Orders Synchronization for Merit Aktiva vs Fortnox 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

Syncs customers, products, orders, and invoices between WooCommerce and Fortnox. Supports automation flows, refunds, inventory management, accounting accounts, shipping mapping, and extensive developer hooks. Features Order and customer sync: Creates and updates Fortnox customers, syncs orders with correct order lines, currencies, and text. Product sync: Creates and updates items (SERVICE/STOCK), updates price lists, measurements/weights, and SKU management. Invoices: Automatic invoice generation, email sending, accounting, and payment registration. Refunds: Supports partial and full crediting as orders or credit invoices in Fortnox. Shipping: Mapping of WooCommerce shipping methods and zones to Fortnox WayOfDelivery, alternative SKU solution for shipping within and outside the EU. Accounting: Management of revenue accounts per VAT (0/6/12/25%), payment accounts per payment method, and EU sales accounts per country. Automation: Automatic sync based on order status, auto-invoicing, auto-bookkeeping, auto-marking as paid, and auto-sending invoices. Inventory: Fetching inventory levels from Fortnox to WooCommerce as needed. Company Fields: Organization number in checkout and order view; validation and sync to customer in Fortnox. Sequence Number: Prefix for sequential order numbers in WooCommerce and Fortnox. Admin UI: Fortnox column in order and product lists for status and quick actions, product metafields for sales account and purchase price. Bulk Tools: Bulk sync of products and orders within a date range. Onboarding: Step-by-step activation with license key, organization number, app activation, and settings retrieval. Compatibility: WooCommerce HPOS, multisite support, PHP 8+ and WP 6.6 tested. Developer Friendly: Extensive support for actions and filters to customize payloads and flows. Detailed Feature Overview Customers * Creation/update in Fortnox based on WooCommerce order. * EU VAT logic and VATType: SEVAT, EUVAT, EUREVERSEDVAT, EXPORT. * Organization number field in checkout (optional). * Option: “Do not sync customer on update.” Orders * Syncs customer number, document/order number, currency, date, order lines, shipping, discounts, etc. * Support for Fortnox Warehouse module and proper VAT handling per order line. Products * Automated and manual sync, variant support, SKU handling, and price lists. * Product metafields: Fortnox sales account (select from Fortnox revenue accounts), purchase price. Invoices * Automatic invoice generation and bookkeeping upon successful order sync, with options for auto-marking as paid and auto-sending the invoice. Refunds * Full and partial refunds, with correct VAT calculation for shipping credits. Shipping * Mapping of WooCommerce shipping methods and zones to Fortnox, as well as specific SKU solutions for shipping within and outside the EU. Accounting * Revenue accounts for VAT (0/6/12/25%), sales accounts per EU country, payment accounts per payment method. Automation * Flexible settings for automated actions at various order statuses, including invoicing and refund flows. OSS * The plugin supports OSS **Admin and UX * Clear admin interface with status columns in order and product lists, quick actions, and bulk tools. Onboarding and Security * Step-by-step activation and secure authentication via AJAX. Compatibility WooCommerce HPOS compatibility declared Multisite support Tested with WordPress 6.6 and WooCommerce 9.0 Developer Hooks Orders: wf_order_before_create_or_update, wf_order_payload_before_create_or_update, wf_order_row_payload_before_create_or_update Products: wf_product_payload_before_create_or_update, wf_price_payload_before_create_or_update Customers: wf_customer_before_post, wf_customer_vat_info Invoices: wf_invoice_before_create_or_update, wf_invoice_payment_before_create_or_update Requirements WordPress 4.0+ (recommended: latest version) WooCommerce (latest version) PHP 7.4+ (recommended: 8.0+) Fortnox account and active app FAQ For full FAQ and troubleshooting, please visit our documentation page. Automated testing For developers: PHPUnit is run with Composer (composer test, see tests/README.md in the repo). Browser end-to-end tests use Playwright against a disposable WordPress instance in Docker; see e2e/README.md in the repository.