Documentation

Getting started

Requirements: WordPress 6.4+, PHP 7.4+, HTTPS. Install via Plugins → Add New → Upload, activate, then open Settings to add your company details (name, address, logo, these appear on every invoice). The 3-step walkthrough covers first invoice to first payment.

Payments

Choose one gateway at a time in Settings. Stripe and Square ship with the free plugin; PayPal, Checkout.com, Paddle and Lemon Squeezy come with Pro. Each needs API credentials and a webhook; the exact endpoint URL is shown in Settings. Full step-by-step guides: Stripe setup · Square setup. Always test with the gateway’s test/sandbox mode before going live. Credentials are encrypted at rest.

Invoices

• Statuses: Additionally, draft → sent → viewed → paid (or overdue). The activity log records each transition.
• Deposits: Moreover, set a fixed amount or percentage; the client can pay the deposit first and the balance later. Balances track automatically.
• Taxes & discounts: Furthermore, per-invoice line controls.
• Reminders: In addition, overdue invoices are detected and chased automatically; delivery and receipt emails are built in.
• Client page: Notably, every invoice has a mobile-responsive page on your domain with pay, print, and save-PDF.

Troubleshooting

Payment made but invoice still unpaid → webhook misconfigured (re-check the gateway guide). Emails missing → test WordPress outgoing mail. Still stuck → support.

PaySlate documentation topics

Similarly, install first from WordPress.org.