Client Octopus

Änderungsprotokoll

1.2.0

• New: Package Selector pricing mode for proposals — toggle between Flat Pricing and Package Selector when building a proposal; define unlimited pricing tiers (each with its own independent line items) plus optional add-ons. The client picks a tier, toggles any add-ons, and sees the total recalculate live before accepting; their selection is resolved and recorded at acceptance.
• New: Recurring Billing for proposals — toggle a proposal to Recurring billing instead of one-off/deposit pricing, set the frequency, start date, and end condition, and Client Octopus automatically creates a real Recurring Invoice profile the moment the client accepts — fully editable afterward just like a manually-created one. Recurring proposals never take a deposit or direct payment; billing runs exclusively through the generated invoice.
• Improved: The Pricing block in the proposal Content Editor can now be moved up and down like any other section, and renders on the client-facing proposal in the position it’s assigned instead of always appearing at the end.
• Improved: The Marketing Campaign proposal template is now available on all plans (previously Pro-only).
• Improved: The proposal expiry date is now a required field when creating or editing a proposal, with no pre-filled placeholder value — previously it could be left blank, which silently excluded that proposal from the „expiring soon“ reminder email and the automatic expiry check.
• New: Auto-charge for recurring invoices (Pro & Agency) — opt a recurring profile into automatically charging the client’s saved Stripe or PayPal payment method each cycle instead of sending a „Pay Now“ link. The client’s first invoice is still paid manually, which securely saves their payment method for reuse. A failed charge is retried a few times with the client notified each time, then the profile pauses itself so you can follow up — it can be resumed once the client updates their payment details.
• New: Payment failure notifications — you and the client are now both emailed when a payment attempt on an invoice or proposal is declined, expired, cancelled, or needs additional verification from the client’s bank; previously this happened silently with no notification to either party.
• Fix: Form fields (text, email, number, date, select, textarea) across the admin could render with the wrong border colour or square corners instead of the plugin’s intended styling, because WordPress’s own default admin styles were unintentionally overriding them in most places.
• Fix: Currency and frequency selects in the proposal wizard and recurring invoice editor could render taller than other fields, and some fields in the same forms didn’t share a consistent height.
• Fix: A recurring invoice profile created with a future start date would incorrectly bill immediately instead of waiting for that date.
• Fix: The payment confirmation popup could show a proposal’s full total instead of the deposit or remaining-balance amount that was actually about to be charged.
• Fix: Sending or duplicating a proposal could show a JavaScript error immediately afterward, even though the action itself completed successfully.

1.1.3

• New: Recurring Invoices — set up a profile for a client (weekly, monthly, quarterly, or yearly) and Client Octopus automatically generates and sends a fresh invoice on schedule; clients still pay each one manually via the existing Pay Now flow. Supports its own Payment Terms and Notes & Payment Instructions, matching standalone invoices.
• New: PayPal as an alternate payment provider (Pro & Agency) — choose either Stripe or PayPal as your active gateway in Settings; clients always see a single „Pay Now“ button that routes to whichever gateway is configured, on both proposals and standalone invoices.
• New: Payment Provider settings section with PayPal API credentials, Sandbox/Live mode toggle, and webhook configuration, alongside the existing Stripe settings.
• New: „+ Add New Client“ button in the Invoices and Recurring Invoices client picker for adding a client without leaving the form.
• New: Pagination on the Proposals, Projects, Invoices, Recurring Invoices, and Clients admin screens.
• Improved: Client search — in the client picker and the main Clients screen — now correctly filters by name, email, or company instead of always showing the full list.
• Improved: Faster plugin activation, particularly on sites that have been through several updates.
• Fix: Webhook „Copy“ buttons in Settings could silently fail to copy on non-HTTPS local development sites; now falls back to a compatible copy method.

1.1.2

• New: Portal Button Colour setting — buttons across the client portal and public proposal/invoice/payment pages can use a dedicated colour distinct from the Brand Colour, with automatically chosen contrast-safe text (falls back to Brand Colour when left unset).
• New: Login Background Image setting — upload a background image for the client portal login screen via the media library; the login card automatically becomes a frosted glass panel with the logo moved inside it for legibility over a photo.
• Improved: Client portal now uses Archivo (matching the admin) across every screen instead of a mixed font set, and the generic template-style coloured left-border accents have been removed from cards, navigation, and headings across the portal and admin in favour of cleaner treatments.
• Improved: Admin Proposals, Invoices, and Projects screens now share consistent filter tabs (with result counts), empty-state design, table layout and styling, and horizontal scrolling on smaller screens instead of each screen having its own inconsistent pattern.
• Improved: Clicking an invoice in the portal’s Payment History now opens it in a new tab instead of navigating away from the page.
• Improved: Removed the redundant plan badge and coloured top-border accents from the Plan & Usage screen’s usage cards, and added a quick-access „All Invoices“ link.
• New: Print / Save as PDF button on the client-facing invoice page.
• Improved: Client invoice page redesigned to match the payment receipt’s look — logo moved into a branded header band inside the card, matching card/section styling, and a new footer message.
• Improved: Pricing and line-item tables on proposals, receipts, and invoices now share the same table styling for full visual consistency; invoice totals and card width now match the receipt.
• Fix: Proposal and invoice total amounts, and the proposal header’s „Proposal“ label, could become unreadable when a tenant’s Brand Colour was too light — these now automatically fall back to a readable colour.

1.1.1

• New: Client portal Invoices tab — authenticated clients can view all their sent, paid, and overdue invoices with status badges, amounts, and a direct link to the invoice page.
• New: Invoice payments in portal Payment History — paid invoices now appear in a dedicated Invoice Payments table alongside proposal payments.
• Fix: Invoice status not updating after Stripe payment — the invoice success page now triggers the paid status write-through immediately on return from Stripe Checkout.
• Fix: Invoice client name showing as „—“ in the admin invoices list — the query now JOINs the clients table correctly.
• Fix: Re-send option for sent and overdue invoices — invoices can now be re-sent without being restricted to draft status only.

1.1.0

• New: Standalone invoices — create auto-numbered invoices (INV-0001…), assign clients, add line items, discounts, and VAT, then send to clients via email. Client-facing invoice page supports browser printing to a clean A4 layout.
• New: Stripe „Pay Now“ button on client-facing invoices (Pro). Stripe Checkout is created on demand; invoice auto-marks as paid via webhook.
• New: E-signature on proposal acceptance — clients type their full legal name and confirm a checkbox in a signing modal; the signed certificate is recorded on the proposal and visible in the admin.
• New: Automated proposal reminder emails — three configurable triggers: proposal not viewed, not accepted, and expiring soon. Cron-based, runs daily.
• New: Expanded outbound webhook events — 12 events now covering the full proposal and invoice lifecycle, including invoice.sent, invoice.paid, invoice.overdue, and invoice.cancelled.

1.0.1

• Fix: Onboarding wizard failed on servers that redirect URLs to add a trailing slash, causing POST requests to be converted to GET requests.

1.0.0

• Initial public release.