myEasyCompta

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

1. Upload the plugin files to /wp-content/plugins/my-easy-compta, or install through the WordPress plugins screen.
2. Activate the plugin through the "Plugins" screen in WordPress.
3. The setup wizard will launch automatically on first activation.
4. Follow the wizard to configure your company details, currency, VAT, and invoice numbering.
5. Start creating quotes, invoices, and tracking your finances.

Upgrading from v1.x: Database migrations run automatically on the first admin page load after upgrading. All existing data (clients, invoices, quotes, payments, expenses) is preserved. No manual action required.

2.1.0

• New: Tab "Documents PDF" dans les Paramètres — regroupe logo, affichage sur les documents (téléphone, e-mail, SIREN, n° TVA, filigrane) et mentions logo.
• New: Aperçu du prochain numéro de facture/devis formaté en temps réel selon le format choisi (next_invoice_number, next_quote_number).
• New: Détection des nouveaux addons : Webhooks & Zapier, Export FEC, Scan Reçus (OCR), Mobile.
• New: Hook ecwp_payment_created déclenché après chaque enregistrement de paiement.
• New: Hook ecwp_expense_created déclenché après chaque création de dépense.
• New: Composants Vue pour les modules FEC et Webhooks.
• New: Carte géographique clients (ClientMap.vue).
• Enhance: Suppression de factures bloquée côté API — la loi française interdit la suppression de factures émises (art. L.441-9 C.com) ; utiliser un avoir.
• Enhance: Numérotation documents refactorisée — séquence basée sur MAX(number)+1 (garantit l'unicité même si le format change en cours d'année).
• Enhance: Seed de paramètres enrichi avec toutes les valeurs par défaut manquantes (credit_prefix, currency_position, date_format, IBAN/BIC, couleurs, options PDF…).
• Enhance: Injection type="module" sur les scripts — remplace correctement un attribut type="text/javascript" existant au lieu de le dupliquer.
• Fix: Restauration d'un brouillon de facture — client_id normalisé pour éviter un crash si la valeur sauvegardée est un entier brut.
• Fix: build_number_preview() — aperçu du numéro toujours cohérent avec le format de numérotation sélectionné.

2.0.0

• New: Complete UI redesign — Vue 3 + Tailwind v3, dark mode, collapsible sidebar with animated tooltips.
• New: Partial payments — record multiple payments per invoice, track paid/remaining balance, new "partial" status.
• New: Invoice history — full audit log of every status change (who, when, from/to).
• New: Invoice reminders — daily WP-Cron sends configurable reminder emails for overdue/unpaid invoices.
• New: Dashboard analytics — Top 5 clients, overdue invoices widget, monthly cash flow bar chart.
• New: Global search across clients, invoices, quotes, and expenses (⌘K shortcut).
• New: Internal notes on invoices and quotes — private memos, never printed on PDFs.
• New: Client archiving — archive inactive clients without deleting historical data.
• New: Invoice and quote templates — save reusable document templates.
• New: Optional line items on quotes — mark individual items as optional or mandatory.
• New: Invoice duplication — clone any invoice in one click with a new number.
• New: Overdue badge on invoice list — red badge for unpaid invoices past their due date.
• New: Client financial summary — invoiced / paid / outstanding directly in the client card.
• New: Payment methods on recorded payments — link wire transfer, cheque, card, cash, etc. to each payment.
• New: Electronic invoicing (FacturX / CII / UBL) — PDP-ready with Chorus Pro, Pennylane, JeFacture support.
• New: Email notifications — per-event alerts (invoice paid, partial, new client, quote accepted, backup, planning).
• New: In-app notification center — real-time alerts for key accounting events.
• New: Setup wizard — modern multi-step onboarding with live number format preview.
• New: Date range filters and quick period shortcuts on all list pages (week / month / quarter / year).
• Enhance: Invoice and quote detail pages fully redesigned.
• Enhance: PDF generator — improved layout, watermark, FacturX XML embedding, signature addon support.
• Enhance: Client card shows financial summary (invoiced / paid / outstanding balance).
• Fix: Security hardening — nonce verification, sanitization, capability checks across all REST endpoints.
• Fix: Permalink check now shows an informative overlay instead of a blank page.

1.5.1

• Add: Payment methods table — store and manage accepted payment methods.
• Add: Payment method selector when recording a payment.
• Fix: Currency display inconsistencies in multi-currency setups.

1.5.0

• New: Electronic invoicing module (e-invoicing) — FacturX, CII, UBL format generation.
• New: Fiscal transmission tracking — status logs per invoice for PDP providers.
• New: Mock PDP provider for testing e-invoicing workflows.
• Add: Fiscal status badge on invoice detail page.
• Add: E-invoicing notices and configuration in settings.

1.4.6

• Fix: Disable invoice status change in invoice modification mode.

1.4.5

• Fix: Problem modifying and deleting disbursements for validated invoices.

1.4.4

• Enhance: Added a modal to easily select and apply articles for new items.
• Enhance: Improved the user interface for the item addition process.

1.4.3

• Enhance: Updated the design of error notifications with a modern, responsive look.
• Enhance: Improved success notification styling after database migration.
• Enhance: Redesigned the permalink structure warning notification.
• Enhance: Added a background blur effect to highlight notifications.

1.4.2

• Fix: Resolved issues with item field editing.
• Add: Ability to edit a disbursement directly in the invoice details.
• Add: Ability to delete a disbursement with confirmation.
• Fix: Corrected deletion notifications to display properly and consistently.

1.4.1

• Fix: Banner notification was displayed on unintended admin pages.

1.4.0

• Add: Loader during auto-completion in quotes and invoices.
• Add: Expense (disbursement) system in invoice details, including integration in the PDF.

1.3.1

• Fix: Quantity display issue in PDF when the quantity is a decimal number.

1.3.0

• Fix: License activation issue resolved.
• Add: Search filters for clients, quotes, invoices, payments, and expenses.
• Add: Ability to add a new client directly from the Add Quote or Invoice page.

1.2.4

• Fix: Database migration issue corrected.
• Fix: File upload system for expenses updated to enhance security.

1.2.3

• Fix: Quantity field now accepts decimal values.
• Add: Option to refresh the license.

1.2.2

• Fix: Issue with installed version verification and database migration.
• Add: Ability to integrate external items in the auto-completion system.

1.2.1

• Add: Option to select a payment method when marking an invoice as paid.

1.2.0

• UPT: Updated the mPDF library.
• Add: Ability to add a watermark to invoices.
• Fix: PDF display issue when VAT is enabled.

1.1.0

• Add: Database migration function for new versions.
• Add: VAT field for clients.
• Add: New options in invoice and quote settings (payment conditions, IBAN, etc.).
• Fix: PDF display issue when a discount is applied.

1.0.1

• Fix minor bugs.

1.0.0

• Initial release of myEasyCompta.