invoice - tax, settings docs added

Author: EhfazAdnan

docs/.vitepress/config.ts

@@ -144,6 +144,10 @@ export default {
             { text: 'Dashboard', link: '/comfortinvoice/user-guide/dashboard' },
             { text: 'Invoice Manager', link: '/comfortinvoice/user-guide/invoice-manager' },
             { text: 'Customer Manager', link: '/comfortinvoice/user-guide/customer-manager' },
+            { text: 'Item Manager', link: '/comfortinvoice/user-guide/item-manager' },
+            { text: 'Tax Manager', link: '/comfortinvoice/user-guide/tax-manager' },
+            { text: 'Payment History Manager', link: '/comfortinvoice/user-guide/payment-history-manager' },
+            { text: 'Settings Manager', link: '/comfortinvoice/user-guide/settings-manager' },
             { text: 'Tools Manager', link: '/comfortinvoice/user-guide/tools-manager' },
             { text: 'Emails Manager', link: '/comfortinvoice/user-guide/emails-manager' },
             { text: 'Helps & Updates', link: '/comfortinvoice/user-guide/helps-updates' },
@@ -153,6 +157,7 @@ export default {
           text: 'Widgets',
           collapsible: true,
           items: [
+            { text: 'Dashboard Widgets', link: '/comfortinvoice/dashboard-widgets' },
             { text: 'Classic Widgets', link: '/comfortinvoice/classic-widgets' },
             { text: 'Elementor Widget', link: '/comfortinvoice/elementor-widgets' },
             { text: 'Gutenberg Blocks', link: '/comfortinvoice/gutenberg-blocks' },

docs/comfortinvoice/dashboard-widgets.md

@@ -0,0 +1,12 @@
+---
+title: "Comfort Invoice Documentation"
+description: "Comfort Invoice index description."
+keywords: "Comfort Invoice index keywords."
+url: "/comfortinvoice/dashboard-widgets"
+type: "article"
+site_name: "Comfort ERP"
+image: "https://comforthrm.com/assets/images/seo.png"
+card: "article"
+---
+
+# Dashboard Widgets

docs/comfortinvoice/user-guide/payment-history-manager.md

@@ -10,4 +10,38 @@ card: "article"
 
 ---
 
-# Payment History Manager
+# Payment History Manager
+
+The **Payment History Manager** is a comprehensive tool designed to track and manage all payments associated with invoices, ensuring accurate financial records and real-time payment status updates.
+
+## Key Features ##
+
+### **Payment Tracking & Status Management**:
++ Each **payment history** is recorded when a payment is made, ensuring a clear audit trail.
++ Payments can have different **statuses**, including:
+    - **Completed**: Payment successfully processed.
+    - **Pending**: Payment is initiated but not yet completed.
+    - **Failed**: Payment attempt was unsuccessful.
+    - **Canceled**: Payment was voided or not processed.
++ Users can **update the payment status** as transactions are verified or processed.
+
+### **Manual Payment Adjustments**:
++ For **manual payments** (e.g., **cash** or **bank transfers**), users can **update the payment amount** manually.
++ The maximum amount cannot exceed the **invoice total amount**, ensuring payment accuracy.
++ Maintain transparency in payment records by allowing **adjustments only within permissible limits**.
+
+### **Payment Notes & Documentation**:
++ Add or update **notes** for each payment history entry to document transaction details or remarks.
++ Notes help keep track of important payment-related information for future reference.
+
+### **Seamless Integration with Invoicing**:
++ Payments are linked to invoices, ensuring **real-time updates** on invoice balances.
++ Partial payments and multiple payment entries are supported, ensuring accurate financial tracking.
++ Automatically update **invoice status** based on received payments.
+
+### **Payment History Management & Workflow**:
++ View and manage **complete payment records**, including status, amount, and transaction details.
++ Modify payment details and notes while maintaining **audit integrity**.
++ Ensure financial compliance and accuracy with **secure and controlled payment adjustments**.
+
+The **Payment History Manager** enhances financial tracking, ensuring seamless payment processing, transparent status updates, and efficient reconciliation of invoice payments.

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

@@ -0,0 +1,62 @@
+---
+title: "Comfort Invoice Documentation"
+description: "Comfort Invoice index description."
+keywords: "Comfort Invoice index keywords."
+url: "/comfortinvoice/"
+type: "type"
+site_name: "Comfort ERP"
+image: "https://comforthrm.com/assets/images/seo.png"
+card: "article"
+
+---
+
+# 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.

docs/comfortinvoice/user-guide/tax-manager.md

@@ -10,4 +10,30 @@ card: "article"
 
 ---
 
-# Tax Manager
+# Invoice Tax Manager
+
+The **Invoice Tax Manager** is a robust tool designed to handle tax configurations efficiently, ensuring compliance with international tax standards for accurate invoicing and financial management.
+
+## Key Features ##
+
+### **Tax Types & Configuration**:
++ Define different **tax rates** applicable to goods and services for precise tax calculations.
++ **Tax Percentage (%)**: Assign a specific percentage rate to each tax to determine the tax amount on an invoice.
++ **Compound Tax**: Enable the **compound tax** option to calculate tax on top of another tax, following internationally recognized tax rules.
+
+### **Group Tax Management**:
++ Create **Group Taxes** by combining multiple individual tax rates into a single tax entity.
++ Only **one compound tax** can be included within a group tax, ensuring accurate cascading tax calculations.
++ Applied **automatically** when selected in an invoice, streamlining multi-tax invoicing.
+
+### **Seamless Integration with Invoicing**:
++ Automatically apply **single or group tax** to items during invoice creation based on predefined configurations.
++ Ensure tax compliance with **internationally accepted tax structures**, making the system suitable for global use.
++ Handle **multi-currency tax calculations** seamlessly for businesses operating across different countries.
+
+### **Tax Management & Workflow**:
++ View and manage **all tax profiles**, including tax names, rates, types, and group tax configurations.
++ Edit or modify tax rates effortlessly to keep up with regulatory changes.
++ Enable or disable tax options for specific invoices without affecting global tax settings.
+
+The **Invoice Tax Manager** simplifies tax handling, ensuring accurate tax application, seamless integration with invoicing, and compliance with international financial standards.