Even though there is a WordPress plugin for invoices, we recommend using a more intuitive solution called 新鲜书. This is why we will be sharing two methods for creating invoices. FreshBooks and WP-Invoice.
在FreshBooks中添加付款方式 （Adding Payment Methods in FreshBooks）
新鲜书 allows you to accept online payments from clients. It supports PayPal and Stripe by default, and you can enable other popular payment gateways. If you need to setup payments, then you need to click on the Settings on the top menu and click Accept Credit Cards tab.
First thing you need to do is install and activate the WP-发票 plugin. Upon activation, the plugin will add a new ‘Invoice’ menu item in your WordPress admin. You need to visit 发票 » 设置 to configure the plugin.
WP-Invoices comes with multiple payment options (see our list of 自由职业者的 5 种 PayPal 替代方案 to collect payments in WordPress. You need to choose a default payment system from Stripe, 2CheckOut, PayPal, Credit Card, or Interkassa payment gateways. You can selectively enable or disable payment gateways and allow your users to choose their preferred payment method.
Simply enter an item, quantity and price. The plugin will calculate the total amount and will display it as balance. You can click on the toggle description link to add description for an item in the list. You can also click on the ‘添加折扣” button to deduct discounted amount based on percentage or a fixed amount.
In the publish metabox, there are options to publish this invoice as a quote, allow partial payments, or make it a recurring bill. Clicking on the 切换前进 link will allow you to add a due date for the invoice and enter tax information.
After publishing the invoice, your clients will receive an email notification with a link to the invoice page on your WordPress site. If your clients are not getting email notifications, then you should take a look at our guide on how to 修复 WordPress 不发送电子邮件的问题 issue. The will see the invoice, with a link to print out the PDF version before making the payment. Clients can also change their personal information on the page.
All the invoices you create can be accessed from 发票 » 查看全部. You can sort and filter your invoices using the menu on your right hand side.
您创建的所有发票都可以从“ 发票“»查看全部”访问。 您可以使用右侧的菜单对发票进行排序和过滤。
To get a bird’s eye view of your earnings and invoices, you need to visit 发票 » 报告. There you will be able to see graphs and charts for all invoices.
要大致了解您的收入和发票，您需要访问发票 » 报告 。 在那里，您将可以看到所有发票的图形和图表。
微调您的发票，电子邮件和付款 （Fine Tuning Your Invoices, Emails, and Payments）
The settings page for invoices will change after you save your initial settings. Now if you visit 发票 » 设置, you will be able to see many other options that you can configure. For example, you can tweak the email templates, create multiple templates, add line items which allows you to quickly add items into an invoice. You can even import/export your invoice data into XML file.