Client Invoicing by Sprout Invoices – Easy Estimates and Invoices for WordPress


WordPress Invoicing Made Easy

Our focus since day one 4+ years ago with Sprout Invoices has been to create a way for WordPress site owners to invoice and EASILY get paid. We also understand that customization beyond branding is important, and that’s why we built the most POWERFUL solution with the most integrations around.

Sprout Invoices allows you to create beautiful estimates and invoices for your clients in minutes — not hours. If you’re not familiar with WordPress templating than our knowledgebase and priority support can help.

Even though our goal is to make getting paid easy, providing fast and reliable support is a priority. We don’t want any user to feel alone.

Trust the reviews and join an awesome community of happy users.

Sprout Invoices Pro
This plugin is the lite version of the Sprout Invoices Pro plugin that comes with all the invoicing features you will ever need including recurring invoices, recurring payments, pre-defined line items, client dashboards, Stripe and many other payment processors, advanced reporting, hundreds of integrations (including Zapier) and a ton more. Click here to learn more about the best Invoicing plugin for WordPress now!

Getting Paid Efficiently

Sprout Invoices is meant to remove the hoops and hurdles required in a typical workflow of accepting estimate requests, creating an estimate/quote, and getting paid. Learn more about this goal to improve your workflow on

The Integration Powers of Sprout Invoices

While Sprout Invoices automates many tasks the real power comes from the flexibility through integrations.

Payments Integrations

Sprout Invoices integrates with the most popular payment gateways around. Including: PayPal (free), Stripe,, Square, 2Checkout, eWay, NMI, and many more.

Integrate with PayPal & make accepting invoice payments easy. The free PayPal plugin is available here.

Easy Invoice & Estimate Submissions with WordPress

Integrations with your favorite WordPress form plugins allow you to build an easy solution to creating dynamic invoices based on the prospective client’s form selections. Pre-defined Line Items (pro feature) are used to create the custom submission form and every form integration is easy!

All form builder integrations are free!

Invoicing Requirements Around the Globe

Supporting many different languages is another focus of ours, and with that comes the responsibility of meeting local government invoicing requirements. Here are some of free plugins to help support the globe:

If your invoice requirements are not met with one of the plugins above please let us know.

Full Sprout Invoices Feature List

Pro Features

All of the popular features listed below are bundled with a pro license. Consider joining the community of happy Sprout Invoices Pro users.

Make sure to review the Sprout Invoices features page for more detailed information. As well as the full featured demo.

Getting Paid with WordPress and Sprout Invoices


Priority support is provided with an upgraded version. All free support will provided in the forums.


  • Invoice Template
  • Easy Invoice Management
  • Easy Invoice Management
  • A dashboard with charts and summaries answer the question "how am I doing?".
  • Dynamic reports allow for date filtering, sorting, search, and exporting.
  • Common management tasks are sped up by Sprout Invoices utilization of AJAX.
  • Easy Estimate Management


  1. Upload plugin folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress


Please visit Sprout Invoices for the latest FAQs.


ഓഗസ്റ്റ്‌ 21, 2023 1 reply
basics work fine, but has bugs with extensions, like the recurring invoice which is very buggy on our install, so 1 star lost for that, the other lost because they disable pdf export after license expired, most plugins charge for support only, to disable functionality on someones site remotely and automatically is unforgivable, will never trust the authors again.
ഏപ്രിൽ 10, 2023 4 replies
Have 2 support tickets - I am a paid customer - and have had no response to any ticket in 2 days. If this is priority support i feel sorry for those with basic support. Day 3 and still no response... update:still no responses from support. I even offered them to use my twilio account to resolve issue and nothing. Software has so much potential - but HORRIBLE support response kills the potential. may want to look at other options. (yes there are some)
സെപ്റ്റംബർ 26, 2022
I have been a user of this plugin for a couple of years, today we experienced a problem with stripe payment processor functions, and I worked with the support team to fully identify the problem and they were able to fix my issue within a few hours. I highly recommend this plugin because it does everything we need from initial invoicing to receiving deposits and recording them, the automatic reminders for full payment is a game changer for us, not to mention the dashboard where overdue invoices are due and a complete breakdown of the figures. I could go on and on with the functions that make my life easier but ill leave that for your to discover 🙂 Great product, fantastic support, highly recommended!
മെയ്‌ 24, 2022
I've been looking to replace outdated Freelance invoicing software for long time when I found Sprout Invoicing. I found installation easy and linking to Stripe also easy. Managing clients and creating invoices and billable tasks very straightforward. I did run into a couple of issues and contacted support. I received prompt responses and support was able to fix both issues. I would recommend Sprout to other Freelance designers. Tech support has been great with even providing custom code to achieve what I requested.
മെയ്‌ 2, 2023
<p>I utilize the paid version of Sprout along with several of the included add-ons. Around two month ago, one of the add-ons which allows you to add Payment Processor specific fees to invoices stopped working when processing Stripe payments.</p> <p>As a result, clients were able to pay invoices without the percentage fee being added on that I configured for this payment processor. I immediately reported the issue and it was confirmed as a bug and I was told it would be resolves soon.</p> <p>Two months later, it has not been resolved and I have lost over $1500 dollars due to the fee I configured not being added!</p> <p>This is a premium, paid plugin which should include premium, paid support. I guess not.</p> <p> </p> <p>Edited 5/2/23: Over a year later and this issue is not resolved.</p>
ജനുവരി 25, 2022
HTML notification button doesn't do anything,so notification templates won load, bugs using their add-on with project panorama, no pay button and after couple weeks nothing resolved so using our old payment system, may be you'd like to wait a bit longer until it has all it's compatibility issues improved.
Read all 179 reviews

Contributors & Developers

“Client Invoicing by Sprout Invoices – Easy Estimates and Invoices for WordPress” is open source software. The following people have contributed to this plugin.


“Client Invoicing by Sprout Invoices – Easy Estimates and Invoices for WordPress” has been translated into 6 locales. Thank you to the translators for their contributions.

Translate “Client Invoicing by Sprout Invoices – Easy Estimates and Invoices for WordPress” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.



  • Fix: Fixed estimate status updates causing fatal error.
  • Fix: Fixed issue with estimate acceptance causing fatal error.
  • Fix: Fixed issue with shipping total doubling in the calculated total.
  • Fix: Fixed issue with client save causing fatal error with payment terms addon.


