First, be sure that you enable the add-on for Estimates and Invoicing using the Settings > Add-Ons menu. Secondly, if you plan to give your clients links inside their client portals to view their invoices, you will need to add the short code that outputs invoices into your HUB and/or Portal Page templates.

To enable online payment processing and confirmation by WP-Client, you will need to configure the available payment gateway(s) using your login information and API information.

NEW ‘PRIVATE TO’ SHORTCODE MODIFIER FOR CIRCLES

This feature offers an exciting new way to think about your HUB Page template and/or any other Portal Page that you are creating to be part of your portal. Now, you can place content for many different Circles on one page, and only show the content that a particular Circle is supposed to see to those who are part of that Circle.

This powerful feature lets you essentially create multiple Hub Page variations, each one unique to its’ unique Client Circle. Simply wrap each variation of Hub Page code in the appropriate “private for” short code and stack them on top of each other in the Hub Page template and the appropriate hub page will be shown to each Client depending on their Client Circle affiliation.

For example… see the below  as a simple example…. users in Circle Alpha will only see ‘Elephants are Green’ while those in Circle Charlie will see ‘Elephants are Blue’, and so on…

———  Works on any HUB, Portal Page or native WordPress page/post ———-

[wpc_client_private for_circle="Circle Alpha"]

Elephants are Green

[/wpc_client_private]

[wpc_client_private for_circle="Circle Bravo"]

Elephants are Red

[/wpc_client_private]

[wpc_client_private for_circle="Circle Charlie"]

Elephants are Blue

[/wpc_client_private]

[wpc_client_private for_circle="Circle Delta"]

Elephants are Purple

[/wpc_client_private]

———  Works on any HUB, Portal Page or native WordPress page/post ———-

AUTO-ASSIGN NEW CLIENTS

Now you can designate a Client Circle as the “auto assign” Circle. When you select this Circle, all Clients added manually, through the conversion process, via import, or through the self registration form, will automatically be added to the designated Circle.

This feature gives you the power to “pre-create” an entire series of relationships based on Circle permissions. You can create a group of Portal Pages that are assigned to the particular Circle, you can permission an entire group of files to that Circle, and much more…

Then, whenever your clients are added, by whatever method, you will already have a preconfigured portal, complete with pages and files, ready to go without any further configuration.

EXPIRING CREDENTIALS

You can now limit access to your Client Portal based on the expiration date for each individual Client.

Firstly, you will need to activate this add on in the Settings > Add-On menu.

After this is done, as you create each client, and in each client’s edit page, you will find a field for expiration date. The client’s username and password are never deleted, but on that expiration date, they will receive an error instead of being able to login. The content of this error message can be customized in the Settings menu.

UPDATES TO IMPORT

You can now import and wide variety of data for each Client, including data associated with Custom Fields that you have already created using the plug-in. For specifics, see the help documentation located in the Help menu of the plug-in’s sidebar navigation.

The post Tips for using the new features in WP-Client v.2.9.0 appeared first on WP-Client Dev Team.

WP-Client WordPress Web Portal Plugin v.2.9.0

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The post WordPress Invoicing Plugin | WP-Client v.2.9.0 Released appeared first on WP-Client Dev Team.

WP-Client WordPress Web Portal Plugin v.2.8.0

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The post WP-Client v.2.8.0 Released appeared first on WP-Client Dev Team.

So complete is this transformation, that many businesses are also looking for solutions that give their clients a private portal, membership area or membership site directly integrated with the WordPress installation, and regulated by a simple login.  Those who are properly registered can access the member’s area, and those who are not, will be restricted.

This functionality is well done with the WordPress plugin WP-Client, but other businesses are interested in restricting this member’s area to those clients or users who must pay for access, and this requires that the registration be restricted and controlled – only be accessible to those who pay via the online system. Those who use the payment gateway are then given a username and passwerd and granted access to the restricted member’s area.

