[wordpress插件] Contasimple单纯性

This plugin is an extension for your WooCommerce online shop that synchronizes automatically all generated orders to your Contasimple account.

此插件是WooCommerce在线商店的扩展，可自动将所有生成的订单同步到您的Contasimple帐户。

Gain more visibility regarding your business state in real time and keep your accounting and taxes up to date.

实时获得有关您业务状况的更多可见性，并确保您的会计和税款保持最新状态。

Key features

主要功能

• Automatically syncs new completed orders to your Contasimple account.
• 自动将新完成的订单同步到您的Contasimple帐户。

• You can easily export previous orders generated before the plugin installation with only a few clicks.
• 您只需单击几下，即可轻松导出插件安装之前生成的先前订单。

• Configure automatic or manual email sending to your customers with attached PDF invoices from Contasimple.
• 配置自动或手动电子邮件以及随附的Contasimple PDF发票给您的客户。

• Clients will be automatically created in Contasimple using WooCommerce checkout customer address information.
• 将使用WooCommerce结帐客户地址信息在Contasimple中自动创建客户。

• Configure the format for sequential numbering invoice generation, allowing to create series with custom prefixes and/or the current year in 2 or 4 digits format (ex: INV-2018-00001 or #F180000001).
• 配置顺序编号发票生成的格式，从而允许使用2或4位数字格式（例如：INV-2018-00001或＃F180000001）创建带有自定义前缀和/或当前年份的系列。

• Configure different numbering series to separate regular invoices, negative rectification invoices (also known as amendments, credit slips or refunds) and simplified invoices (also known as purchase receipts or tickets) as many countries have law regulations in this regard.

• 配置不同的编号系列以分隔常规发票，负面更正发票（也称为修正，信用单或退款）和简化发票（也称为购买收据或票据），因为许多国家在这方面都有法律规定。

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To learn more about the key benefits of the Contasimple platform as a whole, please check the main

，公司，专业人士和代理商。”

rel="nofollow">Contasimple Website.

rel =“ nofollow”>简单的网站。

Technical specifications

技术规范

• Requires at least WooCommerce 2.1 version.

• 至少需要WooCommerce 2.1版本。

  Upgrading to WooCommerce 3 or greater is strongly recommended.

强烈建议升级到WooCommerce 3或更高版本。

• Initially developed for single-site installations.

• 最初为单站点安装而开发。

  Multi-site support coming soon.

多站点支持即将推出。

• Requires PHP cURL extension enabled to communicate with Contasimple’s API servers.

• 需要启用PHP cURL扩展名才能与Contasimple的API服务器通信。

  This is common, but you might need to check it with your hosting provider.

这很常见，但是您可能需要与托管服务提供商联系。

This section describes how to install the plugin and get it working.

本节介绍如何安装插件并使它正常工作。

In case of doubt, please have a look at the Screenshots section for further clarification.

如有疑问，请查看“屏幕截图”部分以进一步说明。

Automatic installation

自动安装

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

自动安装是最简单的选项，因为WordPress会自行处理文件传输，因此您无需离开网络浏览器。

To do an automatic install of Contasimple for WooCommerce, log in to your WordPress dashboard, navigate to the Plugins menu and click Add New.

要为WooCommerce自动安装Contasimple，请登录WordPress仪表板，导航至插件菜单，然后单击添加新。

In the search field type Contasimple and click Search Plugins.

在搜索字段中键入 Contasimple ，然后单击 Search Plugins 。

Once you’ve found our sync plugin you can view details about it such as the point release, rating and description.

找到我们的同步插件后，您可以查看有关它的详细信息，例如积分发行，评分和说明。

Most importantly of course, you can install it by simply clicking Install Now.

当然，最重要的是，您只需单击立即安装即可安装它。

Manual installation

手动安装

The manual installation may be needed in certain circumstances, for example in case you have received from us a fresh new version of the plugin, not yet released on the official repository.

在某些情况下可能需要手动安装，例如，如果您从我们那里收到了该插件的新版本，但尚未在官方存储库中发布。

The traditional option is to decompress the .zip file provided by us and upload the contasimple folder to your WordPress /wp-content/plugins folder using an FTP client.

传统选项是解压缩我们提供的.zip文件，然后使用FTP客户端将 contasimple 文件夹上载到您的WordPress / wp-content / plugins 文件夹中。

The WordPress codex contains instructions on how to do this here.

