{"id":14014,"date":"2024-09-12T13:34:11","date_gmt":"2024-09-12T12:34:11","guid":{"rendered":"https:\/\/www.20i.com\/blog\/?p=14014"},"modified":"2026-07-09T17:44:13","modified_gmt":"2026-07-09T16:44:13","slug":"invoiceplane-review","status":"publish","type":"post","link":"https:\/\/www.20i.com\/blog\/invoiceplane-review\/","title":{"rendered":"InvoicePlane Review"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In this first impressions review, I\u2019m going to look at the invoice and payment management software: <a href=\"https:\/\/www.20i.com\/invoiceplane-hosting\" target=\"_blank\" rel=\"noreferrer noopener\">InvoicePlane<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How easy is the software to navigate, how effective are the features, and is it a good choice for your business?&nbsp;<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\">What is InvoicePlane?&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvoicePlane is a free, open-source application for managing your quotes, invoices, clients and payments.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can customise it to suit your needs with different templates and take online payments through multiple providers.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The application is targeted at freelancers, self-employed workers and small to medium-sized companies who need a reliable and easy to use invoicing system, but can&#8217;t afford expensive software.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvoicePlane is available as a one-click app on our <a href=\"https:\/\/www.20i.com\/managed-hosting\">Managed Hosting<\/a> and <a href=\"https:\/\/www.20i.com\/reseller-hosting\">Reseller Hosting<\/a> platforms.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How easy is it to install InvoicePlane?&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Fortunately for us, InvoicePlane is available as a one-click app on our hosting, making the installation process incredibly simple and straightforward. Find out more about our InvoicePlane Hosting.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re with a hosting platform that doesn\u2019t provide InvoicePlane as a one-click app, you can head to their <a href=\"https:\/\/invoiceplane.com\/downloads\" target=\"_blank\" rel=\"noreferrer noopener\">website<\/a> and download the application to your server.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you find yourself struggling with downloading the app, InvoicePlane offers an <a href=\"https:\/\/wiki.invoiceplane.com\/en\/1.6\" target=\"_blank\" rel=\"noreferrer noopener\">InvoicePlane Wiki<\/a> page with lots of useful information about the software as well as getting started guides.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They also have a <a href=\"https:\/\/community.invoiceplane.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Community Forum<\/a>, which hosts a lot of useful information from other users, so be sure to check that out.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Getting started&nbsp;&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The initial setup was extremely straightforward.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I simply created an account using my business email and password and was all set to go!<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6aeb2fa087cbf&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6aeb2fa087cbf\" class=\"wp-block-image size-full is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1346\" height=\"510\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page.png.webp\" alt=\"\" class=\"wp-image-14108\" style=\"width:720px;height:auto\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page.png.webp 1346w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page-300x114.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page-768x291.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page-400x152.png.webp 400w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page-800x303.png.webp 800w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page-832x315.png.webp 832w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page-1248x473.png.webp 1248w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoiceplane-login-page-150x57.png.webp 150w\" sizes=\"auto, (max-width: 1346px) 100vw, 1346px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After logging in I was greeted with the dashboard page, which shows a clear overview of the different features and tools available:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client Management&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quote Management&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Billing and Invoicing&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Online Payments&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Multi-Currency Support&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Product Management&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Account Management&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Report Analytics&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project Overview&nbsp;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">I really liked how simply laid out the dashboard page is. Nothing too complicated, making it easy to navigate.&nbsp;&nbsp;<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6aeb2fa089895&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6aeb2fa089895\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1078\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-2048x1078.png.webp\" alt=\"Screenshot of the InvoicePlane main dashboard \" class=\"wp-image-14019\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-2048x1078.png.webp 2048w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-300x158.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-768x404.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-1536x808.png.webp 1536w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-370x195.png.webp 370w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-270x142.png.webp 270w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-570x300.png.webp 570w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-740x389.png.webp 740w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD-150x79.png.webp 150w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/1.-DASHBOARD.png.webp 3022w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This ease of use carried over to the main purpose of InvoicePlane: adding new clients and assigning invoices to them. &nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Heading into the \u2018Clients\u2019 dropdown in the top bar, then going into \u2018Add Client\u2019 (shown below) is all it took to set up a new client. Ready to assign quotes and invoices to them.&nbsp;&nbsp;<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6aeb2fa08a8f2&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6aeb2fa08a8f2\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1077\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--2048x1077.png.webp\" alt=\"Screenshot of the InvoicePlane client form\" class=\"wp-image-14020\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--2048x1077.png.webp 2048w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--300x158.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--768x404.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--1536x808.png.webp 1536w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--370x195.png.webp 370w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--270x142.png.webp 270w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--570x300.png.webp 570w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--740x389.png.webp 740w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT--150x79.png.webp 150w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/2.-ADD-CLIENT-.png.webp 3012w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When a client&#8217;s information is added, which only takes a few short minutes, a record of the client is stored on your account, and you can view their details along with past and current quotes, invoice and payments.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also view your clients and bill them when necessary, without having to add their information again.&nbsp;&nbsp;<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6aeb2fa08bf26&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6aeb2fa08bf26\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1069\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--2048x1069.png.webp\" alt=\"Screenshot of the InvoicePlane client details page \" class=\"wp-image-14021\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--2048x1069.png.webp 2048w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--300x157.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--768x401.