Public Ticket #3395892

Invoices and customization

Closed

Comments

14 Tickets 2

Alexander Catchings started the conversation 3 years ago on June 19, 2023 at 2:57pm

Firstly, I would like to know how, as an agent, I can create an order and send an invoice to a customer. The customer should be able to make payment directly from that invoice. For example, I would send them an invoice for 1 red hat, and they would have the option to pay from their side.

Secondly, how can I hide the invoice payment method from regular customers who are not agents? I want this payment method to be visible only to agents and not to regular customers.

Lastly, I would like to inquire whether it is possible to customize the invoice or if it is limited to the default invoice sent through your plugin.

Thank you again for your help

2,762

KingsPlugins replied 3 years ago on June 20, 2023 at 10:40am

Hi Alexander,

1) To create an order as an agent and send the customer the invoice / have the customer pay, I think the best option would be this workflow:

- The agent can go to My Customers -> Shop as Customer:

During checkout, the agent will have a "PENDING PAYMENT" payment method:

When this method is used, the customer receives an email like this with a payment link:

68747470733a2f2f776f6f636f6d6d657263652d6232622d706c7567696e2e636f6d2f77702d636f6e74656e742f75706c6f6164732f323032312f30372f70656e64696e67656d61696c322e6a706567

It can also be set for them to receive an invoice if you use the PDF invoices plugin: https://wordpress.org/plugins/woocommerce-pdf-invoices-packing-slips/

2) The above method for 'pending payment' only shows to agents when they are shopping on behalf of customers, this is how it works by default.

3) Our plugin has no specific invoice, but you could customize the pdf invoice sent through the pdf invoices plugin.

Kind regards,

Stefan

0 Tickets

Nazrul replied 3 years ago on June 23, 2023 at 8:14pm

What if I want to provide salesagent a shop name or add custom field via ACF plugin as add shop name & shop logo in user profile from admin panel, then when salesagent place an order, he can generate an invoice showing his shop name & logo .. How to do that ? what code we have use to add shop name in agents profile also while he made an order, woocommerce will show its order data as shop name in invoice ...

example: if i have 5 Sales agent in my salesking panel, how can i make pdf invoice having their shop name on invoice with logo ?

idea similar to dropship , salesagent will sell my product , their customer will know the Agent , not me via invoice

2,762

KingsPlugins replied 3 years ago on June 26, 2023 at 1:54am

Hi Nazrul,

If you wanted these users to have a shop name, shop logo, invoices for their shop and logo, etc, SalesKing is probably not the right plugin then.

We would advise instead to use our MarketKing multivendor plugin:

https://kingsplugins.com/woocommerce-multivendor/marketking/

With MarketKing, each vendor can have their own shop name, and can create invoices with their own shop and logo: https://marketkingplugin.com/docs/invoices-packing-slips-shipping-labels/

Kind regards,

Stefan