The Invoice Payment plugin allows WooCommerce store administrators to offer invoice-based payment options for customers. The plugin offers full flexibility, including customizing the PDF template, filtering orders by various criteria, and setting detailed rules to control when the invoice payment method will be displayed. This plugin helps you provide an invoice payment method based on cart details, shipping methods, customer, and geographical location.
Features
- User Role & Customer-Specific Invoice Rules: Apply invoice payment options based on specific user roles and customers.
- Order Table Filters: Filter orders by user role, customer, order status, and more to control where and when invoice payment options appear.
- Location-Based Rules: Set rules based on country, state, city, and zip code for targeted payment options.
- Shipping Method Rules: Control when the invoice payment option is available based on selected shipping methods.
- Cart Amount & Quantity Ranges: Set specific cart thresholds that determine when the invoice payment method will show.
- Custom PDF Invoice Templates: Upload logos, set email subject lines, and customize the invoice message.
Benefits of the Invoice Payment Plugin
- Customized Invoice Payment Method: Tailor the availability of invoice payment to specific customer segments, cart amounts, and geographic locations.
- Enhanced Control Over Payment Options: Offer the invoice payment option based on user role, product type, and order specifics.
- Improved User Experience: Allow customers to choose invoice payment for specific situations (e.g., large orders or loyal customers).
- Bulk Order Management: View and filter orders based on multiple criteria, helping to manage and track invoice requests more effectively.
- Customizable PDF Invoices: Personalize the invoice email with a custom subject, message, and logo to match your brand.
Installation Guide
Step 1: Download the Plugin
- Download the Invoice Payment plugin ZIP file from the source.
Step 2: Install the Plugin
- Log in to your WordPress admin panel.
- Go to Plugins > Add New.
- Click Upload Plugin and select the ZIP file you downloaded.
- Click Install Now and then activate the plugin.
Step 3: Activate the Plugin
- After installation, click the Activate button to activate the Invoice Payment plugin on your site.
Step 4: Confirm Activation
- Once activated, the plugin will appear in the WooCommerce > Settings menu as Invoice Payment.
Configuration
PDF Template Tab
The PDF Template tab allows you to customize the appearance and content of the invoice PDF.
- Upload Invoice Logo:
- Click on the Upload button to add your logo to the invoice template. This logo will appear on all generated invoices.
- Invoice Email Subject:
- Enter the subject line for the invoice email that customers will receive when an invoice is generated.
- Invoice Email Message:
- Write a personalized message that will appear in the body of the invoice email. This message will be sent to customers along with their invoice.
Order Table Filter Tab
The Order Table Filter tab helps filter and view orders based on different criteria.
- Select User Role:
- Choose the user roles for which you want to apply the invoice functionality.
- Select Customer:
- Select the specific customer for whom the invoice will be applied.
- Select Order Status:
- Filter orders based on their status (e.g., Pending, Completed, etc.).
- Select Countries:
- Filter orders based on customer location by selecting countries where the invoice payment method should be available.
- Order History:
- View orders from different time ranges:
- Last Month
- This Month
- Last 7 Days
- Custom Range (set a custom date range)
Rules Tab
The Rules tab provides detailed settings to control when the invoice payment method will be available for customers.
- Rule Title:
- Create a rule title to identify the invoice payment rule (e.g., “Invoice Payment for Premium Users”).
- Shipping Methods:
- Select which shipping methods the invoice payment option will be available for.
- Available methods: Flat Rate, Free Shipping, Local Pickup.
- Leave empty to apply to all shipping methods.
- Enable Invoice for Customers:
- Choose the specific customers for whom the invoice payment method will be enabled.
- Enable Invoice for User Roles:
- Select the user roles (e.g., Customer, Wholesale, VIP) to apply the invoice payment method.
- Cart Amount Range:
- Set a range for the cart amount:
- Lower Limit: Minimum cart amount for the invoice option to appear.
- Upper Limit: Maximum cart amount for the invoice option to appear.
- Cart Quantity Range:
- Set a range for the number of items in the cart:
- Lower Limit: Minimum quantity of items in the cart for the invoice option to show.
- Upper Limit: Maximum quantity of items in the cart for the invoice option to show.
- Enable Invoice Payment for All Products:
- Check this box to make the invoice payment method available for all products. At least one product must be in the cart for the invoice option to be visible.
Location-Based Invoice Options
- Select Countries, States, Cities, Zip Codes:
- Define the countries, states, cities, and zip codes where the invoice payment method will be available.
- Countries: Select the countries for which the invoice payment method will be applicable.
- States: Choose specific states for the invoice option.
- Cities: Choose specific cities.
- Zip Codes: Insert a comma-separated list of zip codes where the invoice payment method will be enabled.
Scenario: Invoice Payment for VIP Customers
Imagine you run an online store that sells high-end electronics. You want to offer invoice payment options only to your VIP customers for orders over $500. Here’s how you can set it up:
- In the Rules Tab:
- Set the Rule Title as “VIP Customer Invoice Payment.”
- Under Enable Invoice for User Roles, select “VIP.”
- Set the Cart Amount Range with a Lower Limit of $500 and an Upper Limit of $10000.
- Check the box for Enable Invoice for All Products to make the invoice available for all products in the cart.
- In the PDF Template Tab:
- Upload your store’s logo to appear on the invoice.
- Customize the email subject and message to reflect your VIP customer status.
- In the Order Table Filter Tab:
- Filter by VIP User Role to view any orders made by VIP customers that qualify for invoice payment.
Now, only VIP customers with orders exceeding $500 will be able to use the invoice payment method.
Frequently Asked Questions (FAQs)
1. How do I make the invoice payment method available for all customers?
Simply leave the User Role and Customer selection fields empty, and select Enable Invoice for All Products.
2. Can I restrict the invoice payment option to certain countries?
Yes, you can set the available countries, states, cities, and zip codes where the invoice payment option will appear.
3. Can I offer the invoice payment option for specific products only?
You can enable the invoice payment option for specific products by using the Cart Amount Range and Cart Quantity Range settings.
4. How can I create custom PDF invoices for customers?
Go to the PDF Template tab to upload your logo and customize the subject and message of the invoice emails sent to customers.