WP-Client can now serve those needs as well starting with v.2.8.0 – Due to release in just a matter of days, v.2.8.0 gives the site manager the power to accomplish all of these goals and more:

• You can permit your client to register, and then after submission be sent to your chosen Payment Gateway for payment. Upon successful payment, the plugin then issues credentials, creates the appropriate pages and sets the proper permissions.
• All content created and guarded by WP-Client is protected and is inaccessible to anyone who does not have the proper login credentials.
• Each page can be configured for permissions right down to each individual user, or if you group your members/clients into Circles named “Gold Package” or “Silver Package” for example, then you can easily provide access to entire sections of your site with just one easy click.

Now WP-Client can be used as a powerful WordPress membership plugin and WordPress private client portal area, allowing you to even request payment for access to the private part of the site.

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Keeping track of all the invoices and estimates, who has paid, who has not, and what invoices are past due is quite a task, and since running your business is what you should be doing, the solution has to be a system that makes your life easier in this regard. Ideally, this system would integrate into your company’s WordPress website and allow your clients to view invoices, pay invoices and receive receipts for their payments, all without leaving your website, and all the while these clients are exposed to your branding.

The sense of professionalism that comes with a branded invoicing plugin solution cannot be understated, and if this invoice solution can be obtained and maintained for a reasonable price, then it should be a no-brainer to bring that kind of system online.

WP-Client is a WordPress Invoicing Plugin that accomplishes all these goals with elegance and power. But, that’s not all you get with WP-Client, it’s just the beginning. An entire suite of Client Management solutions are wrapped into one simple plugin, and the many needs of running your business can now be obtained with just one simple plugin.

Check out the Invoicing Plugin for WordPress features and more at http://WP-Client.com

Invoicing Plugin for WordPress

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One of the most integral needs of a small business is the ability to create, track and deliver invoices to their clients and customers. This, of course is an important feature as far as the function goes, but it’s also quite important as far as the presentation goes. All businesses want to look professional and organized in front of their clients, and in the invoicing space, it’s very important that the invoices be branded, but even better would be if the client could make payment directly on the businesses website, and then get the assurance that all went smoothly.

WP-Client makes this all possible with its’ new invoice feature. Building on the already powerful and intuitive Client Management features, the invoice feature lets you use your existing client base to create and assign invoices, send to the client(s) and make available for payment directly on your site. Then, after payment, the client receives a pre-formatted thank you email with a PDF receipt attached.  Wordpress Invoices have now been made easy, efficient and powerful.

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What you’re going to need is a plugin that provides functionality for estimates, proposals invoices, etc… and can also accept payments from the main 3rd party providers like PayPal, Authorize.net and Stripe. ( Some gateways not yet available, but coming soon )

With WP-Client, you would simply install, activate and configure the plugin, then use its’ intuitive configuration tools to create an invoice or payment request. The plugin would take over from there and send the invoice in a configurable email along with an attached PDF for the customer’s records.

This type of WordPress Payments Plugin will give your business the air of professionalism that comes with an on-site, branded payments solution. In the end, you’ll look better, function more effectively and see more repeat business than ever before.

Navigate the website for more information and details.

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There is no doubt that WordPress has taken the web development world by storm, and judging by its’ current trajectory, there is little doubt that over the coming years, more and more sites on the Internet will be built on the WordPress CMS platform. Nothing else beats it for raw, simple, SEO-friendly power. With just a small cadre of well-developed and reliable pugins, along with a few premium products, WordPress can be configured to accomplish just about any task. Couple that fact with the recent explosion in super high quality themes that are both user friendly, and incredibly beautiful and functional, and the jury is in – WordPress is the champ!

So complete is the dominance, that now even a heavy percentage of mid-size and larger businesses have adopted WordPress and are taking advantage of its’ powerful features.

As a result of this adoption by serious businesses, there is an emerging market for WordPress plugins that seek to meet the needs of businesses that range from small home businesses all the way to multi-national corporations.

WP-Client has been designed from the ground up to be a multi-faceted tool that can be used by businesses with WordPress websites to accomplish their day to day client interaction tasks. A range of crucial features are included, namely Private & Secure Client Portals, Advanced File Sharing, Private Messaging, Project Feedback & much more…

The latest addition to this wide range of features is the all new Billing & Invoicing feature which brings the power of WP-Client to the process of providing Proposals and Invoices to your Clients. A standalone WordPress Invoicing plugin give you just the invoicing while WP-Client gives you that and so much more.

