B2B Invoice Payment Method for WooCommerce vs Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin

🔍 Live Demo | 📄 Documentation |⭐ Get Pro | B2B Invoice Payment Method for WooCommerce allows you to add an alternative payment process for B2B customers. This allows your WooCommerce store to accept invoice payments. In addition, customers can place their orders without paying immediately. Salient Features of B2B Invoice Payment Method for WooCommerce B2B Invoice Payment Method for WooCommerce provides users with various impressive features, including: Allow B2B customers to check out without paying immediately while the plugin generates invoice numbers. The admin can enable or disable the extension on the checkout page from the gateway settings panel. The admin can customize the invoice payment gateway by adding a title on the checkout page (If multiple payment gateways are active). The admin can add a description for the invoice payment gateway, which will be displayed below the payment gateway title on the checkout page. Admin can enable or disable the visibility of the invoice payment gateway from the backend settings. Allow or restrict selective shipping methods from the backend settings. Allow or restrict any user role from using the plugin at checkout. Add the purchase order (PO) number to the outgoing email. Enabling Virtual Product Orders allows customers to order digital products. Importance of B2B Invoice Payment Method for WooCommerce for Businesses Invoice Payment Gateway For Woocommerce extension adds an invoice payment method to your store’s checkout page that generates invoice numbers against orders (usually in bulk quantities). After an order is processed through the invoice payment portal, an email with the current order status will be sent to the customer. The email will also contain the invoice number and purchase order (PO). Does B2B Invoice Payment Method for WooCommerce have a Pro Version? In addition to the free B2B Invoice Payment Method for WooCommerce plugin, businesses can use its pro version, B2B Invoice Payment Method for WooCommerce Pro. The pro version allows businesses to utilize several incredible features and streamline B2B e-commerce operations. What are the Salient Features of B2B Invoice Payment Method for WooCommerce Pro? B2B Invoice Payment Method for WooCommerce Pro allows businesses to improve their cash flow management with the following features: * Multiple Payment Rules – Customize payment based on user roles, cart conditions, shipping methods, geographic location, and categories. * Support for Virtual Products – Businesses that sell digital products can smartly use invoice-based transactions. * Activate Purchase Order Number – Customers can enter their purchase order numbers at checkout. * Set Cart Conditions – Implement invoice payment options correctly using cart amount and quantity ranges. * Customize ‘Thank You’ Page Instructions – Facilitate customers by simplifying ‘Thank You’ page instructions, enabling them to pay their invoices quickly. B2B Invoice Payment Method for WooCommerce Compatibility The B2B Invoice Payment Method for WooCommerce plugin supports leading WooCommerce plugins, such as Bulk Order Form for WooCommerce and Wholesale for WooCommerce. Requirements * WooCommerce Version 4.0+ * WordPress Version 5.6+ * PHP Version 7.4+ How to Get Started * Download and install the B2B Invoice payment option extension. * You can find the installation guide here. * Activate, set up, and configure the B2B Invoice payment option extension. FAQs Can we upgrade the free version of B2B WooCommerce invoice gateway to the pro version? Users can easily upgrade the free version of B2B WooCommerce invoice gateway to its pro version, which will help them accommodate the needs of their diverse customer bases. Does the B2B Invoice Payment Method plugin offer support? The B2B Invoice Payment Method for WooCommerce offers reliable customer support, allowing users to resolve issues related to troubleshooting, installation, and more. Does this WooCommerce invoice payment plugin support other WooCommerce plugins? The B2B Invoice Payment plugin supports popular plugins like Wholesale for WooCommerce and Bulk Order Form for WooCommerce.

Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more at crmperks.com. Woocommerce Zoho Connector Setup Go to WooCommerce -> Settings -> Zoho tab then add new account. Go to WooCommerce -> Zoho Feeds tab then create new feed. Map required Zoho fields to WooCommerce Order fields. Send your test entry to Zoho(CRM, Books, Inventory, Invoice). Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice). View screenshots for creating Contact/Account and assign it to SalesOrder. Assigning Contact to SalesOrder is available in pro version only. Connect Zoho Account Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts. Fields Mapping Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields. Export Event Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). For example , send WooCommerce Order to Zoho on Order Completion. Primary Key Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field. Error Reporting If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address. Zoho(CRM, Books, Inventory, Invoice) Logs Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice). Send Historical Orders/Customers to Zoho Easily export all old woocommerce orders and Customers to zoho in just one click. This feature is available in pro version only. Full Synchronization All Woocommerce Orders/Customers/Products are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice). Filter orders By default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho. For example sending Orders from specific city to Zoho. Send Data As Notes Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice). Assign Contact to Order A module(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the module created/updated by other feed. Premium Version. Following features are available in Premium version only.WooCommerce Zoho Integration Add WooCommerce Order Items to Zoho. All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc. Zoho Custom fields. Zoho Phone Number fields. Select Zoho Object Layout. Add a lead to campaign in Zoho CRM. Assign owner to any object(Contact, lead , account etc) in Zoho CRM. Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object. Track Google Analytics Parameters and Geolocation of a WooCommerce customer. Lookup lead’s email and phone number using popular email and phone lookup services. Premium Addons We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons Need Zoho Plugin for Gravity Forms and Contact form 7 ? We have Zoho add-on for Gravity Forms. Gravity Forms Zoho We have Zoho add-on for Contact Form 7. Contact Form 7 Zoho Want to send data to other crm We have Premium Extensions for 20+ CRMs.View All CRM Extensions