  • Fix: Fixed PHP deprecation issues with invoice, estimate, and report models.
  • Fix: Fixed issue with fees not showing correctly on invoices.
  • Fix: Fixed issue when Invoices/Estimate emails were not being sent when saved as Pending Payments.
  • Fix: Fixed issue were notification cache was not being cleared when reseting sprout.
  • Fix: Fixed issue where duplicating invoices older than 30 days would have the wrong date.


  • Update: Moved maybe_partial_payment() to Partial Payments class as it is not needed or used in free version of plugin.


  • Fix: Fixed issue with BCC hook adding BCC in notification emails.
  • Feature: Add Google Analytics and notice for opt-in.


  • Update: WP coding standard updates
  • Fix: Added URL param for http_request_timeout hook to be compatible with plugins requiring it i.e. Jetpack
  • Fix: Added BCC hook to notification emails.
  • Fix: Get amount always returns a float now.


  • Update: Added new Logo.
  • Update: Created mobile friendly basic and default themes.


  • Fix: Italics not showing in notes.
  • Fix: Underline tag being escaped on invoice and estimates.
  • Fix: Strikethrough tag being escaped on invoice and estimates.
  • Fix: Discounts not applying properly.
  • Fix: Woocommerce customer details not passing to invoices and clients in sprout invoices.
  • Fix: Accessibility issues.
  • Fix: WordPress customizer error on certain themes.
  • Fix: Free and Pro license display issue.
  • Fix: History not displaying for signatures and viewed status
  • Fix: Invoice and Estimate PDFs not displaying the correct currency symbol.
  • Update: French Translation updates.
  • Update: EU Tax update to include decimals.
  • Update: Disable Payment terms email per client.
  • Update: Disable Client Summary per client.
  • Update: 8.1 Updates.


  • Fix: Removed progess tracker.
  • Fix: Alert for Reset Notications Templates.
  • Improvement: Added second address line to client info.
  • Improvement: Cash Feature for customer collecting cash.
  • Improvement: Updated country codes to allow for both UK and GB.
  • Improvement: Added ability to hook into the notification for custom notifications.
  • Improvement: Slate theme CSS and HTML updates.
  • Improvement: Added notice to update PHP version if 7.2 or lower.
  • Improvement: Added ability to use custom hook to set client info defaults.


  • Improvement: Redesigned the settings page.
  • Improvement: Updated Addon Settings to be accessible from Addons page.
  • Improvement: Removed settings button from Addons with no settings.
  • Fix: Updated code to WordPress coding standards.


  • Fix: Toggl Fatal Error.
  • Fix: Recurring invoices not savings and producing invoices.
  • Fix: Force signature text disappearing after saving invoice.
  • Fix: HTML escaping in Payment terms.
  • Fix: Admin note shortcode not working in notifications.
  • Fix: HTML template not displaying in preview.


  • Fix: PDF Default Theme Not working.
  • Fix: Project’s Display not working.
  • Fix: Can’t create Client user.
  • Fix: Default terms doesn’t take HTML.
  • Fix: Note section doesn’t take HTML.


Release date: November 23rd, 2021

  • Fix: Fixed HTML escaping of contact info on invoices and estimates.
  • Fix: Fixed CSS style being escaped on front line items in invoices and estimates.
  • Fix: Fixed escaped line item formatting HTML tags in admin and frontend.


Release date: November 11th, 2021

  • Fix: Fixed line items cursor focus.
  • Fix: Fixed line item description to have placeholder if blank.
  • Fix: Fixed Clients table showing HTML elements.
  • Fix: Removed email from client column in Payments table.
  • Fix: Updated allowed html.
  • Fix: Updated link to support.
  • FIx: Fixed PHP 8 issues on import page.
  • Fix: Updated translation files.
  • Fix: Updated verbage in for yoast compatibility.


Release date: October 14th, 2021

  • Fix: Moved initialization of EDD update checker so it isn’t loaded on every page load.
  • Fix: Removed error_log file from production builds.
  • Fix: Tested Up To Value tag updated.
  • Fix: Fix JS / CSS loading to use wp_enqueue commands.
  • Fix: Removed inclusion of jQuery libraries already included in WordPress Core.
  • Fix: Included files in the plugin that were previously being called remotely, and removed remote file calls.
  • Fix: Added data sanitization for all data input to lessen possibility of XSS / MITM vulnerabilities.
  • Fix: Added validation for data where needed.
  • Fix: Escaped all data output and translater output.
  • Fix: Corrected instances where escaping functions were being used to sanitize.
  • Fix: Variables and options are now escaped when echo’d.


Release date: September 8th, 2021

  • Fix: Replaced remote loading image to be included in the plugin
  • Fix: Fixed sanitization of inputs
  • Fix: Updated documentation for escaped and formatted line item options


Release date: June 30th, 2021

  • Fix: Update function arguments to work with PHP 8.0
  • Improvement: Update line item placeholders to 0
  • Improvement: Translation updates fr_FR
  • Improvement: Updated the CSS for the color change


Release date: May 5th, 2021

  • Fix: Null Values on Estimate to allow submission
  • Fix: Order List update
  • Fix: Broken Links for Notifications
  • Improvement: Translation updates fr_FR


Release date: March 8th, 2021

  • Bug fix: Notice: Trying to access array offset on value of type bool in controllers/admin/Settings.php on line 254 #382
  • Bug fix: WP 5.7 CSS Fixes 395
  • Bug fix: Invoice Code was updated but not Estimate #394
  • Bug fix: JavaScript Variable Changes#392
  • Bug fix: JavaScript Variable Changes#391
  • Bug fix: Rename Square Cash to Cash App #390
  • Enhancment: Add Zelle Payment Processor #393


Release date: August 13th, 2020

  • Bug fix: jQuery live / on fixes for WordPress 5.5


  • Update: Notifications Admin updated to reduce iframe loads
  • Update: Settings page CSS updates


  • New: Stripe Checkout Integration for Biz+ licenses
  • Update: Additional translations


  • Fix: Payment terms and auto billing with Sprout Billings.


  • Fix: Basic theme issue with payment options


  • Fix: TOS Agreement add-on incompatibility with e-signature add-on.
  • Update: Handle Stripe user tokens different.


