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  2. Invoice Payment Method

Invoice Payment Method

Setup and Configuration

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Invoice based on shipping:

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Choose specific shipping methods to display the invoice payment method when any of these are selected. Under this section, you can also choose to enable invoice payment method for virtual products.

User roles and customers:

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Specify to which user roles and customers you want to display the invoice payment option.

Cart amount, quantity and product:

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 Cart amount range: You can add minimum and maximum amount, the invoice payment option will appear if order amount falls within that range.

Cart quantity range: Just like cart amount, you can add min and max quantity range. As soon as the quantity range falls in the limit, the invoice payment option will appear.

Product in Cart: You can specify individual product, product category or tag. The invoice payment option will appear if any of the selected product is in cart.

Country, City, State, Zip Codes: You can specify country, city, states or zip codes to display the invoice payment option. You can add comma separated or range of zipcodes using “-“.

Invoice PDF Settings:

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You can enable Invoice PDF generation from WooCommerce > Settings > Invoice Payment Options tab.

Choose from 3 PDF templates

The extension comes with 3 different PDF templates to choose from.

Personalize PDF template

Once the template is selected, you can customize following options,
  • Template icon/logo
  • Select checkbox to show your company details in invoice
  • Add invoice heading
  • Customize color scheme of PDF to make your store color scheme
  • Add terms and conditions to embed in PDF file
  • Add any additional note to embed in PDF footer

Enable separate email for customers:

Once enabled, the extension will send a separate email to customers along with the standard WooCommerce order email. The separate email will only trigger when the order is placed using the “Invoice Payment Method”. You can customize this email template from WooCommerce > Settings > Emails > Addify Invoice Email for Customer.

Enable separate email for store admin:

Once enabled, the extension will send a separate email to store admin along with the standard WooCommerce order email. The separate email will only trigger when the order is placed using the “Invoice Payment Method”. You can customize this email template from WooCommerce > Settings > Emails > Addify Invoice Email for Admin.

FAQs:

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Does extension attaches a PDF Invoice with Order?

Yes, the extension does create a PDF invoices and attach it with the orders placed using Invoice Payment Method.

How to send payment link to customer?

You can move the order to pending payment and from order actions, you can trigger an email to the customer with order details and the payment link.