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accounting - integrations addon
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docs/comfortaccounting/how-to-install.md

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# How to Install
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The core plugin name is **“Comfort Accounting”** and our pro addon names are **“Comfort Accounting Frontend (Pro)”**, **"Comfort Accounting Reports (Pro)"** & **"Comfort Accounting Woo (Pro)"**.
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The core plugin name is **“Comfort Accounting”** and our pro addon names are **“Comfort Accounting Frontend (Pro)”**, **"Comfort Accounting Reports (Pro)"** & **"Comfort Accounting Woo (Pro)"** & & **"Comfort Accounting Integrations (Pro)"**.
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## How to install any plugin
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**Comfort Accounting Woo** doesn’t work without the core plugin **Comfort Accounting**. So, before you install the pro addon you need to have the core Comfort Accounting plugin installed and activated (if you want to activate this pro addon). So, Comfort Accounting Woo is an addon plugin for core plugin Comfort Accounting.
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To install Comfort Accounting Woo you have to purchase [license and download](https://comforterp.com/product/comfort-accounting-accounting-solution-for-wordpress/#downloadarea) from our website and then install manually.
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## How to install “Comfort Accounting Integrations”
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**Comfort Accounting Integrations** doesn’t work without the core plugin **Comfort Accounting**. So, before you install the pro addon you need to have the core Comfort Accounting plugin installed and activated (if you want to activate this pro addon). So, Comfort Accounting Integrations is an addon plugin for core plugin Comfort Accounting.
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To install Comfort Accounting Integrations you have to purchase [license and download](https://comforterp.com/product/comfort-accounting-accounting-solution-for-wordpress/#downloadarea) from our website and then install manually.
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**Last modified:** December 9, 2024

docs/comfortaccounting/user-guide/general.md

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# Comfort Accounting User Guide
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The Comfort Accounting plugin is a robust tool designed to streamline accounting processes in WordPress. It offers comprehensive features and settings to **manage agencies, accounts, categories, vendors/clients, logs, reports, and integration with WooCommerce**. Below is a brief overview of its core functionalities and configurable options:
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The Comfort Accounting plugin is a robust tool designed to streamline accounting processes in WordPress. It offers comprehensive features and settings to **manage agencies, accounts, categories, vendors/clients, logs, reports, and integration with WooCommerce & Comfort Invoice**. Below is a brief overview of its core functionalities and configurable options:
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## Core Components ##
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[Dashboard](./dashboard.md)\
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[Vendor/Client Manager](./vc-manager.md)\
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[Log Manager](./log-manager.md)\
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[Report Manager (Pro)](./reports-manager.md)\
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[Tools Manager](./tools-manager.md)
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[Tools Manager](./tools-manager.md)\
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[Integrations (Pro)](./integrations.md)
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## General Features ##
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+ **Dashboard:** Global Dashboard that shows all the key information in one place.
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+ **Component Management:** Customize the behavior of key components such as Agency, Account, Category, Vendor/Client, Log, and Reports**[Pro]**.
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+ **Settings Manager**: Configure Basic Settings, Email Settings, File Upload/Attachments Settings & Components Settings. Also, we have WooCommerce Integration Settings in this place.
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+ **Settings Manager**: Configure Basic Settings, Email Settings, File Upload/Attachments Settings & Components Settings. Also, we have WooCommerce & Comfort Invoice Integration Settings in this place.
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## Enhanced User Experience with Pro Addon ##
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The Comfort Accounting Frontend extends all essential features to the frontend, empowering users with a seamless and intuitive interface. Key functionalities such as the Dashboard and Component Management are fully accessible, allowing frontend users to view, manage, and interact with critical accounting data directly from the frontend. This includes streamlined access to Agencies, Accounts, Categories, Vendor/Client information, Logs, Reports & Agency Overview.
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---
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title: "Comfort Accounting Documentation"
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description: "Documentation for Comfort Accounting for WordPress"
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keywords: "comfort accounting, wordpress, accounting"
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url: "/comfortaccounting/"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Comfort Accounting Integrations Addon (Pro)
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Seamlessly integrate your eCommerce operations & comfort invoice operations with accounting through our premium Integrations Addon, automating financial tracking for all order activities.
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## Comfort Accounting: WooCommerce Integration ##
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+ Comprehensive logging of key WooCommerce order status changes.
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+ Order completion (woocommerce_order_status_completed).
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+ Order refunds (woocommerce_order_refunded).
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+ Order cancellations (woocommerce_order_status_cancelled).
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## Comfort Accounting: Comfort Invoice Integration ##
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+ Comprehensive logging of key Invoice status changes.
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+ Invoice completion (comfortinvoice_invoice_payment_complete).
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+ Invoice refunds (comfortinvoice_invoice_refund_complete).
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+ Invoice cancellations (comfortinvoice_invoice_payment_update).

docs/comfortaccounting/user-guide/settings-manager.md

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**[PRO]**
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+ For pro addon **Comfort Accounting Reports** will add two option **Report Settings** & **Export Settings**
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+ For pro addon **Comfort Accounting Woo** will add option **Woocommerce**
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+ For pro addon **Comfort Accounting Integrations** will add option **Woocommerce** & **Comfort Invoice**.
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## Woocommerce ##
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The WooCommerce Integration Settings section is designed to manage the seamless synchronization between WooCommerce and Comfort Accounting. With configurable options, you can tailor the integration to align with your specific operational needs.
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The WooCommerce Integration settings section is designed to manage the seamless synchronization between WooCommerce and Comfort Accounting. With configurable options, you can tailor the integration to align with your specific operational needs.
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+ **Enable/Disable WooCommerce Integration:** Checkbox to activate or deactivate the WooCommerce integration.
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+ **Insert New Customer as Client:** Checkbox to automatically add new WooCommerce customers as clients in the Vendors/Clients area.
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## Comfort Invoice ##
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The Comfort Invoice settings section is designed to manage the seamless synchronization between Comfort Invoice and Comfort Accounting. With configurable options, you can tailor the integration to align with your specific operational needs.
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+ **Enable/Disable Comfort Invoice Integration:** Checkbox to activate or deactivate the integration.
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+ **Agency Selection:** Input field to set an agency. This option is mandatory to associate Comfort Invoice transactions with a specific agency in the system.
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+ **Associate Bank Account:** Checkbox to enable or disable the association of Comfort Invoice transactions with a specific bank account.
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+ **Bank Account Selection:** Input field to set the bank account for associating Comfort Invoice transactions.
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+ **Insert New Customer as Client:** Checkbox to automatically add new Comfort Invoice customers as clients in the Vendors/Clients area.
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## Saving Changes ##
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After adjusting these settings, click the Save Changes button to activate your preferences.
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