Getting Started
Everything you need to get started quickly
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Add Accounts
Accounts are used to maintain a detailed record of money received and paid out. By creating accounts, WP Ever Accounting efficiently tracks every transaction that impacts a company’s funds, whether it increases or decreases them. Fields Required to Add Accounts To add accounts, navigate to Banking > Account. On this page, click the Add New …
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Add Payments
Payments hold a top priority as they are the first line item on a company’s income statement, often referred to as sales. They are recorded independently of deposits, sales items, taxes, attached invoices, and other related entries. Add Payments With WP Ever Accounting, you can seamlessly add new sales to the respective account. To record …
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Add Expenses
Expenses are a primary focus on a company’s expense statement, as they are recorded before payment is made. These entries represent costs incurred and are documented in the accounting records even if payment has not yet been completed. How to Add Expenses To add expenses in WP Ever Accounting, navigate to Purchases > Expenses and …
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Add Vendors
Vendors are suppliers of goods or services. With WP Ever Accounting, you can efficiently manage and track vendors by creating a comprehensive list. Add Vendors To add vendors, go to Purchases > Vendors > Add New in the WP Ever Accounting plugin menu. This will open a new page displaying all available fields needed to …
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Add Customers
A customer is an individual who purchases goods or services from a business. Tracking customers is essential for monitoring sales, and customers are necessary for generating invoices as needed. How to Add Customers To add customers, go to Sales > Customers > Add New in the WP Ever Accounting plugin menu. This will open a …
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Add Items
An item represents a product that can either be sold or purchased. With the WP Ever Accounting plugin, you can categorically add as many items as needed, specifying both the sale price and purchase price. These items can then be included in invoices and bills as required. How to Add Items To add an item, …
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Add Invoices
Invoices help maintain legal records of sales by tracking the quantity of goods sold, the sale date, and the total amount paid. They can also include taxes and discounts when applicable. WP Ever Accounting allows users to add invoices, providing a more efficient way to track sales. How to Add Invoices To add invoices based …
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Add Bills
Bills help maintain legal records of expenses by tracking the quantity of goods purchased, the purchase date, and the total amount spent on products. They can also include taxes and discounts when applicable. WP Ever Accounting provides the ability to add bills, enabling more efficient tracking of your expenses. How to Add Bills To add …
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How to Customize Invoice Template
The default generated invoice using WP Ever Accounting- Now, if you have an intention to make some changes in your invoice template, you can do it simply by going through this article. Suppose, you want to move the customer info section to the left and move the company info to the right. To do that, …
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Install WP Ever Accounting
WordPress gives you multiple ways to install plugins. We will show you the most common ways to install WP Ever accounting. Install by Search From the WordPress Dashboard, you can easily find and install the plugin with just a few clicks. To do so, navigate to Dashboard and click on Plugins. Then, click Add New …
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Quick Setup Wizard
After installing and activating WP Ever accounting, you will be guided to a quick setup wizard. Click “Let’s Go” to configure the basic settings for your business effortlessly. Company Quick Setup Wizard In the next step, you’ll be directed to the Company Setup page. Here, you can enter your company details, including both required and …
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Dashboard
The WP Ever Accounting plugin offers a range of features designed to simplify and streamline the management of your day-to-day business activities. This comprehensive tool provides an intuitive solution for overseeing your business operations. One key aspect to note before diving into its features is that WP EverAccounting operates on an accrual basis, ensuring precise …
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Add Transfers
WP Ever Accounting allows you to transfer funds between different accounts, even if the accounts are in different currencies. The plugin automatically handles currency conversion, ensuring that the transfer amount is accurately adjusted according to the exchange rates. Additionally, WP Ever Accounting keeps detailed records of all transfers, providing a clear and comprehensive log for …