There are several reasons why you might want an Invoice payment gateway for your WooCommerce store.
It might be as simple as being able to offer your customers better payment terms so they don’t have to pay cash right away.
You may even run a business that only invoices customers, in which case, you currently have no option within WooCommerce to do that and communicate this option with your online customers.
Whatever your reason is, this guide will take you through how to quickly create an Invoice payment gateway for WooCommerce without the use of any plugins.
And the best thing is you can do this little hack on any WooCommerce based store.
UPDATE #2: How To Give Invoice Payment Terms To Wholesale Customers (But Still Get Paid Straight Away)
You might want to take a look at this blog post which describes a way to use a system called Rumbleship Financial so you can give the option of an invoice with payment terms to your customers without having to draft an invoice yourself manually.
It’s like the version 2.0 of the below method. The best part being is that you can also get paid in advance and let Rumbleship take on the collection of the invoice at a later date.
Click through to this blog post and read how it works, then scroll to the bottom and click the link so you can get a free demo and priority service as a Wholesale Suite customer.
UPDATE #1: Invoice Gateway Plugin Now Available
Since we wrote this handy tutorial we have distilled it into a small plugin which you can download and enjoy for free here. Essentially it does exactly the below with a few extra little bits and pieces that you might like :)
How to quickly create an Invoice payment gateway (no plugin required)
Creating an “Invoice” gateway is actually quite easy and you can do it yourself without the help of a developer.
There’s no code involved and it’s basically just a process of renaming one of the existing un-used payment gateways.
Typically on most WooCommerce sites, you won’t be using the “Cash On Delivery” payment gateway. This is a bit of an antiquated relic and I’m not sure why it’s even in the core of WooCommerce. Thankfully it is because we can use it for our Invoice gateway instead.
Follow these steps:
Step #1: Login to your WordPress dashboard
Step #2: Navigate to WooCommerce->Settings
Step #3: Click on the “Checkout” tab at the top of the page
Step #4: Down the bottom of this page, you will see a table with all your installed Payment Gateways. Click on the “Cash On Delivery” one:
Step #5: Once you’ve clicked on the “Cash On Delivery” payment gateway you will see the settings page for it.
Rename the Title of the gateway to “Invoice” or similar:
You might also like to adjust the description to let your customers know what they can expect.
Here’s how it looks on the front end:
Want to hide your new Invoice Gateway from normal customers?
One of the biggest reasons we came across this method of building an Invoice Gateway for WooCommerce was that our Wholesale Prices plugin users wanted a way to provide an invoice gateway to their wholesale customers, but only make it visible for wholesale users and not regular customers.
In Wholesale Prices Premium one of our most popular features is the ability to control what payment gateways your wholesale customers are allowed to use.
The way you hide your invoice gateway from normal customers and make it visible for wholesale customers is by keeping the Cash On Delivery (now named Invoice) gateway disabled.
You do that by not checking the first checkbox on the settings page for the payment gateway.
This then results in your normal customers not being able to see it (because it’s disabled) and your wholesale customers being able to see and use it (because Wholesale Prices Premium enabled it for those users).