SleekView for Sprout Invoices: invoices & estimates as tables
Read the sa-invoice, sa-estimate, and sa-client custom post types and join totals from postmeta. Sort, filter, and inline-edit across the whole ledger without screen-hopping.
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Estimates, invoices, and clients in one ledger
Sprout Invoices uses three custom post types — sa-invoice, sa-estimate, and sa-client — with totals, line items, paid amounts, and partial-payment data all stored in postmeta. The default admin keeps each post type on its own screen, which means a per-client review requires three tabs and a lot of clicking back and forth.
SleekView gives finance teams one ledger view with type, total, balance, and status as columns, plus a separate clients view with aggregate totals computed from linked invoices. "Lifetime billed" and "outstanding balance" become real columns on the sa-client view — derived from the linked sa-invoice posts at read time — so the client list doubles as a CRM table without any data duplication.
Sprout supports partial payments natively, which means balance is total minus received. SleekView surfaces the running balance as a sortable column and adds a partial-payment status indicator when balance is greater than zero but less than total. Inline edits write through Sprout's data model, so si_invoice_paid and friends fire when you mark an invoice paid from the row.
Workflow
Three CPTs into one finance dashboard
Wire all three post types
sa-invoice, sa-estimate, and sa-client. Build a combined ledger or three tabs on one page — finance teams typically prefer tabs.
Pivot totals from postmeta
Compute aggregate client metrics
sa-client view, derive lifetime billed and current outstanding from linked invoices. The client list becomes a CRM table with revenue context.
Inline-edit with hooks intact
si_invoice_paid and related actions fire normally for connected gateways and emails.
Sample columns
A typical Sprout Invoices view
postmeta for total, balance, status, and client.
wp_posts (sa-invoice + sa-estimate + sa-client) + wp_postmeta
| Doc | Type | Client | Total | Balance | Status |
|---|---|---|---|---|---|
| SI-3024 | Invoice | Acme Studio | $4,200.00 | $0.00 | Paid |
| SE-1182 | Estimate | Brew Coop | $1,800.00 | — | Pending |
| SI-3023 | Invoice | Hello Dev | $2,400.00 | $2,400.00 | Overdue |
| SI-3022 | Invoice | Design IO | $960.00 | $480.00 | Partial |
Comparison
Default Sprout Invoices vs SleekView
Default Sprout Invoices
- Estimates, invoices, and clients live on separate admin screens
-
Totals and balance are in
postmeta— not visible in default lists - Filtering by status is fixed — no custom queries like "partial more than 30 days"
- Bulk operations limited to status changes
-
Custom
sa_metafields aren't surfaced in any list
SleekView
-
Read
sa-invoice,sa-estimate, andsa-clientin one combined view - Total, balance, and partial-payment indicator as columns
- Inline-edit status, due date, and client across many records
- Save "Overdue invoices by client" or "Pending estimates this week" as views
- Tabbed setup with invoices, estimates, and clients on one screen
Features
What SleekView gives you for Sprout Invoices
Three CPTs in one ledger
Default Sprout admin keeps invoices, estimates, and clients separate. SleekView gives a unified view so revenue ops can see everything at once.
Balance and partial payments
Sprout supports partial payments natively. SleekView surfaces the running balance as a column so finance can spot half-paid invoices that need follow-up.
Client view with totals
Read sa-client with aggregate totals (lifetime billed, outstanding) computed from linked invoices. A real CRM table from existing data.
Audience
Who uses SleekView for Sprout Invoices
Finance teams
One ledger with status, balance, and overdue indicators visible. Daily reconciliation in minutes instead of clicking through dozens of invoices to copy numbers.
Agency owners
Per-client view with lifetime revenue, pending estimates, and outstanding invoices in one row — better than the default separated screens.
Account managers
Filter to a specific client, see every estimate and invoice in chronological order, and update status inline while on a call without losing context.
The bigger picture
Why partial payments need a real balance column
Sprout Invoices is one of the few WordPress invoicing plugins that handles partial payments and deposits as a first-class concept, which is exactly the workflow service businesses run on. Half upfront, half on delivery; deposit on signing, balance net 30; staged payments through a long project. The data model handles all of this — total minus paid equals balance, and a separate sa-payment post records each tranche.
The problem is the default admin treats invoices as binary: paid or unpaid, with status as the primary indicator. A partially-paid invoice shows up as "unpaid" in most filters, even when 80% of the total has been received, and there's no built-in column for the running balance. Finance ends up tracking partials in a parallel spreadsheet, which is exactly the kind of duplicated state that causes reconciliation errors at quarter-end.
A real balance column built from the existing data turns that parallel spreadsheet into the primary ledger view.
Questions
Common questions about SleekView for Sprout Invoices
sa-invoice, sa-estimate, sa-client, and sa-payment. Each can be its own SleekView view, or combined in a tabbed surface. Most finance teams use four tabs on a single page for daily reconciliation, with the combined ledger as a fifth optional view for cross-cutting reports.
Sprout stores totals, line items, paid amounts, and balance information in postmeta on each invoice or estimate. SleekView pivots the relevant keys into named columns and computes a balance display column as total minus the sum of paid amounts.
Yes. Sprout links invoices and estimates to a client post via meta. SleekView surfaces the client column and lets you filter to a specific client to see their full history. Group rows by client for a per-relationship view across estimates, invoices, and payments.
Yes. SleekView writes through Sprout's data model, so si_invoice_paid and related actions fire when you mark an invoice paid from a row. Connected payment gateways, email notifications, and reporting integrations all behave as if the change came through the standard editor.
Yes. Balance is computed from total minus the sum of received payments. SleekView shows a partial-payment status indicator when balance is greater than zero but less than total, so half-paid invoices are visually distinct from unpaid ones — a distinction the default admin doesn't draw.
Yes. Any filtered view exports to CSV with the visible columns — useful for accountant handoffs and quarterly reporting. The export honors the active filter, so a "Q2 paid invoices" view produces exactly the rows finance hands to the bookkeeper.
Yes. sa-payment is its own post type and gets its own SleekView view, with member, gateway, amount, and date as columns. Useful for finance reconciliation against the bank statement, since one row equals one received transaction.
Conversion is a Sprout-side action that writes a new sa-invoice from the source sa-estimate. SleekView doesn't replace the conversion UI, but the resulting invoice appears in the ledger view immediately and the source estimate's status updates to "converted" — both visible in the same view.
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