WP Accounts

Description

Manage your accounts in WordPress

If you are a UK company that is not VAT registered, you may want to use our plugin …

This plugin does the following:

  • Manages your clients and their contact details
  • Allows you to raise invoices and receipts
  • View client statements
  • Manage your payments / bookkeeping
  • Send invoices and receipts to clients via email

When installed you will be able to manage your company accounts from within your WordPress website.

We have built this plugin for a UK based company that is not VAT registered. If you’d like us to develop it further to fit your business, contact us!

Installation

Start managing your accounts from within WordPress:

1) Install WP Accounts automatically or by uploading the ZIP file.
2) Activate the plugin through the ‘Plugins’ menu in WordPress.
3) Once activated, visit “WP Accounts” in the admin menu.
4) Start by entering your Company Details
5) Add a new client
6) Start raising invoices!

FAQ

Installation Instructions

Start managing your accounts from within WordPress:

1) Install WP Accounts automatically or by uploading the ZIP file.
2) Activate the plugin through the ‘Plugins’ menu in WordPress.
3) Once activated, visit “WP Accounts” in the admin menu.
4) Start by entering your Company Details
5) Add a new client
6) Start raising invoices!

This plugin doesn’t work as I’d like?

This is the first public release of WP Accounts. We have been using it for several different companies since 2012 and would be keen to know how you’d like it changed to suit you and your business!

Contributors & Developers

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

Contributors

Translate “WP Accounts” into your language.

Interested in development?

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

Changelog

1.3.9

  • Added Statement link to top of Edit Client page
  • Bug fixes

1.3.8

  • Added Statement link to Invoice view
  • Shows Payment ID when editing Payment
  • Cleans and Formats UK telephone numbers
  • Bug fixes

1.3.7

  • Settings link added to Plugin page
  • Added the ability for upgraded users to insert an advert into invoices
  • Added client details to Statement view
  • Added Edit Client link to Statement view
  • Added client telephone details to Invoice view
  • Mileage Export removed if Mileage not activated

1.3.6

  • Bug fixes

1.3.5

  • Bug fixes

1.3.4

  • Added the ability for upgraded users to add their company logo to invoices

1.3.3

  • Bug fixes
  • Ability to export mileage CSV for upgraded users

1.3.2

  • Bug fixes
  • Added “Send” and “Send Copy” when viewing an invoice or receipt

1.3.1

  • Added bulk copying of monthly and yearly recurring invoices / receipts

1.3

  • Bug fixes
  • Upgraded users can add their Google My Business Place ID to allow new invoices and receipts to invite customers to leave a review
  • Existing suppliers ordered without “The”

1.2

  • Bug fixes
  • Added “Copy Payment” function
  • Payments ordered by “Date Paid” not “Invoice Date”
  • All mandatory fields shown with asterisk
  • Clients listed and ordered without “The”
  • “Copy Invoice” link on “Edit Invoice” page
  • Invoices linked on “Statement” page
  • HTML Statement download for upgraded plugin
  • Receipts shown when saving a receipt
  • “Date Paid” shown on “Manage Receipts” page

1.1.1

  • Change email sanitisation so client can have multiple emails separated by commas.

1.1.0

  • Added jQuery datepicker to date fields.
  • Added existing Supplier dropdown to Payment editing.

1.0.0

  • First public release of the plugin.