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invoice - invoice manager docs
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docs/.vitepress/config.ts

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items: [
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{ text: 'General', link: '/comfortinvoice/user-guide/general' },
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{ text: 'Dashboard', link: '/comfortinvoice/user-guide/dashboard' },
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{ text: 'Invoice Manager', link: '/comfortinvoice/user-guide/invoice-manager' },
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],
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},
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],

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

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docs/comfortinvoice/user-guide/general.md

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The Comfort Invoice plugin is a robust tool designed to streamline invoice processes in WordPress. It offers comprehensive features and settings to **manage invoices, customers, items, taxes and various payment integrations **. 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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[Dashboard](./dashboard.md)\
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[Invoice Manager](./invoice-manager.md)\
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[Customer Manager](./customer-manager.md)\
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---
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title: "Comfort Invoice Documentation"
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description: "Comfort Invoice index description."
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keywords: "Comfort Invoice index keywords."
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url: "/comfortinvoice/"
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type: "type"
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site_name: "Comfort ERP"
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image: "https://comforthrm.com/assets/images/seo.png"
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card: "article"
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---
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# Invoice Manager
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The Invoice Manager is a powerful tool designed to streamline the billing process, ensuring accurate and efficient invoicing for businesses of all sizes.
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## Key Features ##
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**Invoice Creation & Management**:
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+ Easily **create, update, and manage invoices** with an intuitive user interface.
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+ Add multiple **invoice items manually** or select from the **Item Component**, enabling seamless itemized billing.
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+ Supports **discounts on individual invoice items**, providing flexibility in pricing.
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+ Viewing **tax histories**, providing better visibility.
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**Additional Charges & Adjustments**:
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+ Ability to add **shipping charges**, ensuring accurate total cost calculations.
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+ **Adjustment feature** allows modifying the final invoice amount to accommodate special cases.
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**Tax Handling**:
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+ Supports **normal and group tax configurations**, ensuring compliance with diverse tax requirements.
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+ Group tax allows combining multiple normal taxes with the option of **one compound tax** per group.
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**Invoice Export**:
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+ **Invoice Export** allows exporting individual invoices in **JSON (Pro) or PDF** format.
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+ Option to **send the invoice as an attachment** with payment details to the customer. If the **Pro Addon** is activated, payment information, including full payment status and balance, will be included in the email.
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**Payment Integration (Pro)**:
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+ Track **partial and full payments** against invoices, ensuring real-time visibility of outstanding balances.
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+ Supports manual payment recording for **cash** and **bank** payment types.
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+ Integrated **Stripe payment gateway** for seamless online payments.
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+ **Payment refund support**: Process full or partial refunds, ensuring accurate financial records.
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+ Displays a **complete payment history** for each invoice, available.
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+ **Payment notifications**: Sends **email notifications** to both the admin and customer when payments are completed or refunded. These notifications are **configurable** through the email settings.
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**Payment Notifications (Pro)**:
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+ Automated **email notifications** for **payment complete** and **refund complete** events, sent to both the admin and the customer. This is fully configurable through the **email settings**, allowing businesses to customize communication.
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Payment tracking and history features require the **Pro** Addon, providing enhanced payment capabilities.
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This component seamlessly integrates with other accounting features, ensuring a cohesive and efficient financial management experience for users.
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