All notable changes to HandShake Invoicing are documented here.
Version 1.0.1
Released June 2026
Fixed
- Apostrophes and special characters in invoice notes no longer appear with a backslash (e.g.
it\'s→it's) - Logo preview in Settings was showing a broken image icon
- Tax rate from price group was not being applied to generated invoices
- Tax rate on PDF was showing 0% when rate was set via price group rather than directly on the client
- Send day was capped at 28 — now correctly supports 1–31 and Last day of month
- Client update returning "Could not update client" error on sites where new database columns hadn't been added yet — self-healing migration now runs automatically
Added
- Multi-line invoice items — each line has its own description, quantity, and unit price
- Invoice notes / memo field — optional text printed at the bottom of the invoice PDF
- Invoice preview — generates a PDF in a new browser tab before sending, with no invoice created or email sent
- Send invoice modal — pre-filled with the client's default line item so sending is still one click, with the option to customise before sending
- Default currency setting in Settings → Your details
- From / sender details on PDF — company name, email, address, company ID, VAT number, IBAN (leave any field blank to hide it)
- Bill to client details on PDF — company ID, VAT number, address per client
- Email send confirmation — Last sent column on the Invoices page shows when the email was last delivered and whether it succeeded or failed
- Search on the Clients and Invoices pages
- Bulk PDF download (ZIP) from the Invoices page — select any invoices with a PDF and download them all at once
- Separate Delete PDF and Delete record actions on invoices — Delete PDF removes the file but keeps the record and revenue figures intact; Delete record removes everything
- Payment reminder enable/disable toggle (Pro)
- Custom SVG icon support for the WordPress admin menu
Improved
- PDF address blocks now display side by side — From on the left, Bill to on the right
- PDF footer now shows your domain on Pro, and "Powered by HandShake Invoicing" on Free
- Send day dropdown expanded to include 1–31 and Last day of month, with graceful fallback for short months
- Pro badges removed from fields when Pro license is active — they only appear as upsell prompts for free users
- All CSS properties use variables for consistent light and dark mode theming
- Dark mode toggle moved inside the Settings form so it sits naturally in the page flow
Version 1.0.0
Released June 2026
Included in launch:
- Up to 3 active clients on the free plan
- Automatic monthly invoice generation and sending via WP-Cron
- PDF generation using bundled mPDF — no Composer or external service required
- Customisable invoice prefix and auto-incrementing invoice number
- Send day 1–28 per month (global setting)
- Payment due date — Net 7, 14, 21, 30, 45, 60 or same day
- Custom email subject and body with placeholders (
{client_name},{month},{year},{invoice_no},{amount},{due_date}) - HTML email template — Outlook-safe, table-based layout
- Company logo upload for invoice PDFs
- Manual send and force resend per client
- Invoice history with PDF download
- Mark invoice as paid
- Admin email notification on send
- Dark mode admin UI with localStorage persistence
- Pro: unlimited clients
- Pro: price groups with per-group tax rates
- Pro: per-client send day override
- Pro: payment reminders for overdue invoices
- Pro: revenue dashboard with monthly bar chart and per-client breakdown
- Pro: CSV export and bulk PDF ZIP export by period