Getting Started
Everything you need to get up and running fast
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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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Add Bills
Bills help you to keep legal records of your expenses by tracking the number of goods purchased, purchasing date, how much money was spent on the products. Bills can include both taxes and discounts when necessary. WP Ever Accounting gives you the opportunity to add bills so that you can keep track of your expenses …
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Add Invoices
Invoices help you to keep legal records of your sales by tracking the number of goods sold, date of sales, how much money was paid. Invoices include both taxes and discounts when necessary. WP Ever Accounting gives you the opportunity to add invoices so that you can keep track of your sales more effectively. How …
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Add items
An item is especially a product that can be sold or can be bought. Using WP Ever Accounting plugin, you can categorically add as many items as you want by introducing both sale price and purchase price and can also include items in the invoice and bills. How to add Items To add an item, …
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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 look for the plugin and can install it in just a few clicks. To do that, go to the Dashboard and click on the …
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Quick Setup Wizard
When you are done installing and activating WP Ever accounting, you will be taken to a quick setup wizard. By clicking on “Let’s Go“, you can configure the basic settings of your business. Company Quick Setup Wizard On the next step, you will see is a page to set up your company. You will set …
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Transaction history
By definition Transaction is an exchange or transfer of goods or services. When revenue or expenses are realized or incurred, Accrual accounting records transactions. It happens only when a business spends or receives money. To locate Transaction history in WP Ever Accounting, from the dashboard under Accounting, you will find the Transactions menu. By clicking …
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Overview
WP Ever Accounting comes up with several features to facilitate and to get an overview of your regular affairs. It is entirely an alluring package to deal with your business sphere. But one thing we have to know before knowing the features – WP Ever Accounting plugin takes care of its calculation on an accrual …
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Add Transfers
WP Ever Accounting gives you an option to transfer money from one account to another. Even though the currencies can be different, WP Ever Accounting takes care of the conversions of the currencies. Provided that, the conversion of the currencies is completely dependent on the currency rates. Moreover, WP Ever Accounting helps you to keep …
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Add Revenues
Revenue is the top prior line as it appears first on a company’s income statement. Revenue is known as sales on the income statement. Besides, it is independent of deposits, sales items, tax, attached invoices, and other similar records. Add Revenues From WP Ever Accounting, you can add your new sales to the respective account. …
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Add Customers
In general, a customer is a person who buys goods or services from a shop or business. Customers are important so that you can keep an eye on sales. Most importantly, you will be needing customers to generate invoices when needed. How to Add Customers To add customers, simply click on Add New from WP …
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Add Payments
Payment is the top prior line as it appears first on a company’s expense statement. It is the expense that is recorded in a book before it is being paid. How to Add Payments To add payments, simply click on the Add New button from the Expense menu in WP Ever Accounting which will take …
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Add Vendors
In general, vendors are the supplier of goods or services. Using WP Ever Accounting, you can keep track of vendors by simply making a list of them. Add Vendors To add vendors, simply click on the Add New button which will take you to a new page. From the page, you will see the available …
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Add Accounts
We use accounts so that we can keep a record of money received and money paid out. In other words, by creating accounts, WP Ever Accounting can keep records of every transaction that can increase or decrease a company’s funds. Fields Required to Add Accounts To add accounts, go to Banking. On the page, you …