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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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
Wire all four CPTs
Compute balance
Aggregate for charts
Drill into rows
Sample dashboard
Charts you can build from Sprout Invoices data
Outstanding balance
Sum(balance)
Issuance per day
Count
group by issued_date
Status mix with partial
Count
group by invoice_status
Top clients by billed
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.
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