Pay from WooCommerce Invoices

Payments via invoice in WooCommerce are ideal for B2B transactions and bulk orders, where convenience and flexibility are essential. This article will help you set up invoice payments using the WooCommerce PDF Invoices, Packing Slips, and Credit Notes plugin. The plugin allows making the payment by adding a Pay now link in the Invoice. This can be achieved by enabling the Show payment link on invoice for Selected order statuses.

When it comes to wholesale B2B transactions customers will prefer a time gap between delivery of goods and payment. The plugin allows deferring the payment by adding a ‘Pay Later‘ option in a regular WooCommerce checkout. Later the customer can use the ‘Pay Now‘ link on the invoice receipt to make the payment. Follow the below-mentioned steps to achieve this.

1. From the dashboard go to Invoice/Packing > Invoice > General.
2. On the General page, head to the Payment link section.
3. Enable Show payment link on invoice. This Adds a payment link beside the payment method in the invoice. Ensure to choose a template from the ‘Customize’ tab that supports the payment link.

4. Choose order statuses for which the link must be added to the invoice. The available order statuses are shown in the image below:

5. Enable the Show pay later on checkout option to add a “Pay later” option at the checkout.

• The Title specified here will appear as the payment option at the checkout. For example, Pay Later.
• Description will appear just below the title on the checkout page. For example: Allow paying via invoice.
• Instructions will appear on the ‘Thank you page’ after placing the order successfully. For example: Thank you for your order. You’ll be invoiced soon.

6. Finally, Save the payment link settings.
7. To automate and send the invoice as a PDF attachment in the mail, Add the order status selected in step 4 to Automate invoice creation and Attach invoice PDF in customer email option in the General section. For example, if you had set “Pending Payment” in step 4, then ensure to include the “Pending payment” status in Automate invoice creation and Attach invoice PDF in customer email option in the General section.
   

8. On placing an order with the Pay Later option, the order will be in ‘on hold‘ status.
9. The buyer upon receiving the email with the invoice attachment can click on the Pay Now link on the invoice. Learn more on how to send invoice as email attachment.
10. This will redirect buyers to the Checkout page. They can make use of the available payment methods in your store to make the payment.
11. Finally,
    • The invoice is updated with the latest payment method used.
    • The order status changed from ‘On hold‘ to ‘Completed‘.

The images below show a WooCommerce invoice with the Pay Now option and a checkout page with the Pay Later option.

Let us consider the scenarios in which the store owner creates the order for the customer in the backend and sets the status as “Pending payment“. The customer will receive the invoice for the created order from which they can make the payment using the Pay now link.

1. From the dashboard go to Invoice/Packing > Invoice > General.
2. On the General page, head to the Payment link section.
3. Enable Show payment link on invoice. This Adds a payment link beside the payment method in the invoice. Ensure to choose a template from the ‘Customize’ tab that supports the payment link.

4. Choose order statuses for which the link must be added to the invoice. Here, select “Pending payment“.

5. Ensure to automate invoice creation for the status “Pending payment“. This can be done by navigating to Invoice/Packing > Invoice > General. In the General settings page, move to the General section and select “Pending payment” in Automate invoice creation and Attach invoice PDF in customer email option.
   

6. Create a manual order in the backend, following the steps mentioned here. Under Order action dropdown ensure to select Email order details to customers.
7. On creating the manual order, The customer receives an invoice with a Pay now link.
8. This will redirect buyers to the Checkout page. The buyer can make use of the available payment methods in your store to make the payment.
9. Finally,
   • The latest payment method is updated in the invoice.
   • The order status changed from ‘On hold‘ to ‘Completed‘.