DadsFam Invoice Manager

DadsFam Invoice Manager does the invoice side of a WooCommerce shop properly. Create an invoice from any order in one click, or upload one you already have. Store them somewhere customers cannot poke at, track what is paid, and send them out with a link that expires.

It is free. Not free-until-you-need-the-good-bit. Free.

What it does:

• Create an invoice from any WooCommerce order — pick the order, press the button, get a branded PDF
• Put your own business details, logo, VAT number and banking details on it
• Your own invoice numbering, with a prefix and padding that make sense to you
• Upload and manage PDF invoices you produced somewhere else
• Protected folder storage that blocks direct URL access, or Media Library mode if you prefer
• HMAC-signed, single-use download links that expire when you say
• Payment status tracking — Paid, Unpaid, Overdue, Cancelled — changed in one click
• Email status tracking, so you know what actually went out
• Resend an invoice to a customer whenever they ask
• CSV export of every invoice record
• A missing-invoices tracker, so nothing quietly slips through
• Customer My Account → Invoices, so they can help themselves
• Custom From Name and From Email, which fixes the wordpress@ sender problem
• Full email branding — logo, colours, footer, social links
• A proper HTML email template editor with live preview

Quotations, also free:

• Build a quotation the same way you build an invoice — line items, discount, tax, extra charges
• Branded A4 PDF, using the same business details and logo as your invoices
• Email it straight to the client
• The client can accept or decline online, and you get told
• Quotations expire on their own after however many days you choose
• Separate quote numbering, so QUO-0001 and INV-0001 never collide
• Turn an accepted quotation into an invoice with one button — everything carries across

Cloud sync, also free:

• Connect Google Drive or OneDrive and every invoice and quotation is copied there as you go, sorted into folders by year
• If you run the Drive or OneDrive app on your computer, they appear on your desktop too — nothing to export, nothing to download
• One button sends everything you already have
• Deleting on the site leaves the cloud copy alone by default, as a safety net; you can switch on mirroring if you want the two to match exactly

External services

This plugin contacts an outside service only if you switch on Cloud Backup and connect a drive. Nothing is contacted otherwise, and nothing is contacted on a front-end page view under any circumstances. Both providers are off until you connect one.

connect.dadsfam.co.za — used only while connecting a cloud drive, and afterwards to renew the connection. Connecting a drive sends the provider name (gdrive or onedrive) and the one-time claim code the provider issued, and receives a refresh token in return. Renewing sends the provider name and that refresh token, and receives a short-lived access token. Nothing about an invoice, a customer or an order is sent. This broker exists so the site never has to hold a Google or Microsoft client secret. Terms: https://dadsfam.co.za/terms/ — Privacy policy: https://dadsfam.co.za/privacy-policy/

Google Drive (www.googleapis.com) — used only if you connect a Google Drive account. Invoice PDF files are uploaded to the folder you choose, and can be listed and deleted again from the Cloud Backup screen. The plugin also asks once for the account’s name and email address, so the screen can show which account is connected. What is sent: the access token, the invoice PDF and its file name. Terms: https://policies.google.com/terms — Privacy policy: https://policies.google.com/privacy

Microsoft OneDrive (graph.microsoft.com) — used only if you connect a OneDrive account, and works the same way: invoice PDFs are uploaded, listed and deleted, and the account’s name and email address are read once so the screen can show which account is connected. What is sent: the access token, the invoice PDF and its file name. Terms: https://www.microsoft.com/servicesagreement — Privacy statement: https://privacy.microsoft.com/privacystatement

A word about PRO

Right, let me be straight with you, because I hate being sold to as much as you do.

Everything above is free and it stays free. Creating invoices is not a premium feature. Putting your own logo and banking details on them is not a premium feature. Those are the things a plugin like this should just do, and if I put them behind a paywall I would be taking the mickey.

There is a PRO add-on. It exists because I am a dad in Cape Town, and this is one of the things that puts food on the table at my house. That is the honest reason. Not “unlock your potential”, not “supercharge your workflow”. Just: if this plugin saved you a headache and you can spare it, PRO helps me keep building.

What PRO adds is the stuff you only want once you are doing real volume — invoices generating themselves on a status change, PDFs re-stamping from UNPAID to PAID on their own, payment reminders going out without you, bulk uploading a hundred invoices from a ZIP, and an audit log of who did what. That is convenience and automation. It is not the plugin working properly, because the plugin already works properly.

So if the free one does everything you need, brilliant. Genuinely. Use it, and I hope it saves you an afternoon. If you get to the point where the automation would save you real time, PRO is at plugins.dadsfam.co.za.

Either way, thanks for using something I built. — Zak, DadsFam

PRO adds:

• Auto-generation — invoices created automatically when an order hits a status you choose
• Smart email triggers — send to the customer on a separate status
• PDF status sync — the PDF re-stamps itself from UNPAID to PAID, no delete-and-recreate
• Automated payment reminders on a schedule
• Bulk upload via ZIP and a CSV mapping
• Audit log of every admin action
• Product variations and bundles broken out on the PDF

Support

Email: support@dadsfam.co.za
Website: https://plugins.dadsfam.co.za