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--1536x802.png.webp 1536w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--370x193.png.webp 370w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--270x141.png.webp 270w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--570x297.png.webp 570w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--740x386.png.webp 740w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT--150x78.png.webp 150w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/4.-JOHN-SMITH-CLIENT-.png.webp 3012w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">I also wanted to see how easy it was to send an invoice to a client.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I simply clicked \u2018Invoices\u2019 in the top bar and clicked \u2018Create Invoice.\u2019 This took me to a pop up that allowed me to choose from my clients I have previously added (shown in the image below).&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1188\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--2048x1188.png.webp\" alt=\"Screenshot 'Create Invoice' pop-up \" class=\"wp-image-14022\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--2048x1188.png.webp 2048w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--300x174.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--768x445.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--1536x891.png.webp 1536w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--370x215.png.webp 370w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--270x157.png.webp 270w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--570x331.png.webp 570w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--740x429.png.webp 740w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE--150x87.png.webp 150w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/5.-CREATE-INVOICE-.png.webp 2724w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once my client was chosen, I just needed to add in any details. Including the date of the invoice, due date, payment method, item description, quantity and price.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also add multiple products to the invoice by adding a new row and new product.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This was all an incredibly simple and straight forward process.&nbsp;<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6aeb2fa08ffc6&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6aeb2fa08ffc6\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1122\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--2048x1122.png.webp\" alt=\"Screenshot of a client invoice \" class=\"wp-image-14023\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--2048x1122.png.webp 2048w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--300x164.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--768x421.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--1536x842.png.webp 1536w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--370x203.png.webp 370w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--270x148.png.webp 270w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--570x312.png.webp 570w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--740x406.png.webp 740w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE--150x82.png.webp 150w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/6.-INVOICE-.png.webp 2708w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A feature worth highlighting is the ability to schedule invoices.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This can be done by clicking \u2018Options\u2019 in the top right and \u2018Create Recurring\u2019.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can then choose the start and end date of the recurring invoice and how often the client will receive it. Simple!&nbsp;<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6aeb2fa092340&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6aeb2fa092340\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1076\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--2048x1076.png.webp\" alt=\"Screenshot of 'Create Recurring Invoice' pop-up\" class=\"wp-image-14024\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--2048x1076.png.webp 2048w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--300x158.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--768x404.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--1536x807.png.webp 1536w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--370x194.png.webp 370w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--270x142.png.webp 270w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--570x300.png.webp 570w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--740x389.png.webp 740w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE--150x79.png.webp 150w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/08\/8.-RECURRING-INVOICE-.png.webp 3010w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To check the invoice had sent, I went back into \u2018Invoices\u2019 in the top bar and chose \u2018View Invoices\u2019. This gives you an overview of all your invoices to all your clients.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, you can filter them down into different categories. Showing you drafts, invoices sent, viewed, paid and any invoices that are overdue.&nbsp;&nbsp;<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6aeb2fa093971&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6aeb2fa093971\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1338\" height=\"466\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard.png.webp\" alt=\"\" class=\"wp-image-14115\" srcset=\"https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard.png.webp 1338w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard-300x104.png.webp 300w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard-768x267.png.webp 768w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard-400x139.png.webp 400w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard-800x279.png.webp 800w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard-832x290.png.webp 832w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard-1248x435.png.webp 1248w, https:\/\/www.20i.com\/blog\/wp-content\/smush-webp\/2024\/09\/invoice-plane-invoices-dashboard-150x52.png.webp 150w\" sizes=\"auto, (max-width: 1338px) 100vw, 1338px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Final Thoughts&nbsp;&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">I really love how straightforward InvoicePlane is as an application. The developers haven&#8217;t tried to over-complicate it and, instead, focused on delivering a clear design with easy-to-use features.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For a freelancer or a small business, I can see why it\u2019s great software to help easily manage client payments.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Overall, it&#8217;s a valuable tool for those looking for a free and reliable alternative to paid invoicing software.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Have you tried InvoicePlane? What&#8217;re your thoughts? Let us know.&nbsp;&nbsp;<\/p>\n\n\n<div class='code-block code-block-4' style='margin: 8px 0; clear: both;'>\n<hr>\n<br \/><a href=\"https:\/\/www.20i.com\/wordpress-hosting\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/www.20i.com\/blog\/wp-content\/uploads\/2026\/03\/Blog-Ad-WordPress-1200x625-1.png\" loading=\"lazy\" alt=\"Managed WordPress Hosting\"><\/a><\/div>\n\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-15 is-layout-flex wp-block-gallery-is-layout-flex\"><\/figure>\n","protected":false},"excerpt":{"rendered":"In this first impressions review, I\u2019m going to look at the invoice and payment management software: InvoicePlane.&nbsp; How&hellip;","protected":false},"author":38,"featured_media":17247,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"csco_singular_sidebar":"","csco_page_header_type":"","csco_page_load_nextpost":"","footnotes":""},"categories":[91],"tags":[94,161],"class_list":["post-14014","post","type-post","status-publish","format-standard","has-post-thumbnail","category-review","tag-open-source","tag-review","cs-entry"],"_links":{"self":[{"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/posts\/14014","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/comments?post=14014"}],"version-history":[{"count":15,"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/posts\/14014\/revisions"}],"predecessor-version":[{"id":17248,"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/posts\/14014\/revisions\/17248"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/media\/17247"}],"wp:attachment":[{"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/media?parent=14014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/categories?post=14014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.20i.com\/blog\/wp-json\/wp\/v2\/tags?post=14014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}