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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.
<h3>🆕 What’s new in version 2.0.0</h3>
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 <a href="https://myeasycompta.com/addons" rel="nofollow ugc">myeasycompta.com/addons</a>:
<ul>
<li>📅 Planning — Schedule tasks, appointments, and deadlines</li>
<li>📧 Email — Custom email templates per event</li>
<li>📊 Statistics — Advanced analytics and export</li>
<li>📦 Export — CSV and Excel export for all data</li>
<li>💳 Stripe Payment — QR code and online payment links on invoices</li>
<li>✍️ Electronic Signature — Sign quotes and invoices online</li>
<li>🔄 Recurring Invoices — Automated recurring invoice generation</li>
<li>👥 Client Portal — Dedicated frontend dashboard for clients</li>
<li>🏢 SIRET Lookup — Auto-fill company info from the SIRET/SIREN registry</li>
<li>🚚 Delivery Notes — Generate delivery notes linked to invoices</li>
<li>📝 Contracts — Full contract management with e-signature workflow</li>
<li>⏱️ Time Tracking — Track time per client and convert to invoice</li>
<li>🌐 Online Quotes — Shareable quote links your clients can accept online</li>
<li>💬 SMS & WhatsApp — Send invoice and payment notifications by message</li>
<li>⏩ Advance Payments — Manage deposits and advances on quotes</li>
<li>🔁 SureCart Integration — Sync SureCart orders as invoices</li>
<li>🛒 WooCommerce Integration — Auto-generate invoices for WooCommerce orders</li>
<li>💾 Backup — Automated backups with cloud storage (FTP, S3, Dropbox) and cron scheduling</li>
</ul>
<h3>Key Features</h3>
<ul>
<li>Quotes Management: Create and manage quotes for your clients. Track status and convert accepted quotes to invoices with one click.</li>
<li>Invoices Management: Generate professional invoices with customizable templates, partial payment tracking, duplication, and overdue detection.</li>
<li>Expenses Tracking: Record and categorize business expenses. Attach receipts and generate detailed reports.</li>
<li>Partial Payments: Record multiple payments per invoice with a running balance and automatic status progression.</li>
<li>Templates: Save invoice and quote templates for fast, consistent document creation.</li>
<li>E-Invoicing: FacturX / CII / UBL generation for regulatory compliance and PDP submission.</li>
<li>Dashboard Analytics: Revenue overview, top clients, overdue amounts, and cash flow chart.</li>
<li>Global Search: Instant full-text search across all records with keyboard shortcut.</li>
<li>Dark Mode: Full dark mode support on all screens, toggled per user.</li>
<li>Secure & Reliable: All REST endpoints protected with nonce verification, capability checks, and input sanitization. Monetary data encrypted at rest.</li>
<li>Modern Interface: Built with Vue 3 and Tailwind CSS — fast, responsive, works on any screen size.</li>
</ul>
<h3>License</h3>
myEasyCompta is licensed under the GPLv2 or later. For more information, see <a href="https://www.gnu.org/licenses/gpl-2.0.html" rel="nofollow ugc">https://www.gnu.org/licenses/gpl-2.0.html</a>.
<h3>Contributing</h3>
If you would like to contribute to the development of myEasyCompta, please visit our <a href="https://github.com/mizou1255" rel="nofollow ugc">GitHub repository</a> and submit a pull request.
<h3>Credits</h3>
<ul>
<li>Author: Moez BETTOUMI</li>
<li>Website: <a href="https://moezbettoumi.fr" rel="nofollow ugc">https://moezbettoumi.fr</a></li>
<li>Donate: <a href="https://buymeacoffee.com/mizou1253" rel="nofollow ugc">https://buymeacoffee.com/mizou1253</a></li>
</ul>

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