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Creating and sending invoices is an essential yet cumbersome task for most freelancers and small businesses. Instead of manually creating an invoice using a template, you can save a lot of time using the right tools. In this article, we will show you how to create invoices for clients using WordPress.

对于大多数自由职业者和小型企业而言，创建和发送发票是一项必不可少但繁琐的任务。 您可以使用正确的工具节省大量时间，而无需使用模板手动创建发票。 在本文中，我们将向您展示如何使用WordPress为客户创建发票。

Even though there is a WordPress plugin for invoices, we recommend using a more intuitive solution called Freshbooks. This is why we will be sharing two methods for creating invoices. FreshBooks and WP-Invoice.

即使有用于发票的WordPress插件，我们还是建议您使用一种更直观的解决方案，称为Freshbooks 。 这就是为什么我们将共享两种创建发票的方法。 FreshBooks和WP-发票。

方法1：使用Freshbooks (Method 1: Using Freshbooks)

The easiest and most professional accounting tool for freelancers and professionals is Freshbooks. It’s an accounting tool designed for non-accountants, and it is perfect for WordPress professionals.

适用于自由职业者和专业人员的最简单，最专业的会计工具是Freshbooks 。 这是专为非会计师设计的会计工具，非常适合WordPress专业人士使用。

There is a free 30-day trial for any paid feature, and they even have a forever free plan.

任何付费功能都有30天的免费试用期，甚至还有永久免费的计划。

Signing up is extremely easy, and you don’t even need to enter your credit card details for the trial. Upon registration, you will land on a simple dashboard that looks like this:

注册非常容易，而且您甚至不需要输入信用卡详细信息即可进行试用。 注册后，您将进入一个如下所示的简单仪表板：

在Freshbooks中创建第一个发票 (Creating Your First Invoice in Freshbooks)

Creating and sending invoices with Freshbooks is a breeze. Simply click on the New button and select Invoice from the dropdown menu.

使用Freshbooks创建和发送发票很容易。 只需单击“新建”按钮，然后从下拉菜单中选择“发票”。

If you have not added your business address, then Freshbooks will ask for your business address which will appear on your invoice.

如果您尚未添加公司地址，那么Freshbooks会要求您提供公司地址，该地址将显示在发票上。

The invoice wizard will also ask what do you bill your clients for? You can choose time, items, or both depending on what services or products you provide to your clients.

发票向导还会询问您要向客户收取什么费用？ 您可以根据向客户提供的服务或产品选择时间，项目或同时选择两者。

On the next screen, you will need to provide client information. Freshbooks will save this information, and you can use it later whenever you need to send an invoice to that client.

在下一个屏幕上，您将需要提供客户信息。 Freshbooks将保存此信息，以后您可以在需要向该客户发送发票时使用它。

After saving your client details, you can scroll down to enter the tasks and items, rates, and amount due. You can add multiple lines for each item or task along with additional notes, terms and conditions.

保存客户详细信息后，您可以向下滚动以输入任务和项目，费率和应付金额。 您可以为每个项目或任务添加多行以及其他注释，条款和条件。

Once you are satisfied with the invoice, you can save it as a draft, or send it instantly via email. You can also send an invoice via snail mail.

对发票满意后，您可以将其另存为草稿，或通过电子邮件立即发送。 您也可以通过蜗牛邮件发送发票。

That was simple, wasn’t it?

那很简单，不是吗？

在FreshBooks中添加付款方式 (Adding Payment Methods in FreshBooks)

Freshbooks allows you to accept online payments from clients. It supports PayPal and Stripe by default, and you can enable other popular payment gateways. If you need to setup payments, then you need to click on the Settings on the top menu and click Accept Credit Cards tab.

Freshbooks允许您接受客户的在线付款。 默认情况下，它支持PayPal和Stripe，并且您可以启用其他流行的支付网关。 如果需要设置付款，则需要单击顶部菜单上的“设置”，然后单击“接受信用卡”标签。

Activate the payment method you want to use and answer some simple questions for your account details. That’s all, your clients can now pay you online when they receive an invoice from you.

激活您要使用的付款方式，并回答一些有关帐户详细信息的简单问题。 就是这样，您的客户现在可以在收到您的发票后在线上向您付款。

使用FreshBooks跟踪时间和费用 (Tracking Time and Expenses with FreshBooks)

FreshBooks allow you to manage and track your expenses. Simply click on the expenses tab to get started.

FreshBooks允许您管理和跟踪费用。 只需点击费用标签即可开始。

Freshbooks can import your expenses from more than 13000 financial institutions. You can easily connect it to your bank account and credit cards. You can also manually add expenses, and save receipts by simply taking a snapshot from your phone.

