=== myEasyCompta – Invoicing, Accounting & Quotes Plugin for WordPress ===
Tags: invoice, freelancers, expenses, quotes, billing
Requires at least: 6.2
Tested up to: 6.9
Requires PHP: 8.0
Stable tag: 2.1.4
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Free invoicing plugin for WordPress. Create invoices, quotes & track expenses — no SaaS needed. For freelancers & small businesses.

== Description ==

**The most complete free invoicing & accounting plugin for WordPress.**

Stop paying for SaaS accounting tools. **myEasyCompta** brings professional invoicing, quote management, expense tracking, and client management directly into your WordPress admin — no subscription, no external service, all your data stays on your server.

Trusted by freelancers, consultants, and small businesses who want a fast, modern, and secure billing solution built into the platform they already use.

> ⭐ If myEasyCompta saves you time, please leave a [5-star review](https://wordpress.org/support/plugin/my-easy-compta/reviews/#new-post) — it helps keep the plugin free for everyone.

Built with **Vue 3** and **Tailwind CSS**, myEasyCompta offers a sleek, responsive, dark-mode-ready interface directly inside the WordPress admin.

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### 🆕 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](https://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
- 💳 **QR Code Payment** — Stripe Checkout or instant SEPA transfer (Wero-compatible) QR codes 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.

== Installation ==

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.

== Frequently Asked Questions ==

= What are the minimum requirements? =

- WordPress 6.2 or higher
- PHP 8.0 or higher
- MySQL 5.7 or higher (or MariaDB 10.3+)

= Does myEasyCompta replace my accounting software? =

myEasyCompta is designed for invoicing, quoting, and expense tracking directly inside WordPress. It is not a full double-entry bookkeeping system. For complex accounting needs, use myEasyCompta alongside your accounting software — the Export addon provides CSV/Excel files compatible with most tools.

= Is my data secure? =

All monetary fields are encrypted at rest using AES encryption. All REST API endpoints require WordPress authentication and nonce verification. No data is sent to external servers (except for addon licence verification).

= Is myEasyCompta compatible with my theme? =

myEasyCompta runs entirely in the WordPress admin area and does not affect your public theme. The client portal addon adds a frontend page, which is theme-compatible.

= How do I upgrade from v1.x to v2.0.0? =

Simply update the plugin through WordPress. All database migrations run automatically. Your data is untouched. We recommend taking a backup first (the Backup addon can help with this).

= Where can I get support? =

Visit [myeasycompta.com](https://myeasycompta.com) or open a ticket from the Support tab inside the plugin settings.

= Is myEasyCompta free? =

Yes. The core plugin is 100% free and open source. Premium addons (SMTP email, statistics, electronic signature, recurring invoices, SIRET lookup, etc.) are available at [myeasycompta.com](https://myeasycompta.com).

= Can I create recurring invoices? =

Yes, with the Recurring Invoices addon. It automatically generates invoices at configurable intervals (monthly, quarterly, annually, or custom) and emails them to clients.

= Does it support electronic invoicing (FacturX / e-facture)? =

Yes. myEasyCompta generates FacturX, CII, and UBL compliant e-invoices out of the box, with PDP-ready workflow for Chorus Pro and other providers. Mandatory for French businesses from 2026.

= Can I send invoices by email directly from WordPress? =

Yes. The Email addon lets you send invoices and quotes by email with a professional HTML template. The built-in SMTP configuration supports Gmail, OVH, Brevo, Ionos, Yahoo, and any custom SMTP server.

= Is it compatible with WooCommerce? =

Yes, via the WooCommerce Integration addon. New orders are automatically converted into myEasyCompta invoices.

= How can I contribute? =

Submit a pull request on our [GitHub repository](https://github.com/mizou1255/my-easy-compta).

== Screenshots ==

1. **Dashboard** — Revenue KPIs, top clients, cash flow chart, overdue widget.
2. **Invoice List** — Date filters, quick shortcuts, overdue badges, status chips.
3. **Invoice Detail** — Partial payments, audit log, internal notes, action buttons.
4. **Client Card** — Financial summary (invoiced / paid / outstanding) and invoices shortcut.
5. **Settings** — Notification center, e-invoicing configuration, payment methods.
6. **Setup Wizard** — Modern multi-step onboarding with live preview.
7. **Global Search** — Instant cross-module search with keyboard shortcut.

