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
Screenshots
Invoice list with status badges, PDF download, and quick-send actions.
Invoice editor with line items, totals, and the Send & Actions sidebar.
Client address book.
Settings page with company info, payment options, and email templates.
Time Tracker with timer, log table, and add-to-invoice workflow.
Sales and revenue report with monthly breakdown.
Dashboard widget showing outstanding invoices.
Recording a payment — deposits, installments, or full payment.
Invoice preview.
