Invoice Payment Method

Setup and Configuration

After activation of the Invoice Payment Optionextension, you can find the “Invoice Payment Option” section in your WordPress admin menu. Additionally, an invoice payment method will be created under WooCommerce > Settings > Payment.

How to enable Invoice Payment Method:

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After the extension is installed, you can find the invoice payment method under the WooCommerce > Settings > Payment. Here you can configure the following options:

Enable/disable payment option
Change payment method name/label
Add description and instructions
Select default order status (when the user places an order using this method, the selected status will be used as the default order status)

Please note: If the invoice payment option is created and no restriction rule has been added, the invoice payment method will appear for all customers during checkout allowing them to order using this payment method.

Creating Invoice restriction rules:

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You can create multiple rules to display invoice payment options based on products, categories, shipping methods, order amounts, quantity and user roles. You can create different rules to set different restrictions for different situations. For example, you might want to show invoice payment option to orders above $50,000 as well as keep it visible all the time for B2B user role. You can achieve both by creating two different rules, one for cart amount restrictions and the other for user roles.

While creating a new rule you can:

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.