WordPress Version

Cashbook - Business and Finance

Wordpress Theme


Thank you for purchasing our theme. If you have any questions that are beyond the scope of this documentation, please feel free to us via email. Thanks so much!

FIRST, Cashbook is a Wordpress theme and must installed into a Wordpress framework, so make sure you have already installed Wordpress 3.9 or higher. If you haven't already done this, go to Wordpress.org for a free download and installation.

Download Cashbook Theme

Get the Cashbook Theme installation package from your account(after login on Themeforest.net) at downloads page and save it to your computer.

Upload Cashbook Theme to your hosting

You can upload the Cashbook file:

1. Via Wordpress - Log into your Wordpress site via url http://yourdomain/wp-admin:

login

When you get to your Dashboard, scroll down the left sidebar to the Appearance Panel and hover or click on "Appearance". You will be able to see the sub-menu in the picture below:

dashboard

Click "Themes" as above image and will see an "Add New" button.

install

Click "Add New" button, then click on "Upload Theme"

install

Click "Browse" and find the Cashbook.zip file location on your computer.

browse

Now you just have to click Install Now and wait for your theme folder to be uploaded and unzipped. The process might take some minutes, so please be patient.

2. Uploading Via Filezilla

(SKIP THIS STEP if you have already successfully uploaded Cashbook theme via Wordpress) - Now you will learn how to upload your files using the Filezilla client.

First, BACKUP YOUR FILES! Should do it before set up anything, this is always the safest.

Next, download and install the Filezilla Client from http://filezilla-project.org/

Now OPEN FILEZILLA to see this window:

ftp

Fill in your FTP information, like in the image below:

ftp

Click "QUICK CONNECT", here is screen after login:

ftp

Use the right side panel to navigate to the Worpdress theme folder on your server. In the example above, the Worpdress theme folder is public_html/wp-content/themes/. However, not all web hosting have public_html, it may have a different name in your server.

After you get to the Wordpress theme folder, use the left side panel to locate where you extracted the theme folder from the downloaded zip file into. In this example, the theme folder is on the desktop.

Drag it into your web hosting:

ftp

Note: you may be asked if you want to overwrite files and/or folder. Tick the option to "Always use this action" and click on "Ok", then wait until all files have been uploaded.

Install Cashbook Theme

If you chose to upload Cashbook with Wordpress uploader(via step 1 above), then wait for the notice below to appear and then click the link "Activate".

installing

In cases where you uploaded the files with other FTP tools, open the Wordpress dashboard and navigate to Appearance>>Themes. You can activate Cashbook from the theme choices there.

manage

Hover on the Cashbook theme screenshot to view the "Activate" button and click on it as above image. A notice will appear as image below and asking you to install some required plugins. Click "Begin installing plugins" to next

activated
Install Cashbook Required Plugins

All plugins required have been zipped/already into your download package, so you only need to do is click on the "Begin installing plugins".

You should be navigated to the Install Required Plugin page, which shows a plugin list similar to this:

install plugins

Next, Click on the checkbox beside "Plugin" label to select all plugins in the list.

install check list

Then choose "Install" from the drop-down list at the top and then click "Apply".

install action

The installing process status will be shown in your browser. It may takes a few minutes, so please be patient. After sucessfull, your screen like that

install plugins

When the notice "All installations have been completed" appears, click on the "Return to Required Plugins Installer" link to turn back to the plugin list.

install plugins

Next, click on the box beside the Plugin label again to select all plugins and choose Activate this time as image below.

active all required plugins

Now, we are ready to proceed to 3.2 One Click Install Demo Data or 3.3 Build Pages Custom or IV. BUILD PAGES IN Cashbook.

One Click Install Demo Data

With Cashbook, you can build a functioning website just by clicking a button and install our demo data or click 3.3 Build Page Custom to step by step. Your Cashbook installation will be set up with what we have on our demo website, and you can use it as a template to develop your own website.

PLEASE SET VALUE FOR VARIABLES BELOW IN PHP.INI/.htaccess or some where(you ask your hosting provider) BEFORE DO “One Click Install Demo Data” function:
1. What version php do you using? If lower 5.4, please update to 5.4 or greater.
2. Check your folder theme has permission create/write file? if not, please set permission for it.
3. Did you set variables?
max_input_vars = 3000
memory_limit = 128M
max_execution_time=300
max_input_time=300
4. Make sure directory: Cashbook\assets\data-demo\log has permission can create file.
5. Make sure can create directory "uploads" on Cashbookr\wp-content\uploads and can create files in it.

