Invoice Management Plugin — Whamos Ltd

Professional Invoicing Built Into Your WordPress Site

Invoice creation, client management, payment tracking, overdue management, and financial reporting — all within WordPress admin. No monthly invoicing subscription. No customer financial data on a third-party SaaS platform. Professional invoicing in the system you already use every day.

24/7

Customer Support

200+

Websites Built

2020

Established In Cumbria

Screenshot showing invoice management system

Professional Invoicing Without the Monthly SaaS Subscription

FreshBooks, QuickBooks Online, Xero — invoicing and accounting platforms that charge monthly regardless of how many invoices you send. For a small Cumbrian business sending 20-30 invoices per month, the invoicing functionality of these platforms represents a disproportionate cost for what is actually a relatively simple business requirement.

The Invoice Management plugin gives you professional invoice creation, client management, and payment tracking within your existing WordPress admin. No monthly subscription. No separate login. Your financial data stays on your server.

How the Invoice Management Plugin Works

Six features covering the full invoice creation, sending, and payment tracking workflow.

Invoice Creation Tools

Create professional invoices with your business branding, line items with descriptions and quantities, VAT at the correct rate per line item, subtotals, and payment terms. Invoice templates save common line items for quick invoice creation. Sequential invoice numbering automatic and professional — never duplicate a number.

PDF Generation

Every invoice generates as a professionally formatted PDF — downloadable from the admin and emailable directly to the client from within WordPress. Your branding, your logo, your bank details, your payment terms — all formatted correctly in a document that looks professional on any device.

Client Record System

Client records linked to their full invoice history. Name, company, address, contact details, default payment terms, and VAT number stored per client. Invoice a repeat client in seconds — client details pre-populate. See every invoice ever sent to a client from their record page.

Payment Status Tracking

Record payments against invoices as they arrive — partial payments and full payments. Outstanding, part-paid, and paid invoice views. See your total outstanding debtor balance at a glance. Know exactly who owes you money, how much, and for how long — without a spreadsheet or a separate accounts system.

Overdue Invoice Management

Automatic identification of overdue invoices based on payment terms. Overdue invoice dashboard view showing every invoice past due date, days overdue, and outstanding balance. Send payment reminder emails directly from the admin with a single click — professional, consistent, and without manual drafting.

Financial Reporting

Outstanding debtor reports, monthly revenue reports, and invoice status summaries. Understand your cash position, your monthly billing volume, and your aged debtors without a separate accounting package. The financial visibility a small Cumbrian business needs to manage cash flow without enterprise accounting software.

Invoice Management — Screenshots

The plugin running in WordPress admin on live client sites.

Your Financial Data Stays on Your Server

South Cumbria Skills Exchange learner management system admin dashboard showing learner counts, tutor lists and quick actions

Every major invoicing and accounting SaaS platform processes your financial data on servers outside your control — and in many cases outside the UK. Your client names, their addresses, the amounts they owe you, and your business revenue figures are all processed and stored by a third-party company whose terms of service and data practices you are agreeing to when you sign up.

The Invoice Management plugin stores all financial data in your WordPress database, on your hosting server. Your client data and your financial records stay under your control. No third-party SaaS company has access to your business financial information.

This plugin is not a replacement for full accountancy software if your business requires VAT returns, payroll, or complex financial reporting. It is a replacement for the invoicing and debtor management functionality of accountancy platforms for businesses whose primary need is sending professional invoices and tracking who has paid — without paying a monthly subscription for features they do not use.

Fixed Price. Written Specification. You Own the Code.

Every plugin we build starts with a written specification. Every feature, every data flow, every integration documented before we write a line of code. The price is fixed against that specification — not an estimate that grows as the project develops.

Your custom-built work is yours on delivery. The code, the database, the documentation. No platform dependency. If you want another developer to extend it in the future, you have everything they need. We write to professional WordPress coding standards and document as we go — not as an afterthought at project end.

We stay involved after launch. Bug fixes for issues arising from our code are covered for an initial period after delivery. For ongoing feature development, WordPress version compatibility updates, and extended support, we offer retainers or ad-hoc arrangements — whatever suits your business. Most software evolves after initial delivery, and we build long-term relationships with clients.

Based in Millom, South Cumbria. When you contact us, you get a response from someone who knows your project. Available outside normal hours for clients whose plugins are business-critical.

Screenshot showing invoice management system

Where the Invoice Management Plugin Fits

Part of our broader plugin portfolio for Cumbrian businesses.

All WordPress Plugins

Invoice Management is one of twelve plugins we have built for WordPress. See the full portfolio of plugins available for Cumbrian businesses.

One CRM Plugin

Combine Invoice Management with One CRM — client records shared between both systems. Your customer relationship management and your invoicing in one WordPress install.

Learner Management System

For training providers with employer-funded learners — our Learner Management System includes employer invoicing integrated with the learner record system.

Web Design for Your Business

WordPress websites built to rank in Google for Cumbrian searches — with Invoice Management and other plugins integrated from launch day.

Read About Our Other Plugins

Every plugin we build is deployed on live client sites. Setup fees and licence terms outlined in your quote.

Invoice Management Plugin — Frequently Asked Questions

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Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

  • Find all of your orders, subscriptions and addresses in your account

  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

Invoice Management in WordPress — Why It Makes Sense for Small Businesses

Most small businesses in Cumbria use one of three invoicing approaches: a dedicated invoicing SaaS (FreshBooks, Xero, QuickBooks), an Excel or Google Sheets template, or their accountant's system. All three have costs — monthly SaaS subscriptions run from £12 to £40 per month, spreadsheets require manual data entry and error checking, and accountant-managed invoicing creates a bottleneck every time you need to issue or chase an invoice. Our Invoice Management Plugin offers a fourth option: professional invoicing built directly into your WordPress admin, with no monthly subscription, no data leaving your server, and a client management interface that integrates with the website you already operate.

The plugin handles the full invoice lifecycle: quote to invoice conversion, automated payment reminders at configurable intervals, overdue flagging, payment recording, and financial reporting by client, service type, and period. If you have a handful of regular clients — the typical situation for a Cumbrian freelancer, consultant, or small service business — the plugin provides everything you need without the overhead of a full accounts system. For businesses that need their invoicing to integrate with Xero or QuickBooks, we can build that integration as part of the plugin setup.

Client financial data — invoice amounts, payment status, overdue history — sits on your own server, behind your WordPress admin login. It is not held by a SaaS provider whose data security practices you have to trust, whose pricing you cannot control, and whose platform you cannot export from without losing history. Your invoicing data belongs to you, stored where you control it.