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invoice - some other doc added
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‎docs/.vitepress/config.ts

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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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{ text: 'Customer Manager', link: '/comfortinvoice/user-guide/customer-manager' },
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{ text: 'Tools Manager', link: '/comfortinvoice/user-guide/tools-manager' },
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{ text: 'Emails Manager', link: '/comfortinvoice/user-guide/emails-manager' },
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{ text: 'Helps & Updates', link: '/comfortinvoice/user-guide/helps-updates' },
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],
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},
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{
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text: 'Widgets',
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collapsible: true,
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items: [
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{ text: 'Classic Widgets', link: '/comfortinvoice/classic-widgets' },
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{ text: 'Elementor Widget', link: '/comfortinvoice/elementor-widgets' },
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{ text: 'Gutenberg Blocks', link: '/comfortinvoice/gutenberg-blocks' },
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],
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},
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],

‎docs/comfortinvoice/classic-widgets.md

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---
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title: "Comfort Accounting Documentation"
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description: "Comfort Accounting index description."
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keywords: "Comfort Accounting index keywords."
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url: "/comfortaccounting/classic-widgets"
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type: "article"
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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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# Classic Widgets
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<!-- WordPress currently doesn’t support classic widgets but still you can enable it by using this plugin [“Classic Widgets”](https://wordpress.org/plugins/classic-widgets/)
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Comfort Accounting for WordPress plugin supports classic widgets. To add Comfort Accounting classic widget from dashboard.
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**Appearance -> Widgets -> Comfort Accounting**
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Drag the “CBX Changelog” widget from left to any right-side sidebar(s).
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After adding the widget to the sidebar, you can adjust the input fields and check your frontend.
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\[Video coming soon\]
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The following classic widgets(currently 0 widgets (core and pro)) can be accessed from wordpress dashboard widget manager. We will keep adding more classic widgets for this plugin in future as needed. All widgets has shortcode and same params.
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**Last modified:** December 9, 2024 -->

‎docs/comfortinvoice/elementor-widgets.md

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---
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title: "Comfort Accounting Documentation"
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description: "Comfort Accounting index description."
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keywords: "Comfort Accounting index keywords."
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url: "/comfortaccounting/elementor-widgets"
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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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# Elementor Widgets
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**Last modified:** December 9, 2024

‎docs/comfortinvoice/gutenberg-blocks.md

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---
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title: "Comfort Accounting Documentation"
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description: "Comfort Accounting index description."
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keywords: "Comfort Accounting index keywords."
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url: "/comfortaccounting/gutenberg-blocks"
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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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# Gutenberg Blocks
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**Last modified:** December 9, 2024

‎docs/comfortinvoice/user-guide/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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# Customer Manager
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The **Customer Manager** is a comprehensive tool designed to efficiently manage customer details, ensuring seamless integration with invoicing features.
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## Key Features ##
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**Customer Types**:
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+ Customers can be categorized as either **Individual** or **Business**, allowing businesses to differentiate between personal and corporate clients.
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**Tax Configuration**:
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+ Ability to select a **tax type** for each customer, ensuring proper tax calculations based on customer-specific requirements.
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**Address Management**:
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+ Store **Billing Address** and **Shipping Address** separately for accurate invoicing and shipping.
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+ Customers can update and manage their addresses to ensure smooth order processing.
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**Customer Profile & Management**:
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+ View and manage complete **customer profiles**, including name, contact details, and tax preferences.
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+ Seamless integration with the **Invoice Manager**, ensuring correct tax application when generating invoices.
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This **Customer Manager** ensures efficient customer tracking and tax compliance, simplifying the invoicing and accounting process.

