Direct Invoices Setup Guide

Direct Invoices is a WordPress invoicing plugin that allows you to create professional invoices, send them via email, WhatsApp, or Telegram, and automate payment reminders directly from your dashboard.

This guide walks you through installing the plugin, configuring invoice settings, and creating and sending invoices step by step.

Step 1: Install and Activate PRO

Purchase

To get started, you’ll need to visit our Direct Invoices page. This page shows all the features available with our paid license levels. Pick one that suits your needs.

• Select your preferred PRO plan.

• Click Get Started to begin checkout.

After successful payment:

• You will be redirected to the download page.

• You will receive an email containing the plugin ZIP file download link.

If the download or license key is missing after payment, create a Support Ticket with Digages, and our team will respond within 24 hours.

Installation

After you have downloaded the Direct Invoices PRO Zip file

1. Log in to your WordPress admin dashboard.

2. Navigate to Plugins → Add New.

3. Click Upload Plugin → Choose File, then select the Direct Invoices PRO Zip file you downloaded.

4. Click Install Now and activate the plugin.

WordPress will automatically upload and unpack the plugin files during installation.

After activating the plugin, a new Invoice menu will appear in your sidebar.

License Activation

Activating your license enables all PRO features, automatic updates, and support access.

1. On your WordPress dashboard, go to Plugins → Direct Invoices.

2. Open the License tab.

3. Paste your license key (from your Digages dashboard).

4. Click Activate License.

Once activated, all PRO features become available immediately.

Step 2: Configure Invoice Settings

Before creating invoices, you should configure your business details and preferences.

Set Up General Invoice Details

• Go to Invoice → Settings → General
• Under General Settings, fill in: Full Name or Business Name, Support Email, Phone Number, and Business Address.
• Under Invoice Preferences, configure: Currency (or Multiple Currencies if supported), Starting Invoice Number, Logo (for branding your invoices), Payment Instructions (e.g., bank transfer details). Automatic Reminder Settings: Days before due date, Days after due date, and Enable Send Receipt After Completion (optional).

This setting defines how your invoices look and how customers interact with them.

Add Payment Methods

• Go to Invoice → Settings → Payment Methods
• Click Add Account
• Fill in your payment details (e.g., bank account, payment provider)
• Save the account

These accounts can later be attached to invoices so customers know how to pay.

Step 3: Create and Send an Invoice

Add Invoice Details

To do this;

• Invoice → Create Invoice → Invoice Details
• Then Enter: Invoice Title, Click Add Customer to input customer details, Select Currency, Set Invoice Date, and Set Due Date

Always set a due date to enable automated reminders.

Add Invoice Items

• Go to the Invoice Items section
• Then add item: Custom service or WooCommerce product, Quantity, and Rate

This defines what the customer is being billed for.

Configure Invoice Options

• Go to Invoice Options

Then configure (as needed):

• Add Tax (percentage)

• Add Discount (fixed or percentage)

• Enable Recurring Invoice (if needed, set the end recurring date) 

• Select Payment Account(s) 

This is a very important step; if this step is omitted, the invoice would not carry payment account(s)

• Add a Note(s) for the customer

Save and Send the Invoice

• Go to Invoice Summary (top left area)
• Click Save Invoice (this creates the invoice and allows you to send it)
• After saving, choose how to send the invoice: via Email, WhatsApp, or Telegram
• You can also download the invoice as a PDF.

Tip:
Sending invoices via WhatsApp or Telegram often results in faster responses compared to email alone.

Frequently Asked Questions (FAQ)