📚 Agency Pulse Documentation - Complete Sitemap

🔒 CORE PLUGIN: The Agency Pulse Invoice system is the foundation of the entire system. All other plugins depend on it. Complete invoicing system for managing invoices, payments, clients, and transactions. Includes invoice templates, payment gateways, email automation, and complete financial workflow management.

• 📋 Invoice System Overview
  Complete overview of the Agency Pulse Invoice system architecture, core concepts, and feature set.
• 📊 Invoice Dashboard
  Main dashboard showing key metrics, recent invoices, payment status overview, and quick access to core features.
• 🆕 Create New Invoice
  Step-by-step guide for creating new invoices with client selection, line items, taxes, and payment settings.
• ✏️ Invoice Editor - Manage & Modify
  Complete invoice editing interface including line items, client information, payment tracking, and status management.
• 🎨 Invoice Templates - Customization
  Professional invoice template editor for customizing invoice appearance, branding, and layout across all invoices.
• ⚙️ Invoice General Settings
  Core invoice configuration including invoice numbering, defaults, company information, and system-wide settings.
• 💳 Payment Gateways - Overview
  Payment gateway management system supporting multiple payment processors for invoice collection.
• 🅿️ PayPal Gateway Configuration
  PayPal payment gateway setup including credential configuration and transaction handling.
• 📧 Invoice Email Settings
  Automated invoice email delivery configuration including templates, scheduling, and recipient settings.
• ✅ Payment Received Email Settings
  Configuration for payment confirmation emails sent to clients when payments are received.
• ❓ Help & Support
  Quick reference guide, FAQ, and support resources for common invoice system issues.

Visual drag-and-drop WordPress admin menu builder. Reorder, rename, hide, and group any admin menu item without touching code — and assign completely different menu layouts to different user roles. Premium features add cloud backup, template sharing, admin bar branding, a full 13-field color scheme, admin layout customization (sidebar style, card styles, typography/Google Fonts), and a dashboard announcement widget.

• 🗂️ Admin Menu Organizer - Overview
  Complete overview of the Admin Menu Organizer plugin: features, requirements, free vs premium capabilities, and getting started.
• 🖱️ Menu Builder
  Drag-and-drop interface for reordering, renaming, hiding, and grouping admin menu items. Manage named configurations.
• 👥 Role Assignments
  Map WordPress user roles to specific menu configurations so each role sees a tailored admin menu.
• 🛠️ Role Manager
  Manage WordPress roles and capabilities: grant or revoke plugin access per role or user, clone roles, edit capability maps, create and delete custom roles.
• 🎨 Admin Customizer — Colors
  Admin bar branding (custom logo, label, link mode), admin footer text, and a 13-field custom color scheme for the sidebar, admin bar, and notification badges.
• 🔠 Admin Customizer — Layout
  Sidebar style (default, accent-border, or pill shape), content card radii and drop shadows, button and input corner radii, and custom font / Google Fonts typography for the entire admin.
• ⚙️ Settings - Backup, Templates & Access
  Cloud backup and restore, template library, dashboard announcement widget, export/import configurations, and access control.

Stripe payment gateway integration for the Agency Pulse Invoice system. Complete setup and configuration guide for Stripe payment gateway integration with API keys and webhooks.

• 🟦 Stripe Gateway Configuration
  Complete setup and configuration guide for Stripe payment gateway integration with API keys and webhooks.

Client management and self-service portal system. Create portals for client access to invoices, mission tracking, and provide automated payment reminders and overdue notifications.

• 👥 Portal Clients - Client Directory
  Client management interface for creating, editing, and organizing portal client accounts with contact information and access control.
• 🎯 Portal Missions - Project Tracking
  Mission/project tracking system for assigning work to portal clients and tracking project status and deliverables.
• 📧 Payment Reminder Emails
  Automated payment reminder email configuration with scheduling, templates, and dynamic placeholder variables.
• ⚠️ Payment Overdue Notifications
  Automated payment overdue alert emails sent when invoices exceed due dates with customizable templates and reminders.

Complete e-commerce solution including product management, shopping cart, checkout, customer orders, and promotional coupons. Supports both traditional and digital products with automatic delivery.