== Changelog ==

= 2.1.4 =
* New: Intégrations Plateformes Agréées (PA) e-facturation — B2Brouter (gratuit 24 tx/an), Iopole (PA #0018), Qonto, FactPulse (orchestrateur 134 PA), VosFactures, Axonaut (PA #0110), Evoliz. Configurables dans Réglages → Facturation Électronique.
* New: API Kolecto-compatible — expose les factures et clients via REST pour que Kolecto puisse synchroniser myEasyCompta.
* New: Bannière d'invitation aux avis WordPress.org — s'affiche après 30 jours d'utilisation et 5 factures créées.
* New: Addon Stats et Factures Récurrentes intégrés dans la SPA principale (routes /stats et /recurring).
* Enhance: Tags WordPress.org optimisés vers les niches les moins concurrentielles (expenses #1, freelancers #1).
* Fix: Toggles PDP — désactivation auto-save immédiate + sanity check au chargement (PDP sans credentials forcé à disabled).
* Fix: Toggles relances automatiques — `!empty(false)` toujours vrai en PHP corrigé avec `filter_var`.

= 2.1.3 =
* New: Configuration SMTP dans les Paramètres des emails — fournisseurs préconfigurés (Gmail, OVH, Brevo, Ionos…), option personnalisée, test d'envoi avec adresse configurable.
* New: Template HTML responsive pour les emails envoyés — bandeau coloré avec logo/nom entreprise, mise en page professionnelle, footer avec coordonnées.
* New: Toggle activer/désactiver les relances automatiques impayées directement dans la liste des notifications.
* New: Éditeur WYSIWYG (rich text) pour le message de relance automatique — champs masqués quand les relances sont désactivées.
* New: Toast de succès affiché après envoi d'une facture ou d'un devis par email (corrige l'absence de feedback visuel).
* Enhance: Synchronisation automatique port SMTP → chiffrement (port 465 = SSL, port 587 = TLS) pour éviter les erreurs de configuration.
* Enhance: Timeout PHPMailer à 15 secondes pour éviter le blocage infini sur serveurs injoignables.
* Enhance: Messages d'erreur SMTP lisibles (connexion refusée, SSL/TLS, authentification, timeout).
* Fix: Génération PDF pour envoi email — `WP_Filesystem` remplacé par `wp_mkdir_p` (plantait en contexte REST API).
* Fix: Relances automatiques — toggle désactivé ne sauvegardait jamais `'0'` (bug PHP `!empty(false)` retournant `true`).
* Fix: Toast manquant sur envoi email depuis la page détail facture/devis (événements `@success`/`@error` non câblés dans NavBar.vue).

= 2.1.2 =
* New: Addon Stats intégré dans la SPA principale — route `/stats` (plus de sous-menu WP séparé).
* New: Addon Factures récurrentes intégré dans la SPA principale — route `/recurring`.
* New: Addon Contrats — galerie de 4 modèles prédéfinis (prestation de services, développement web, accord de confidentialité, lettre de mission).
* New: Réglages → Contrats — sélecteur de couleur + sliders d'opacité pour personnaliser les fonds et bordures du PDF avec aperçu live.
* Enhance: PDF contrats entièrement redessiné — bandeau titre coloré plein-largeur, cartes parties (Prestataire / Client) avec bordure accent, articles numérotés automatiquement (01, 02…), bloc signature auto-généré en bas.
* Fix: Titre du contrat — `{CLIENT_NAME}` correctement remplacé par le nom du client dans la liste des contrats.

= 2.1.1 =
* New: Option to enable/disable VAT management in settings — toggle hides all VAT columns, subtotals, and PDF lines when disabled.
* New: Default VAT rate selector in settings — pre-fills the VAT field when adding a new item to an invoice or quote.
* New: Settings tab renamed "VAT & Currencies" with a unified VAT block (toggle + default rate + rates table in a single card).
* Enhance: VAT column hidden in the invoice items table when VAT is disabled.
* Enhance: Subtotal HT and per-rate VAT breakdown hidden in invoice and quote views when VAT is disabled.
* Enhance: "Total TTC" label replaced by "Total" in PDFs when VAT is disabled.
* Enhance: Module count in landing page pricing and footer now computed dynamically from the addon list.
* Fix: Item description field in invoice view was using wrong key (`description` instead of `item_description`) — description now displays correctly.
* Fix: Item description in PDFs — HTML from the rich-text editor was rendered as raw tags; block elements are now converted to mPDF-compatible inline format.

= 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.

== License ==

myEasyCompta is licensed under the GPLv2 or later. For more information, see [https://www.gnu.org/licenses/gpl-2.0.html](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](https://github.com/mizou1255) and submit a pull request.

== Credits ==

* **Author:** Moez BETTOUMI
* **Website:** [https://moezbettoumi.fr](https://moezbettoumi.fr)
* **Donate:** [https://buymeacoffee.com/mizou1253](https://buymeacoffee.com/mizou1253)
