If you have a Wordpress site running WooCommerce, you can install our plugin to automate pro-forma invoices, invoices, payments, and client creation to InvoicesOnline.

Basic Workflow

Client completes checkout -> Client is automatically created on InvoicesOnline, and a Pro-forma Invoice is created.
Payment received through any payment gateway -> Pro-forma Invoice is converted to an Invoice and Payment is assigned in InvoicesOnline.
If a payment was made without a payment gateway -> Pro-forma Invoice is converted to an Invoice and Payment is assigned when you mark the order as complete in WP Admin -> WooCommerce.

Options

You have the option to turn on emails from InvoicesOnline, which would ensure all documents get emailed to the client from your InvoicesOnline account. If turned off (default), no emails are sent, and download links are provided on the various order related pages in your site.

Requirements

You require at least a Platinum account with InvoicesOnline in order to acquire API Access. API settings is available from Settings -> API Access in Invoicing Mode.
Your server requires cURL. It is installed by default on 99% of servers. If it isn't, please get in touch with your website host.

Our plugin includes automatic update abilities - once an update becomes available, please update it.

Installation

From Plugins in Wordpress Admin, select Add New.
Search for Invoices Online.
Click install.

Note that the plugin requires WooCommerce to be installed.

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One of the best decisions I've made for my business
I've been searching for a reliable, easy-to-use, online invoicing system for my small business. After investigating various options, I came across InvoicesOnline and was pleasantly surprised to learn that it is a South African product. I decided to give it a try which turned out to be one of the best decisions I made for my business! It is user-friendly, reliable and saves me tons of time, time that I can now focus on growing my business. Their technical support is always just a phonecall or email away and I have piece of mind knowing that my accounting docs are safe and available when I need them.

Anri van der Linde