The Rating System lets your clients leave a star rating and optional comment directly from their invoice page. Ratings appear on a public-facing page that you can embed anywhere. As the business owner, you control every rating — approving or rejecting each one before it goes live, and adding a personal reply.

How It Works — Overview

The rating flow has four stages:

  1. You enable the Rating System in Business Settings.
  2. Your client opens their invoice and submits a star rating and optional comment.
  3. You review and approve (or reject) the rating in the Rating Approvals admin screen.
  4. Approved ratings appear on your public rating page — which you can embed on any website.

Step 1 — Enable the Rating System

The rating system is off by default. Turn it on from Business Settings.

On iOS or Android

  1. Tap your profile icon at the top of the screen.
  2. Scroll to Administration and tap Business Settings.
  3. Tap your business name to open the settings editor.
  4. Scroll to the Invoice Settings section.
  5. Toggle Enable Rating System to on.
  6. Tap Save in the top-right corner.

On the Web Portal

  1. In the sidebar, go to Admin → Business Settings.
  2. Scroll to the Invoice Settings section.
  3. Toggle Enable Rating System to on.
  4. Click Save Settings.

Note: Only users with the Administrator role can enable or disable the Rating System. The Rating Approvals menu item in the sidebar is hidden while the rating system is disabled.

Step 2 — How Clients Leave a Rating

Once the rating system is enabled, every client who receives an invoice can leave a rating directly from their invoice page — no login required.

  1. The client opens their invoice link (received by email or text).
  2. At the bottom of the invoice, a Leave a Rating section appears.
  3. The client taps 1–5 stars to reflect their experience.
  4. They can optionally add a written comment.
  5. They tap Submit Rating.

After submitting, the client sees a confirmation message. The rating is held in a pending state and will not appear publicly until you approve it.

Good to know: Each client can submit only one rating per invoice. If they attempt to rate the same invoice again, they will see a message that a rating has already been submitted.

Step 3 — Review and Approve Ratings

All submitted ratings land in the Rating Approvals screen. This is where you decide which ratings become public.

Opening Rating Approvals

In the web portal sidebar, expand the Admin section and click Rating Approvals. This link is only visible when the rating system is enabled.

Each pending rating card shows:

  • Client name and associated invoice number
  • Star rating (1–5 stars)
  • Date the rating was submitted
  • Comment (if the client wrote one)

Approving a Rating

  1. Find the rating in the Pending list.
  2. Click the Approve button.
  3. The rating immediately moves to your Approved list and appears on your public rating page.

Rejecting a Rating

  1. Find the rating in the Pending list.
  2. Click the Reject button.
  3. The rating is permanently removed and will never appear publicly. The client is not notified.

Important: Rejecting a rating is permanent. Once rejected, the rating cannot be recovered.

Step 4 — Respond to Ratings

After approving a rating, you can post a public owner reply. Replies appear directly beneath the client comment on the public rating page — letting you thank a client, provide context, or address any concern.

  1. In Rating Approvals, find the approved rating you want to reply to.
  2. Click the Reply button (speech-bubble icon).
  3. Type your response in the text field that appears.
  4. Click Submit Reply.

Your reply is displayed under the label OWNER’S RESPONSE so visitors can clearly distinguish it from the client’s original comment.

Step 5 — Your Public Rating Page

Every approved rating is automatically displayed on your business’s public rating page. The page shows:

  • Overall average star rating and total review count
  • Individual rating cards — client name, stars, date, comment, and any owner reply
  • Ratings sorted newest first

You can share this page directly with prospective clients as social proof, or embed it on your website (see Step 6).

Step 6 — Embed Ratings on Your Website

A ready-made HTML embed code lets you display your approved ratings on any website — your WordPress site, a landing page, or anywhere that accepts HTML.

Copying the Embed Code

  1. In the web portal, go to Admin → Rating Approvals.
  2. At the top of the screen, beside your business name, click 📎 Embed Ratings.
  3. The embed panel expands to show a pre-configured <iframe> snippet.
  4. Click Copy Code to copy it to your clipboard.

