InvoiceForge - Professional Invoice Management for WordPress

InvoiceForge is a production-grade WordPress invoice management plugin designed for freelancers, small businesses, and agencies. It provides comprehensive invoicing capabilities with payment gateway integration, client portal, multi-currency support, and compliance-ready templates.

Features (Phase 1A - Foundation)

Core Features

• Invoice Management: Create, edit, and manage invoices with sequential numbering
• Client Management: Maintain a comprehensive client database
• Custom Post Types: Native WordPress integration for invoices and clients
• Admin Dashboard: Clean, intuitive interface for managing all aspects

Security

• Nonce verification on all forms
• Capability-based access control
• Input sanitization and validation
• Encrypted storage for sensitive data (API keys)

Technical Features

• PSR-4 autoloading with Composer
• PHP 8.1+ with strict types
• WordPress coding standards compliance
• Translation-ready (i18n)
• Comprehensive logging system

Requirements

• WordPress 6.0 or higher
• PHP 8.1 or higher
• MySQL 5.7+ or MariaDB 10.3+
• Composer (for development)

Installation

From WordPress Admin

1. Download the latest release ZIP file
2. Go to Plugins > Add New > Upload Plugin
3. Upload the ZIP file and click Install Now
4. Activate the plugin

Manual Installation

1. Clone or download this repository:

   git clone https://github.com/invoiceforge/invoiceforge.git
   cd invoiceforge

2. Install Composer dependencies:

   composer install --no-dev --optimize-autoloader

3. Copy the invoiceforge folder to your WordPress plugins directory:

   cp -r invoiceforge /path/to/wordpress/wp-content/plugins/

4. Activate the plugin in WordPress admin

Development Installation

git clone https://github.com/invoiceforge/invoiceforge.git
cd invoiceforge
composer install

Configuration

Initial Setup

1. Navigate to InvoiceForge > Settings
2. Configure your company information:
   • Company Name
   • Company Email
   • Company Phone
   • Company Address
   • Company Logo
3. Configure email settings (optional)
4. Save settings

Creating Your First Invoice

1. Go to InvoiceForge > Clients
2. Add a new client with their details
3. Go to InvoiceForge > Invoices
4. Click Add New Invoice
5. Select the client, set dates, and fill in details
6. Save the invoice

File Structure

invoiceforge/
├── assets/
│   └── admin/
│       ├── css/admin.css
│       └── js/admin.js
├── languages/
├── src/
│   ├── Admin/
│   │   ├── AdminController.php
│   │   ├── Assets.php
│   │   └── Pages/
│   │       ├── ClientsPage.php
│   │       ├── InvoicesPage.php
│   │       └── SettingsPage.php
│   ├── Core/
│   │   ├── Activator.php
│   │   ├── Container.php
│   │   ├── Deactivator.php
│   │   ├── Loader.php
│   │   └── Plugin.php
│   ├── Database/
│   │   └── Schema.php
│   ├── PostTypes/
│   │   ├── ClientPostType.php
│   │   └── InvoicePostType.php
│   ├── Security/
│   │   ├── Capabilities.php
│   │   ├── Encryption.php
│   │   ├── Nonce.php
│   │   ├── Sanitizer.php
│   │   └── Validator.php
│   ├── Services/
│   │   └── NumberingService.php
│   └── Utilities/
│       └── Logger.php
├── templates/
│   └── admin/
│       ├── client-editor.php
│       ├── client-list.php
│       ├── invoice-editor.php
│       ├── invoice-list.php
│       └── settings.php
├── AGENTS.md
├── composer.json
├── invoiceforge.php
├── README.md
├── ROADMAP.md
└── uninstall.php

Development

Running Tests

composer test

Code Quality

# PHP CodeSniffer
composer phpcs

# Auto-fix coding standards
composer phpcbf

# Static analysis
composer phpstan

Building for Production

composer install --no-dev --optimize-autoloader

Hooks & Filters

Actions

• invoiceforge_invoice_created - Fired when an invoice is created
• invoiceforge_invoice_updated - Fired when an invoice is updated
• invoiceforge_client_created - Fired when a client is created
• invoiceforge_settings_saved - Fired when settings are saved

Filters

• invoiceforge_invoice_number_format - Customize invoice number format
• invoiceforge_invoice_statuses - Modify available invoice statuses
• invoiceforge_default_currency - Set default currency
• invoiceforge_admin_menu_capability - Change required capability for admin menu

Roadmap

See ROADMAP.md for the complete implementation plan.

Contributing

See AGENTS.md for AI development instructions and coding standards.

Support

• Documentation: https://invoiceforge.io/docs
• Support: support@invoiceforge.io
• GitHub Issues: https://github.com/invoiceforge/invoiceforge/issues

License

This plugin is licensed under the GPL v2 or later.

Credits

Built with ❤️ by the InvoiceForge Team