Adds expense tracking, receipt uploads, a cash-basis estimated tax panel on the Reports page, and a downloadable CPA Tax Summary PDF.<\/p>","1.3.0":"
Internal identifier prefix changed from ci_\/CI_ to philclin_\/PHILCLIN_ per WordPress.org review; QR codes now generate locally. If you have existing invoices\/clients\/settings, back up before updating.<\/p>","1.2.0":"
Adds Hourly\/Flat Rate line item types, a live hours total in the invoice editor, and a Hours column in the invoice list.<\/p>","1.1.0":"
Adds the Time Tracker, admin bar quick-timer, and add-to-invoice workflow.<\/p>","1.0.0":"
Initial 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list with status badges, PDF download, and quick-send actions."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-2.png?rev=3626454","caption":"Invoice editor with line items, totals, and the Send & Actions sidebar."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-3.png?rev=3626454","caption":"Client address book."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-4.png?rev=3626454","caption":"Settings page with company info, payment options, and email templates."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-5.png?rev=3626454","caption":"Time Tracker with timer, log table, and add-to-invoice workflow."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-6.png?rev=3626454","caption":"Sales and revenue report with monthly breakdown."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-7.png?rev=3626454","caption":"Dashboard widget showing outstanding invoices."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-8.png?rev=3626454","caption":"Recording a payment \u2014 deposits, installments, or full payment."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-9.png?rev=3626454","caption":"Invoice preview."},{"src":"https:\/\/ps.w.org\/phildesigns-clean-invoices\/assets\/screenshot-10.png?rev=3626454","caption":""}],"raw_content":"\n
PhilDesigns Clean Invoices<\/strong> handles the full billing workflow from within your WordPress dashboard \u2014 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.<\/p>\n\n Features<\/strong><\/p>\n\n 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.<\/p><\/dd>\n No \u2014 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.<\/p><\/dd>\n Invoice content is configurable through Settings (company details, logo, payment options, thank-you message). The PDF layout is generated by FPDF.<\/p><\/dd>\n Yes \u2014 you can record deposits, installments, and payments individually. The invoice status updates automatically: Sent \u2192 Partial \u2192 Paid as the balance is paid down.<\/p><\/dd>\n 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.<\/p><\/dd>\n 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 \u00d7 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.<\/p><\/dd>\n 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 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 \u2014 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.<\/p><\/dd>\n\n<\/dl>\n\n\n\n
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clean-invoices<\/code> folder to \/wp-content\/plugins\/<\/code>.<\/li>\n\n
Does this plugin require any third-party services?<\/h3><\/dt>\n
Will my data be deleted if I deactivate the plugin?<\/h3><\/dt>\n
Can I customise the invoice layout?<\/h3><\/dt>\n
Are partial payments supported?<\/h3><\/dt>\n
What data is stored per invoice?<\/h3><\/dt>\n
What data do the expenses store?<\/h3><\/dt>\n
Are uploaded receipts publicly accessible?<\/h3><\/dt>\n
.htaccess<\/code> file, which servers that ignore .htaccess<\/code> (such as Nginx) won't enforce \u2014 the random link token still applies there.<\/p><\/dd>\nDoes this replace my accountant?<\/h3><\/dt>\n
1.4.0<\/h4>\n\n
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1.3.2<\/h4>\n\n
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1.3.1<\/h4>\n\n
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FPDF<\/code> \u2192 PHILCLIN_FPDF<\/code>, PhilClinQRCode<\/code> \u2192 PHILCLIN_QRCode<\/code>) so they can't collide with another plugin's copy of the same library.<\/li>\nregister_setting()<\/code> call per option.<\/li>\n<\/ul>\n\n1.3.0<\/h4>\n\n
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philclin_<\/code> \/ PHILCLIN_<\/code> prefix.<\/li>\n<style><\/code> blocks to properly enqueued stylesheets.<\/li>\n1.2.0<\/h4>\n\n
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1.1.0<\/h4>\n\n
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1.0.0<\/h4>\n\n
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