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.

vzisis

SignoffFlow is a client portal and approval workflow plugin for agencies, freelancers, and service teams.
Create a private portal workspace per client account where you can: 
* Share project updates (timeline) 
* Share files with protected downloads 
* Send client requests/tasks and track approval outcomes
Portal access is restricted to WordPress users assigned to a client account, plus staff users with management capability.
This plugin only outputs front-end content on the portal page via the <code>[cliapwo_portal]</code> shortcode.
<h4>Use cases</h4>
<ul>
<li>Collect client confirmations on deliverables and tasks</li>
<li>Keep client communication out of email threads</li>
<li>Share files securely with per-client access control</li>
<li>Provide a branded agency client portal experience</li>
</ul>
<h3>Getting started</h3>
<ol>
<li>Go to <code>SignoffFlow > Settings</code>.</li>
<li>Use the <code>Quick setup</code> panel to create a sample portal page, or create a page manually and add <code>[cliapwo_portal]</code>.</li>
<li>Confirm that page is selected as the portal page in SignoffFlow settings.</li>
<li>Create a client account in <code>SignoffFlow > Clients</code> and assign one or more WordPress portal users.</li>
<li>Add updates, files, and requests for that client account.</li>
<li>Log in as an assigned portal user to view the portal and respond to requests.</li>
</ol>

SignoffFlow – Client Approval Workflow & Client Portal

Client portal for agencies: share updates, files, and approval requests privately.

Invoice Maker — Payments with Stripe vs SignoffFlow – Client Approval Workflow & Client Portal