Smart Woo Service Invoicing

Popis

Smart Woo Service Invoicing is a subscription-ready invoicing solution built for service-based businesses. Whether you offer one-off services, recurring retainers, or subscription plans, Smart Woo automates your billing cycle with auto-generated invoices, payment reminders, and a professional client portal.

Perfect for freelancers, agencies, and service providers, Smart Woo seamlessly integrates with WooCommerce, helping you manage recurring services and invoicing without manual hassle.

With powerful automation, customizable billing rules, and a client-friendly dashboard, Smart Woo lets you focus on delivering services while it handles the repetitive payment and invoicing tasks.

Features

  • Intuitive Admin Dashboards
    Manage service subscriptions, invoices, emails, refunds, and more from a clean, organized backend dashboard.

  • Professional Client Portal
    Offer your clients a modern, easy-to-use frontend where they can manage subscriptions, view invoices, order services, and pay outstanding balances effortlessly.

  • Automatic Invoice Generation
    Automatically create and send invoices at the end of each subscription billing cycle — no more manual chasing or bookkeeping headaches.

  • Flexible Payment Options
    Supports all payment gateways you’ve enabled in WooCommerce, ensuring your clients can pay their invoices with ease.

  • Customizable Billing Cycles
    Charge clients monthly, quarterly, semi-annually, or annually, depending on your service model.

  • User-Friendly Onboarding
    Let customers define service names, select billing cycles, and provide essential details during sign-up.

  • Robust Subscription Asset Support
    Handle subscriptions for digital, downloadable, remotely protected, or even physical assets, with full control.

  • Guest Invoicing
    Create invoices for non-registered users and send them directly via email.

  • Smart Payment Links
    Generate direct payment or auto-login URLs so clients can pay invoices without needing to log into the client portal.

Smart Woo Pro Features

  • Advanced Usage Stats
    Access detailed insights and visual analytics on subscription usage trends.

  • Service Interaction Logs
    Track client activity and interactions with their subscriptions for better transparency.

  • Detailed Invoice Logs
    Monitor all invoice events, including payment successes, failures, and adjustments.

  • Custom Invoice Items
    Add custom charges or items directly to an invoice.

  • Prorated Subscriptions
    Enable prorated billing for subscription upgrades or downgrades, automatically reflected in invoices.

  • Automated Refunds
    Automatically process prorated refunds when a subscription is canceled mid-cycle.

  • Seamless Service Migration
    Easily manage subscription migrations, including prorated adjustments, with detailed change logs.

  • Customizable Email Templates
    Tailor notification emails to match your brand and communication style.

  • REST API Access
    Access subscription and invoice data programmatically using a robust (currently read-only) REST API — with write support coming soon.

  • PDF Invoice Attachments
    Automatically attach professionally formatted PDF invoices to outgoing email notifications.

  • Dedicated Support & Updates
    Get premium support and automatic updates to keep your system secure and feature-rich.

Get Smart Woo Pro

License

This project is licensed under the GPL v3.0 or later.

Prerequisites

  • WordPress: Ensure your WordPress installation is version 6.4 or higher.
  • WooCommerce: This plugin requires WooCommerce to be installed and activated. Tested and optimized for WooCommerce 8.0+.
  • PHP: A PHP version of 7.4 or later is required. Ensure your hosting environment meets this requirement.
  • Database: Ensure your database is running MySQL version 5.6+ or MariaDB version 10.0+ for compatibility. Most modern WordPress hosting providers already meet these requirements.

Usage

Getting started with Smart Woo is easy — follow these simple steps to create services, manage subscriptions, and start automated invoicing:

  1. Create a Service Product
    Go to the plugin’s Service Product page and create a product for the service you offer.

  2. Configure Billing Options
    Set billing cycles (monthly, yearly, etc.), sign-up fees, and other service-specific options.

  3. Customer Sign-Up
    Customers can configure their service details during checkout or sign-up.

  4. Manage Service Orders
    Process and manage all service orders through the Service Order page. Once processed, the service subscription is automatically activated.

  5. Automated Renewals & Invoicing
    Smart Woo will automatically generate invoices and send them via email at the end of each billing cycle.

  6. Easy Payments
    Customers can pay invoices directly via the email payment link or by logging into the client portal.

You can also read our detailed setup article: Smart Woo Usage Guide.

Feedback and Contributions

Your feedback helps shape the future of Smart Woo!
– Have a suggestion or feature request? Let us know.
– Found a bug or issue? Report it so we can fix it quickly.

For release notes, upcoming features, and future updates, visit the official release page.

