Billy

This plugin helps you to speed up your billing process, from creating invoices and quotes, minimizing any potential errors to getting paid faster.

Electronic invoices, quotes and accounting records can be set up in just a matter of minutes. Invoice numbers are generated automatically in unique and sequential order. For convenience reasons the totals of the table rows are calculated in What You See Is What You Get real-time.

Global settings like your name, your address, the invoice number format, tax rates and the currency can be defined in the Customizer.

The header can be branded with your logo. Any frontend styles will be inherited from the theme, so please make sure the theme installed on your site fully supports the block editor.

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Target group?

• Freelancers and small agencies that need a billing suite which integrates seamlessly into their existing WordPress environment.

Compatible themes?

The plugin should work with any modern WordPress theme that supports the Block editor. Minor style modifications in the theme may be required.

Heads up: Please note that the main content area of the Single/Custom Post Template of your theme needs to be setup in “fullwidth” format. Having a sidebar may narrow the (invoice) table layout too much.

The following WordPress themes have been tested:

• https://them.es/starter-fse

• https://them.es/starter-bootstrap

• https://them.es/starter-material

• https://wordpress.org/themes/twentytwentyfour

• https://wordpress.org/themes/twentytwentythree

• https://wordpress.org/themes/twentytwentytwo

• https://wordpress.org/themes/twentytwentyone

• https://wordpress.org/themes/twentytwenty

• https://wordpress.org/themes/twentynineteen

What’s included?

• Invoices

• Quotes

• Accounting

• Custom styles: Compatible with any WordPress theme that supports the Block editor

• Custom Post types

• Custom Blocks and Block templates

• Set individual tax rates

• WYSIWYG, Real-time calculation

• Locale specific number formatting

• Legally compliant: Unique and sequential invoice numbers

• PDF-Export

• Fully customizable HTML and PDF output using block templates or add_filter()

• Privacy by design: All information published will be made private by default and stays confidential as no data is being shared with third-parties

• Dashboard widget

• Multilingual – Feel free to help localize Billy into your language: them.es (them.es user account required) or translate.wordpress.org (WordPress.org user account required)

Dependencies?

• There are no third-party dependencies required and if you use the latest WordPress version with a block based WordPress theme you are good to go.

Contribution?

• The Plugin development can be followed via GitHub <3

• We are happy to receive feature suggestions and pull requests: https://github.com/them-es/billy

PRO Add-on

Please consider purchasing the premium add-on with the following features:

es/plugins/billy

• Contact Management

• Address book

• Project Management: Kanban-style todos

• Time tracking

• Electronic invoices: Generate UBL-XML files

• Enhanced invoices: Contact selector, Status selector, QR code generator for customized payment codes

• Enhanced quotes: Contact selector, Status selector

• Enhanced accounting: Autofilter, Autosync invoices

• Share Invoices and Quotes via a password protected link

• Update the current invoice/quote status

• Overdue invoices get highlighted in the overview

• Auto-create invoices from WooCommerce orders

• Show upcoming birthdays in a dashboard widget

• Admin columns

• Useful stats and charts

• WordPress Export Personal Data tool

• Compatible with Polylang