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Plugin Documentation

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About JiffyTrade

2 March 2026 jiffytrade Getting Started

JiffyTrade is a simple business management WordPress plugin designed specifically for:

  • Sole traders
  • Tradesmen (builders, plumbers, electricians, joiners)
  • Freelancers
  • Small business owners

It allows you to:

  • Create Quotes
  • Create Invoices
  • Create Letters
  • Send documents by email
  • Manage Customers
  • Track document status (Draft, Sent, Paid, Cancelled)
  • Lock historical documents
  • Back up your data
  • View business insights (Pro plans)

JiffyTrade is built to be:

  • Lightweight
  • Easy to use
  • Clean and distraction-free
  • Secure and WordPress-compliant

The goal is simple:

Help you manage your business paperwork properly — without spreadsheets, confusion, or bloated software.


What JiffyTrade Is Not

JiffyTrade is not:

  • A complicated accounting suite
  • A bookkeeping replacement
  • An ERP system

It focuses on what small businesses actually need:
Document creation, customer management, and clear reporting.


Free vs Pro vs Whitelabel

The Free version includes:

  • Quotes
  • Invoices
  • Letters
  • Customer management
  • PDF export

Pro plans unlock:

  • Business insights dashboard
  • Advanced reporting
  • Premium templates
  • Branding features
  • Additional productivity tools

Whitelabel plans unlock:

  • All pro plan features +
  • No JiffyTrade branding or credits
  • Customisable support routing
  • Full Role Based Access Control (RBAC) capability

You can compare plans here:


Where To Start

If you haven’t installed JiffyTrade yet: