Shop as Client for WooCommerce – Manual, Phone & vs Additional Terms Lite for WooCommerce

Create manual orders in WooCommerce directly from the frontend checkout. Ideal for phone orders, email orders, POS or in-store purchases, sales representatives, and customer service teams placing orders on behalf of customers. Manual, phone & email orders made easy Do you take orders by phone, email, in-store, or through sales representatives visiting customers? Do your staff need to place orders on behalf of customers? Shop as Client for WooCommerce allows store administrators and shop managers to create manual orders directly from the frontend checkout, using the exact same purchasing experience customers use. Perfect for: Manual order creation Phone orders Email orders In-store or POS purchases Customer service assisted orders B2B sales teams Sales representatives creating orders for clients Instead of using the limited WooCommerce admin order screen, your staff can simply shop normally and assign the order to the correct customer. Why create manual orders from the frontend? WooCommerce’s backend order editor does not always reproduce the real customer shopping experience. With Shop as Client, your staff members can: Add products to the cart normally Use coupons and discounts Apply shipping and payment methods Trigger checkout integrations Use plugins that only work on the frontend This ensures orders behave exactly like customer-placed orders. How it works When an Administrator or Shop Manager reaches checkout: All customer checkout fields become available, including custom fields Staff can enter the customer’s email and details The order is automatically assigned to an existing customer if matched by email address Or a new customer account can be created Or the order can remain as a guest order The result is a clean, correct WooCommerce order created on behalf of the customer. Free plugin features Place manual orders on behalf of customers using the regular checkout Enter phone and email orders directly in your shop Assign orders to existing customers automatically Create new customers during checkout Allow guest orders when needed Works with both the classic and the block-based WooCommerce checkouts Uses your existing checkout workflow and extensions PRO add-on features The PRO add-on expands staff ordering workflows with powerful tools: Live customer search with autocomplete results while typing “Request payment by email” payment gateway to finalize orders and send payment links to customers “Invoice or Purchase Order” payment gateway for orders to be invoiced later or already paid via PO — optional PO number field, and a “Payment already received” checkbox that automatically marks the order as paid when ticked Search registered customers by email address, name, company, billing and shipping addresses, or any other profile field Optionally search on previous orders to find customers faster or previous guest orders Allow staff to adjust product prices for special deals or negotiated orders (compatible with WooPayments multi-currency) Show the product’s Cost of Goods Sold (WooCommerce 9.5+) when adjusting its price, so staff can see the margin before granting a discount Set guardrails on price changes: disallow free products, enforce a minimum markup above cost, or set a floor on the allowed discount Advanced features for developers and power users Developer filter to add custom fields to the automatically filled checkout details User Switching integration, to benefit from the fact that the customer is logged in, and still use our plugin functionalities, like the payment request gateway and seller tracking Start the order with a blank checkout form Set default values for the “Shop as client” and “Create user” fields Automatically update the customer details on their profile after checking out Get custom fields from: Simple Checkout Fields Manager for WooCommerce WooCommerce EU VAT Assistant WooCommerce EU VAT Number Invoicing with InvoiceXpress for WooCommerce NIF (Num. de Contribuinte Português) for WooCommerce Technical support Continued development Ideal use cases Shop as Client is widely used by stores that need assisted ordering: Retail stores taking phone orders Shops receiving orders by email Physical stores creating POS orders in WooCommerce Customer support teams placing orders for customers Wholesale and B2B businesses Sales agents managing client purchases Field sales representatives creating B2B orders Built for real WooCommerce workflows Unlike backend order creation, Shop as Client keeps your existing checkout logic intact: Payment gateways Shipping rules Checkout customizations Taxes and fees Integrations that only run on checkout Mostly everything works exactly as if the customer placed the order themselves. 🚀 Upgrade to PRO Need faster order entry or payment request workflows? The PRO add-on turns WooCommerce into a powerful assisted-sales system for phone, email, and in-store orders. Ideal for teams handling high volumes of phone, email, or assisted orders. Now available in lifetime licensing Try a demo of the PRO add-on for free here! Other (premium) plugins Already know our other WooCommerce (premium) plugins? VAT Number and EU VIES Validation for WooCommerce – Collect and validate VAT identification numbers for the whole European Union, confirm them against VIES and remove VAT on qualifying intra-EU B2B orders Advanced Coupon Restrictions for WooCommerce – Create coupons for any Product Taxonomy, User details, and Order destination. Simple Checkout Fields Manager for WooCommerce – Add custom fields and manage (remove, make required or optional) core fields on the new WooCommerce Block-based Checkout Simple WooCommerce Order Approval – The hassle-free solution for WooCommerce order approval before payment Taxonomy/Term and Role based Discounts for WooCommerce – Easily create bulk discount rules for products based on any taxonomy terms (built-in or custom) DPD / SEUR / Geopost Pickup and Lockers network for WooCommerce – Deliver your WooCommerce orders on the DPD and SEUR Pickup network of Parcelshops and Lockers in 21 European countries Auto Cancel WooCommerce On-hold Orders – Automatically cancel WooCommerce “On-hold” orders after a determined period of time.

