Fakturo

Description

Fakturo is a complete system SME management, released as a WordPress plugin with multiple functions for small and medium-sized companies.
It’s FREE, fully-configurable, customizable and upgradable through WordPress filters and also by AddOns or customized support.

NOTE: This plugin is in Beta stage. The 1.0 version will be the official release but you can start to use it now 😉
The release date is close, we are working on it every day!!
We really enjoy and thank if you can check and test the Fakturo.
We are receiving feedbacks in english and spanish at the WordPress support forums and in the development repository.

Introduction

There are many systems to manage invoices on the web. Some freeware, some modular, some online, some with addons, some with e-invoicing, some with stock, some easy, some are updated periodically, some of them with technical support, etc… always “some”…, so that’s why was born Fakturo, because it is not “some” more, but that it has all the above and much more.

Features

  • Manage customers, suppliers, contacts and branches.
  • Manage and load stock for individual products per deposits.
  • Invoicing of suppliers and customers with automatic input and output of stock.
  • Send invoices or accounts of customers by email in automatic or manual way.
  • Manage payments, partial or total bills for customers and suppliers.
  • Input and output of money box.
  • Daily box and Balance.
  • Reports.
  • System of templates to customize invoices and all what is printed.
  • Built-in Backup and restore system.
  • Custom configuration of types of products, Packaging, deposits and scales of prices, origins.
  • Coins, entities Bank, countries and provinces or States.
  • Taxes, percentages.
  • Custom user roles for salesman and manager permissions.
  • Developer friendly with dozens of actions and filters.
  • Optimized the use of WP tables without losing the standard for large amounts of bills and stock movements.

Screenshots

  • Settings Screens.

  • Adding a Client.

  • Adding an Invoice.

  • Adding a Receipt.

  • Adding a Product.

Installation

You can either install it automatically from the WordPress admin, or do it manually:

Using the Plugin Manager

  1. Click Plugins
  2. Click Add New
  3. Search for fakturo
  4. Click Install
  5. Click Install Now
  6. Click Activate Plugin
  7. Now you must see the Fakturo Items on the WordPress menu

Manually

  1. Upload fakturo folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress

FAQ

Installation Instructions

You can either install it automatically from the WordPress admin, or do it manually:

Using the Plugin Manager

  1. Click Plugins
  2. Click Add New
  3. Search for fakturo
  4. Click Install
  5. Click Install Now
  6. Click Activate Plugin
  7. Now you must see the Fakturo Items on the WordPress menu

Manually

  1. Upload fakturo folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress
I have this plugin installed and activated. What must I do now ?
  • Go To Fakturo settings and set up the plugin configurations. Is easy, but there are many options that must be setup following your country’s standards.

Contributors & Developers

“Fakturo” is open source software. The following people have contributed to this plugin.

Contributors

Translate “Fakturo” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

0.8 Beta

  • Fixed issue on user list.
  • Fixed issue on reset to default button of print templates.
  • Added client phone on print templates and email template.
  • Added a function to convert numbers to letters.

0.7 Beta

  • Added reports page.
  • Added the capabilities of the report pages and sections.
  • Added Client’s account report.
  • Wizard install
  • Loading all countries and states on wizard install.
  • Company info on wizard install.
  • Loading all currencies on wizard install.
  • Money Format on wizard install.
  • Invoice Details and Formats on wizard install.
  • Products on wizard install.
  • Payments on wizard install.

0.6 Beta

  • Added default contents to emails and print templates instead to begin from scratch.
  • Added warning notices about missing and required settings.
  • Minify plugin size in 70% deleting unuseful fonts from PDF.
  • Added get_fakturo_term_{taxonomy} filter.
  • Added icons on dashboard by user.
  • Fixed issues on Addons Page.
  • Added Redirects with Conditions.
  • Some changes on activate & deactivate for better performance.
  • Hide Taxonomies and Custom Post types as invoices from front-en changing its public value to false.
  • Fixes lot of issues, warnings and errors.

0.5 Beta

  • Added Custom Dashboard with widgets with the most used links and some summaries.
  • Added Default templates for print templates to avoid creation from scratch.
  • Added Default templates for email templates to avoid creation from scratch.
  • Added tips and texts to the Help Tabs in all the system screens.
  • Added redirection to the list when saves a custom term of Products. (WP>=4.6)
  • Fixes on quick actions for invoices.
  • Some Fixes on invoice editing.

0.4 Beta

  • Added print invoices.
  • Added send invoices as PDF attached in emails to the clients.
  • Fixes some filters on clients CPT.
  • Fixes a PHP Fatal error on Addons page.
  • Cleaned the Print and email templates Select fields to allow only Documents.
  • New Addon created to bill subscriptions.

0.3 Beta

  • Added Print templates with highlighter code textarea and previews.
  • Added emails templates with WP Editor and Previews.
  • Added New settings tab for System Settings.
  • Added support to print documents as PDF.
  • Added version control and re-assign permissions on updates.
  • Added Help Screens in all Pages. (We are making the tutorials 🙂
  • Added Welcome & changelog Pages.
  • Added some screenshots.
  • Added Notices class.
  • Added Addons Page.
  • Lot of fixes.

0.2 Beta

  • Added lot of Settings Screens.
  • Added Providers and Clients.
  • Added Products with Categories, Models.
  • Added Stock movements and management.
  • Added Sale Invoices.

0.1 Beta

First Release