Description
REQUIREMENTS
Woocommerce Plugin (free)
Sliced Invoices Plugin (free)
This Woocommerce extension acts as the middle-man between the Woocommerce plugin and Sliced Invoices plugin, allowing you to easily create invoices and quotes from Woocommerce orders. Both plugins are free and both plugins are required.
KEY FEATURES
Automatically create quotes from Woocommerce orders
Automatically create invoices from Woocommerce orders
Invoices and quotes can be created from the back end (admin creating the order)
Invoices only can be created from the front end (upon client checkout)
Adds ‘Pay by Invoice’ as a Checkout option
Enable default payment methods on invoices
Enable invoices only for certain shipping methods
Include instructions and a link to the Invoice in emails
Easily print quotes & invoices to PDF by using the PDF invoices extension
The PDF invoices extension also allows clients to print their quotes and invoices
With the PDF extension installed, the PDF will also be attached to the Woocommerce emails that go to the client
HOW IT WORKS
Woocommerce and Sliced Invoices are both ecommerce plugins that have very different uses and different functions, but there is also some overlap with some of their features. This plugin takes some features of Sliced Invoices and some features of Woocommerce to achieve an extremely flexible ecommerce setup that can be used in many, many different ways.
You can still use Sliced Invoices independantly of Woocommerce and vice versa.
So how do the plugins work together?
Admin Area
Automatically create a Quote or an Invoice by creating a Woocommerce Order
Invoices are created when the Woocommerce Order Status is set to Invoice (the Invoice is now tied to the Order)
Quotes are created when the Woocommerce Order Status is set to Quote (the Quote is now tied to the Order)
Editing the Order will edit the tied Invoice or Quote
You can convert a Quote to Invoice by simply changing the Order Status to Invoice
Mark an Invoice as Paid by changing the Order Status to Completed
Quotes and Invoices will get their statuses updated depending on the status of the Order
Front End
A user can choose the ‘Pay via Invoice’ option when they check out
An order is created as per normal, and an invoice is also generated
Uses the Woocommerce Billing Details as the ‘To’ address on the Invoice or Quote
Uses the Woocommerce Order ID as the ‘Order Number’ on the Invoice or Quote
Payment Methods from Sliced Invoices can be added to the Invoice (bank, cheque, PayPal, generic)
Emailing the Invoice or Quote
There are a couple of different ways you could send the client the Quote or Invoice.
Via the Order Actions section from within the order (this will send a Woocommerce styled email)
Via the Sliced Invoices Quotes or Invoices menu (this will send a Sliced Invoices styled email)
SCENARIOS FOR USE
Scenario 1 – Creating Invoices
You simply need to create invoices from Woocommerce orders.
User adds products to cart
User goes to checkout and chooses ‘Pay via Invoice’ option
Sliced Invoices creates the Invoice in the background
User is taken to the ‘Order Received’ page. Instructions and a ‘View The Invoice’ button are shown
User can view the Invoice and see the payment methods on the invoice that you have set
Scenario 2 – Creating Quotes
You want to create Quotes from your Woocommerce orders and send to clients for approval.
You create a Woocommerce Order
You add all of your products, taxes, shipping, billing details etc
You set the Order Status to Quote
Sliced Invoices creates the Quote in the background
You can then send an email (via one of the 2 options above) to the client with the link to view the Quote
Client views the Quote, hopefully approves it and then an Invoice is automatically created
If you also have the PDF invoices extension installed, a PDF version of the Invoice or Quote will be attached