  • New: New filter for getting visitor ip, ‘si_get_user_ip’.
  • Fix: Notification fixes for new interest email.
  • Fix: Adding interest fix.
  • Fix: Error prevention on dashboard.
  • Fix: Styling updates to prevent conflict.
  • Fix: Don’t show hidden invoices within reports.
  • Fix: Zapier payments info.
  • Fix: Square payment processor API keys incorrectly used.


  • NEW: TOS Add-on
  • NEW: Processor Limits by Payment Amount
  • NEW: Recurring Payment Terms
  • NEW: Importable Default Payment Terms
  • NEW: Interest on Unpaid Balance and Payment Terms
  • NEW: New Payment Term Shortcodes, payment_term_min_due and payment_term_min_due_date
  • NEW: Set Line Item Type with “Line Item Type” with CSV Import
  • Update: Payments Table Updated
  • Update: Stripe updated for payment source management


  • NEW: Ability to reset payment generation dates for subscription based invoices
  • Update: PDF Filter si_pdf_invoice_file_name passes doc_id
  • NEW: Filter si_do_attempt_status_update_on_get_balance
  • Update: Partial Payments updates for Sprout Billings, and improved user experience.
  • Fix: Advanced ID Generation with padding
  • Update: Show compat with WordPress 5.1
  • Update: Adding Stripe partner id


  • Fix: Metabox saved when other posts are saved, i.e. WooCommerce orders.


  • Update: Zapier Updates
  • Fix: Partial Payments setting invoices as paid under specific circumstances.
  • Fix: Notifications sent without complete information
  • Fix: WooCommerce product for integration will be recreated
  • New: Project times filter – si_project_get_associated_times


  • Update: Zapier authentication simplification
  • New: [admin_note] shortcode added to more notifications
  • Fix: Due date changed after notification sent from invoices admin
  • New: Filter to remove help desk – si_show_help_desk
  • Fix: PDF template color issues


  • Update: New Zapier Integrations & Updates
  • Fix: Mobile view for admin tables
  • New: New Hook for Importing


  • Fix: WooCommerce Cart Issue
  • New: Square Payment Notes
  • New Filter: “si_recurring_invoice_default_status” set the default status for recurring invoices
  • Update: Client wont need to sign invoice after signing the approved estimate


  • Fix: WooCommerce Bug with “Cart is Empty”
  • New: Filter for WooCommerce to allow for products to be added back to the cart for payment from an invoice payment – “si_woo_payment_single_product_for_payment”
  • New: Invoice reciept delay with “si_create_invoice_receipts_upto”
  • Update: Zapier fixes for updates
  • Fix: Slate theme logo styling
  • Update: Record views only for published docs
  • Update: PDF display for footer
  • Update: Time widget
  • Update: PDF Attachment

  • Update: Scheduled posts in Zapier
  • Update: Change invoice status when sent before PDF is generated
  • Update: Select2 Update
  • Fix: Advanced select options on clients and project pages
  • Fix: Generating notifications for recurring invoices error under specific conditions


  • Fix: Stripe filters caused error for plans


  • Fix: PDF Template overrides were not working correctly for PDF Service
  • Fix: CSS Updates for report pages
  • Fix: Subscription payment reciepts not working after invoice was edited after payment.
  • Update: Subscription and Recurring invoice messaging updates to help prevent conflicts
  • Update: Stripe filters
  • Update: Translations
  • Update: Optimizations


  • NEW: Show the notification descriptions on the main admin page
  • NEW: line items
  • NEW: Points of Contact Add-on updated to allow manual sends
  • Fix: Compatibility fix with plugins that like to share CSS with broad selectors on pages they shouldn’t.
  • Fix: Advanced ID Generation for recurring/cloned invoices


  • Fix: Recurring notifications not sending to all associated client users


  • Fix: CSS Issue on payment page
  • Fix: Conditional bug that prevented the credit card form to show


  • Fix: PHP Notices for older installs upgrading
  • Fix: A few Basic/Freelancer add-ons removed after a review that they shouldn’t have been included
  • Fix: Service fee added after a fee was already added
  • Fix: Partial payments updated for better payment workflow, and styling


  • Fix: Address not saving for some client records
  • Fix: Mercadopago sandbox option, and new filter for button


  • NEW: Basic Theme
  • NEW: Phone and Fax
  • Update: CSS for Basic and Default themes
  • NEW: Shipping add-on support for new themes


  • Fix: Settings not saved on sites with differing HOME/SITE urls.
  • Update: Partial Payments and Deposit option logic
  • Fix: Pointer conflicts
  • NEW: si_default_due_in_days includes invoice object as param


  • New: Transition to new domain
  • New: New branding for Sprout Invoices
  • New: Getting started is changed up for new users
  • Fix: PDF purchase button links
  • Fix: Login compat with default theme


  • Fix: Developer logs incorrectly enabled under some circumstances.


  • New: Start of transition to new domain
  • Fix: Admin views support smaller screens
  • New: Login view override support
  • Fix: Estimate ranges typo


  • New: A lot of change to how Partial Payments and Deposits works. They’re now an add-on that can be enabled/disabled.
  • New: Estimate Ranges Add-on
  • New: Manual recurring/payment-receipts creation
  • New: Estimate expiration shortcode
  • Fix: Payment Term notification shortcodes
  • Fix: Payment Term notification status


  • Fix: WooCommerce correctly updating invoice after order status changed.
  • Update: Service line item type has no qty, and manage admin prevents its use.
  • Fix: Service fee not automatically added if single processor is active
  • Fix: PayPal Pro and Standard mode conflicts.
  • Update: Updated messaging for free users


  • Fix/Refactor: Line item commenting
  • New: Filter to bypass service fee
  • New: Filter for WooCommerce product import


  • Fix: Notification admin optimization
  • Fix: Notification content not resetting
  • Fix: Notification content reset with HTML


  • Temp: Temporarily removing comments add-on
  • Fix: PDF CSS not showing terms/info titles
  • Fix: GST not calculated on reports correctly
  • Fix: Title of Invoice/Estimate not shown


  • Fix: Improved PHP 7.1 Support
  • Fix: Stripe error section shown when there are no errors
  • Fix: Stripe settings not saving correctly


  • Fix: Payment receipts for subscription payments not completing under certain circumstances.