Formerly known as Woo Additional Terms, trusted by WooCommerce stores since 2017. Make sure customers actually agree to your policies before they can place an order. Additional Terms Lite for WooCommerce adds a dedicated “I agree” checkbox to your checkout so shoppers must acknowledge your refund policy, privacy notice, age restriction, delivery terms, or any other policy that matters to your store. Every acceptance is saved with the WooCommerce order, so you have a record if a question or dispute ever comes up. Setup takes about two minutes. Write your checkbox text, optionally link a policy page, decide whether it is required, and save. No coding, no page builder, no fuss. This is useful when you want to: Get explicit agreement to a specific policy at checkout. Add a second agreement alongside the default WooCommerce terms checkbox. Link the checkbox to a policy page customers can read without leaving checkout. Keep a record of what each customer accepted with their order. Reduce refund disputes, chargebacks, and avoidable support messages. Get explicit consent to your policies at checkout WooCommerce ships with a single terms and conditions checkbox tied to one page. That is fine until you need customers to explicitly agree to something specific, such as a no-refund sale, a pre-order delay, an age-restricted item, a subscription renewal, or a cash-on-delivery instruction. Additional Terms gives you that dedicated, purpose-built agreement and keeps a clear record of it on the order. You decide whether the checkbox is required, so customers cannot complete checkout until they tick the box, or you can leave it optional when you only need to surface a notice. Link and display your terms your way Point the checkbox at any policy page and drop it into the label with the {{additional-terms}} smart tag. The tag is replaced with a clickable link to that page at checkout. Customers can read the linked terms without leaving checkout. Open them in a modal, embed them directly above the checkbox, or open them in a new tab, whichever suits your store. Keep a record of every acceptance When a customer places an order, their agreement is saved to the WooCommerce order notes. That gives you a clearer record of which checkout agreement was accepted, which helps with internal review, customer support, and dispute prevention. Works with classic and block checkout On classic [woocommerce_checkout] stores, the checkbox appears right beside the standard terms area. Using the WooCommerce Checkout Block? Add the dedicated Additional Terms block inside the checkout layout and position it exactly where you want it. Built for real store situations Additional Terms Lite for WooCommerce is designed for the agreements WooCommerce merchants actually need: refund and cancellation policies, age-restricted products, pre-orders, digital downloads, subscription terms, liability waivers, warranty acknowledgements, privacy and GDPR consent, and payment-method notices for bank transfer, cash on delivery, manual payments, or financing. The plugin is translation-ready and includes configuration support for multilingual stores using WPML and Polylang. Lite features Add an “I agree” checkbox to WooCommerce checkout. Make the checkbox required, or leave it optional. Show a custom validation message when a required checkbox is not accepted. Link the checkbox label to a selected terms page using the {{additional-terms}} smart tag. Display linked terms in a modal, embedded above the checkbox, or in a new tab. Enable or disable the checkbox without deleting your saved settings. Show the checkbox on the classic WooCommerce checkout shortcode. Add the dedicated Additional Terms block inside the WooCommerce Checkout Block. Save customer acceptance details in the WooCommerce order notes. HPOS compatible. Translation-ready with WPML and Polylang support. Need more control? Upgrade to Additional Terms Pro The free plugin handles a single agreement well. Additional Terms Pro is built for stores that need more than one policy, want the right terms to appear at the right moment, and need records that hold up. Upgrade to Additional Terms Pro to unlock the full workflow. With Additional Terms Pro, you can: Add every agreement your store needs Create unlimited terms checkboxes, a dedicated agreement for every policy, product line, or scenario. Show a checkbox on the cart, the checkout, or both. Set default checkbox states for optional agreements. Link a checkbox to any post type, not only standard WordPress pages. Insert ready-made message templates for your checkbox label and error text, then edit them to taste. Show the right terms to the right customer Use smart conditional display so a checkbox only appears when it is relevant. Match on cart contents: products, categories, tags, WooCommerce brands, product types, or shipping classes. Match on applied coupons, so a checkbox appears only when a specific coupon has been added to the cart. Match on cart totals and weight: subtotal, total, discount total, shipping total, or cart weight. Match on the chosen payment gateway, shipping location, or billing location. Match on user role or the day of the week. Match on URL parameters from campaign, affiliate, or custom links. Copy conditions from one checkbox to another so you never rebuild the same rules. Use Hidden Cart Matching for custom checkout layouts where a theme or builder hides or changes products. Keep proof that holds up Show an acceptance summary on the WooCommerce order details screen. Display the accepted terms inside WooCommerce order emails. Attach a downloadable PDF receipt of the accepted terms to the confirmation email. Record the exact terms text, plus the customer’s IP address and device, at the moment of acceptance. Set up faster and manage smarter Draft a structured Terms and Conditions document with the guided Terms Generator. Import and export your settings to move a configuration between stores. Receive premium updates and priority support through WooCommerce.com. If your store needs multiple agreements, product-specific or payment-specific terms, conditional display, or clearer records of what customers accepted at checkout, Additional Terms Pro is the best upgrade path.