Go to Appearance >> Install Demo Data menu

Import Demo Content in One Click

As you can see in the picture above:

  • Install demo data with all the images downloaded to your hosting, making your website look exactly like what we have on our demo page.

The progressing would be displayed on import status bars so you will know when it is finished and your data is ready.

Import Status Bars

DONE. Now, you can visit your website to view demo.

Build Pages Custom

In this case, you don't want use function 3.2 One Click Install Demo Data, you can use IV. BUILD PAGES IN Cashbook to build or you can build page custom! Click 3.3.1 Create A New Page to start.

Create A New Page

You can create any number of pages with content. Our theme includes several page templates to choose from, and you will need to choose the page template that suits your needs. All of this is done in the pages section of your WordPress admin.

If you DID NOT One Click Install Demo Data, you will need to MANUALLY CREATE your Home and other pages. Here’s how to build it:

Step 1 – Navigate to Pages in your admin sidebar and click Add New option.

Step 2 – Input a new name for your page, and click "BACKEND EDITOR"(must installed Visual Composer plugins).

Step 2.1 – Don't click "BACKEND EDITOR": only input content to area 3 then go to Step 3

Step 2.2 – Click "BACKEND EDITOR": screen see below

Step 3 – Set your Parent page. It’s usually set to No Parent.

Step 4 – Set your page template from the Template dropdown list.

Step 5 – Content for your page goes in the editing field, use the Visual or Text editor. Page content is mainly built using Shortcodes. See the Shortcodes section for how to use them. You can also use our demo content, see the corresponding section of this document for the demo code of each page.

Build Pages in Cashbook

Cashbook uses Visual Composer as its visual page builder, you can take full control over your WordPress site and build any layout you can imagine with drag and drop page builder plugin – no programming knowledge required.

If you DID NOT One Click Install Demo Data, you will need to MANUALLY CREATE your Home and other pages. Here’s how to build Cashbook pages:

Building Homepage

Building your Home page:

Now you can start fiddling with Visual Composer to build your home page with any design that you like.

In case you don't have time for experience with it, you can switch to "Classic Mode" and use one of the shortcode sets provided below to build your frontshop based on one of the pre-made home page we offer.

To create a page similar to Homepage in our the demo, choose the Classic Mode and switch to the Text tab, then paste this code into the content of your page:

Shortcode set for Home 1

Shortcode set for Home 2

Shortcode set for Home 3

Shortcode set for Home 4

Paste one of these content into your Homepage, choose Template "Home Pages", then publish this page and set it as your frontpage(3. Settings a static page as Home) in the Wordpress Settings panel.

For a further understanding on these shortcodes and what they do, please visit Cashbook Demo page.

Building OnePage

NOTE: Cashbook don't build example page for ONEPAGE, but can do that, please contact us if need help!

Recently OnePage sites has become a trend, and Cashbook can help you do it easily. You just have to create a Menu with Links as items.

After that, any where want menu link to section, please edit row by Visual Composer and type id on field: Row ID

Setup Home Page Slider

After setting up the homepage, you need to setup the slider for homepage to make it display the same as in live preview.

The download package contains the exported slider (Revolution Slider) that can be used as your slider template. Please follow the steps below to import it to your shop:

  • Go to "Revolution Slider"
  • Click "Import Slider" button
  • When a popup appear, click "Browse" and select one of zip sliders(these files include in main file downloaded) file.
  • Click "Import Slider" button to start import the selected slider
  • Repeat the steps to import all

Please note that these steps are to set up slider for homepage the same as in live demo. If you want to make your own slider, please follow the official Slider Revolution document.

Parallax Effect

To add Parallax scrolling effect for a Row while editing with Visual Composer, simply check Set parallax effect of your Row.

Next, select Design Options tab then select Background Image.

Mega Custom Menu

We use XMENU, please visit Document XMENU for further details.

Contact Form

You can do step by step as image below to build contact form

Add New Contact Form

You can visit Contact Form 7 Plugin to further details.

Or copy and paste content below to Form field(see image above)

Value Content Contact Form(1) used in Cashbook

Cashbook Addon Shortcodes(Visual Composer)

Visual Composer is plugin developed by WP Bakery that adds a drag & drop page builder to WordPress theme. It gives you the tools you need to be able to create complex page layouts without needing to touch a single line of code.

Please visit this link and watch demo video to know more how it work.