Pasting the Embed Code

Paste the copied code into any HTML page or website builder. The widget displays your average star rating and your most recent approved reviews, and updates automatically whenever you approve new ratings — no need to re-embed.

Tip: The embed widget is responsive and adapts to narrow or full-width containers, making it suitable for sidebars, footers, and full-page sections alike.

Displaying Ratings on Your WordPress Site

Invoice Genie includes a dedicated WordPress plugin — Invoice Genie Ratings — that renders your approved ratings on any WordPress page or post using a simple shortcode. No raw HTML or JavaScript is required.

Important: The plugin download button is only available in the web portal admin (app.myinvoicegenie.com). It is not available in the iOS or Android app.

Step 1 — Download and Install the Plugin

  1. Log in to the Invoice Genie web portal at app.myinvoicegenie.com.
  2. In the sidebar, go to Admin → Rating Approvals.
  3. Click 📎 Embed Ratings beside your business name.
  4. In the 🔌 WordPress section of the embed panel, click ⬇ Download Plugin.
  5. In your WordPress admin, go to Plugins → Add New Plugin → Upload Plugin.
  6. Click Choose file, select the downloaded invoicegenie-ratings.zip, then click Install Now.
  7. Click Activate Plugin.

Step 2 — Copy Your Shortcode

Your shortcode is pre-filled with your Business ID automatically:

  1. In the web portal, go to Admin → Rating Approvals → 📎 Embed Ratings.
  2. In the 🔌 WordPress section you will see your ready-to-use shortcode — for example:

    No reviews yet. Be the first to leave one!

  3. Click Copy to copy the shortcode to your clipboard.

Step 3 — Add the Shortcode to a WordPress Page

Block Editor (Gutenberg):

  1. Open the page or post where you want ratings to appear.
  2. Click + to add a new block and search for Shortcode.
  3. Paste your shortcode into the Shortcode block.
  4. Publish or update the page.

Classic Editor:

  1. Open the page or post and switch to the Text tab.
  2. Paste the shortcode where you want the widget to appear.
  3. Publish or update the page.

Shortcode Attributes

AttributeDefaultDescription
business_id(required)Your Invoice Genie Business ID — pre-filled when copied from the portal
limit20Maximum number of reviews to display (1–100)
show_average1Set to 0 to hide the average star summary at the top
nocache0Set to 1 to bypass the cache and force a fresh fetch from the API

Example — show only the 5 most recent reviews with no average summary:

    


        
                
No reviews yet. Be the first to leave one!

Live Updates

The widget caches results for 30 seconds. Ratings you approve in Invoice Genie will appear on your WordPress page within 30 seconds — no manual refresh or re-embedding needed.

Disabling the Rating System

You can turn the rating system off at any time from Business Settings → Invoice Settings → Enable Rating System.

When disabled:

  • The Leave a Rating section no longer appears on invoice pages.
  • The Rating Approvals link disappears from the admin sidebar.
  • Previously approved ratings are stored but hidden from the public page until the system is re-enabled.

Quick Reference

TaskWhere to do it
Enable / disable rating systemBusiness Settings → Invoice Settings → Enable Rating System
View pending ratingsAdmin → Rating Approvals (Pending tab)
Approve a ratingRating Approvals → Approve button
Reject a ratingRating Approvals → Reject button
Reply to a ratingRating Approvals (Approved) → Reply button
Copy embed codeRating Approvals → 📎 Embed Ratings → Copy Code

Troubleshooting

IssueSolution
“Rating Approvals” not in sidebarEnable Rating System in Business Settings and save.
Client cannot see the rating formConfirm Enable Rating System is on. Invoice links update automatically — no need to resend.
Rating submitted but not in pending listRefresh the Rating Approvals page. Verify the correct business is selected.
Approved rating not showing on embed widgetHard-refresh your browser (Cmd+Shift+R / Ctrl+Shift+R) to bypass cache.
Embed widget shows no ratingsAt least one rating must be approved before the widget displays content.

That covers the full Rating System. If you have questions, reach out via the Contact page.