Zoventic Invoices

外掛說明

Zoventic Invoices is an invoicing and billing solution for freelancers, agencies, consultants, and business owners to manage billing directly within WordPress.

Create Invoices, send Quote Estimates, record online PayPal Payments, track client accounts, and generate clean PDF Documents with custom branding.

🚀 Key Features

🧾 Professional Invoicing

• Custom Document Titles & Prefixes: Brand invoices with custom titles (e.g., Tax Invoice, Service Billing) and prefixes (INV-2026-001).
• PDF Generation: Generate PDF invoices with your business logo and details.
• Line Items & Automated Math: Add custom items, quantities, unit prices, tax rates, and discount percentage or fixed amounts.
• Email Engine: Send invoice notifications with PDF attachments directly to clients with resend capabilities.

📜 Quotations & Estimates

• Create & Send Quotes: Pitch project scope and pricing with estimates.
• 1-Click Estimate Approval: Change estimate statuses from Draft to Sent, Approved, or Declined.
• Instant Conversion to Invoice: Convert approved estimates directly into official invoices in one click without re-typing data.

💳 Online & Offline Payments

• PayPal Integration: Record and track PayPal payments manually. Mark invoices as paid when clients pay via PayPal outside of WordPress.
• Manual / Bank Wire Payments: Record offline cash, check, or bank wire payments with full audit history.
• Automatic Status Transitions: Invoices automatically transition to Paid when full payment is recorded.

👥 Built-in Client Management

• Client Directory: Manage client contacts, billing addresses, tax IDs, and default currencies.
• Account Tiers: Categorize clients by account types (Standard, Enterprise, VIP).
• Search & Filtering: Filter clients, invoices, and estimates by name, company, date, or document title.

📊 Real-Time Dashboard & Analytics

• Revenue Tracking: Monitor total revenue, pending balances, and paid amounts at a glance.
• Quote Approval Rate: Track proposal conversion rates.

🌟 Features & Benefits

• Self-Hosted WordPress Integration: Manage all billing directly on your own WordPress site.
• Clean Architecture: Designed for performance, data integrity, and privacy.
• Privacy & Security: All client data and invoice records stay stored on your own server.

Third-Party Services

Zoventic Invoices integrates with PayPal for payment processing. When you record or track PayPal transactions, your configured PayPal API keys are used to communicate directly with PayPal’s API servers. No data is transmitted to PayPal except when explicitly initiated by the site administrator during PayPal API configuration or transaction processing.

• PayPal: https://paypal.com
• PayPal Privacy Policy: https://paypal.com/privacy
• PayPal Terms of Service: https://paypal.com/legal

Third-Party Libraries

All libraries run entirely on your server and do not connect to external services.

• mPDF — PDF invoice generation
  • License: GPL-2.0-or-later
  • Source: https://github.com/mpdf/mpdf
• psr/log — PSR-3 logger interface (used by mPDF)
  • License: MIT
  • Source: https://github.com/php-fig/log
• myclabs/deep-copy — Object deep cloning (used by mPDF)
  • License: MIT
  • Source: https://github.com/myclabs/DeepCopy
• setasign/fpdi — PDF template import (used by mPDF)
  • License: MIT
  • Source: https://github.com/Setasign/FPDI
• paragonie/random_compat — random_bytes polyfill (used by mPDF)
  • License: MIT
  • Source: https://github.com/paragonie/random_compat

Privacy

Zoventic Invoices stores the following data exclusively in your WordPress database. Nothing is sent to external servers except when explicitly using the PayPal payment integration.

• Client records — Name, email, phone, address, and notes entered by the administrator.
• Invoice and payment records — All billing data entered by the administrator.
• Activity log — Records of administrative actions including the IP address of the logged-in administrator performing each action. IP addresses are stored for audit purposes only and are not shared externally.

To comply with privacy regulations (e.g. GDPR), site administrators are responsible for obtaining appropriate consent from their clients before entering their personal data into the plugin.

For data erasure requests, all Zoventic Invoices data can be permanently removed by deleting the plugin via the WordPress admin, which will drop all plugin database tables and options.

Advanced Configuration

Trusted Proxy IPs (X-Forwarded-For)

If your WordPress site runs behind a load balancer or reverse proxy, the activity log may record the proxy’s IP address instead of the real visitor IP. To enable X-Forwarded-For header trust for specific proxy IPs, add the following to your wp-config.php:

define( ‘ZINV_TRUSTED_PROXIES’, [ ‘10.0.0.1’, ‘10.0.0.2’ ] );

Replace the example IPs with your actual proxy server IP address(es). Only add IPs that you fully trust — enabling this for an untrusted IP allows clients to spoof their IP address in log entries.