clients manager // contacts manager // customers // data // database // invoice manager // invoicing // items manager // jobs // management // products // project manager // task manager //
| Created | 15 March 13 |
| Last Update | 19 May 13 |
| Compatible Browsers | IE9, IE10, Firefox, Opera, Chrome |
| Software Version | WordPress 3.5 |
| Files Included | JavaScript JS, HTML, CSS, PHP, SQL |
More Info...Advanced Client Manager for WordPress
Advanced Client Manager for WordPress
Advanced Client Manager is a plugin for WordPress. It is a powerful plugin that meets your needs as a small business or freelancer. It is extremely easy to use and you can manage your clients in a straightforward manner. It has all the essential features to manage customers and their contacts, projects and invoices. All of this together in one environment to produce better results. Furthermore the plugin is fully integrated in the default WordPress theme which creates an ultimate user experience.
Specially built for companies and freelancers who are looking for:
- A simple way to manage their clients and their contacts, projects and invoices
- Project management with multiple tasks and time tracking
- A nice function to create professional invoices
- Altogether a great plugin for those who selling services and / or products
Features Overview
- Client Management
Easy management for all your clients
A nice overview of all the contacts, projects or invoices related to a client
Select a user from the wordpress user database and link it to one of your clients
Let your customers log into the client portal where they can see their projects and invoices - Contact Management
Manage all contacts from your clients easily - Project Management
Create all your client related projects
Update projects progress at any time
Set the start, due and end dates trough date picker - Tasks Manager
Add related tasks to your projects
Update projects progress at any time
Set the start, due and end dates trough date picker
A task timer that will track the time spent on a task - Invoice Management
Create professional invoices for clients.
Define a default TAX percentage to your invoices
Change the default currency
View status of invoices
Attach notes to your invoices
Print invoices (directly or to PDF-printer)
Add own logo on invoices
Customize invoice footers and headers
Let your customers pay with Paypal! - Item Management
Manage your items/products - Easy Installation
Very easy installation, no programming skills required. - And many more (to come)
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A small notice, the plugin currently has no front-end functions for clients. Clients do not have the ability to log on their own overview page. Probably this function is available after some updates.
Requirements:
This plugin runs on Wordpress, this is a free and open source blogging tool and a content management system (CMS) based on PHP and MySQL
- Wordpress 3.5.1+
- PHP 5.3+
- MySQL 4.1+
- Lots of client information!
Help & Support
All the support related issues should be emailed directly to envato@lakedesign.nl. In case of any problems using the product we encourage you to contact us. Requests on the item discussion board are not checked regularly but roughly every two weeks.
Changelog
- Version 1.3.2
[Fixed] First item issue
[Added] Custom fixed invoice item
[Updated] Invoice template
- Version 1.3.0
[Fixed] First start timer issue
[Added] Custom invoice header and footer (add own logo)
[Added] Option to add custom currency’s
[Fixed] Replaced companyname for clientname
[Fixed] Client adress isn’t required anymore
[Added] Option to generate an automatic invoicenumber
[Added] Option to add custom tax/discount fixed before invoice totals
[Added] Invoice title
[Added] Mail invoices to clients
[Added] Export invoice to pdf-file
[Added] Project file/document repository (visible in the client portal)
[Added] VAT-number for clients
- Version 1.2.1
[Added] Invoice payments with Paypal Buy-Now
[Fixed] Some Major changes for payments with Paypal Buy Now
[Added] Option to change currency per invoice
[Added] Option to change tax per invoice
[Added] Clientportal
[Fixed] Anonymous functions replaced (compatibility older PHP versions)
[Fixed] Remove recursively
[Fixed] Not correctly working listtable tabs
- Version 1.0.0
[Created] Brand spanking new!
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