Freshbooks可以从13000多家金融机构汇入您的费用。 您可以轻松地将其连接到您的银行帐户和信用卡。 您还可以手动添加费用，并只需从手机中拍摄快照即可保存收据。

If you are working on hourly basis, then every second of your work should be billed to client. Freshbooks comes with built-in time tracking tool. Simply click on Time Tracking tab to get started.

如果您按小时工作，则应将每一秒的工作都向客户收费。 Freshbooks带有内置的时间跟踪工具。 只需单击“时间跟踪”选项卡即可上手。

All you need to do is enter the project details and log your hours. You can also launch the time tracker by clicking on the Start Timer button.

您需要做的就是输入项目详细信息并记录您的时间。 您也可以通过单击开始计时器按钮来启动时间跟踪器。

方法2：使用WordPress插件 (Method 2: Using a WordPress Plugin)

Another way to handle invoices is by using the WP-Invoice plugin. This way your WordPress website becomes the hub of your invoices and payments.

处理发票的另一种方法是使用WP-Invoice插件。 这样，您的WordPress网站就成为了发票和付款的枢纽。

First thing you need to do is install and activate the WP-Invoice plugin. Upon activation, the plugin will add a new ‘Invoice’ menu item in your WordPress admin. You need to visit Invoice » Settings to configure the plugin.

您需要做的第一件事是安装并激活WP-Invoice插件。 激活后，该插件将在您的WordPress管理员中添加一个新的“发票”菜单项。 您需要访问发票»设置来配置插件。

First you need to enter your business name as you want it to appear on the invoices. Next, you need to select a page to display invoices. We recommend you to create a new WordPress page titled Invoices and select that page here. This page will be used to display your invoices.

首先，您需要输入要显示在发票上的公司名称。 接下来，您需要选择一个页面来显示发票。 我们建议您创建一个名为发票的新WordPress页面，然后在此处选择该页面。 此页面将用于显示您的发票。

WP-Invoices comes with multiple payment options (see our list of 5 PayPal alternatives for freelancers to collect payments in WordPress. You need to choose a default payment system from Stripe, 2CheckOut, PayPal, Credit Card, or Interkassa payment gateways. You can selectively enable or disable payment gateways and allow your users to choose their preferred payment method.

WP-Invoices带有多种付款方式(请参阅我们的5种PayPal替代品清单， 以供自由职业者使用WordPress收集付款。您需要从Stripe，2CheckOut，PayPal，信用卡或Interkassa付款网关中选择默认付款系统。您可以有选择地选择启用或禁用付款网关，并允许您的用户选择其首选的付款方式。

When you choose a payment method, you will notice a new tab under the settings to configure that particular payment gateway. Each payment gateway has different settings which you will need to configure by logging into your account on that gateway and getting your API keys.

选择付款方式后，您会在设置下看到一个新标签，用于配置该特定付款网关。 每个付款网关都有不同的设置，您需要通过登录该网关上的帐户并获取API密钥来进行配置。

After configuring your payment gateways, click on Save All Settings button to store your changes.

配置付款网关后，单击“ 保存所有设置”按钮以存储您的更改。

创建新发票 (Creating a New Invoice)

To create and send a new invoice to a client, simply go to Invoices » Add New. You will be asked to provide client’s email address.

要创建新发票并将其发送给客户，只需转到发票»添加新发票 。 系统将要求您提供客户的电子邮件地址。

After entering the email address, the plugin will load the Invoice Editor screen. You will notice different meta boxes on the edit screen along with the familiar Title and Post Editor boxes. Just below the post editor box, you will notice a metabox to add the items you are including in this invoice.

输入电子邮件地址后，插件将加载“发票编辑器”屏幕。 您会在编辑屏幕上看到不同的meta框，以及熟悉的Title和Post Editor框。 在帖子编辑器框的正下方，您会注意到一个用于添加要包含在此发票中的项目的metabox。

Simply enter an item, quantity and price. The plugin will calculate the total amount and will display it as balance. You can click on the toggle description link to add description for an item in the list. You can also click on the ‘Add Discount’ button to deduct discounted amount based on percentage or a fixed amount.

只需输入项目，数量和价格。 插件将计算总金额并将其显示为余额。 您可以单击切换描述链接以在列表中添加项目的描述。 您也可以单击“ 添加折扣”按钮以基于百分比或固定金额扣除折扣金额。

Below the invoice items box, you will notice the payments gateway box. This will be showing your default payment and all the payment methods you have enabled on your site. You can change these settings for an invoice if you want, or you can leave it to use the default options you set in the plugin settings.

