invoicewp

Invoice Maker — Payments with Stripe helps you run invoicing inside WordPress:
<ul>
<li>Create and manage invoices in wp-admin.</li>
<li>Maintain a client list and reusable line items.</li>
<li>Send invoice emails to clients.</li>
<li>Share public invoice links and PDF downloads.</li>
<li>Accept payments with Stripe Connect (payments processed by Stripe; this plugin is not affiliated with Stripe, Inc.).</li>
<li>Offer a customer portal with login and invitation-based registration.</li>
</ul>
<h4>Learn more</h4>
<ul>
<li>To make professional invoices in the cloud, use <a href="https://invoicemaker.com" rel="nofollow ugc">InvoiceMaker.com</a></li>
<li>Try our free invoice generator at <a href="https://invoicemaker.com/#invoice-generator" rel="nofollow ugc">InvoiceMaker.com/#invoice-generator</a></li>
<li>For invoice templates and resources, visit <a href="https://invoicemaker.com/templates" rel="nofollow ugc">InvoiceMaker.com/templates</a></li>
<li>For a complete guide on how to create invoices, visit <a href="https://invoicemaker.com/how-to-create-invoices" rel="nofollow ugc">InvoiceMaker.com/how-to-create-invoices</a></li>
</ul>
<h4>External services</h4>
This plugin connects to third-party services. Below: what each service is, what data is sent, when requests happen, and links to terms and privacy policies.
<ol>
<li>Invoice Maker platform API (default base URL <code>https://api.invoicewp.com</code>; overridable with the <code>INVOICEWP_API_BASE_URL</code> constant or the <code>invoicewp_api_base_url</code> filter)</li>
</ol>
<ul>
<li>What it is: A hosted HTTPS JSON API operated in connection with this plugin. It holds platform-side Stripe credentials and performs actions your WordPress site cannot do locally without those secrets.</li>
<li>What it is used for: Creating Stripe Connect onboarding / account links, creating hosted Stripe Checkout sessions for invoice payments, and (only if you explicitly opt in under Invoice Maker → Settings → Payments (Stripe) → Platform API consent) sending your site’s public Stripe webhook REST URL to the platform once so it can register that endpoint with Stripe and return a webhook signing secret for this site.</li>
<li>When it runs: When a site administrator uses Stripe-related actions in wp-admin (for example “Connect with Stripe”, “Continue Stripe onboarding”, opening the Express dashboard), when a customer starts the hosted Checkout flow for an invoice, and—if and only if you enable the opt-in checkbox and no webhook signing secret is stored yet—during an admin load of Invoice Maker screens to attempt automatic webhook registration.</li>
<li>Data sent: Bearer-authenticated JSON requests may include your connected Stripe account ID, invoice totals and currency, invoice numbers and internal IDs, public invoice tokens, success and cancel redirect URLs, and (when the opt-in is enabled and a secret is still missing) the public REST URL of this site’s Stripe webhook endpoint. The plugin does not send visitor analytics, page-view tracking, or unrelated telemetry to this API.</li>
<li>Terms of use: https://invoicewp.com/terms/</li>
<li>Privacy policy: https://invoicewp.com/privacy-policy/</li>
</ul>
<ol>
<li>Stripe (<code>https://stripe.com</code>)</li>
</ol>
<ul>
<li>What it is: Stripe’s payment and Connect services.</li>
<li>What it is used for: Payment processing, Connect Express onboarding, and hosted Checkout pages.</li>
<li>When it runs: When administrators complete Connect onboarding and when payers complete checkout.</li>
<li>Data sent: Data required by Stripe for those flows (including payment and account information as defined by Stripe).</li>
<li>Terms: https://stripe.com/legal</li>
<li>Privacy policy: https://stripe.com/privacy</li>
</ul>
Stripe is a trademark of Stripe, Inc. This plugin is not endorsed by or affiliated with Stripe.

Invoice Maker — Payments with Stripe

Create invoices, manage clients, generate PDFs, and send invoice emails from WordPress.

clusttech

Clustdoc provides a robust and flexible client portal system that you can easily integrate with your WordPress website.
With Clustdoc client portal plugin, you can handle through your WordPress website any document-based user workflow, such as self-serve loan applications, online submissions, client onboarding, KYC onboarding, vendor registration, and much more.
🚀Why you’ll love using Clustdoc plugin:
<ul>
<li>It takes only 2 minutes to set up (yes we timed it). </li>
<li>Deploy industry-specific intake processes through your WordPress portal.</li>
<li>Increase website-visitors qualification and conversion. </li>
<li>Automatically receive online submissions and build a pipeline of submissions you can easily review and approve.</li>
</ul>
Not yet a Clustdoc user? Enjoy a 7-day FREE trial (No credit card required) today and launch your first client-facing workflow on your WordPress website tomorrow.
Key features include:
<ul>
<li>Branded and secure client portal </li>
<li>Client onboarding checklist (online forms, file request, econtracts, identity verification module and more..) </li>
<li>Shared inbox for clients and teams</li>
<li>Ready-to-use process templates </li>
<li>Guest access for stakeholders</li>
<li>Automated reminders and due dates</li>
<li>Approval workflows </li>
<li>A free client management mobile app </li>
<li>API Access (1500+ integrations)</li>
</ul>

Clustdoc Client portal

Provide a fully branded onboarding portal to easily collect new client documents, contracts and information through your WordPress website.

Invoice Maker — Payments with Stripe vs Clustdoc Client portal