Source Code

You can access the source code for the Smart Woo Service Invoicing plugin on our official GitHub Public Repository.

Technical Support

We are committed to delivering a high-quality user experience and ensuring that our product is safe and bug-free. However, if you encounter any issues, we are dedicated to resolving them swiftly.

For dedicated support, please visit our support portal. For general inquiries, use the WordPress Support Forum.

Snímky obrazovky

  • Client Portal dashboard view.
  • Subscription usage analytics.
  • Admin view of all client services and invoices.
  • Subscription and accounting logs.
  • Additional client information screen.
  • Invoice logs and history.

Instalace

Install from WordPress Dashboard (Recommended)

  1. In your WordPress admin, go to Plugins Add New.
  2. Search for Smart Woo Service Invoicing.
  3. Click Install Now, then Activate.
  4. After activation, you’ll have the option to launch the Setup Wizard from the plugin settings page by clicking the “Run Setup Wizard” button.

Install from Downloaded ZIP

  1. Download the plugin zip from WordPress.org or our website.
  2. In your WordPress admin, go to Plugins Add New Upload Plugin.
  3. Select the zip file, click Install Now, then Activate.
  4. After activation, you can launch the Setup Wizard from the plugin settings page (via the “Run Setup Wizard” button).

WP-CLI (Advanced / Developers)

If you have WP-CLI access, you can install and activate Smart Woo with:

wp plugin install smart-woo-service-invoicing --activate

After activation, launch the Setup Wizard from the plugin settings page by clicking the „Run Setup Wizard“ button.

Next Steps:
Follow our detailed setup article: Smart Woo Usage Guide.

For more information and updates, visit the Smart Woo Service Invoicing Plugin page.

Nejčastější dotazy

1. What is Smart Woo Service Invoicing?

Smart Woo is a powerful WooCommerce extension that allows you to charge both recurring and one-time payments on your WordPress website. Think of it as a subscription plugin with the added flexibility to generate professional invoices for your clients — automatically at the end of their billing cycle.

Who is Smart Woo for?
Smart Woo is perfect for businesses that collect payments through invoices. Whether you’re a freelancer, property manager, IT service provider, consultant, or run a physical or virtual service-based business, Smart Woo gives you the tools to streamline invoicing and payment collection effortlessly.

2. Do I need WooCommerce Subscriptions to use Smart Woo?

No. Smart Woo is a standalone alternative to WooCommerce Subscriptions, featuring a robust service subscription and invoicing model — and much more.

3. Can I offer one-off services instead of recurring subscriptions?

Absolutely! You can set a subscription status to “Active (NR)”, which means “not renewable” after the initial billing cycle expires.

4. Does Smart Woo work with my existing WooCommerce payment gateways?

Yes. Smart Woo works seamlessly with any payment gateway that integrates with WooCommerce.

5. Can customers pay invoices without logging in?

Yes. Payment reminder emails and new invoice emails include auto-login payment links, allowing customers to pay with a single click.

6. Does Smart Woo send automated payment reminders?

Yes. Smart Woo automatically sends invoice payment reminders, reducing late payments and improving cash flow.

7. Can I create invoices for customers who are not registered on my site?

Yes. Smart Woo supports guest invoicing, enabling you to bill non-registered users via email.

8. Do I need coding skills to set up or use Smart Woo?

No coding skills are required! Smart Woo is designed to be user-friendly and includes a Setup Wizard to walk you through the initial configuration.

9. Does Smart Woo work with physical products, or just services?

Yes. As long as the product or service has a start, due, and end date, Smart Woo can model it as a subscription. It includes an asset feature, making it easy to handle physical items (houses, apartments, water billing) as well as virtual or downloadable assets.

10. What’s the difference between the free and Pro version?

The free version includes all the core features needed to manage subscriptions, automate invoicing, and collect payments.
Smart Woo Pro adds advanced features like prorated billing, detailed analytics, automated refunds, custom invoice items, professional PDF attachments, and premium support.
View the Pro features here.

Recenze

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Autoři

Smart Woo Service Invoicing je otevřený software. Následující lidé přispěli k vývoji tohoto pluginu.

Spolupracovníci

Přehled změn

2.5.1 2025-10-27

Introduced
– A new support section in the admin area to provide easy access to Smart Woo plugin support services.
– New support inbox feature, to simplify access to support products and services right from the admin area.

Improved
– Object caching for service subscriptions
– Object caching for invoices.
– Performance optimizations at automation models.
– Aggressive subscription activity logging(pro).