  • Update: Stripe SDK Updated
  • Fix: Account Credit Types
  • Update: Payment options template is using the invoice balance
  • Update: Try to not record bot/se visits
  • Fix: Update old admin urls


  • Update: Double check some meta for recurring and subscription payment invoice duplication, in case the WP_Query meta query is being hijacked.


  • Update: Notification previews respect which format is selected


  • Update: Test notifications brought back
  • Fixed: WooCommerce Add-on description updated


  • NEW: New filter for invoice total – si_use_total_for_calculated_total
  • NEW: Add-ons settings no longer blank
  • Fixed: License key being reset after certain conditions
  • Fixed: Account Credits add-on unavailable


  • Fixed: CC Settings not saving


  • Fixed: Some js admin callbacks not working under some setups
  • Fixed: More Responize Admin
  • Fixed: Deprecated PHP Support
  • Fixed: Typos


  • New: Completely New Admin
  • New: Integrated Support
  • New: Manual Notifications
  • New: Improved Invoices List Admin
  • New: New Notifications: Payment Cleared, and Recurring Invoice
  • New: Additional Importer (Sliced)

More information found here.


  • Update/Fix: Reset totals after invoices are cloned for subscriptions and recurring. This should address when servers cache the balance and it’s not reset before the invoice is viewed.


  • Update/New/Fix: New WYSIWYG Editor
  • Update: Sprout Billings styling updates

  • Fix: Stripe user defaulting to admin under specific circumstances
  • Update: Better PDF Formatting and additional filters


  • Fix: elements collapsing instead of auto flowing
  • Update: Allow for estimate totals cache to be reset


  • Update: All Pro versions of Sprout Invoices include the advanced numbering add-on.
  • Fix: Stored PDF for notifications may not be stored with the correct file names.


  • Fix: Prevent non existent users from being attributed to possible payments
  • Fix: CSS Updates
  • NEW: Notification shortcode for first_name
  • Fix: Notes not saving for estimates before sending
  • Update: PHP version check for WooCommerce integration
  • Fix: Estimate acceptance actions bug fix for invoice creation
  • Update: GMT for all history


  • Update: Improved error messaging for PDF Service.


  • Fix: PDF Service caching issue
  • Update: Reporting totals and column adjustments


  • Fix/Update: Password protection compat for new PDF Service
  • Fix/Update: Ability to view PDF after invoice is paid (default theme)
  • Fix: Add-on caching issue


  • NEW: PDF Service for better PDF creation!
  • Fix/Update: Status for records being updated irregularly
  • Update: Stripe API fixes
  • Update: Fix for client types
  • Update: Show the client’s stored address info when using a credit card payment
  • Update: Minor updates and bug fixes


  • Update: New Stripe API Changes


  • Update: Remove all form integrations add-ons since they’re now in the .org repo for free


  • Update: Freemius updated for free versions
  • Fix: Removed private bundled add-on


  • Update: PO updates
  • Update: Remove Ready Status add-on because of incompatibilities
  • Fix: Recurring (more) fail checks
  • Update: Plaid filter for enviroment
  • Fix: Project time tracking meta box redundancy
  • Fix: Fees should not be doubled up


  • NEW: More options to change the colors for the default theme in the customizer
  • Update: Adjustments for better PDF add-on support

  • Update: Reverting GMT offset changes from last release. Needs more testing.
  • Update: Offsite payment processor update
  • New: Filtering for checkboxes
  • Update: Line items totals display updated for the admin.
  • New: Save a default list of add-ons to be active on setup.
  • Update/Fix: WooCommerce exclusive/inclusive tax updates
  • Update: WooCommerce compatibility update


  • Update: Point of Contact add-on will no longer force itself if unused.
  • Update: Use GMT offset everywhere
  • Fix: Signature add-on errors for default theme


  • Fix: Some payment processsors were executing filters/actions without being active.


  • Fix: Extraneous callback for updates on every load.
  • Fix: NMI bundle fix


  • Fix: Pushing an update because business license holders were not receiving the proper bundle


  • Fix: Latest version of WordPress handles taxonomy queries differently which may have resulted in some records being purged.


New pricing plans for all pro licenses

  • Updated: Minor updates including EU and VAT importing


  • Fix: date warnings displayed above recurring payments section
  • Updated: Adjust recurring invoice editing, so the start date is updated after every change.
  • Updated: Prevent future invoices from being generated.
  • New: New filter when clients are created, si_create_user_args
  • New: Don’t repeat line item headers via filter: si_show_all_line_item_headers
  • New: Payment Term notifications have new shortcodes
  • Fix: Localization issues for estimates template


  • Updated: New action for Default theme to show more info
  • Fix: Subscription payment method using wrong object param
  • Fix: Prevent error for non WP object
  • Updated: Better show the deposit payment with the Default theme
  • Updated: Woo integration updates for cached product


  • New: Zapier Support
  • New: Recurring invoices re-write
  • New: ApproveMe integration support for Default Theme
  • New: Client set payments supoort for new Default Theme
  • New: Allow to easily filter default line item
  • New: Square support
  • Updated: Subscription payments, new information
  • Updated: PO, Localization
  • Updated: Free version now necessary
  • Fix: WooCommerce customer not logged in
  • Fix: Payment terms display issue
  • Fix: WooCommerce Checkout w/ Shipping


  • Fix: Free version deactivation bug
  • New: Spanish Translation
  • Updated: Templates have body classes


  • Fix: Payment term notifications not being sent.


  • Fix: Payment processor object not returned, causing CRON to fail under certain circumstances.


  • Fix: Localazation


  • Fix: Recurring Invoices dups created with pre-startdate save.
  • Fix: CA Tax error


  • Fix: Notification shortcodes bug
  • Fix: Lineitem template overrides


  • Fix: Jetpack compatibility issue
  • Fix: Avada Theme compat


  • Fix: Estimate template function typo
  • Fix: Service Fee add-on updated
  • Update: Select2 Upgraded


  • NEW: Sprout Billings support
  • Fix: Auto select the first payment method if only one exists
  • Fix: Multiple theme selections


  • NEW: Default Theme!!!!
  • NEW: Theme selection
  • NEW: Updates to support the new Service Fee add-on.
  • NEW: Fees are added to reports.
  • NEW: Support for Square payments, new add-on will be released soon.
  • NEW: Added info for recurring invoice on the invoice admin.
  • NEW: Notification shortcode to show payments
  • FIX: Bulk edit causing lost client association.


