIX: Deposits issue for the free version (7.0.1)
  • FIX: Start CSV import without using previous files
  • FIX: Fix for old PHP versions without json_last_error
  • FIX: Remove project types from submission page
  • FIX: Language translations updated (7.2)

6.2

  • FIX: Estimate creation via API fix
  • FIX: Pointer Dismissals
  • FIX: Dashboard caching issue
  • FIX: ACF Pro Compatibility
  • FIX: Minor importer updates for sanitization

6.1.6

  • FIX: Importers failing under certain circumstances.

6.1.5

  • FIX: Some escaping fixes from 6.1.1 for some sites using PayPal

6.1.4

  • FIX: API callback fix for activation/deactivation and updates.

6.1.3

  • UPDATE: 4.2 Compatibility
  • FIX: Some escaping issues from 6.1.1

6.1.2

  • FIX: Some escaping issues from 6.1.1

6.1.1

  • SECURITY: Reviewed all uses of add_query_arg, regardless if $url is passed esc_url is used.
  • SECURITY: Reviewed and updated every case of echoing an un-escaped variable; with a very strict standard of making every variable escaped or casted as an int/float.

6.1

  • NEW: Sprout Invoices Addons Page
  • NEW: Manage bundled addons (for paid users)
  • NEW: Filter the Admin Notification To: email address with si_admin_notification_to_address
  • FIX: Block Spambots from Submitting the Payment Form
  • FIX: Redirect to prevent refresh issues when a check/po is submitted #65
  • FIX: PayPal Totals issue with Tax + Deposit #69

6.0.5

  • FIX: Toggl incompatibility issue
  • FIX: set_invoice_id error

6.0.3

  • FIX: Estimate template error.
  • FIX: Projects page error under come configurations

6.0.1

  • FIX: Estimate approval failing under certain circumstances.

6.0

  • NEW: Zapier Integration (pro version)
  • NEW: CSV Importing
  • NEW: Toggl Integration (pro version)
  • NEW: Filter for payment reminder delay, si_get_overdue_payment_reminder_delay (pro version)
  • NEW: Invoice that is voided will have a new stamp plus the user can't pay
  • NEW: Allow for blank terms and notes with [si_blank] shortcode
  • Improvement: API Updates for Future Release
  • Improvement: CSV Importing of estimates and line items (with examples)
  • Improvement: View logs adjustment to prevent duplication
  • Improvement: Adjust Estimate/Invoice ID after clone
  • Improvement: Confirmation page template updated
  • Improvement: Handle payments better when invoice is deleted
  • FIX: Redactor bug fixes when used within modal
  • FIX: Client dashboard: multiple clients for a single user (pro version)
  • FIX: Cloned Estimates/Invoices shouldn't retain the same status
  • FIX: Send estimates/invoices when saved if recipient is selected
  • FIX: Project Estimates and Invoices on Project admin adjusted
  • FIX: Payment date should be post_date

5.5

  • FIX: Invoices and Estimates were being returned in public search queries.

5.4.1

  • FIX: Import admin

5.4

  • FIX: Return all clients on Client Dashboard
  • Improvement: Freshbooks import
  • Improvement: Added nofollow for robots in header meta tag
  • New: Create a payment when an invoice is marked as paid.

5.3

  • NEW: Improve WP-Invoice Importer

5.2

  • NEW: 'si_default_due_in_days' filter added
  • FIX: Dynamic text within notification shortcodes
  • Misc. Fixes

5.1

  • New: Compatibility class to resolve other plugins problems, e.g. Gravity Forms erring out js on cusotm post type pages
  • FIX: More error reports for missing notifications.
  • FIX: Customizer filter should only be for the front-end
  • FIX: Client Dashboard was blank when a non-client was logged in

5.0.2

  • FIX: Client Dashboard notification error; fixed with better abstraction
  • FIX: Shortcode fix
  • FIX: Free version fix for PayPal
  • FIX: Add Customizer to the SI menu for clarity