• 📄 Product Editor - Create & Manage Products
  WordPress post editor for creating and managing products with pricing, taxes, file uploads, and product configuration.
• 📋 Products List - Management Dashboard
  Admin page displaying all products with columns, filtering, and quick actions for product management.
• 🛒 Orders - List and Detail Views
  Customer order management showing order list with status badges and detailed pages with customer information and payment status.
• 🎟️ Coupons - Promotional Codes
  Coupon management for creating promotional discount codes with usage limits, date restrictions, and client/product restrictions.
• ⚙️ Shopping Cart Settings
  Configuration for cart and checkout pages, payment mode selection, user registration requirements, and client auto-creation.
• 🧩 Product Blocks - Gutenberg Components
  Complete documentation for Product Listing, Shopping Cart, Checkout, and Orders List Gutenberg blocks with configuration and customization.

Multi-currency support for international invoicing and product sales. Manage multiple currency exchange rates, display prices in customer's currency, and generate invoices in any supported currency.

• 💱 Currency Management - Setup & Configuration
  Configure supported currencies, exchange rates, and currency display settings for invoices and products.
• 📊 Exchange Rates - Live Updates
  Real-time currency exchange rate updates and manual override options for accurate international pricing.
• 💰 Product Multi-Currency Pricing
  Set base prices and manage currency-specific pricing for products with automatic conversion and rounding.
• 🌍 Invoice Currency Selection
  Generate invoices in any supported currency with automatic conversion, formatting, and currency symbol display.
• 👁️ Customer Currency Display
  Automatic currency detection and customer-facing price display based on location or preferences.

Advanced invoice features including custom numbering schemes, external cloud file storage, multi-company management, file visibility controls, and client-specific templates.

• 📝 Invoice Enhancements Settings
  Advanced configuration for sequential numbering, external storage, multi-company support, file visibility, and client templates.

Optional plugin that connects your WordPress site to the external Agency Pulse Portal server to enable advanced features. All core Agency Pulse functionality works independently—the Pro Connector simply unlocks additional capabilities like automated email delivery, digital product file storage, coupon synchronization, and real-time currency exchange.

• 🔌 Pro Connector - Setup & Connection
  Simple setup guide for connecting your WordPress site to the external server via API key. Covers connection process, confirmation, and troubleshooting.

Seamlessly sync invoices, clients, and payments with QuickBooks Online. OAuth 2.0 authentication, idempotent invoice sync, automatic customer resolution, per-invoice sync state tracking, and a full admin sync log viewer.

• 📒 QuickBooks Integration Settings
  Configuration for OAuth 2.0 connection, sync behavior, sandbox/production toggle, and manual sync controls for QuickBooks Online integration.

Automatic incremental backup and restore for invoices, portal clients, products, and site configuration. Sends structured payloads to a secure external backup server on every meaningful change, with a management console for monitoring status, browsing revision history, and dispatching restore or archive commands back to your site.

• 🗄️ Backup Settings & Configuration
  Configuration for backup triggers, catch-up schedule, restore conflict modes, archive mode, retry limits, and the account-side backup dashboard.

Add legally-defensible client signature capture to invoices. Generates tamper-evident signed PDFs stored securely in the cloud with cryptographic integrity hashing, single-use tokens, client IP capture, and a full audit trail.

• ✍️ Secure-Sign Settings
  Configuration for the master enable switch, always-require mode, require-by-default mode, and download URL expiry for the Secure-Sign plugin.

WordPress admin interfaces for creating, editing, and managing business content including invoices, products, clients, and templates.

@if(!$closed('free-invoice'))
• 📊 Invoice Dashboard (Invoice)
  Main dashboard showing key metrics, recent invoices, payment status overview, and quick access to core features.
• 🆕 Create New Invoice (Invoice)
  Step-by-step guide for creating new invoices with client selection, line items, taxes, and payment settings.
• ✏️ Invoice Editor - Manage & Modify (Invoice)
  Complete invoice editing interface including line items, client information, payment tracking, and status management.
• 🎨 Invoice Templates - Customization (Invoice)
  Professional invoice template editor for customizing invoice appearance, branding, and layout across all invoices.
@endif @if(!$closed('apwp-pc'))
• 👥 Portal Clients - Client Directory (Portal)
  Client management interface for creating, editing, and organizing portal client accounts with contact information and access control.
• 🎯 Portal Missions - Project Tracking (Portal)
  Mission/project tracking system for assigning work to portal clients and tracking project status and deliverables.
@endif @if(!$closed('apwp-cp'))
• 📄 Product Editor - Create & Manage Products (Products)
  WordPress post editor for creating and managing products with pricing, taxes, file uploads, and product configuration.
• 📋 Products List - Management Dashboard (Products)
  Admin page displaying all products with columns, filtering, and quick actions for product management.
• 🛒 Orders - List and Detail Views (Products)
  Customer order management showing order list with status badges and detailed pages with customer information and payment status.
• 🎟️ Coupons - Promotional Codes (Products)
  Coupon management for creating promotional discount codes with usage limits, date restrictions, and client/product restrictions.
@endif

Settings and configuration pages that control plugin behavior, enable features, and manage system-wide options.

