A common problem when using WordPress for eCommerce or a more traditional business model is how to create and track your billing documents. Using Sprout Invoices for Billing A great solution to help you through every phase of the billing process.
The main advantage of using Sprout Invoices for billing is the ability to create and track estimates, invoices, notifications, payments and recurring payments. It can also be extended using many built-in options and third-party extensions. This article will focus on summarizing these features.
Create product and service reviews
Estimates allow you to provide an initial document of a product or service to your potential client. Sprout Invoices lets you create beautifully formatted estimates that you can track. Personalization options allow you to create assessments that you can design specifically for your customers. You can see an example of the assessment in the screenshot below.
You can track the status of the estimate, your price/value of the estimate, the customer’s name, and whether the estimate has been sent. Approved estimates will also automatically generate a payment invoice.
Generate invoices for billing
Creating invoices for billing your clients is the main focus of the Sprout Invoices plugin for WordPress. You can quickly create invoices for your customers using a default template or even work to customize invoices for a specific customer.
Invoices is trackable and has many features that allow you to keep the accurate and timely records your business needs. You can link invoices to projects and customers, add specific conditions and notes, track changes in invoice history, and create notifications to notify your customers.
Sprout Invoices help make your business stand out, giving your customers that extra touch of recognition with tons of features and customization options.
Notification Options in Sprout Invoices
Sprout Invoices also includes a notification feature that works primarily via email. But it can also be extended using built-in plugins like Twilio SMS. Notifications are available in every part of the billing process, from estimates to invoices and recurring payments. When you use Sprout Invoices, your customers will know the status of their billing.
Schedule payment through Sprout Invoices
Using Sprout for invoice billing also takes the hassle out of managing your invoice payment schedule. Just a few built-in options include scheduling payment terms, tracking deposits, and making manual payments as an in-app administrator. You can easily track invoices by viewing an ordered table that can be filtered to show the status of a specific invoice. Managing your payment schedule is easy when you use Sprout Invoices.
Automatic recurring payments for subscriptions or products
Sprout Invoices also includes an option to create recurring invoices. Each time a payment is made on a recurring invoice, the invoice will be cloned and added to your database. The customer is also notified of the payment. You can also create manual invoices for recurring invoices when needed.
Payment methods support
Sprout also includes support for a variety of payment processors. There is support for Paypal, Zelle, Stripe, Square, Authorize.net and NMI. There is also support for cash or checks at locations or events where these payment methods are accepted and should be tracked.
Application Integrations and Add-ons
What really makes Sprout Invoices powerful are its plugins. You can easily extend the app’s reach with its built-in plugins, third-party plugins, or bundled plugins. Additionally, you can integrate with over 5,000 apps using Zapier, including calendars, Google Sheets, Slack, Hotjar, and SEMrush.
If you’re willing and able to add more apps to use your Sprout invoicing data, you’ll find that your WordPress plugin is much more than just a simple invoicing solution.
Tracking your billing with Sprout Invoices is a powerful tool you can add to your WordPress site. It is a tool with many features focused on making the task of creating invoices for billing much easier. It also adds flexibility with many options for personalizing the documents you send to your clients.
It is sold in 4 different ways: Basic, Plus, Pro and Agency. If you’re looking for an app to help you organize your billing tasks, be sure to give Sprout Invoices a try. To learn more about the WordPress plugin, check out the InMotion Hosting Support Center product guide for Sprout.