‎docs/comfortinvoice/user-guide/dashboard.md

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# Dashboard
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The Global Dashboard serves as the **central hub** for managing and monitoring your invoice system. It provides a comprehensive overview of key metrics, quick access to important data, and graphical representations of your financial status. Users can **filter the displayed information** by month, ensuring a personalized and focused experience.
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The Global Dashboard serves as the **central hub** for managing and monitoring your invoice system. It provides a comprehensive overview of key metrics, quick access to important data, and graphical representations of your financial status. Users can **filter the displayed information** by month, ensuring a personalized and focused experience.
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## Key Features ##
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**Dashboard Overview**:
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The Dashboard Overview provides a quick summary of your invoice system's key components, offering users a **snapshot of critical data**.
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**Quick Information**:
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The Quick Information section displays concise summaries by graphs of key components, helping users stay informed without needing to navigate through multiple sections.
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**Latest Information**:
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+ This section shows the most recently added agencies in your system.
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+ Displays the most recent **10 customer entries** with details.
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+ Shows the most recent **10 item entries**, including details.
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## Graphs ##
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The Graphs section **visually represents** your financial data, making it easier to understand trends and make informed decisions.
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**Available Graphs**:
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+ **Monthly Invoice Overview**: Displays a comparative analysis of invoice amount & count trends.
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**Benefits**:
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+ Helps track which invoice contribute most to your income.
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+ Viewable as a detailed graph on the dashboard.
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+ Supports informed financial planning by **invoice summary** effectively.
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## Filtering Options ##
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All dashboard data can be filtered to provide a more focused view based on:
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+ **Month**: Choose a particular month and year to **filter data** and graphs.
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## Use Case Scenarios ##
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+ **Track Monthly Invoice**: View how much invoice occurred for a **specific month**, with there invoice amount.
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+ **Monitor Latest Activities**: Quickly check recent customers and items without navigating away from the dashboard.
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+ **Month-Specific Data**: Filter all graphs and logs by month to analyze its financial health independently.
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+ **Plan Financial Strategies**: Use the Invoice Overview and latest input categorization to develop effective budgeting strategies.
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This Dashboard is designed to provide all necessary invoice insights in one place, ensuring users can efficiently manage and monitor their financial operations.

‎docs/comfortinvoice/user-guide/emails-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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# Email Manager
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The Email Manager is a powerful tool designed to streamline the management of **email templates and configurations** within the system. This component allows users to view, enable/disable, and customize various email templates, ensuring that email communications are aligned with business needs and preferences.
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## Key Features ##
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**Email List Management**:
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+ The Email Manager provides a comprehensive list of all **available email templates** within the system. Users can easily view and manage the templates to ensure they are up-to-date and relevant.
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**Enable/Disable Email Templates**:
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+ Users can enable or disable specific email templates, allowing for **greater control** over which templates are actively used in the system. This feature ensures that only relevant and necessary emails are sent out, reducing unnecessary communication.
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**Recipient Management**:
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+ For email templates with static recipients, the Email Manager allows users to change the **recipient information**. This flexibility ensures that emails are sent to the correct recipients, whether it's a predefined static email address or a dynamic address based on user settings.
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**Email Information Management**:
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+ Users can manage all related **email information**, including subject lines, content, cc, bcc and any dynamic content or placeholders within the email body. This ensures that each email template is fully customizable and can be tailored to meet specific needs.
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The Email Manager is a critical feature for managing email communications within the system, offering flexibility and control over how and to **whom emails are sent**. It ensures that users can effectively manage email configurations, improve communication workflows, and maintain a seamless user experience.

‎docs/comfortinvoice/user-guide/general.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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[Item Manager](./item-manager.md)\
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[Tax Manager](./tax-manager.md)\
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[Payment History Manager (Pro)](./payment-history-manager.md)\
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[Tools Manager](./tools-manager.md)

