site-invoices by Ryan Cramer

A full invoicing application developed in ProcessWire. Enables you to create invoices, record payments to them, email invoices to clients, print invoices, and more.

ProcessWire Invoice Application Site Profile

A full invoicing application developed in ProcessWire. Enables you to create invoices, record payments to them, email invoices to clients, print invoices, and more.

This site profile is primarily used from ProcessWire’s admin, but it does also come with front-end templates to list, view and print invoices.

Invoice site profile preview

Installation


This site profile is installed in the same manner as any other site profile. Below is a summary:

  1. Download a fresh copy of the ProcessWire core (3.0.227 or newer is required) and extract the core files into a new web accessible directory, i.e. /invoices/.

  2. Download and copy the entire contents of this site profile into a site-invoices directory under your core installation directory, for example /invoices/site-invoices/.

  3. Open the installation directory in your web browser, for example http://localhost/invoices/. This will start the installer.

  4. When the installer asks you what site profile you want to install, select the “Invoice Application Site Profile”. Proceed with installation. After installation, login to the admin as instructed by the installer.

  5. In the admin, the first thing you should do is go and edit the "Settings" page. This is where you can set your company name, logo, address, email and more.

Getting started


Once installed, you'll notice this site profile comes with a few example invoices and clients already installed. These are here to give you a quick demonstration of how the invoices work. Feel free to make some test edits to the examples.

If you intend to use the invoice application to create your own invoices, you'll want to delete the example invoices and clients when you no longer need then.

Use of the Invoices site requires that you are logged in. Though actual invoices can be viewed directly by URL whether logged in or not. This enables you to send the URL to a client if you want to. It also enables the email-invoice function to work. If you want to change the logic behind the access control, you can do so from the /site/templates/_init.php file.

Additional information is coming soon via a related blog post. This will include a detailed explanation of the included files, how you might use invoices, how you might send them to clients, how to customize and expand the invoices profile, and more.

Install and use modules at your own risk. Always have a site and database backup before installing new modules.

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“Yesterday I sent the client a short documentation for their ProcessWire-powered website. Today all features already used with no questions. #cmsdoneright—Marc Hinse, Web designer/developer