Sliced Invoices is a clean invoice and quote plugin for freelancers and small agencies. It stores invoices as sliced_invoice posts and quotes as sliced_quote posts, with the current state held in custom taxonomies: invoice_status with terms Draft, Sent, Paid, Overdue, and Cancelled, and quote_status with terms Draft, Sent, Accepted, and Declined. Amount, due date, and client live in postmeta keys like _sliced_invoice_total and _sliced_invoice_client.

SleekView reads the posts table filtered to each Sliced Invoices post type, joins on the status taxonomy, and exposes amount, due date, and client as fields. The natural column to group by is the status term, which gives one board for invoices and a second board for quotes. Cards show the invoice or quote number, the client name, the total, and the due date so AR and sales read their respective queues without opening anything.

Dragging a card from Sent to Paid writes the new status term through wp_set_object_terms against the invoice's status taxonomy, which is what Sliced Invoices does when an invoice is marked paid in its own admin. Plugin hooks on the term change fire normally, so payment-received emails and any accounting export behave the same as a manual mark. Overdue and Cancelled invoices stay visible as their own columns, and on the quote board, Accepted and Declined columns are exactly the pipeline view sales needs.

Sliced Invoices is a tidy plugin that uses the WordPress posts pattern for both invoices and quotes. That works fine until the team grows past a single freelancer. AR thinks in receivable buckets and sales thinks in pipeline stages, neither of which a paginated list captures.

A kanban grouped by the status taxonomy gives each side the view they actually want: Draft, Sent, Paid, Overdue, and Cancelled for invoices, and Draft, Sent, Accepted, Declined for quotes. Counts on each column expose the position of the business at a glance, and each card carries the number, the client, the total, and the due date or expiry. Dragging a card writes the new term via wp_set_object_terms, the same call Sliced Invoices makes from its admin, so plugin hooks fire normally.

Overdue stays visible as its own column, which is exactly the chase queue AR needs and the default list buries behind a filter.