2.5 2025-10-06

Fixed
– Invoice date display issue.
– New UI header preventing admin notices.
– Searching service subscriptions not working.
– Edge cases where multiple unpaid invoices were generated.

Introduced
– New admin dashboard featuring powerful tools for easier subscription management.

Improved
– Plugin security: performed a comprehensive security audit across the entire codebase.
– Performance optimization including request pagination, caching, and response limits.
– Activity logs enhanced to provide detailed insights into subscription and invoice activities.

2.4.4 2025-09-11

Improved
– Performance optimization.
– REST API response for WooCommerce product type query.
– Support for the WooCommerce store API

2.4.3 2025-08-18

New Feature
– Introduced a tinymce for subscription asset editor.
– Image gallery builder in service subscription asset editor, supports: Hover Overlay, Masonry, Card Style and Grid gallery types.
– Audio playlist builder for service subscription assets.
– Video playlist builder for service subscription assets.
– Invoice printing via admin added.

Improved
– Client Portal UI.
– Order history replaces transaction history in the client portal.
– Account Settings component replaces the old Settings and tools section in the client portal.
– Full client account management without leaving the client portal.
– The automation handler now rubost, now handles overdue invoices.
– Performance optimization.

Fixed
– Infinite payment reminder emails sent even when invoice is overdue.
– Theme styles conflict in the client portals.

Tested
– PHP 8.4+

2.4.2 – 2025-07-02

Fixed
– WooCommerce on demand asset loading that caused some product search input to break.
– Invoice portal dashboard bug.
– Media library won’t open.

2.4.1 – 2025-06-25

Introduced
* New invoice editor: The invoice editor has been refactored to improve UX and seamless performance.

Improved
* Onboarding process: Introduced new setup wizard to enhance user experience during first-time installation.

Fixed
* Minor bug fixes and performance optimization.

2.4.0 – 2025-05-31

Fixed
* Product page subscription banner price when product is on sale.

Improved
* Improved the dashboard subscription searches by refactoring the SmartWoo_Service_Database::search() method to support more secure and flexible LIKE queries, better pagination, and improved caching.
* Search queries now properly use $wpdb->esc_like() combined with wildcards (%) to safely handle user-provided search terms.
* The fast checkout feature UI & UX has been refactored.

Service Subscription Status Refactored
* The core logic for determining service subscription status has been encapsulated within the SmartWoo_Service class.
* Introduced SmartWoo_Service::get_effective_status(), a new public method that provides the definitive service status, adhering to a strict precedence of explicit database overrides, cached values, and dynamically calculated date-based conditions.
* Private helper methods (e.g., is_active_condition(), is_due_for_renewal_condition(), is_in_grace_period_condition(), is_expired_condition()) are now used internally by get_effective_status() for specific condition checks.
* The global smartwoo_service_status() function has been simplified to delegate status determination to SmartWoo_Service::get_effective_status().
* Naming consistency for private status condition methods has been improved for better clarity.

Introduced
* A simplified subscription analysis and stats for non-techies.
* New Admin UI for service subscription usage statistics template in Smart Woo Pro.
* New Admin UI for service subscription and invoice log template in Smart Woo Pro.
* Service migration email template in Smart Woo Pro.
* Subscription refund email template in Smart Woo Pro.

2.3.1 – 2025-04-23

  • Minor bug fix.

2.3.0 – 2025-03-27

  • New Admin UI
    • Admin dashicon changed to official Smart Woo icon.
    • Invoice admin table now features bulk actions.
    • The admin’s service subscription view pages UI has been refactored to provide a comprehensive overview of a service subscription and an improved UX.
    • The admin UI for viewing clients associated with a service subscription has been refactored for comprehensiveness and a modern look.
  • Service Orders Refactored
    • Introduced the SmartWoo_Order object.
    • Service Order UI refactored and now features: bulk actions, order sorting by status, and order preview.
  • Service Product UI
    • The service products admin page UI has been enhanced to feature: bulk actions, sorting by product status, and improved UX.
    • The product creation and edit page UI has been improved to include nearly every option found in the WooCommerce product form.
    • Product form now includes: Upsells, cross-sells, product gallery, visibility, status, and sale options.
  • Fixed
    • Checkout invoices are now created for service orders made via the WooCommerce block API.
    • Client invoice items are now responsive on mobile devices.
  • Added
    • Fast checkout feature: Allows clients to configure products and proceed to the checkout page on the same page. Go to settings > advanced to configure the fast checkout feature.

For detailed updates and changes, see the Changelog.