WordPress Codex包含此处的操作说明。

Probably easier, you can also upload the zip file directly from the plugins section: navigate to the Plugins menu and click Add New, then Upload Plugin<

可能更容易，您也可以直接从插件部分上传zip文件：导航至插件菜单，然后依次单击添加新和 Upload Plugin <

/code> and locate the zip file on your PC (typically in your web browser download's folder).

/ code>，然后在您的PC上找到zip文件（通常在您的网络浏览器下载文件夹中）。

In case of error due to either restrictive file permissions or WordPress complaining about the plugin already existing, you might need to resort to the previous described method.

如果由于限制性文件权限或WordPress抱怨该插件已存在而导致错误，则您可能需要采用上述方法。

Configuration

配置

Once installed, the first thing to do is to configure the plugin to be able to connect with your Contasimple account.

安装后，首先要做的是将插件配置为能够与您的Contasimple帐户连接。

If you do not have a Contasimple account yet, you can register now by

如果您还没有Contasimple帐户，则可以通过

rel="nofollow">Clicking here.

rel =“ nofollow”>单击此处。

Assuming you are already registered and have configured your fiscal region and company settings, you will be able to generate a Contasimple ‘APIKEY’.

假设您已经注册并配置了您的财务地区和公司设置，则可以生成Contasimple的“ APIKEY”。

This key is unique to you and will grant your WooCommerce access to Contasimple’s servers so that the sync process can happen.

该密钥对您来说是唯一的，它将使您的WooCommerce可以访问Contasimple的服务器，从而可以进行同步过程。

Step 1

步骤1

To generate the APIKEY, you must log first into your account at Contasimple Website and then click on the Settings

要生成APIKEY，您必须首先登录 Contasimple网站进入您的帐户，然后单击“设置”

icon wheel on the top bar, locate the sidebar menu and scroll down to the Other options section and click External Applications.

顶部栏中的图标滚轮，找到侧边栏菜单，然后向下滚动到 Other options 部分，然后单击 External Applications 。

When the new section is loaded, scroll down to the bottom and you will see a Authorization keys section.

加载新部分后，向下滚动到底部，您将看到一个授权密钥部分。

Click on “+ Add authorization keyand chooseWooCommerce`.

点击“ +添加授权密钥，然后选择 WooCommerce`。

A new key will be generated, which will look like a long sequence of random characters, something like ‘fcc6360446b04f199b715c58a9116957’.

将生成一个新密钥，该密钥看起来像一长串随机字符，类似于“ fcc6360446b04f199b715c58a9116957”。

Select the key (but not the quote marks) with the help of the mouse and copy/paste it.

在鼠标的帮助下选择键（而不是引号），然后将其复制/粘贴。

You will need it during the next step.

您将在下一步中使用它。

Step 2

步骤2

Now that we have generated the APIKEY, we need to configure the plugin to use it.

现在我们已经生成了APIKEY，我们需要配置插件以使用它。

All Contasimple’s plugin settings are handled by WooCommerce, since this is an integration for it.

Contasimple的所有插件设置均由WooCommerce处理，因为这是它的集成。

Therefore, you must navigate to WooCommerce > Settings and head to the Integration tab.

因此，您必须导航到 WooCommerce>设置，然后转到 Integration 标签。

Since this is your first time using the plugin, you will be presented with the Configuration Wizard.

由于这是您第一次使用该插件，因此将向您显示“配置向导”。

Click on the Link account button.

点击链接帐户按钮。

The first step will ask you for the previous generated APIKEY, paste the value on the text field and click Log In.

第一步将询问您先前生成的APIKEY，将值粘贴到文本字段中，然后单击 Login 。

You should see a success message and then you will be presented with a dialog to choose between your companies (just in case that you manage more than one) and you can also configure the correspondence between WooCommerce payment methods and Contasimple’s.

您应该会看到一条成功消息，然后会看到一个对话框，供您在公司之间进行选择（以防您管理多个公司），还可以配置WooCommerce付款方式和Contasimple付款方式之间的对应关系。

Congratulations!

恭喜！

You have already configured the basics of the module.

您已经配置了模块的基础知识。

You can now start syncing your invoices.

现在，您可以开始同步发票了。

For more detailed info about additional configuration settings, please see the FAQ section.

有关其他配置设置的更多详细信息，请参阅“常见问题”部分。