  • FIX: Firefox support
  • UPDATE: EU Region name update
  • FIX: HTML Notifications add-on conflict with Test Notifications
  • FEATURE: CA GST Report Support


  • FIX: Payment Term Notifications Disabled
  • FIX: WC Compat Check


  • FIX: Shipping fees not loaded
  • NEW: Delay loading hook, si_delayed_load


  • COMPAT: WPSEO compatibility


  • FIX: Reset totals on submission
  • FIX: WooCommerce integration fixes for VAT
  • FIX: Payment obejct sent and interpreted as array


  • NEW FEATURE: Payment Terms
  • FIX: Minor bug fixes all around


  • UPDATE: WooCommerce Tools Update
  • UPDATE: Ninja Forms THREES support


  • FIX: Customizer not saving colors correctly
  • UPDATE: IP address method global use


  • NEW: Notification status indicators
  • NEW: Digital signature support
  • FIX: Multiple bug fixes, including the escaping of notes


  • FIX: Saving error for new PO payment processor
  • NEW: New method for is_processor_enabled.


  • NEW: New PO processor
  • IMPROVED: CSV Importer error messaging
  • FIX: CSV importer fix


  • FIX: Select2 Compat issues with themes and other plugins


  • Commpatibility: ACF Pro


  • New: Notification testing!
  • New: Ability to delete all SI records, great for a bad first import.
  • New: Project expense overview.
  • New: New Zapier integration authorizations to prevent issues on some servers.
  • New: Allow the filtering of recurring invoices in the admin.
  • New: Allow the filtering of subscription payment invoices in the admin.
  • New: Client edit url shortcode [client_edit_url]
  • New: Client Address shortcodes [client_address]
  • New: Client website shortcodes [client_company_website]
  • New: New notification filters.


  • Fix: Recurring subscription fixes
  • Fix: Subscription compatibility updates
  • Fix: Ability to override si_split_full_name
  • New: Allow for sumary to be sent to admin – si_send_summary_to_admin


  • Fix: Recurring totals improperly calculated on dashboard
  • Fix: THREEs support for Advanced Form Integrations
  • Fix: number formatter fix


  • NEW: Compatibility with expense tracking add-on
  • NEW: Create new invoices for subscriptions payments.
  • NEW: Fees API!
  • NEW: Shipping fee option.
  • NEW: Footer counts dynamically update on reports.
  • NEW: Invoices sent when new invoices are created from recurring settings.
  • NEW: Default rate for projects.
  • Fix: Predefined option disappears under some conditions.
  • Fix: “.00” removed from line item totals has a condition for site currency settings.
  • Fix: Payment calculations within some dashboard widgets
  • Fix: Invoice status updates for void/complete


  • Fix: PayPal issues with advanced tax add-ons


  • Fix: Overdue invoices within widgets


  • NEW: Add WooCommerce product import compatibility
  • Fix: Line item fix
  • Fix: Payment reminder refactored
  • Update: Redactor updated
  • Fix: PHP warning


  • New: Project Panorama Integration
  • Fix: WooCommerce Integration Update Mechanism fix
  • Fix: UI for Recurring
  • Update: Translations


  • Fix: Selection of of users from client admin
  • Change: Free updates


  • Change: Option to help improve sprout invoices.
  • Fix: Fields error when no payment options are available
  • Fix: Account credits doesn’t have an admin bar option
  • Fix: Slow loading servers need feedback on AJAX requests


  • Fix: Select2 Compatibility issues
  • Fix: Recurring options missing under certain conditions.


  • Fix: PayPal transaction error when parent line items are used.
  • Fix: Line item totals not formatted
  • Fix: Select2 should not be loaded everywhere
  • Fix: PHP7 compatibility
  • Fix: Client payment processor limits fix


  • New: Account credits and payment credits
  • New: Improved payment reminder (new reminder email)
  • New: Estimate approval reminder (new reminder email)
  • New: Client specific payment options
  • New: Archive status, removes from front-end views
  • New: Limit automatic recurring creation
  • New: Payments dashboard widget
  • Change: Automatically change status of scheduled docs
  • Change: Automatically send invoice/estimate when published from a schedule
  • Change: Send to multiple recipients with comma separated list
  • Change: Add user of time keeper
  • Change: Tax and discount are seperate line item totals
  • Change: Premium reports updated with HTML5 export options
  • Change: Remove visual editor from notification admin
  • Fix: New line adjustments for address
  • Fix: Dynamic text
  • Fix: New line for plain text notifications
  • Fix: Code cleanup with WP coding standards (formatting)
  • Fix: Misc. minor bug fixes


  • Fix: Reporting fixes
  • Fix: Email address truncated on long top level domains.
  • New: Notifications action.

Security updates:

  • Possible for anyone to save new importer options, including uploading CSVs.
  • Possible for anyone to create a payment
  • Security issue with unfinished (unreleased) JSON API.


  • UPDATE: Default Invoice/Estimate Subject to ID
  • UPDATE: Localization update, including French translation


  • UPDATE: Added more line item totals within the admin
  • FIX: Cloning line items would result in descriptions that couldn’t be saved.
  • FIX: Extreme edge case calculation issues


  • UPDATE: Theme compatibility improvements, e.g select2
  • FIX: discount calculation improvements

  • FIX: Estimates issue


  • FIX: Parent line item totals
  • OPT: Slight optimization for estimates and invoices


  • FIX: PayPal cart total errors with invoices that utilize discounts, deposits, and taxes with fractional totals.


  • NEW: Notes and Terms notification shortcodes
  • FIX: Zapier routing issues
  • FIX: Pass estimates notes to newly created invoice from estimate
  • FIX: Time tracking load order fix


  • FIX: AJAX callback errors, i.e. client creation.
  • FIX: Localization changes causing errors on free version.


