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Add-On Plugin

Agency Pulse Invoice Enhancements

Extends the base Agency Pulse Invoice plugin with advanced management, security, and branding tools — giving agencies full control over multi-company billing, custom numbering, file security, and more.

Agency Pulse Invoice Enhancements Plugin
{{-- Feature Groups --}}
{{-- Multi-Company & Branding --}}

🏢 Multi-Company & Branding

  • Advanced Multi-Company Management: Support for managing multiple business entities from a single installation. Each company can have its own name, address, and legal details.
  • Per-Company Logos: Ability to assign unique logos to each company. Invoices automatically display the logo corresponding to the assigned company.
  • Company Template Defaults: Assign a specific invoice template as the default for each company.
  • Policy Enforcement (Force Template): A global setting to “Force” company templates. When active, invoices are locked to the company’s assigned template, preventing manual overrides by users during creation.
  • Real-Time Builder Synchronization: The Invoice Builder UI dynamically updates and locks the template selector based on the chosen company and active policies.
{{-- Pre-Configured Client Templates --}}

📋 Pre-Configured Client Templates

  • Save as Template (Invoice Builder): Quickly save any draft invoice’s configuration (line items, tax, currency, and visual layout) as a reusable template for that specific client.
  • Intelligent Refinement: The system automatically detects if an invoice’s data matches an existing template and offers to update it instead of creating duplicates.
  • Full Preset Restoration: When loading a client template, the system restores not just the billing data, but also the assigned company, visual layout, and file attachments.
  • Client Management Integration: Manage, preview, and delete saved templates directly from the client profile page in the Agency Pulse Portal.
  • Rapid Invoice Generation: Launch the Invoice Builder directly from the client list with a template pre-loaded to generate recurring or standard invoices in seconds.
  • Usage Tracking: Monitor how many times each template has been used and when it was last accessed to identify common billing patterns.
{{-- Custom Invoice Numbering --}}

🔢 Custom Invoice Numbering

  • Flexible Numbering Formats: Complete control over how invoice numbers are generated and displayed.
  • Custom Prefixes: Define a static prefix (e.g., INV, AP, BILL) for all invoices.
  • Multi-Separator Support: Configure multiple separators (e.g., -, /, .) at specific character positions within the invoice string.
  • Number Padding: Control the leading zeros for invoice numbers (e.g., 000001 vs 1).
  • Sequential Sequence Control: Define the starting number for the invoice sequence.
  • Dynamic Year Inclusion: Automatically include the current year in 2-digit (24) or 4-digit (2024) format, with positioning either before or after the prefix.
  • Real-Time Format Preview: The Invoice Numbering settings page displays a live sample number that updates instantly as configuration options are adjusted, providing immediate visual feedback before saving.
{{-- File & Asset Security --}}

🔒 File & Asset Security

  • Hide Files Until Paid: Capability to hide invoice attachments (PDFs, reports, etc.) from the public view until the invoice status is marked as “Paid.”
  • Global Access Policy: Set a system-wide default for file visibility on unpaid invoices.
  • Granular Per-Invoice Overrides: Override the global visibility policy on a per-invoice basis via a dedicated control in the files metabox.
{{-- External Storage & API Integration --}}

☁️ External Storage & API Integration

  • External Upload API: Integrates with the Agency Pulse API to offload invoice attachments to external storage providers.
  • Automated Sync: Seamlessly synchronizes metadata between local WordPress attachments and external storage objects.
  • Hybrid File Lists: Public invoice views display both locally hosted and externally stored files in a unified table.
  • Connectivity Diagnostics: Includes a “Test Upload” utility in the settings to verify API credentials and external storage availability.
{{-- Portal & Ecosystem Integration --}}

🧩 Portal & Ecosystem Integration

  • Agency Pulse Portal Hooking: Deep integration with the Agency Pulse Portal plugin, including injected detail sections on client profiles.
  • Template Service Layer: A dedicated backend service for managing invoice template logic independently of the core rendering engine.
  • Admin UI Overlays: Injects secondary controls and informative notices into the core Invoice Builder to guide users through enhanced features.
{{-- Plugin Management --}}

⚙️ Plugin Management

  • Automatic Updates: The plugin includes a self-hosted update checker that connects to Agency Pulse licensing servers. New releases are detected automatically and can be installed directly from the standard WordPress plugins update screen.
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