WordPress plugin intelligence profile

PhilDesigns Clean Invoices

Create, send, and track client invoices from your WordPress dashboard.

WP PlugIndex snapshot

Current directory snapshot

Tested up to WordPress 7.1
Current version1.4.0
WordPress coverageTested up to WordPress 7.1
Minimum stackWP 6.7 · PHP 7.4
Directory statusactive
Last directory update4 Oct 202628d ago
Active installationsNewAdoption metric — not a quality score
WordPress.org ratingNo WordPress.org ratings yet
Official packageDirect from WordPress.org

Repository metrics are context, not quality scores. Active installations measure adoption and can strongly reflect a plugin’s age and historical popularity. Ratings, recent updates and “Tested up to” metadata also do not guarantee modern code, error-free operation, security, feature completeness or suitability for a particular site. Why active installs don’t tell the whole story →

WP PlugIndex currently records PhilDesigns Clean Invoices version 1.4.0 as active, updated 28d ago and tested up to WordPress 7.1.

Overview

About this plugin

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, track billable hours, log deductible business expenses, and estimate what you’ll owe on 1099 income, 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
  • Expense tracking with vendor, amount, business-use %, Schedule C category references, and an optional receipt upload (PDF or image)
  • CSV export of all invoices for a selected year
  • Sales and revenue report with monthly breakdown, cash-received-by-month, and expenses by category
  • Estimated tax liability panel — cash received minus deductible expenses, times your own flat rate
  • Downloadable CPA Tax Summary PDF — income, expenses, and a full year-end ledger in one file
  • Dashboard widget showing outstanding invoices and year-to-date revenue
WordPress.org metadata

Plugin tags

Topics listed for this plugin in the WordPress.org directory.

  • time tracking
  • billing
  • clients
  • invoices
  • pdf
Compatibility & maintenance

Compatibility & maintenance

Tested with WP 7.1

Marked as tested with the current WordPress 7.1 release.

Current WordPress releaseWordPress 7.1
WordPress.org Tested up to7.1
Minimum requirementsWordPress 6.7 · PHP 7.4
Update activity4 Oct 202628d ago

“Tested up to” is directory metadata supplied by the plugin author. WP PlugIndex does not turn an older declaration into a claim that the plugin is incompatible.

Changes recorded by WP PlugIndex

Recent tracked changes

Version1.3.21.4.0
WordPress compatibility7.17.1.2
Tracking & source

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