  • NEW: Estimate and Invoice shortcodes
  • NEW: Improved reporting and filtering
  • NEW: Dashboard report caches are deleted on record updates
  • NEW: All strings are wrapped by WP functions not wrapper class methods.
  • FIX: Payments by month filtering error
  • NEW: Load custom CSS based on invoice or estimate
  • CHANGE: Line items have a unique index for future features
  • FIX: Line item commenting allows for reordering of comments
  • NEW: Improved dashboard time tracking widget
  • FIX: Fractional discounts for PayPal
  • NEW: Temp status redirects user to home page
  • NEW: Associated client records are removed when a client is deleted.


  • NEW: Filter for sending invoices to prevent filters. i.e. fix for PDF add-on. #165
  • FIX: Estimate dashboard not showing current records. #167
  • FIX: Fix for line item comments not showing highlighted icon when a comment is available. #166
  • FIX: Default Terms/Notes transposed in some cases.


  • NEW: Filter to suppress notifications on an individual basis. #163
  • FIX: Default Terms/Notes for All Estimate/Invoices bug priority. #162
  • UPDATE: Submission Hooks & Line Item Type priority. #161
  • FIX: Report Filtering/Sorting. #159
  • FIX: Estimate Submission Info Missing. #158


  • NEW: Sprout Billings Support
  • NEW: Recurring dashboard updates
  • NEW: Form field wrapper classes
  • Fix: PayPal “Adjustment” resolution
  • OPT: Prevent looping of meta_box saves


  • NEW: Payment options templating
  • Fix: Caldera Forms compatibility
  • Update: Improved Sprout Clients compatibility with Client Dashboards


  • NEW: Reduce overall size.
  • Fix: CSV Importing of already imported client users
  • Fix: Invoice template showing “Pending Payment” when balance is zero
  • Fix: Ultimate Member compatibility


  • New: Save info meta action hook.
  • New: New add-on compatibility hooks.
  • New: New add-on hook to disable invoice creation.
  • FIX: ACF compatibility fixes.
  • FIX: Select2 compatibility issues with some plugins.


  • New: Bundled add-on for admin filtering
  • New: Pricing options is a hook for invoice templates
  • New: Filter for attachments


  • Fix: PHP Notice suppression on old line items.


  • NEW: MercadoPago Support (payment button link callback)
  • NEW: Line item total sorting
  • Fix: Misc. Error fixes


  • Fix: Escaped Addresses
  • Fix: Redactor fix from 8.0.4
  • Fix: WooCommerce compatibility with their outdated version of select2


  • Fix: Estimates and pre-defined items
  • Fix: Estimates not saved advanced columns correctly
  • NEW: New filters for some bundled add-ons


  • Fix: Javascript error when adding new users on clients page (select2 incompatibility)
  • Fix: Javascript error on some admin pages


Read more all about the release at Sprout Invoices

  • New: Line Item Types and new management
  • New: Pre-defined editing with new types
  • New: Pre-defined item selection search
  • Update: Time Tracking update to support item types
  • New: Invoices and Estimates Admin filtering
  • New: New bulk send of invoices or estimates


  • FIX: Possible security fix with exposed estimates/invoices with*


  • FIX: Deposit notification sent only if the payment is complete (not pending)
  • FIX: Allow for deposit total to be set before saving
  • FIX: Help section added to the new reporting dashboards
  • FIX: WP-Invoice Issues with duplicate clients
  • FIX: PayPal line item totaling issues preventing some payments


  • NEW: Sprout Client Compatibility


  • NEW: Deposit filter allows for new add-ons
  • CHANGE: More Responsive Admin
  • CHANGE: Improved no-index via http headers


  • FIX: Edit post link fix for notification shortcodes
  • FIX: Remove “pre=” header that some SEO plugins add
  • CHANGE: [dashboard_link] available on User Creation notification
  • CHANGE: Free Version messaging updates


  • FIX: Updates for Pro Versions


  • NEW: Sprout Invoice specific user roles
  • FIX: Multiple Sprout Invoices settings conflict fix


  • FIX: Free version issues with redactor add-on
  • FIX: Time tracker not accepting fractions
  • FIX: Time Tracker on Dashboard issue
  • FIX: Deposits issue for free version


  • NEW: WooCommerce Integration is now bundled (for pro users).
  • NEW: Completely revamped Stats Dashboard.
  • NEW: Web accessible Time Tracking widget.
  • NEW: History Management
  • NEW: Subscriber specific Time Tracking dashboard widgets.
  • UPDATE: Easily import unbilled time into an invoice with a single click.
  • UPDATE: Add dashboard widgets to standard WP Dashboard.
  • UPDATE: Improved admin search.
  • NEW: Send invoice/estimate to a new email without creating a Client user with a simple input box.
  • UPDATE: Modify the sender’s email for estimates and invoices on the invoice/estimate admin.
  • UPDATE: Improved pay button on invoice template.
  • UPDATE: Modify the “to” email for all admin notifications without a filter.
  • UPDATE: Zapier integration updates, e.g. email data.
  • UPDATE: Improved responsive design for meta boxes and multi-column edit screens.
  • FIX: Prevent WP SEO from caring about Sprout Invoices.
  • NEW: Invoice ID dynamic text
  • FIX: Deposits issue for the free version (7.0.1)
  • FIX: Start CSV import without using previous files
  • FIX: Fix for old PHP versions without json_last_error
  • FIX: Remove project types from submission page
  • FIX: Language translations updated (8.6)


  • FIX: Estimate creation via API fix
  • FIX: Pointer Dismissals
  • FIX: Dashboard caching issue
  • FIX: ACF Pro Compatibility
  • FIX: Minor importer updates for sanitization


  • FIX: Importers failing under certain circumstances.


  • FIX: Some escaping fixes from 6.1.1 for some sites using PayPal


  • FIX: API callback fix for activation/deactivation and updates.


  • UPDATE: 4.2 Compatibility
  • FIX: Some escaping issues from 6.1.1


  • FIX: Some escaping issues from 6.1.1


  • SECURITY: Reviewed all uses of add_query_arg, regardless if $url is passed esc_url is used.
  • SECURITY: Reviewed and updated every case of echoing an un-escaped variable; with a very strict standard of making every variable escaped or casted as an int/float.