Seamless integration into your existing WordPress website:

• All your Billing functions are performed in your WordPress dashboard, and only your employees with the proper permissions will have access to this feature. 
• Account Managers can be given the permissions to create Proposals, Estimates & Invoices for only their assigned Clients.
• Proposals, Estimates & Invoices are displayed in a special section of the Client’s HUB page.
• Proposals, Estimates & Invoices can be assigned to just one Client, multiple Clients, or Client Groups
• Support for PayPal – other payment gateways to be added upon request.

A wide range of powerful features:

• Your logo, business information, terms & conditions, signature and more are customizable and are auto-generated on the Proposals, Estimates & Invoices according to your preferences. Proposals, Estimates & Invoices displayed on your website convey a professional way of doing business and makes you look great.
• Pre-format your most used line items to make Proposals, Estimates and Invoices quick and easy to generate.
• Clone existing Proposals, Estimates & Invoices and quickly edit and assign to a new Client thus making creation super quick in cases that you have similar quoting and invoicing parameters.
• Send Proposals, Estimates & Invoices to clients by email, along with an attached PDF – all emails are infinitely customizable and permit use of programmable placeholders according to your preferences.
• Proposals & Estimates can be turned to Invoices with one-click, edited if necessary, and sent to the Client for payment.
• Upon receiving an Invoice, the Client can click straight from the email and pay the Invoice directy, or if they are logged into their Client Portal, they can view & pay the Invoice there.
• Notifications are received when a Client pays an Invoice and an automated, customizable email can optionally be sent upon receiving payment.
• Payment Reminders can be customized and sent after a number of days.
• Customized tax options are supported.
• A wide range of currencies are supported.

Getting started is easy, and the prices are extremely reasonable.

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Today WordPress powers one of every 6 websites on the Internet, nearly 60 million in all, with 100,000 more popping up each day.

If you’re looking for a Client Download Area though, WordPress isn’t perfectly setup for that out of the box. A plugin is what’s needed.

WordPress was created to be a console for writing a blog, however one doesn’t need to use it as a blogging and site-building device. By incorporating some modifications you can use it in order to operate your websites, without or with a “blog.” The belief that WordPress principal purpose is as a blogging service provides it with a number of persuasive positive aspects.

It really is enhanced for simply producing and changing articles and other content. And acquiring great search engine results positioning demands fresh new, original unique content. You’ll need a method that will not get in your way when you need to improve your web page with a brand new write-up or ezine.

With that in mind, you’ll need a purpose built plugin in order to incorporate a WordPress Client Download Area, and that plugin exists already… no need to have it created from scratch. It’s really easy with this method to create a unique download area for each client, and only let that client download the files that are assigine to them. WP-Client was built from the ground up to meet all the needs of businesses who need to interact with clients or customers.

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To create a client area for WordPress, one would either need to hire a custom programming team to modify and build on WordPress to create the end product, or they may hope that there is a plugin out there already that aims to fulfill their needs.

To fit the needs of most businesses that want to create a client area for wordpress, the plugin would have to:

• Create private & unique logins and client portals where the site admins could upload files and present images, docs, etc…. for the client.
• Permit the admin to customize all features to fit the appearance, look & feel of the existing site.
• Make everything automated so that repetitive tasks don’t have to be done over and over
• Allow Clients to register themselves, and then wait for approval.
• Be able to group clients into ‘Circles’ and assign permissions based on group affiliation
• Incorporate a Private Messaging feature

Luckily, the Dev Team at WP-Client ( http://WP-Client.com ) has already developed and refined this plugin, and offers the plugin, and the associated support at their website.

Now the results of the WordPress survey

• 53% of respondents described themselves as WordPress developers.
• 36% described themselves as self-employed WordPress developers.
• 170,000 websites had been built by survey respondents.
• 61% of respondents use WordPress just as a CMS, 31% as a CMS and a blog, and only 8% as just a blog.
• Respondents reported being paid between $5 – $2000 per hour (sadly, the $2,000 per hour report is not from me).
• The average hourly rate is $58 and the median is $50.
• 2,800 people use WordPress as their primary source of income.

Now those are some interesting stats. And with 14.7% of the internet running WordPress, and 22% of new domains running on WordPress (as of August 2011) we can expect exponential growth.

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