# Smart Woo Service Invoicing

**Author:** [Callistus Nwachukwu](https://github.com/CallismartLtd)

![Subscription Plugin](https://img.shields.io/badge/Subscription%20Plugin-blue) ![Billing Plugin](https://img.shields.io/badge/Billing%20Plugin-green) ![WooCommerce Invoice](https://img.shields.io/badge/WooCommerce%20Invoice-yellow) ![Service Invoicing](https://img.shields.io/badge/Service%20Invoicing-orange) ![Automated Billing Plugin](https://img.shields.io/badge/Automated%20Billing%20Plugin-red)  

**Contributors:** callismartltd
**Tags:** subscription billing, automated invoicing, recurring payments, service billing, woocommerce invoicing
**Requires at least:** 6.4
**Tested up to:** 6.9.1
**Requires WooCommerce:** 8.0
**WooCommerce tested up to:** 10.4
**Requires PHP:** 7.4
**Stable Tag:** 2.5.4
**License:** GPLv3
**License URI:** [https://www.gnu.org/licenses/gpl-3.0.en.html](https://www.gnu.org/licenses/gpl-3.0.en.html)

Automated Service Billing and Subscription Management for WooCommerce.

---

## Description

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**](https://callismart.com.ng/smart-woo-service-invoicing/#go-pro)

---

## License

This project is licensed under the [GPL v3.0 or later](https://www.gnu.org/licenses/gpl-3.0.en.html).

---

## 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.

---

## Installation

### 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:

```bash
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](https://callismart.com.ng/smart-woo-usage-guide/).

For more information and updates, visit the [Smart Woo Service Invoicing Plugin page](https://callismart.com.ng/smart-woo-service-invoicing).

---

## 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](https://callismart.com.ng/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](http://callismart.com.ng/smart-woo-service-invoicing-release-notes/).

---

## Changelog
### 2.5.4 [2026-02-13]
**Fixed**
- Broken client portal when listing new order.

### 2.5.3 [2026-01-29]
**Fixed** 
* Email template width on mobile devices.
* Service Assets database table upgraded to allow much bigger asset sizes.
* Minor bug fixes and performance optimizations.

### 2.5.2 [2025-12-2]
**Fixed**
* Auto-generated invoices now uses default site currency.
* Broken audio and video player for subscription assets.
* Recommended settings for guest checkout on a subscription system.
* Secure asset editor content sanitization and escape functions.

**Improved**
* Guest invoice handling.
* Guest checkout handling.
* Subscription asset rendering.
* Smart Woo security audit workflow.

### 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.
* Admin notices being hidden by the new UI header.
* Service subscription search not working.
* Edge cases where multiple unpaid invoices could be generated.

**Introduced**
* A new admin dashboard featuring powerful tools to simplify subscription management.

**Improved**
* Plugin security — a full security audit has been performed across the entire codebase.
* Performance optimization, including request pagination, caching, and response limiting.
* Activity logs now provide deeper insights into subscription and invoice activities.

For detailed updates and changes, see the [Changelog](https://github.com/CallismartLtd/smart-woo-service-invoicing/blob/main/changelog.md).

---

## Frequently Asked Questions

### 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.](https://callismart.com.ng/smart-woo-service-invoicing/#go-pro)

---

## Screenshots

![Screenshot 1](assets/images/smart-woo-img.png)  
![Screenshot 2](assets/images/service-page.png)  
![Screenshot 3](assets/images/smartwoopro-adv-stats.png)  
![Screenshot 4](assets/images/invoice-sample.png)

---

## Source Code

You can access the source code for the Smart Woo Service Invoicing plugin on our official [GitHub Public Repository](https://github.com/CallismartLtd/smart-woo-service-invoicing).

---

## 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](https://support.callismart.com.ng/). For general inquiries, use the [WordPress Support Forum](https://wordpress.org/support/plugin/smart-woo-service-invoicing).
