Orders Synchronization for Merit Aktiva vs BjornTech Accounting Report for WooCommerce

This plugin synchronizes WooCommerce orders with Merit Aktiva accounting software. A sales invoice is automatically created in Merit Aktiva for every new paid order — no manual work required. Requires at least the Merit PRO package. Features Automatic invoice creation in Merit Aktiva for every new WooCommerce order (cron, every 5 minutes) Manual synchronization from the admin panel Estonian banking reference number generation (7-3-1 algorithm) with configurable prefix B2B support: company name, Estonian business registry code (validated) and VAT number at checkout B2C support: private customer name and contact details Payment method mapping (WooCommerce payment method → Merit Aktiva payment code) Automatic credit invoice when an order is fully refunded Invoice PDF download directly from Merit Aktiva within the WC order view Invoice reconciliation: detect discrepancies between WC and Merit Aktiva Sync history log with pagination API connection test in settings Settings export and import (JSON) WooCommerce HPOS (High-Performance Order Storage) support Toast notifications for sync results (top-right corner, disappear after 5s) External Services This plugin connects to the Merit Aktiva API v2 (aktiva.merit.ee). Data transmitted: * API authentication (ApiId, timestamp, HMAC-SHA256 signature) * Invoice data: customer name, address, email, phone number * Product codes, descriptions, quantities, prices, VAT * Reference number (Estonian 7-3-1 standard), invoice number, payment due date Data is transmitted every time an invoice is sent (automatically or manually). Service provider: Merit Aktiva (merit.ee) Terms of Service: https://www.merit.ee/wp-content/uploads/2024/12/merit-software-terms-of-use-2024.pdf Privacy Policy: https://www.merit.ee/wp-content/uploads/2024/12/privacy-statement-2024.pdf Requirements WordPress 6.7 or newer WooCommerce 8.6 or newer PHP 8.0 or newer Merit Aktiva account with API access (PRO package or higher) Configuration API Settings: * API ID and API Key — from your Merit Aktiva account * Reference number prefix — prepended to the reference number (digits only) * Payment deadline in days * Contact person — displayed on the invoice Payment Method Mapping: Link WooCommerce payment methods to Merit Aktiva payment codes (e.g. “Bank Transfer” → “T”). Business customers at checkout: Customers can check “I am a company”, enter a business registry code and VAT number. The registry code is validated using the Estonian business registry algorithm (mod-11). Usage Orders are synchronized automatically every 5 minutes. For manual sync: * All orders: Merit Aktiva Sync → Settings → “Sync all orders” * Single order: WooCommerce → Orders → open order → “Send invoice to Merit Aktiva” Support Email: [email protected] Website: https://freelancermartin.com/et

This is the report that will make your accountant happy! You will find the report in the WooCommerce->Reports section (if you need a country specific report, please contact us and we will add what is needed) The report is working with WPML and Polylang and will specify the fee part for Stripe payments (if you have a payment plugin storing data on orders and you want it in the report, please contact us) Configuration can be found at WooCommerce->Settings->Accounting Report The configuration that can be done is: Base report on order date – Choose which order date is used when filtering report data. Include order statuses – Select which order statuses are included in report calculations. Treat all sales as domestic – Classify all sales as domestic regardless of customer country. Present in local currency – Convert all Analytics report values to store currency using exchange rates. Send bug reports or suggestions to [email protected] External services This plugin connects to BjornTech services to fetch exchange rates and EU VAT rate data used by the reports. Exchange rate service: – Service: BjornTech Accounting Services (https://accounting.services.bjorntech.eu/latest) – Purpose: Fetch latest currency exchange rates for local-currency presentation and totals conversion. – Data sent: Your configured API key, the requested base currency, and optionally requested currency symbols. – When sent: When an admin opens a report that requires exchange-rate conversion or calls the exchange-rates REST endpoint. – Terms of service: https://bjorntech.com/terms-and-conditions/ – Privacy policy: https://bjorntech.com/privacy-policy/ EU VAT service: – Service: BjornTech Tax Services (https://taxes.services.bjorntech.eu/eu/vat) – Purpose: Fetch EU VAT rates, country lists, and VAT rate categories for the Analytics report. – Data sent: Your configured API key, optionally selected country codes, optionally selected VAT rate types, and the requested date/path. – When sent: When an admin loads VAT-related Analytics data or calls the EU VAT REST endpoints. – Terms of service: https://bjorntech.com/terms-and-conditions/ – Privacy policy: https://bjorntech.com/privacy-policy/