Asides from the default elements that Visual Composer provides, we also offer our special Shortcode for customers

Posts Shortcode

This shortcode have 2 styles, can custom item show, get content from post type. Choose animation display, icon and custom text color, background color, icon color, feature background color, feature color.

Post frontend display

Portfolio Shortcode

Portfolio frontend display

Testimonials Shortcode

Testimonials frontend display

Our Team Shortcode

Our Team frontend display

And Much More Shortcode

More Shortcode we built on Cashbook and Visual Composer: PieChart, Headings, Product, Call To Action, Feature Box, Icon Box, Button, Product Categories, Service List, Partner Carousel And More... users can use. Each shortcode easy to use and custom.

Cashbook Options

By clicking on the "Theme Options" menu, you'll be able to change all template specific settings.

General Settings

"General Settings" tab is divided into a few sections. Asides from the Install Demo Data section mentioned above, there are a few important sections for you to customize your layout.

You can upload this Logo on your server, or just paste an URL into the Logo box

1. Pre-Loading display

2. On/Off smooth scroll

3. Panel Selector display

4.Back to top

Maintenance Mode

"Maintenance Mode" use for update/maintenance website. Can choose custom page or default(basic)

Performance

"Performance" use on/off js & css for faster loading page

Custom Favicon

Have many options for each devices/screen, view on image to further more details.

404 Setting

You can input information, background for 404 page with out install plugins.

Frontend display

Page/Archive Setting

Mobile Header Setting

Frontend display

View widgets area part here: 5. Sidebar & Widgets

Styling Options

User can custom and change many options color on website.

Font Options

User can choose from many font style.

Social Profiles

These options are for a box that enable people to share your blog content on various social networks which automatically shows up under the content blog posts, an important function that helps promoting your site. You can also check the options to decide which network they are allowed to share the content of your website on. You can also turn off all options if you don't want your content to be shared at all.

Frontend display

Woocommerce Settings

Frontend display

Archive Product Layout

Frontend display

Single Product Layout

Frontend display

The same mean Archive Product Layout, only use for Single Product Detail page

Custom Post Type

Users can disable the custom post types used within the theme here, by checking the corresponding box. Settings many options for them, also.

Resources Options

Resources options let you utilize boostrap elements to style your store quick and easily.

Custom CSS & Script

In case you want to add new CSS class or JS to your website, add it in this text box. This will add/overwrite the theme CSS,JS, so please be careful!

Import Options

You can back up the options you chose here and restore them later, in case you want to fiddle with it. You can even swap data between different installations by pasting the text in the box under Transfer Theme Options Data and click Import Options button.

Contact Forms Settings
Settings For Send Mail

You can visit WP Mail SMTP Plugin to further details.

Setting a static page as Home

If you installed the Demo Content, you don’t need to create a new Home Page, you just need to choose from the list Home Pages that were automatically created from the demo content, following these steps:

  • Go to Settings > Reading
  • For Front page displays, select A static page (select below)
  • Choose either Home 1, Home 2 from the dropdown for Front page
  • Click Save Changes

Save all your changes!

Import Demo Content


If you are new to WordPress and have problems with setting up the theme you might want to import the demo content file that comes with the theme. The following actions will import some dummy posts and pages from the live preview:

demo

Select WordPress from the list

demo

Continue with steps in image

Continue with steps in image

demo

Display asked to import author, selected and continue

demo

Completed step above, go to 3. Setup Home Page Slider and do it.

After completing all above steps, open frontend link(Home 1) to see the pages imported to make, look like below is ok

demo

If you don't want to use the demo content pack, you can read the instructions on how to work with our theme built-in Page Builder below to make your own pages.

CUSTOM POST TYPES

Cashbook provide some custom post types for user, please check below for details.


Our Team

Our Team is the custom post type to introduce the staff in your organization to the customer. Posts from this type are built with special metaboxes for extra staff information.

Our Team posttype

Setting display option for our staffs shortcode

Our Staffs setting

Display our team shortcode on frontend

Portfolio

Cashbook provide post type Portfolio to create 1 or more portfolio for your website

Portfolio posttype

Setting display option for Portfolio shortcode

Portfolio Setting Portfolio Setting

Display Portfolio shortcode on frontend

Add New Category for Portfolio post type

Thank you for purchasing our theme.
If you have any questions that are beyond the scope of this documentation, please feel free to us via email osthemes2015@gmail.com.
Thanks so much!