Include services & descriptions
Send & list on client pages
Include your logo
Provide due dates & status
The Invoicing section provides robust functionality designed to simplify the process of creating, managing, and sending invoices directly through your WordPress dashboard. Here, you can effortlessly select clients, incorporate existing or custom services, calculate subtotals, apply taxes, and define payment due dates. It also supports uploading a custom invoice logo, which adds a professional touch to your billing communications. Invoices can be either saved as drafts or immediately sent to clients, enabling a seamless and efficient billing workflow.
Additionally, the Invoicing area enables detailed record management, allowing you to review invoice history, track payment statuses (such as unpaid, sent, or paid), and easily resend or duplicate previous invoices. Each invoice can be viewed individually, offering your clients a user-friendly interface complete with a built-in PayPal “Pay Now” button, streamlining payment collection. The platform also features bulk actions like duplicating or marking multiple invoices as paid simultaneously, significantly enhancing administrative efficiency and helping you maintain organized financial records.
Keep things moving with transparency in billing by using the seamless and instant billing options with emailing, recording, and clear status labels.
The Client Portal Plus billing system uses PayPal to ensure acceptance by everyone including both PayPal members and card paying guest checkouts.
Yes, the invoicing feature allows you to easily upload and display your company logo on each invoice. Simply use the "Company Logo" upload option in the Invoicing settings.
Absolutely. When creating an invoice, you can add any number of custom services by specifying titles, descriptions, prices, and applicable dates, ensuring flexibility to invoice for any type of service you offer.
Yes, invoices include an integrated PayPal "Pay Now" button. When clients view their invoices, they can conveniently make payments online, simplifying the payment process and reducing payment delays.
The Records section clearly shows the current status of each invoice (such as unpaid, sent, or paid). You can easily sort and manage invoices, resend pending invoices, or mark them as paid as payments are received.
Yes, the system includes a convenient duplication feature. This allows you to quickly copy previous invoices, adjust details if necessary, and resend, streamlining recurring billing processes and saving you significant administrative time.
Provide clients one login to review existing services, invitations to renew expired services, request new services, share files, notes, and PayPal invoicing.
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