PhilDesigns Clean Invoices

FAQ

Does this plugin require any third-party services?

PDF generation uses the FPDF library, which is bundled with the plugin. QR codes for Venmo/Zelle payment options are generated locally as well. No external services are contacted.

Will my data be deleted if I deactivate the plugin?

No — invoice, client, and expense data remains in your database when the plugin is deactivated. Uninstalling the plugin removes all plugin data, including expenses, uploaded receipt files, and settings.

Can I customise the invoice layout?

Invoice content is configurable through Settings (company details, logo, payment options, thank-you message). The PDF layout is generated by FPDF.

Are partial payments supported?

Yes — you can record deposits, installments, and payments individually. The invoice status updates automatically: Sent → Partial → Paid as the balance is paid down.

What data is stored per invoice?

Invoice number, client, date, due date, line items, tax, shipping, total, status, payment history, and notes. Client data includes name, company, email, phone, and address.

What data do the expenses store?

Each expense records a date paid, vendor, amount, category (with a Schedule C line reference), business-use percentage, an optional receipt/reference number, an optional uploaded receipt file, and optional notes. The deductible amount (amount × business-use %) is calculated on the fly and is never stored separately, so it always matches what’s shown on the Reports page and in the CPA Tax Summary PDF.

Are uploaded receipts publicly accessible?

No. Receipt files are stored outside the normal Media Library, in an uploads subfolder that is blocked from direct web access. Each receipt is reachable only through a link containing a long random token, similar to a file-sharing link. That link, not a WordPress login, is what grants access, which lets the CPA Tax Summary PDF work for an accountant who doesn’t have an account on your site. Treat those links as sensitive: anyone who has the exact link (or a copy of the PDF) can view that one receipt. Removing a receipt, or trashing the expense it belongs to, deletes the stored file and invalidates its link. The receipt folder is protected with an .htaccess file, which servers that ignore .htaccess (such as Nginx) won’t enforce — the random link token still applies there.

Does this replace my accountant?

No. The estimated tax liability panel and the CPA Tax Summary PDF apply a single flat rate you set yourself to cash received minus deductible expenses — they don’t account for tax brackets, credits, self-employment tax specifics, or other income. They’re meant to make handing clean, organised records to your accountant easier, not to replace their advice.