‎docs/comfortinvoice/user-guide/helps-updates.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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# Helps & Updates
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The Helps & Updates section is a central hub within the system, providing users with essential resources for staying informed and supported. This section is divided into several key blocks that offer detailed information on updates, support, and other products related to the plugin.
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## Key Features ##
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**Invoice Core Plugin Changelogs**:
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This block provides detailed changelog information for the Invoice Core Plugin. Users can view a chronological list of **updates, bug fixes, and feature enhancements** made to the core plugin, helping them stay informed about the latest improvements and changes.
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**Invoice Pro Addon Changelogs**:
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This section includes the changelog for the Invoice Pro Addon. Users can track the updates, new features, and fixes specific to the Pro Addon version, ensuring they are always up-to-date with the premium features and improvements available.
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**Other WordPress Plugins**:
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In this block, users can explore other WordPress plugins developed by the same team. It provides links to additional products and tools, allowing users to easily discover and access other plugins that may complement or enhance their website functionality.
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**Help & Supports**:
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The Help & Supports block offers quick access to user guides, FAQs, troubleshooting tips, and direct support channels. Users can find the resources they need to resolve issues or get assistance with using the plugin effectively.
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**Codeboxr News Updates**:
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This section highlights news updates from Codeboxr, the development team behind the plugin. Users can stay updated on company announcements, new releases, upcoming features, and other relevant news that may impact their experience with the plugin.
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The Helps & Updates section is an essential resource for users, providing easy access to updates, support, and additional tools. It helps ensure users are informed, supported, and able to make the most of their experience with the Invoice plugin and other Codeboxr products.

‎docs/comfortinvoice/user-guide/item-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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# Item Manager
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The **Item Manager** is a powerful tool designed to efficiently manage products and services, ensuring seamless integration with invoicing and accounting features.
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## Key Features ##
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### **Item Types**:
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+ Items can be categorized as either **Goods** or **Services**, allowing businesses to differentiate between physical products and non-tangible offerings.
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### **Tax Configuration**:
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+ Ability to assign a **tax type** to each item, ensuring accurate tax calculations during invoicing.
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### **Item Details & Pricing**:
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+ **Unit**: Define the measurement unit for goods (e.g., piece, kg, liter) to ensure consistency in transactions.
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+ **Price**: Set the **default price** for each item, which can be adjusted within invoices if needed.
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+ **SKU (Stock Keeping Unit)**: Assign a unique identifier to each item for easy inventory tracking.
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+ **Source Currency**: Specify the **currency** in which the item’s price is originally set, ensuring accurate multi-currency invoicing and conversions.
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### **Item Selection & Invoice Integration**:
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+ **Choose Multiple Items**: While creating an invoice, users can select multiple items from the **Item List**, allowing efficient itemized billing.
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+ **Quick Item Creation from Invoice Panel**: If an item is not already listed, users can **create a new item directly from the invoice panel**, ensuring a seamless workflow.
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+ **Seamless Integration with Invoicing**: Selected items automatically populate the invoice with pre-configured price, tax, and currency details.
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### **Item Management & Workflow**:
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+ View and manage complete **item profiles**, including name, type, SKU, pricing, and currency details.
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+ Supports **multi-currency transactions**, allowing accurate conversions based on the **source currency**.
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+ Easily update or modify item details to reflect changes in pricing, tax, or unit of measurement.
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The **Item Manager** simplifies inventory tracking, pricing, currency handling, and tax compliance, making it an essential component for efficient invoicing and financial management.

‎docs/comfortinvoice/user-guide/payment-history-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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# Payment History Manager

‎docs/comfortinvoice/user-guide/tax-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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# Tax Manager

‎docs/comfortinvoice/user-guide/tools-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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# Tools Manager
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The Tools Manager provides essential utilities for managing **system data** and configurations within the platform. It offers three powerful features to enhance data management and ensure smooth operations. These tools help users maintain the integrity of their system, migrate data, and fix orphaned data associations.
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## Options ##
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**Reset Option Data**:
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+ The Reset Option Data feature allows users to **reset specific option** data within the system. Users can view the available options and choose which one to reset. This feature ensures that users can easily clear outdated or incorrect option data, restoring the system to its default or desired state.
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**Migration Files**:
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+ The Migration Files feature provides users with visibility into which migration files have been successfully migrated and which have not. Users can also initiate **migrations directly** from this section, allowing for streamlined data transfer and system updates. This functionality is crucial for maintaining data consistency during system upgrades or migrations.
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The Tools Manager is an integral part of the system, offering critical utilities to **keep data organized**, ensure smooth migrations, and fix orphaned data associations. These features enhance data integrity and improve the overall functionality of the system.
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