If you run an e-commerce store, chances are you’ve encountered the problem of keeping track of orders. You need to know exactly what you sell, who your customers are, and when you should pay them. Fortunately, there is an answer for this: a WooCommerce invoice gateway.
It’s a given that a good payment gateway is essential for any e-commerce business. After all, the gateway will handle your store’s credit card and banking transactions. While some payment gateways come equipped with features for e-commerce businesses, others require more time to configure.
Fortunately, we have the right tricks up in our sleeves! In this article, we’ll discuss how you can make a WooCommerce invoice getaway in 30 seconds. We’ll also walk you through the best WooCommerce extension that will make it easier for you. Let’s get into it!
Why You Should Consider A WooCommerce Invoice Gateway
You might want an invoice payment gateway for your WooCommerce store for several reasons. It might be as simple as offering your customers better payment terms so they don’t have to pay cash immediately.
You may even run a business that only invoices customers. In this 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 in two ways:
Method #1: Use Invoice Gateway for WooCommerce (Free Plugin)
The easiest and most efficient way to create an invoice gateway in WooCommerce is by using a free plugin we created, which is aptly called Invoice Gateway for WooCommerce.
Download the plugin (search via your Plugins->Add New menu or upload it manually), and you’ll be given a new payment gateway option. This lets you easily enable a payment option called “Invoice,” which allows the order to go through and puts the order in processing status.
You then invoice your customer manually (via your accounting software usually).
Once paid, record the invoice number in the order in the new Invoice Number field, then mark the order Completed, and your customer will get the usual email from WooCommerce, which now also includes the invoice ID.
It also can record Purchase Order numbers on the checkout, which can be very handy for wholesale orders.
Method #2: Create An Invoice Payment Gateway Using Cash On Delivery (Without A Plugin)
Creating a basic “Invoice” gateway is easy, and you can do it yourself without the help of a plugin. There’s no code involved, and it’s just a process of renaming one of the existing 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:
- Log in to your WordPress dashboard.
- Navigate to WooCommerce->Settings
- Click on the “Checkout” tab at the top of the page.
- You will see a table at the bottom of this page with all your installed Payment Gateways. Click on the “Cash On Delivery” one:
5. Once you’ve clicked on the “Cash On Delivery” payment gateway, you will see its settings page.
You might also like to adjust the description to let your customers know what they can expect.
6. Finished! Click ‘Save Changes,’ and you’re good to go! Here’s how it looks on the front end:
Want To Hide Your New Invoice Gateway From Retail Customers But Show It To Wholesale 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.
You hide your invoice gateway from retail customers and make it visible for wholesale customers by keeping the gateway disabled. You do that by not checking the payment gateway’s first checkbox on the settings page.
This then results in your normal customers being unable 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).
If you sell on the WooCommerce e-commerce platform and use invoices to collect a payment, then you’re probably wondering how to create an invoice gateway. This technical solution allows customers to pay with a credit card, debit card, or bank account.
Fortunately, setting up your WooCommerce invoice gateway is easy with the right tools. It can initially seem intimidating, but once you get the hang of it, creating your invoice gateways will be a breeze. And in this tutorial, we showed you how to create one in 30 seconds or less!
Do you have any questions about creating your first WooCommerce invoice gateway? Let us know in the comment box down below, or send us a message!