SleekView for Sliced Invoices: quotes & invoices as tables
Read the sliced_invoice and sliced_quote custom post types and join recipient and total data from postmeta. Sort by total, filter by status, and inline-edit due dates without ever opening an invoice.
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Quotes and invoices as a single ledger view
Sliced Invoices stores quotes and invoices as separate custom post types — sliced_quote and sliced_invoice — with totals, line items, tax breakdowns, and client information all sitting in postmeta. The default screens are useful for editing one document at a time, but they're split across two admin pages, and totals only become visible after you click into the document.
SleekView gives you one combined ledger by reading both post types in a single view, with a "Doc type" column distinguishing quotes from invoices. Total, balance, status, due-date, and client all become real sortable columns pulled from postmeta. The collections queue "overdue invoices sorted by amount, descending" becomes a saved filter rather than an exercise in spreadsheet wrangling.
Inline edits use Sliced Invoices' standard data model, so the plugin's own action hooks (sliced_invoice_paid, sliced_quote_accepted, and friends) fire when you flip a status from the row. Recurring invoices are still sliced_invoice posts with extra meta, so they show up in the same view with their recurrence schedule visible as a column.
Workflow
Quotes and invoices as a single ledger
Combine both CPTs
sliced_invoice and sliced_quote in one view, with a doc-type column distinguishing them. Or build separate tabs for each.
Pivot postmeta into columns
Save the daily filters
Edit inline, fire hooks
Sample columns
A typical Sliced Invoices view
postmeta for totals, status, due date, and client into proper columns.
wp_posts (sliced_invoice + sliced_quote) + wp_postmeta
| Doc | Type | Client | Total | Status | Due |
|---|---|---|---|---|---|
| INV-2031 | Invoice | alex@studio.co | $1,840.00 | Unpaid | May 10 |
| QT-4012 | Quote | ria@design.io | $3,200.00 | Accepted | — |
| INV-2030 | Invoice | tom@hello.dev | $640.00 | Overdue | Apr 18 |
| QT-4011 | Quote | mia@brew.coop | $960.00 | Sent | — |
Comparison
Default Sliced Invoices vs SleekView
Default Sliced Invoices
- Quotes and invoices live on separate admin screens — no unified ledger
-
Totals are stored in
postmetaand don't show in the default list - Filtering by status uses a fixed set — no custom "unpaid more than 30 days"
- Quick Edit doesn't expose all relevant fields
- Bulk operations are limited to status changes
SleekView
-
Read
sliced_invoiceandsliced_quotein one combined view - Totals, balance, and days-overdue as sortable columns
- Inline-edit status, due date, and client across many docs
- Save filters like "Overdue invoices, sorted by amount" for collections
- Tabbed view with one tab per type for finance reviews
Features
What SleekView gives you for Sliced Invoices
Quotes and invoices in one place
Sliced Invoices splits quotes and invoices across screens. SleekView combines them into one ledger with a type column — easier for client-by-client review.
Totals as real columns
Total, subtotal, tax, and balance live in postmeta. SleekView pivots them so finance can sort by amount and find high-value outstanding work in one click.
Inline status updates
Mark invoices paid, accept quotes, or push due dates from the row. Sliced Invoices' status hooks fire so emails and integrations behave normally.
Audience
Who uses SleekView for Sliced Invoices
Freelancers
One ledger with quotes, invoices, totals, and overdue indicators. The fastest way to spot which client owes what without opening anything.
Small agencies
Filter by client to see full quote-and-invoice history per relationship, or by month for revenue tracking that finally matches the bank statement.
Bookkeepers
Daily reconciliation: filter to unpaid, sort by total, mark payments inline as they clear in the bank. No opening each invoice in a new tab.
The bigger picture
Why a unified ledger matters for service businesses
The split between quotes and invoices is conceptually clean and operationally annoying. A freelancer or small agency lives in a world where today's quote is next month's invoice and last month's invoice is currently overdue. The default Sliced Invoices admin forces a context switch between the two screens for every client conversation, and totals stay invisible until you open each document.
The result is a slow, error-prone reconciliation rhythm where outstanding amounts get tracked in side-spreadsheets and quotes go stale because nobody's actively watching the pending list. A combined ledger solves this by treating both document types as rows of a single table, with type as one filter dimension and client as another. The same screen that shows "all open work for Brew Coop" also shows "all overdue invoices across every client".
Sliced Invoices already stores the right data — it's the surface that needs to flatten.
Questions
Common questions about SleekView for Sliced Invoices
Yes. Sliced Invoices uses sliced_quote and sliced_invoice as separate post types. SleekView can build one combined view with a type column, or separate views per type as tabs on the same page. Most teams pick the combined view for client-by-client review and split tabs for finance reconciliation.
Totals, line items, tax, discount, and balance data are all stored in postmeta on each document post. SleekView pivots the relevant keys into named columns at read time, so a sortable Total column shows up next to title and status without any plugin modification.
Yes. SleekView writes through standard WordPress APIs, so Sliced Invoices' action hooks (sliced_invoice_paid, sliced_quote_accepted, and the rest) trigger normally. Connected payment gateways and notification plugins behave as if the change came through the standard editor.
Yes. Client meta — name, business, email, address — is stored alongside the document in postmeta. SleekView surfaces these as columns, and you can group or filter rows by client to get a per-relationship view of quotes and invoices.
Recurring invoices are still sliced_invoice posts with extra meta describing the recurrence schedule. SleekView reads them in the same view, surfaces the schedule as a column, and lets you filter to recurring-only when needed.
Yes. Any view exports with the visible columns — useful for accountant handoffs, quarterly tax prep, or when a client asks for a statement. The export honors the active filter so "this client, all years" produces the exact rows you'd expect.
If you've registered separate businesses through Sliced's settings, the business identifier is stored in postmeta on each document. SleekView treats it as another filter dimension, so a single ledger view can scope to one business at a time.
No. SleekView surfaces the currency that Sliced Invoices stored on each document. Totals stay in their original currency, which is correct for audit-grade ledgers. Cross-currency reporting is best done through CSV export into a tool that handles FX rates explicitly.
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