Settings Manager

This short guide provides a basic walkthrough for setting up the Comfort Invoice plugin. For detailed instructions on each component, refer to the specific sections in the plugin documentation.

General Settings Overview

The Comfort Invoice plugin is designed with a modular and intuitive settings structure, ensuring that users can easily configure and tailor the plugin to their specific needs. Below is an overview of the key configuration areas:

Accessing the Settings Panel

Navigate to Comfort Invoice > Settings in the WordPress admin dashboard. This section is organized into various sections, each dedicated to specific configuration options.

Basic Settings

These fundamental settings allow you to define core parameters for your accounting system. Some key options:

• Default Country: Set the default country for all over the plugin.

• Default Currency: Set the default currency for transactions.

• Number Settings: Here we have option Number of Decimals, Decimal Separator, Thousand Separator, Currency Position.

Other options like Show login form for guest user, Guest User Login Form, Show Register link to guest, Allow Edit Protected Logs, On Uninstall delete plugin data are self introductory. Labels are there to guide.

Additional Settings Sections

Tax Settings

• Set the Default Tax (VAT) % to be applied across transactions.
• Define the Tax Registration Label (e.g., VAT, GST, Sales Tax).
• Store the Tax Registration Number for compliance purposes.

Invoice Settings

• (Currently no options, but will be expanded in future releases.)

Business Profile

• Add essential business details:
  • Business Name
  • Email Address
  • Logo
  • Country
  • Phone Number
  • Business Address

Shipping Settings

• Enable/Disable Invoice Shipping Charge
• Enable/Disable Shipping Tax

Payment Settings

• Enable/Disable Payments
• Enable/Disable Specific Payment Methods
• Online Payment Gateway Configuration – Enter API keys for supported payment providers.

The Settings Manager provides a flexible configuration system, allowing businesses to tailor the Comfort Invoice plugin to their specific financial and operational needs.