Invoice Payment Option

Setup and Configuration

After activation of the Invoice Payment Option extension, 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.

Configure Invoice Payment Option:

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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 payment, the method will appear for all customers and order.

Creating display 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 “-“.

FAQs:

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Does extension creates a PDF Invoice? No, the extension does not create PDF invoices, you would need to use Xero, Quickbooks or any PDF invoice extension to send PDF invoice. 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.