5.0.1

  • FIX: Comment issue with multiple line items open
  • FIX: PayPal total issue when invoice has a deposit and previous payments
  • FIX: Estimate line item button styling issue
  • FIX: Comment shortcode issue when client has multiple users
  • FIX: Compatibility fix with other plugins/themes using .tooltip

5.0

  • NEW: Line item commenting (pro version)
  • NEW: Pre-defined line items (pro version)
  • NEW: Dynamic text (pro version)
  • UPDATED: Admin UI tweaks

4.5

  • IMPROVEMENT: UI update so other plugins wont conflict.
  • Fix: [invoice_total_due] should respect deposit amounts
  • Update: Future status

4.4

  • IMPROVEMENT: Estimates and Invoices can have strings for IDs
  • IMPROVEMENT: Force private URL under circumstances when auto-draft is tried to use
  • IMPROVEMENT: Optimize logic for screen checking
  • IMPROVEMENT: Added client default currency formatting option
  • IMPROVEMENT: Cross compatibility with other plugins, including Visual Composer
  • FIX: Email on client dashboard error
  • UPDATE: Datatables library update

4.3.3

  • FIX: Estimate Accept/Decline not working on some setups.
  • IMPROVEMENT: Improved security on estimates.
  • IMPROVEMENT: Re-worked currency formatting again.
  • FIX: Strict Standard notice fixes.
  • UPDATE: PO Updates.

4.3.2

  • IMPROVEMENT: Auto updates
  • UPDATE: PO updates
  • FIX: Better handling of client dashboard page id caching

4.3.1

  • FIX: Expiration dates not displaying
  • NEW: Currency formating options
  • FIX: Client dashboard updates
  • FIX: Custom currency for clients and notifications
  • NEW: Tax shortcodes
  • NEW: Added si_client_dashboard_page_id filter
  • FIX: Newly created invoices from a recurring schedule will have it's due date and issue date set

4.2.1

  • FIX: JS issues on client management page.

4.2

  • FIX: Fix for nested items
  • IMPROVEMENT: Nesting items UX/UI
  • CHANGE: localeconv() defaults so money is always formated
  • IMPROVEMENT: Compatibility with Visual Composer and other plugins
  • CHANGE: Remove Client currency code option, never used.
  • CHANGE: Taxes are floats not integers

4.1.2

  • FIX: Compatibility fix with some plugins, namely Visual Composer
  • FIX: Fixing bad build with white screen of death. Sorry! Seriously! Sorry!

4.1

  • NEW: Allow to clean up notifications, which is a fix from a bug in an older version.
  • CHANGE: Updates to the free version.

4.0.3

  • CHANGE: Again...improving automatic money formatting for non-US currencies
  • FIX: Translation fix
  • FIXES: Misc. minor code updates

4.0.2

  • CHANGE: Improving automatic money formatting for non-US currencies

4.0

  • NEW: Client Dashboards
  • NEW: HTML notification add-on support
  • NEW: Time importing from Freshbooks
  • Misc. bug fixes and updates

3.2

  • New: Import time from Freshbooks
  • New: Add PO Number and separate Tax line items to templates
  • New: pt_BR and nl Translations
  • Fix: Review untranslated strings
  • Fix: Send paid notification after payment is complete, not created
  • Fix: Some minor php warnings and notices

3.1

  • Dashboard updates including method to flush cached values
  • Notification shortcode filters

3.0.1

  • Reporting fixes

3.0

  • New: Recurring Payments (aka subscriptions)
  • New: Recurring Invoices
  • Fix: Less than a bunch more than a couple

2.0

  • NEW:

    • Projects
    • Time Tracking (premium version)
    • WYSIWYG for line items (premium version)
  • Changes:

    • Improved Client management
    • Easier user assignment and creation for Clients
    • Streamlined Invoice and Estimate edit UI
    • Freshened editing and management all around
    • New possibilities for add-ons

1.1.6

  • Changes:
    • Customizer compatibility for logo uploading.