  • NEW: Sprout Invoices Addons Page
  • NEW: Manage bundled addons (for paid users)
  • NEW: Filter the Admin Notification To: email address with si_admin_notification_to_address
  • FIX: Block Spambots from Submitting the Payment Form
  • FIX: Redirect to prevent refresh issues when a check/po is submitted #65
  • FIX: PayPal Totals issue with Tax + Deposit #69


  • FIX: Toggl incompatibility issue
  • FIX: set_invoice_id error


  • FIX: Estimate template error.
  • FIX: Projects page error under come configurations


  • FIX: Estimate approval failing under certain circumstances.


  • NEW: Zapier Integration (pro version)
  • NEW: CSV Importing
  • NEW: Toggl Integration (pro version)
  • NEW: Filter for payment reminder delay, si_get_overdue_payment_reminder_delay (pro version)
  • NEW: Invoice that is voided will have a new stamp plus the user can’t pay
  • NEW: Allow for blank terms and notes with [si_blank] shortcode
  • Improvement: API Updates for Future Release
  • Improvement: CSV Importing of estimates and line items (with examples)
  • Improvement: View logs adjustment to prevent duplication
  • Improvement: Adjust Estimate/Invoice ID after clone
  • Improvement: Confirmation page template updated
  • Improvement: Handle payments better when invoice is deleted
  • FIX: Redactor bug fixes when used within modal
  • FIX: Client dashboard: multiple clients for a single user (pro version)
  • FIX: Cloned Estimates/Invoices shouldn’t retain the same status
  • FIX: Send estimates/invoices when saved if recipient is selected
  • FIX: Project Estimates and Invoices on Project admin adjusted
  • FIX: Payment date should be post_date


  • FIX: Invoices and Estimates were being returned in public search queries.


  • FIX: Import admin


  • FIX: Return all clients on Client Dashboard
  • Improvement: Freshbooks import
  • Improvement: Added nofollow for robots in header meta tag
  • New: Create a payment when an invoice is marked as paid.


  • NEW: Improve WP-Invoice Importer


  • NEW: ‘si_default_due_in_days’ filter added
  • FIX: Dynamic text within notification shortcodes
  • Misc. Fixes


  • New: Compatibility class to resolve other plugins problems, e.g. Gravity Forms erring out js on custom post type pages
  • FIX: More error reports for missing notifications.
  • FIX: Customizer filter should only be for the front-end
  • FIX: Client Dashboard was blank when a non-client was logged in


  • FIX: Client Dashboard notification error; fixed with better abstraction
  • FIX: Shortcode fix
  • FIX: Free version fix for PayPal
  • FIX: Add Customizer to the SI menu for clarity


  • FIX: Comment issue with multiple line items open
  • FIX: PayPal total issue when invoice has a deposit and previous payments
  • FIX: Estimate line item button styling issue
  • FIX: Comment shortcode issue when client has multiple users
  • FIX: Compatibility fix with other plugins/themes using .tooltip


  • NEW: Line item commenting (pro version)
  • NEW: Pre-defined line items (pro version)
  • NEW: Dynamic text (pro version)
  • UPDATED: Admin UI tweaks


  • IMPROVEMENT: UI update so other plugins wont conflict.
  • Fix: [invoice_total_due] should respect deposit amounts
  • Update: Future status


  • IMPROVEMENT: Estimates and Invoices can have strings for IDs
  • IMPROVEMENT: Force private URL under circumstances when auto-draft is tried to use
  • IMPROVEMENT: Optimize logic for screen checking
  • IMPROVEMENT: Added client default currency formatting option
  • IMPROVEMENT: Cross compatibility with other plugins, including Visual Composer
  • FIX: Email on client dashboard error
  • UPDATE: Datatables library update


  • FIX: Estimate Accept/Decline not working on some setups.
  • IMPROVEMENT: Improved security on estimates.
  • IMPROVEMENT: Re-worked currency formatting again.
  • FIX: Strict Standard notice fixes.
  • UPDATE: PO Updates.


  • IMPROVEMENT: Auto updates
  • UPDATE: PO updates
  • FIX: Better handling of client dashboard page id caching


  • FIX: Expiration dates not displaying
  • NEW: Currency formating options
  • FIX: Client dashboard updates
  • FIX: Custom currency for clients and notifications
  • NEW: Tax shortcodes
  • NEW: Added si_client_dashboard_page_id filter
  • FIX: Newly created invoices from a recurring schedule will have it’s due date and issue date set


  • FIX: JS issues on client management page.


  • FIX: Fix for nested items
  • IMPROVEMENT: Nesting items UX/UI
  • CHANGE: localeconv() defaults so money is always formated
  • IMPROVEMENT: Compatibility with Visual Composer and other plugins
  • CHANGE: Remove Client currency code option, never used.
  • CHANGE: Taxes are floats not integers


  • FIX: Compatibility fix with some plugins, namely Visual Composer
  • FIX: Fixing bad build with white screen of death. Sorry! Seriously! Sorry!


  • NEW: Allow to clean up notifications, which is a fix from a bug in an older version.
  • CHANGE: Updates to the free version.


  • CHANGE: Again…improving automatic money formatting for non-US currencies
  • FIX: Translation fix
  • FIXES: Misc. minor code updates


  • CHANGE: Improving automatic money formatting for non-US currencies


  • NEW: Client Dashboards
  • NEW: HTML notification add-on support
  • NEW: Time importing from Freshbooks
  • Misc. bug fixes and updates


  • Change: Payment notification after admin payment
  • Improved: State and Country Selection
  • Improved: Language translations
  • Improved: Filtering localeconv


  • Fix: Notification activation
  • Fix: FF incompatibility with status update drop-down
  • Change: Invoice ID shown on payments page


  • Fix: Estimates not being associated with Invoices correctly
  • Added: Filtering localeconv with si_localeconv


  • Fix: Charts on reports dashboard not working
  • Fix: Misnamed Dutch translation files


  • Fix: Firefox not allowing negative value in qty inputs


  • Fix: Missing .mo files for new translations
  • Fix: Quantity fields not allowing for decimals and negatives with some OSs


  • New: Import time from Freshbooks
  • New: Add PO Number and separate Tax line items to templates
  • New: pt_BR and nl Translations
  • Fix: Review untranslated strings
  • Fix: Send paid notification after payment is complete, not created
  • Fix: Some minor php warnings and notices


  • Dashboard updates including method to flush cached values
  • Notification shortcode filters


