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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView Charts for Sprout Invoices

Sprout uses sa-invoice, sa-estimate, sa-client, and sa-payment CPTs with totals and partial payments in postmeta. SleekView Charts builds an issuance, status, client-ranking, and partial-payment dashboard directly on top.

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SleekView Charts dashboard for Sprout Invoices

Sprout's three CPTs as a chart dashboard

Sprout Invoices uses four custom post types (sa-invoice, sa-estimate, sa-client, sa-payment) with totals, line items, balances, and per-payment records all in postmeta. Sprout is one of the few WordPress invoicing plugins that handles partial payments as a first-class concept, which makes the dataset unusually rich for reporting.

SleekView Charts builds a dashboard that takes advantage of that. A KPI card sums outstanding balance across all invoices. An Area card plots daily issuance for both invoices and estimates. A Pie card splits the ledger by status (paid, partial, unpaid, overdue, pending). A Bar card ranks clients by lifetime invoice total.

The partial-payment slice on the status donut is the cue Sprout's default admin never surfaced as a chart: half-paid invoices stop hiding inside the unpaid filter. Drill-through into rows preserves Sprout's si_invoice_paid hooks on inline edits.

Workflow

Three CPTs into one chart dashboard

1

Wire all four CPTs

Point SleekView at sa-invoice, sa-estimate, sa-client, and sa-payment. The agent samples postmeta and exposes total, balance, status, and client as typed columns.
2

Compute balance

Balance is total minus the sum of received sa-payment rows. The computed column powers both the KPI and the partial-payment slice on the status donut.
3

Aggregate for charts

Time-series, status, and client-ranking charts all run over indexed reads. Saved dashboards load per role in seconds.
4

Drill into rows

Click any chart segment to land on the matching documents. Status changes, due-date pushes, and payment recordings fire Sprout's hooks normally.

Sample dashboard

Charts you can build from Sprout Invoices data

Four cards that turn Sprout's four CPTs and partial-payment data into a real dashboard.
Number · Default

Outstanding balance

Sum of balance across unpaid, partial, and overdue invoices. The cash-flow KPI service businesses watch every day.
Sum(balance)
Area · Stacked

Issuance per day

Daily issuance stacked by doc type (invoice vs estimate). Sales activity and revenue cycle in one chart.
Count group by issued_date
Pie · Donut

Status mix with partial

Paid, partial, unpaid, overdue, pending. Surfaces the partial-payment slice that the default admin lumps into unpaid.
Count group by invoice_status
Bar · Horizontal

Top clients by billed

Ranked clients by lifetime invoice total. Aggregate totals derived from linked sa-invoice posts power the sa-client view as a CRM table.
Sum(total) group by client_id

Comparison

Default Sprout Invoices reporting vs SleekView Charts

Default Sprout Invoices

  • Estimates, invoices, clients live on separate screens
  • Partial-payment status is not a chart slice
  • Outstanding balance is not visualised as a KPI
  • Per-client revenue ranking is not built in
  • Daily issuance trend needs exports

SleekView Charts

  • Outstanding balance KPI from computed balance
  • Daily issuance stacked by doc type
  • Status mix with a real partial-payment slice
  • Per-client revenue ranking
  • Drill-through preserves Sprout action hooks

Features

What SleekView Charts gives you for Sprout Invoices

Partial-payment slice

Sprout supports partial payments natively. The status donut surfaces the partial slice that the default admin lumps into unpaid, so half-paid invoices stop hiding.

Three CPTs in one dashboard

Default Sprout admin separates invoices, estimates, and clients. SleekView Charts combines them into one ledger dashboard or splits per role into tabs.

Client view with totals

sa-client aggregated against linked sa-invoice posts. Lifetime billed and outstanding balance become real columns and chart dimensions.

Audience

Who builds Sprout Invoices charts dashboards with SleekView

Finance teams

Outstanding balance and partial-payment status mix in one place. Daily reconciliation runs from drill-through into matching rows.

Agency owners

Per-client revenue ranking and issuance trend feed quarterly reviews. The partial slice flags clients with chronic half-payments.

Account managers

Filter to a client, drill into the status donut, see full estimate-and-invoice history with running balance. Per-relationship context without screen-hopping.

The bigger picture

Why partial payments deserve a chart slice

Sprout Invoices is one of the few WordPress invoicing plugins that treats partial payments as a first-class concept, which matches how service businesses actually bill. Half upfront, half on delivery; deposit on signing, balance net 30; staged payments through a long project. The data is all there in sa-invoice, sa-payment, and the computed balance, but the default admin treats invoices as binary (paid or unpaid) and the partial-payment dimension stays invisible.

A four-card chart dashboard exposes it cleanly. Outstanding balance summed across unpaid, partial, and overdue gives finance the single cash-flow number that matters. Daily issuance stacked by doc type plots sales activity.

Status mix with a real partial slice turns half-paid invoices into a visible cohort. Per-client revenue ranking gives agencies the portfolio view they have always assembled in spreadsheets. Drill-through preserves Sprout's hooks, so recording payments and pushing statuses from a chart drill-down behaves identically to the default editor.

The plugin already had the right data model; the dashboard layer finally makes it observable.

Questions

Common questions about SleekView Charts for Sprout Invoices

sa-invoice, sa-estimate, sa-client, and sa-payment. Each can be its own dashboard tab, or combined into one. Most finance teams pick a tabbed layout for daily reconciliation.

 

Balance is total minus the sum of received sa-payment rows. When balance is greater than zero but less than total, the status is partial. The donut surfaces it as its own slice.

 

Yes. SleekView writes through Sprout's data model, so si_invoice_paid and related actions fire when status changes from a row drilled in from a chart.

 

Yes. sa-client aggregates against linked invoices, so the client view doubles as a CRM table. A Bar chart by client_id ranks lifetime billed.

 

Yes. Deposit payments record as sa-payment rows like any other partial. Balance and partial-status logic apply the same way.

 

Yes. Any chart exports its underlying rows to CSV with visible columns. Useful for accountant handoffs and quarterly tax prep.

 

Yes. Aggregations hit indexed post and meta columns and cache per card. Multi-year archives still render the dashboard quickly.

 

Yes. sa-payment is its own dataset, so a separate tab gives a payments-received chart with member, gateway, amount, and date as dimensions for bank reconciliation.

 

Pricing

More than 1000+
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