@if(!$closed('free-invoice'))
• ⚙️ Invoice General Settings (Invoice)
  Core invoice configuration including invoice numbering, defaults, company information, and system-wide settings.
• 💳 Payment Gateways - Overview (Invoice)
  Payment gateway management system supporting multiple payment processors for invoice collection.
• 🅿️ PayPal Gateway Configuration (Invoice)
  PayPal payment gateway setup including credential configuration and transaction handling.
• 📧 Invoice Email Settings (Invoice)
  Automated invoice email delivery configuration including templates, scheduling, and recipient settings.
• ✅ Payment Received Email Settings (Invoice)
  Configuration for payment confirmation emails sent to clients when payments are received.
@endif @if(!$closed('apwp-gps'))
• 🟦 Stripe Gateway Configuration (Gateway - Stripe)
  Complete setup and configuration guide for Stripe payment gateway integration with API keys and webhooks.
@endif @if(!$closed('apwp-pc'))
• 📧 Payment Reminder Emails (Portal)
  Automated payment reminder email configuration with scheduling, templates, and dynamic placeholder variables.
• ⚠️ Payment Overdue Notifications (Portal)
  Automated payment overdue alert emails sent when invoices exceed due dates with customizable templates and reminders.
@endif @if(!$closed('apwp-cp'))
• ⚙️ Shopping Cart Settings (Products)
  Configuration for cart and checkout pages, payment mode selection, user registration requirements, and client auto-creation.
@endif @if(!$closed('apwp-mc'))
• 💱 Currency Management - Setup & Configuration (Multi-Currency)
  Configure supported currencies, exchange rates, and currency display settings for invoices and products.
@endif @if(!$closed('apwp-ie'))
• 📝 Invoice Enhancements Settings (Enhancements)
  Advanced configuration for sequential numbering, external storage, multi-company support, file visibility, and client templates.
@endif @if(!$closed('apwp-qb'))
• 📒 QuickBooks Integration Settings (QuickBooks Integration)
  Configuration for OAuth 2.0 connection, sync behavior, sandbox/production toggle, and manual sync controls for QuickBooks Online integration.
@endif @if(!$closed('apwp-ab'))
• 🗄️ Backup Settings & Configuration (Backup)
  Configuration for backup triggers, catch-up schedule, restore conflict modes, archive mode, retry limits, and the account-side backup dashboard.
@endif @if(!$closed('apwp-ss'))
• ✍️ Secure-Sign Settings (Secure-Sign)
  Configuration for the master enable switch, always-require mode, require-by-default mode, and download URL expiry for the Secure-Sign plugin.
@endif

Gutenberg blocks for building public-facing pages customers interact with for shopping, checkout, and account management.

• 🧩 Product Blocks - Gutenberg Components (Products)
  Complete documentation for Product Listing, Shopping Cart, Checkout, and Orders List Gutenberg blocks with configuration and customization.

Comprehensive guides including Pro Connector setup, multi-currency usage, and configuration best practices.

@if(!$closed('apwp-mc'))
• 💰 Product Multi-Currency Pricing (Multi-Currency)
  Set base prices and manage currency-specific pricing for products with automatic conversion and rounding.
• 🌍 Invoice Currency Selection (Multi-Currency)
  Generate invoices in any supported currency with automatic conversion, formatting, and currency symbol display.
• 👁️ Customer Currency Display (Multi-Currency)
  Automatic currency detection and customer-facing price display based on location or preferences.
@endif @if(!$closed('apwp-pro'))
• 🔌 Pro Connector - Setup & Connection (Pro Connector)
  Simple setup guide for connecting your WordPress site to the external server via API key. Covers connection process, confirmation, and troubleshooting.
@endif

Technical reference documentation for advanced features and system integration.

@if(!$closed('free-invoice'))
• ❓ Help & Support (Invoice)
  Quick reference guide, FAQ, and support resources for common invoice system issues.
@endif @if(!$closed('apwp-mc'))
• 📊 Exchange Rates - Live Updates (Multi-Currency)
  Real-time currency exchange rate updates and manual override options for accurate international pricing.
@endif

High-level system overview documentation and architecture guides.

@if(!$closed('free-invoice'))
• 📋 Invoice System Overview (Invoice)
  Complete overview of the Agency Pulse Invoice system architecture, core concepts, and feature set.
@endif