  • Reporting fixes


  • New: Recurring Payments (aka subscriptions)
  • New: Recurring Invoices
  • Fix: Less than a bunch more than a couple


  • Confirmation page fix
  • Improved CC processing for future add-ons
  • Firefox style issue in admin


  • Tested bump for 4.1


  • Change/New: Estimate and Invoice templates are no longer using wp_head and wp_footer. Instead use si_head and si_footer (respectively). This allows for the templates to not be subjected to plugins and themes that inject code with those hooks. If you’ve created a custom template you should look into changing those functions.
  • Change: Use the_content filter on line items only, and create a filter to bypass
  • Fix: Client and user creation confusion
  • Fix: Filter names si_allowed_*_doc_scripts/styles
  • Fix: Currency code improvements


  • Fix: Client currency code not defaulting
  • Fix: Bug fix for sites without permalinks
  • Fix: AJAX bug fixes for clients and other sections


  • NEW: Reports dashboard fully responsive
  • Change: Chart js API updated
  • Fix: Dashboard values incorrect under certain circumstances
  • Fix: Chart values are now localized
  • Fix: Other minor fixes


  • NEW: Projects
  • NEW: Time Tracking (premium license or add-on)
  • NEW: WYSIWYG for line items (premium license or add-on)
  • Change: Improved Client management
  • Change: Easier user assignment and creation for Clients
  • Change: Streamlined Invoice and Estimate edit UI
  • Change: Freshened editing and management all around
  • Change: New possibilities for add-ons


  • Change:
    • More hooks and filters
    • fix for unit tests
  • Fix:
    • ID shortcode fix
    • js error with custom templates


  • Change:

    • No page breaks when printing large invoices/estimates
    • Better error handling for invoices without clients assigned
    • Helper functions for future payment processors
    • More hooks and filters
    • No index on estimates and invoices!
    • Paypal line items will not longer use qty since PP prevents fractions (now?)
    • Some themes don’t register their scripts and styles correctly, so unregistering them comes later on wp_print_scripts
    • Some themes don’t register their scripts and styles correctly, so unregistering them comes later on wp_print_scripts
  • Fix:

    • Deposit function adjustments
    • Paypal balance calculation fix
    • Paypal qty fraction fix.
    • Misc. errors and notices
    • Estimates/Invoices auto-draft bug when doc isn’t saved first
    • Other minor bug fixes
    • Critical Paypal EC update to capture payment


  • Change:

    • New hooks for estimates and invoice templates
    • Starting to create some unit tests
    • Doc changes
  • Fix:

    • Fix qtip
    • Total calculation issue with template tag


  • Change:

    • No index on estimates and invoices!
    • Paypal line items will not longer use qty since PP prevents fractions (now?)
    • Some themes don’t register their scripts and styles correctly, so unregistering them comes later on wp_print_scripts
  • Fix:

    • Deposit function adjustments
    • Paypal balance calculation fix
    • Paypal qty fraction fix.
    • Misc. errors and notices
    • Estimates/Invoices auto-draft bug when doc isn’t saved first
    • Other minor bug fixes


  • Fix:
    • Estimates slug not created
    • Clone warning (strict notices)
    • Other minor bug fixes
    • Better support for sites without permalinks setup

  • Fix:
    • Saving error
    • Line item width after payment


  • Features:

    • Improved Invoice and Estimate templates
    • Client specific invoice templates
    • Client specific estimate templates
    • Customizable money formats
    • Improved multi-currency support
    • Client specific money format
    • Client specific currency code for payment processing
    • minor UI improvements
  • Fix:

    • Few error prevention updates

  • Fix
    • Freshbooks payment import fix. FBAPI uses an unconventional amount format (i.e. 353634.980)


  • Fix
    • Client could have non-user_ids associated
    • Handle text input with bad formatting better

  • Fix
    • Deposits bug for free versions
    • Tasks clarification for free version
    • Allow for deletion with new drop-down UI
  • Features
    • Custom template messaging improvements


  • Fix

    • Client creation via AJAX/Modal
    • Quick send bug fixes for Estimates and Invoices
    • client_name shortcode
    • Minor fixes for importing from freshbooks, harvest and WP-Invoices
  • Features

    • Major overhaul of importing from freshbooks, harvest and WP-Invoices.


  • Much improved importing with AJAX


  • Auto upgrades fix for pro users


  • New templating class (select the invoice/estimate template)
  • New status UI
  • Notification updates
  • Better rewrite handling
  • Minor bug fixes


  • Settings API improvements


  • Localization support!
  • Invoice/Esitmate metabox order fix
  • Translatable string improvements
  • Importer improvements
  • Invoices with Outstanding Balance have a label on mngt. screen.
  • Reports table updates
  • Fix for advanced reporting on some hosts
  • Title/Subject not showing correctly
  • Better error handling during import
  • apple_filters(‘the_content’) to the terms and notes on estimates and invoices
  • Load order update to improve add-on support


Welcome! This is a big update and a big step for us.

  • There’s a free version and most like you’re using it.
  • Import from WP-Invoice, Harvest or Freshbooks.
  • Helpers, coming before this is truly 1.0. (shush! this is really 0.9.*)
  • So many bug fixes that make this a legit 1.0 release.
  • Admin bar links.
  • Better dashboard let you know what’s up.
  • Remove some unnecessary cruft.
  • Multiple taxes – 1.0 GM

  • Subject line fix. – 1.0 GM

  • WP-Invoice Importer Bug fix: Import any type
  • WP-Invoice Importer Bug fix: Fix devision by zero error
  • WP-Invoice Importer Bug fix: Add si_default_country_code filter to set default country code. – 1.0 GM

  • Strict standards fixins – 1.0 GM

  • Some versions of PHP will bomb when checking if method_exists on a nonexistant class. Silly…

  • Minor bug fixes


  • Plugin updates fix
  • Add-ons not loading, e.g. Stripe.

  • Dashboard fix

  • Import progress fix.

  • Fix deposit and cleanup files


  • Admin bar links
  • Additional hooks and filters required by submission integration add-on
  • Minor updates


  • Line Item UI changes.
  • Invoice Style fixes
  • Plugin updater conflict.
  • Better documentation and linking to site.


  • Initial Release

  • Remove debugging logs from release branch.