Offer payment option “invoice”
For many transactions, especially in the B2B segment, instant payment via PayPal etc. is not a viable option, so any e-commerce solution targeted at B2B transactions needs an option to process payments via invoice.
If this could be added to WooCommerce, we could finally leave Magento behind (which is much too complicated) and use WooCommerce on our projects.
The invoice does *not* have to be generated by WooCommerce, it would be perfectly sufficient if the buyer received a confirmation e-mail stating the amount, and then the invoice will be manually created by bookkeeping, sent to the client, and after payment is received, the transaction can be marked complete manually.
This isn’t needed. Either BACS or CHEQUE can both be renamed in settings (they are the same thing essentially). Just change the title to ‘Invoice’ and your done. No coding required.
That is NOT the same. if someone "Invoice"s a payment, they have an account balance. If you change CHEQUE to Invoice, it shows a $0 account balance. Not only do you need an option that says Invoice, but you need all the functionality that goes with the option.
uh needed the same, thanks @Mike for providing a solution!
Hi guys, its not up on the wordpress.org repo yet but here's a quick n' dirty plugin that does this (since I also needed it and couldn't find anyone who've done it yet).
It's basically the cheque option, only rebranded. Feel free to clone push merge do all those fancy git stuff whatnot and improve it if needed. Thanks.
agreed. Add a invoice option, this is very important for b2b companies. Email me when its done and I will buy it right away.
Multi tier pricing would be great to add into the mix too. Once preapproved customers log in, it would be awesome to have the price reflect a different price level.
You could then offer the invoice payment option after admin approves them as a 'trade' customer.
This method would give us the flexibility to run B2B and retail sales from the same site.
Woo even has quickbook sync's .. but only inventory, I can't sync my house accounts. Seems like there should be something out there. I changed the COD to a bill account .. but I'd like my customers to be able to PAY their accounts through Woo too ... maybe I should start a new post.
This is relatively simple. Use the Cash on Delivery and Change it to On Account, add your terms, customers buy, and you send an invoice. We currently do this for a commercial B2B medical device supplier site and it works flawlessly. We also have an additional payment gateway if a customer chooses to pay now with a credit card. Hope this helps.
Nathan Corbier commented
I already send invoices out through woocommerce, but have clients use "pay with check," as that's how they'll be paying their invoices. This sounds, really, like a rebadge/rewording of the pay by cheque option.
Vic S commented
This is now in the planning stage. Ideas are always welcome.
I agree and would love to see this functionality added. I have a client with customers that are billed monthly. If there was an invoice option or "hack" for this, I would greatly appreciate it as would my client...
Addendum: Payment by invoice is also the only option available when selling items that are more expensive than a typical daily credit card limit: If something (say, a seminar) costs €3000, and the buyer’s CC limit is set to €2000, he cannot complete the transaction. Additionally, in B2B the person who buys a product is, most of the time, not the one who’s paying for it (or there is no credit card), so WooCommerce cannot be used (right now) to sell those kinds of products.