Quaderno: Global Tax & Invoicing Automation

Quaderno simplifies tax compliance for your WooCommerce store by handling all your tax calculations, issuing tax-compliant invoices, generating insightful reports, and even notifying you of new tax collection obligations worldwide.

Requirements

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Minimum Requirements

  • PHP 7.4 or greater is required (PHP 8.0 or greater is recommended)
  • WooCommerce 3.2 or greater
  • Aย Quaderno account.

Installation

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To start using a product from WooCommerce.com, you can use the โ€œAdd to storeโ€ functionality on the order confirmation page or the My subscriptions section in your account.

  1. Navigate to My subscriptions.
  2. Find the Add to store button next to the product youโ€™re planning to install.
  3. Follow the instructions on the screen, and the product will be automatically added to your store.

Alternative options and more information at:
Managing WooCommerce.com subscriptions.

Adding a WooCommerce.com subscription to your store

Setup

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Ready to connect your WooCommerce store to your Quaderno account? Let’s get started!

First, you’ll need to install the Quaderno plugin and activate WooCommerce’s built-in tax calculation feature.

  1. Get started by installing ourย official plugin for WooCommerce.
  2. Connect WooCommerce with Quaderno:
    • Navigate toย WooCommerce > Settings > Integration > Quaderno.
    • Paste yourย Private keyย andย API URLย into the respective fields. You can find this information on theย API keys pageย within your Quaderno account.
    • Clickย Save changesย .
  3. Enable WooCommerce taxes:
    • Go toย WooCommerce > Settings > General.
    • Activate the optionย Enable tax rates and calculationsย .
    • Clickย Save changesย .

Configure your tax preferences

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Now, let’s set up how you want taxes calculated in your WooCommerce store.

  1. Navigate toย WooCommerce > Settings > Tax > Tax options.
  2. Select how your prices will be entered. For the simplest setup, chooseย tax-exclusive pricesย (meaning tax is added on top of your product prices). If you preferย tax-inclusive pricesย (where taxes are already factored into your product prices), please refer toย these detailed steps.
  3. Choose tax calculation basis. For theย Calculate tax based onย field, select the option that best suits your products:
    • Chooseย Customer shipping addressย if you primarily sell physical goods.
    • Chooseย Customer billing addressย if you primarily sell digital products.
    • Chooseย Shop based addressย if you’re selling tickets for in-person events or pick-up orders.
  4. Clickย Save changesย .

If you sell products with varying tax rates, you’ll need to assign them specific Quaderno tax codes.ย Check this articleย for more information.

Youโ€™re all set!

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That’s it! With this straightforward configuration,ย Quaderno will automatically generate an invoice or credit note for any sale or refundย as soon as the order is marked “paid” or “completed” in your WooCommerce store.

๐Ÿšจ Do not connect any payment processor (like Stripe or PayPal) you’re using in WooCommerce directly to your Quaderno account. Doing so may result in duplicate invoices.

Important notes

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  • Accurate tax calculations:ย For precise tax calculations on your checkout and invoices, ensure you’veย configured all tax jurisdictionsย where your business is registered for tax collection.
  • Checkout blocks:ย The new Checkout Blocks are not currently supported. You will need toย switch to the Classic Checkout.
  • Multiple shipping locations:ย The WooCommerce API doesn’t provide information about the point of exit for goods, meaning our plugin cannot support scenarios where orders ship from different locations.
  • Recurring payments:ย Only “simple subscriptions” are currently supported for recurring payments; “variable subscriptions” are not.

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