1.1.5

  • Changes:
    • More hooks and filters
    • fix for unit tests
  • Bug Fixes:
    • ID shortcode fix
    • js error with custom templates

1.1.4

  • Changes:

    • No page breaks when printing large invoices/estimates
    • Better error handling for invoices without clients assigned
    • Helper functions for future payment processors
    • More hooks and filters
  • Bug Fixes:

    • Critical Paypal EC update to capture payment

1.1.3

  • Changes:

    • New hooks for estimates and invoice templates
    • Starting to create some unit tests
    • Doc changes
  • Bug Fixes:

    • Fix qtip
    • Total calculation issue with template tag

1.1.2

  • Changes:

    • No index on estimates and invoices!
    • Paypal line items will not longer use qty since PP prevents fractions (now?)
    • Some themes don't register their scripts and styles correctly, so unregistering them comes later on wp_print_scripts
  • Bug Fixes:

    • Deposit function adjustments
    • Paypal balance calculation fix
    • Paypal qty fraction fix.
    • Misc. errors and notices
    • Estimates/Invoices auto-draft bug when doc isn't saved first
    • Other minor bug fixes

1.1.1

  • Bug Fixes:
    • Estimates slug not created
    • Clone warning (strict notices)
    • Other minor bug fixes
    • Better support for sites without permalinks setup

1.1.0.1

  • Bug Fixes:
    • Saving error
    • Line item width after payment

1.1

  • Features:

    • Improved Invoice and Estimate templates
    • Client specific invoice templates
    • Client specific estimate templates
    • Customizable money formats
    • Improved multi-currency support
    • Client specific money format
    • Client specific currency code for payment processing
    • minor UI improvements
  • Bug Fixes:

    • Few error prevention updates

1.0.10.1

  • Bug Fixes

** Freshbooks payment import fix. FBAPI uses an unconventional amount format (i.e. 353634.980)

1.0.10

Bug Fixes ** Client could have non-user_ids associated ** Handle text input with bad formatting better

1.0.9.1

Bug Fixes

  • Deposits bug for free versions
  • Tasks clarification for free version
  • Allow for deletion with new drop-down UI

Features

  • Custom template messaging improvements

1.0.8

Bug Fixes

  • Client creation via AJAX/Modal
  • Quick send bug fixes for Estimates and Invoices
  • client_name shortcode
  • Minor fixes for importing from freshbooks, harvest and WP-Invoices

Features

  • Major overhaul of importing from freshbooks, harvest and WP-Invoices.

1.0.7

  • Much improved importing with AJAX

1.0.6

  • Auto upgrades fix for pro users

1.0.5

  • New templating class (select the invoice/estimate template)
  • New status UI
  • Notification updates
  • Better rewrite handling
  • Minor bug fixes

1.0

Welcome! This is a big update and a big step for us.

  • There's a free version and most like you're using it.
  • Import from WP-Invoice, Harvest or Freshbooks.
  • Helpers, coming before this is truly 1.0. (shush! this is really 0.9.*)
  • So many bug fixes that make this a legit 1.0 release.
  • Admin bar links.
  • Better dashboard let you know what's up.
  • Remove some unnecessary cruft.
  • Multiple taxes

0.9.9.5 - 1.0 GM

  • Subject line fix.

0.9.9.4 - 1.0 GM

  • WP-Invoice Importer Bug fix: Import any type
  • WP-Invoice Importer Bug fix: Fix devision by zero error
  • WP-Invoice Importer Bug fix: Add si_default_country_code filter to set default country code.

0.9.9.3 - 1.0 GM

  • Strict standards fixins

0.9.9.2 - 1.0 GM

  • Some versions of PHP will bomb when checking if method_exists on a non existant class. Silly...

0.9.9.1

  • Minor bug fixes

0.9.9

  • Plugin updates fix
  • Add-ons not loading, e.g. Stripe.

0.9.8.4

  • Dashboard fix

0.9.8.3

  • Import progress fix.

0.9.8.1

  • Fix deposit and cleanup files

0.9.2

  • Admin bar links
  • Additional hooks and filters required by submission integration add-on
  • Minor updates

0.9.1

  • Line Item UI changes.
  • Invoice Style fixes
  • Plugin updater conflict.
  • Better documentation and linking to site.

0.9

  • Initial Release

0.9.0.1

  • Remove debugging logs from release branch.

Support

More info coming soon.

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