How It Works

From zero to paid invoice in about ten minutes. Here’s the whole flow.

Step 1: Install the plugin

Download PaySlate and upload it under Plugins → Add New → Upload, then activate. Requirements: WordPress 6.4+ and PHP 8.2+. No WooCommerce, no other plugins, no build steps, it’s self-contained.

Step 2: Connect payments

In Settings, add your company details, then choose your gateway, Stripe or Square, and paste your API keys. Both gateways have test modes, so you can run a fake payment end-to-end before any real money moves. Your keys are encrypted at rest.

Step 3: Send your first invoice

Create a client, add line items (taxes and discounts included), optionally request a deposit, and hit send. Your client gets an email with a link to a clean invoice page on your domain, where they pay by card, Apple Pay, or Google Pay.

What happens when a client pays

The payment webhook updates the invoice instantly: status flips to paid, you get notified, the client gets a receipt. Partial payment? The balance updates and the invoice stays open for the remainder. Unpaid past the due date? PaySlate flags it overdue and sends a reminder automatically.

That’s the loop: create → send → paid → logged. See the full feature list or just get the plugin.