在发票项目框下方，您会注意到付款网关框。 这将显示您的默认付款以及您在网站上启用的所有付款方式。 您可以根据需要更改发票的这些设置，也可以保留发票以使用在插件设置中设置的默认选项。

On your right hand, you will see the user information metabox. It will be showing the client’s email address. You can fill in rest of the information. In case you don’t have all the information, you can leave it blank and the client can fill it in when making the payment.

在右侧，您将看到用户信息元框。 它将显示客户的电子邮件地址。 您可以填写其余信息。 如果您没有所有信息，可以将其保留为空白，客户可以在付款时填写。

In the publish metabox, there are options to publish this invoice as a quote, allow partial payments, or make it a recurring bill. Clicking on the Toggle Advance link will allow you to add a due date for the invoice and enter tax information.

在“发布” metabox中，有一些选项可以将此发票作为报价发布，允许部分付款或使其成为经常性账单。 单击“ 切换高级”链接将使您可以添加发票的到期日并输入税收信息。

After publishing the invoice, your clients will receive an email notification with a link to the invoice page on your WordPress site. If your clients are not getting email notifications, then you should take a look at our guide on how to fix WordPress not sending email issue. The will see the invoice, with a link to print out the PDF version before making the payment. Clients can also change their personal information on the page.

发布发票后，您的客户将收到一封电子邮件通知，其中包含指向WordPress网站上发票页面的链接。 如果您的客户没有收到电子邮件通知，那么您应该查看有关如何解决WordPress不发送电子邮件问题的指南。 会看到发票，并带有在付款前打印出PDF版本的链接。 客户还可以在页面上更改其个人信息。

查看发票和报告 (Viewing Invoices and Reports)

All the invoices you create can be accessed from Invoices » View All. You can sort and filter your invoices using the menu on your right hand side.

您创建的所有发票都可以从“ 发票”»“查看全部”中访问。 您可以使用右侧的菜单对发票进行排序和过滤。

To get a bird’s eye view of your earnings and invoices, you need to visit Invoices » Reports. There you will be able to see graphs and charts for all invoices.

要大致了解您的收入和发票，您需要访问发票»报告 。 在那里，您将可以看到所有发票的图形和图表。

微调您的发票，电子邮件和付款 (Fine Tuning Your Invoices, Emails, and Payments)

The settings page for invoices will change after you save your initial settings. Now if you visit Invoices » Settings, you will be able to see many other options that you can configure. For example, you can tweak the email templates, create multiple templates, add line items which allows you to quickly add items into an invoice. You can even import/export your invoice data into XML file.

保存初始设置后，发票的设置页面将会更改。 现在，如果您访问“ 发票”»“设置” ，您将能够看到许多其他可以配置的选项。 例如，您可以调整电子邮件模板，创建多个模板，添加行项目，以便快速将项目添加到发票中。 您甚至可以将发票数据导入/导出到XML文件。

WP发票和Freshbook的优缺点 (Pros and Cons of WP-Invoice and Freshbooks)

Using WP-Invoice, you get a free plugin that fits right into your website. You don’t need to rely on a third party service to manage your clients and payments. You can setup automatic WordPress backups on a cloud storage to make sure that your data is safe.

使用WP-Invoice，您将获得一个适合您网站的免费插件。 您无需依靠第三方服务来管理客户和付款。 您可以在云存储上设置自动WordPress备份，以确保您的数据安全。

On the other hand, FreshBooks is used by thousands of professionals. Your data is stored on the cloud, and you don’t need to worry about backup or security. More importantly it is not just an invoicing software, it is a full-fledged accounting solution for non-accountants. You can track expenses, connect bank accounts, receive online payments, etc. Apart from that, each day FreshBooks is connecting to more services and becoming more powerful and easier to use.

另一方面，FreshBooks被成千上万的专业人员使用。 您的数据存储在云中，您无需担心备份或安全性。 更重要的是，它不仅是发票软件，而且是针对非会计人员的完善的会计解决方案。 您可以跟踪费用，连接银行帐户，接收在线付款等。除此之外，FreshBooks每天都在连接到更多服务，并且变得越来越强大且易于使用。

That’s all, we hope this article helped you create invoices for clients using WordPress. You may also want to checkout our tutorial on how to add rotating client testimonials in WordPress.

仅此而已，我们希望本文能帮助您使用WordPress为客户创建发票。 您可能还想查看有关如何在WordPress中添加轮换客户推荐的教程。

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Google+.

如果您喜欢这篇文章，请订阅我们的YouTube频道 WordPress视频教程。 您也可以在Twitter和Google+上找到我们。

翻译自: https://www.wpbeginner.com/wp-tutorials/how-to-create-invoices-for-clients-using-wordpress/

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