Let’s start off with the basics. If you need an invoicing system, what is the most critical thing you need to do with your store? You need to disable the payment gateway. On the off chance that you have a standard payment gateway like Stripe or PayPal, you would compel your customer to pay at that moment with a Mastercard/PayPal account. In all likelihood, you would prefer not to constrain your customers to pay in full right that second. Most likely, a check is favorable over a Visa because of the costly charge card expenses.
Invoicing Payment Gateway
Although it might be tempting to create an invoicing gateway, you don’t need to go through all of that! You can just rename the built-in cheque gateway to “Receipt” and the client message to “We will invoice you shortly.” Now your requests will be automatically put on hold.
In case you’re invoicing customers, you might possibly be sending them real deliverables. In case you’re not doing any transportation at all, simply disable it totally in the Shipping settings. By doing so, you don’t need to check every item as “Virtual”.
Unlike retail, in case you’re sending customers invoices, there’s typically some kind of agreement involved. Make sure that you set a terms page in your WooCommerce settings so that the customer needs to agree to the terms before clicking the Submit button.
A Well Built Invoicing System
Up until this moment, everything is free. However, if you want to save yourself a lot of time, you should consider using Freshbook along with the WooCommerce Freshbook extension. Simply it will automatically create and send invoices to your customers.
In the event that you don’t have data for the customer, it will be automatically made and stored in Freshbooks. After we have Freshbooks installed, I’d like to change the Cheque gateway’s client message to: “We will invoice you via Freshbooks.”
The Ultimate Invoicing System
We already have a great invoicing system which automatically makes orders, puts them on hold, and sends an invoice to the customer. However, there are a couple of more things we can improve!
Get Client Information Before Order
You may have an alternate method for getting clients’ information ahead of time like a contact form on your site. Well, you can really gather that data when they fill in a contact form and place it in Freshbooks ahead of time. You can use Ninja Forms to make a contact form and use the Freshbooks extension to gather that information.
You could likewise use the Front End Editor extension to automatically add the clients to your site. Why might you need to do so? Well, suppose that you need to limit your orders to existing customers…
Restrain Orders to Existing Clients
It may make sense to limit these invoices to clients you really know and have dealt with. You don’t just want everybody to place an order without meeting with them first. That being said, you might need to use something like the WooCommerce Catalog Visibility Options extension to keep standard clients from checking out/seeing prices
If you have followed all of the steps mentioned above, you should now have a definitive invoicing system for WooCommerce! As of now, you should have a truly smooth checkout experience for your customers. In addition, you should be able to consequently create invoices and save yourself some time. With Freshbook, customer information will be automatically saved ahead of time. Last but not least, you now have the option to restrict the store to existing customers.