內容簡介
總結：myEasyCompta是專為自由工作者和小型企業設計的全面且現代的WordPress會計解決方案。採用Vue.js和TailwindCSS開發，提供流暢、響應式和用戶友好的界面，確保管理財務高效且愉快。
問題與答案：
1. myEasyCompta的主要功能是什麼？
- 提供清晰的統計數據，包括報價、發票、付款和支出。
- 輕鬆添加、編輯和刪除客戶信息。
- 創建具有公司徽標和詳細信息的自定義專業報價。
- 生成、追踪（已發送、已付款、逾期）並創建PDF發票。
- 錄入收到的付款、管理待處理的發票，並生成付款報告。
- 分類業務支出，生成詳細報告以控制成本並優化預算。
- 自定義myEasyCompta以滿足您的需求：添加徽標、配置客戶郵件以及個性化報價和發票模板。
2. myEasyCompta PRO即將推出，在新增的功能中包括哪些？
- 管理和排程任務、約會和截止日期的計畫功能。
- 透過整合的支持票務系統為您的客戶提供支持。
- 自動為WooCommerce訂單生成發票，節省時間並減少手動工作。
- 導出您的數據（客戶、發票、報價等）以便備份和報表。
- 為客戶提供專屬的前端儀表板，讓他們查看其報價、發票和其他相關信息。
外掛標籤
開發者團隊
📦 歷史版本下載
原文外掛簡介
myEasyCompta v2.0.0 — The biggest update ever.
myEasyCompta is a comprehensive and modern accounting solution for WordPress, specifically designed for freelancers and small businesses. Built with Vue 3 and Tailwind CSS, it offers a sleek, responsive, dark-mode-ready interface directly inside the WordPress admin — no external SaaS subscription required.
🆕 What’s new in version 2.0.0
Complete UI overhaul
All screens have been redesigned from the ground up — collapsible animated sidebar, dark mode, improved typography and spacing, new KPI cards on the dashboard.
Partial payments
Record multiple payments against a single invoice and track the paid amount vs remaining balance in real time. A new “partial” invoice status is automatically set when a payment is recorded but the invoice is not yet fully settled.
Invoice history & audit log
Every status change on an invoice is now logged — who changed it, when, and from which status to which. Full traceability for accounting compliance.
Automated invoice reminders
A daily WP-Cron job automatically sends configurable reminder emails to clients for overdue and unpaid invoices. Fully customizable delay and email template.
Dashboard analytics
– Top 5 clients by revenue (paid amount)
– Overdue invoices widget — count and total amount at a glance
– Cash flow bar chart — monthly breakdown of income vs expenses vs net
Global search
Search across clients, invoices, quotes, and expenses from anywhere in the app. Keyboard shortcut ⌘K (Ctrl+K on Windows).
Internal notes on invoices and quotes
Add private memo notes directly on an invoice or quote. Notes are visible only to admins — they never appear on the PDF.
Client archiving
Archive inactive clients to keep your list clean without permanently deleting them. Archived clients retain all their historical invoices and quotes. A toggle lets you show/hide archived clients at any time.
Invoice and quote templates
Save any invoice or quote as a reusable template. Create new documents in one click from a saved template — same items, same structure, fresh numbering.
Optional line items on quotes
Mark individual line items on a quote as optional. Clients can see which items are mandatory and which are extras — helpful for tiered or à-la-carte proposals.
Invoice duplication
Clone any existing invoice in one click. The duplicate gets a new number, “draft” status, and inherits the same client and line items.
Overdue badge on invoice list
Invoices past their due date and still unpaid display a red “Overdue” badge directly in the list — no need to open each one.
Client financial summary
The client detail panel now shows three key figures at a glance: total invoiced, total paid, and outstanding balance.
Payment methods on recorded payments
Link a payment method (wire transfer, cheque, card, cash, etc.) to each individual payment entry. Displayed in the invoice detail and useful for bookkeeping.
Electronic invoicing (FacturX / CII / UBL)
Generate legally compliant e-invoices in FacturX, Cross Industry Invoice (CII), and UBL formats. PDP-ready workflow with support for Chorus Pro, Pennylane, JeFacture, and generic PDP providers. Track fiscal transmission status per invoice.
Email notifications system
Configurable per-event email alerts: invoice paid, partial payment received, new client added, quote accepted or rejected, backup created or deleted, planning event. Enable/disable each event independently.
In-app notifications
A notification center in the admin shows real-time alerts for key accounting events — no more missing an important status change.
Setup wizard
A modern multi-step onboarding wizard guides new users through company setup, VAT configuration, numbering preferences, and currency formatting with a live preview.
Date range filters & quick period shortcuts
All list pages (invoices, quotes, payments, expenses) now include a date range picker with one-click shortcuts: this week, this month, this quarter, this year.
🚀 myEasyCompta Addons — take it even further
Extend myEasyCompta with premium addons available at myeasycompta.com/addons:
📅 Planning — Schedule tasks, appointments, and deadlines
📧 Email — Custom email templates per event
📊 Statistics — Advanced analytics and export
📦 Export — CSV and Excel export for all data
💳 Stripe Payment — QR code and online payment links on invoices
✍️ Electronic Signature — Sign quotes and invoices online
🔄 Recurring Invoices — Automated recurring invoice generation
👥 Client Portal — Dedicated frontend dashboard for clients
🏢 SIRET Lookup — Auto-fill company info from the SIRET/SIREN registry
🚚 Delivery Notes — Generate delivery notes linked to invoices
📝 Contracts — Full contract management with e-signature workflow
⏱️ Time Tracking — Track time per client and convert to invoice
🌐 Online Quotes — Shareable quote links your clients can accept online
💬 SMS & WhatsApp — Send invoice and payment notifications by message
⏩ Advance Payments — Manage deposits and advances on quotes
🔁 SureCart Integration — Sync SureCart orders as invoices
🛒 WooCommerce Integration — Auto-generate invoices for WooCommerce orders
💾 Backup — Automated backups with cloud storage (FTP, S3, Dropbox) and cron scheduling
Key Features
Quotes Management: Create and manage quotes for your clients. Track status and convert accepted quotes to invoices with one click.
Invoices Management: Generate professional invoices with customizable templates, partial payment tracking, duplication, and overdue detection.
Expenses Tracking: Record and categorize business expenses. Attach receipts and generate detailed reports.
Partial Payments: Record multiple payments per invoice with a running balance and automatic status progression.
Templates: Save invoice and quote templates for fast, consistent document creation.
E-Invoicing: FacturX / CII / UBL generation for regulatory compliance and PDP submission.
Dashboard Analytics: Revenue overview, top clients, overdue amounts, and cash flow chart.
Global Search: Instant full-text search across all records with keyboard shortcut.
Dark Mode: Full dark mode support on all screens, toggled per user.
Secure & Reliable: All REST endpoints protected with nonce verification, capability checks, and input sanitization. Monetary data encrypted at rest.
Modern Interface: Built with Vue 3 and Tailwind CSS — fast, responsive, works on any screen size.
License
myEasyCompta is licensed under the GPLv2 or later. For more information, see https://www.gnu.org/licenses/gpl-2.0.html.
Contributing
If you would like to contribute to the development of myEasyCompta, please visit our GitHub repository and submit a pull request.
Credits
Author: Moez BETTOUMI
Website: https://moezbettoumi.fr
Donate: https://buymeacoffee.com/mizou1253
