Billy

This plugin helps you speed-up your billing process, from creating invoices or quotes, minimizing any potential errors to getting paid faster. Create an electronic invoice, a quote or accounting records in just a matter of minutes with the block-based WordPress editor. 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 post 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. 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
• 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: You can help translate the plugin into your language

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: https://them.es/plugins/billy

• Contact Management
• Address book
• 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

1.7.4

• Bugfix: Error loading font "Could not find PostScript font name"
• Add them.es Starter FSE to tested Themes

1.7.3

• Minor code refactoring
• Add .l10n.php translation files to adopt performant translations (WordPress 6.5+)
• Update dependencies

1.7.2

• Minor code refactoring
• Update dependencies
• Tested up to WordPress 6.5

1.7.1

• Bugfix: Custom meta deprecation warning
• Allow to add classes in custom meta fields

1.7.0

• Code refactoring with an upgrade to Block API v2
• Bump supported WordPress version to 5.6+
• Fix WSOD when saving a post that has not been modified

1.6.6

• Restrict current_user_can() to users who can view/edit private posts
• Add nonce validation to PDF generator
• Hide Print button on Chrome
• Code refactoring and minor style updates
• Upgrade third-party dependencies
• Tested with PHP 8.3

1.6.5

• Enhancement: Update composer autoloader reference to fix a potential issue
• Add Twenty Twenty-Four to tested Themes

1.6.4

• Bugfix: Minor warning in Editor
• Upgrade third-party dependencies
• Tested up to WordPress 6.4

1.6.3

• Tested in PHP 7.4 and updated composer.json to prevent a fatal error (Using PHP 8.0+ is still advised!)

1.6.2

• Bugfix: React warning "Uncaught ReferenceError: editEntityRecord is not defined" in invoice meta
• Upgrade third-party dependencies

1.6.1

• Bugfix: React warnings "Cannot update a component while rendering a different component"
• Deactivate mPDF simpleTables to allow full CSS support for tables (e.g. via manipulating Billy_PDF_Export::$pdfstyles)
• PDF output: Less opinionated table styles
• Minor updates in style-editor.css to format Block-Editor specific elements only

1.6.0

• Refactoring and Code quality
• Styling updates
• Bugfix: Retrieve reusable Header block in current locale (Polylang, WPML)
• New Sidebar panel with settings overview
• Upgrade third-party dependencies
• Tested up to WordPress 6.2

1.5.3

• Minor style update in style-editor.css
• Code quality
• Documentation

1.5.2

• Add an optional "subject" line in Custom Post type templates
• CSS updates (Frontend and generated PDF)
• Upgrade third-party dependencies

1.5.1

• Improve table markup by replacing labels with and removing classNames
• CSS updates (Frontend and generated PDF)
• Minor bugfixes
• Backwards compatibility

1.5.0

• Code modernization: Replace Header CPT with a reusable block ensuring backwards compatibility
• Cleanup
• Minor style updates and UI improvements
• Upgrade third-party dependencies
• Compatibility with WordPress 6.1

1.4.1

• Code modernization and Cleanup
• Upgrade third-party dependencies

1.4.0

• Removed iframe PDF viewer: Use WP native wp-block-file__embed instead
• Add PDF preview before post content
• Don't make pre-header sticky
• Invoices: Check if required meta data is missing (e.g. after an import) and provide a (hidden) tool to regenerate the meta data on all posts based on the current invoice number
• Upgrade third-party dependencies

1.3.4

• Numeric invoice numbers
• Autoincrement invoice number function has been rewritten using get_previous_post()
• Upgrade third-party dependencies

1.3.3

• Enqueue frontend assets only when necessary
• Upgrade third-party dependencies

1.3.2

• Coding Standards
• Compatibility with WordPress 5.8: Fix PHP notice in 'block_categories'
• Upgrade third-party dependencies

1.3.1

• Compatibility with WordPress 5.7
• Upgrade third-party dependencies

1.3.0

• Refactoring
• Minor style updates to improve PDF output
• Removed PDF.js: Use browser internal PDF viewer via iframe instead
• Upgrade third-party dependencies

1.2.3

• Refactored Meta
• Replaced two wrong Gettext domains

1.2.2

• Code quality
• Fixed misaligned label in Editor

1.2.1

• PDF footer: Use the date on which the post was published instead of the current date

1.2.0

• Allow more formatting options in descriptions: Replace RichText components with InnerBlocks components.
• Style improvements to the PDF output
• Tables: Vertical alignment "top"
• Upgrade third-party dependencies

1.1.4

• Minor compatibility update for WordPress 5.5+

1.1.3

• Compatibility with WordPress 5.5

1.1.3

• Minor updates: styles

1.1.1

• Prevent TypeError in main.js

1.1.0

• Embedded PDF files (PDF.js)
• Make PDF Export class variables public so they can be modified by third parties
• Minor style updates to the default PDF output

1.0.3

• Dynamically set the PDF filename
• Minor style updates to the PDF output

1.0.2

• Internationalization
• Readme updates

1.0.1

• Minor update to the table row frontend view

1.0

• Initial Release
• Created a GitHub repository with all development sources