Demfilz Trade Accounts for WooCommerce
| 开发者 | demfilz |
|---|---|
| 更新时间 | 2026年11月8日 06:39 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- "Pay on account" appears only for logged in customers whose trade account is approved. Nobody else can use it, including through the Store API.
- The box shows the customer's terms ("Payment is due 30 days from the order date") and asks for a purchase order number: optional, required, or not at all.
- Works on the classic shortcode checkout and in the checkout block, with no JavaScript needed on the classic page.
- The order goes to Processing (so it ships), or On hold or Completed if you prefer, and is not marked as paid until you record the payment.
- The thank you page, the order emails and My Account say when payment is due and how to pay (your bank details, from the settings).
- Customers apply from My Account > Trade account (business name, ABN or tax id, phone, message), or from any page with the
[dtaw_apply]shortcode. You are emailed; they are emailed when you decide. - Approve, decline, suspend or reinstate accounts from WooCommerce > Trade Accounts, from the customer's user profile, or from the link in the application email.
- Payment terms per customer, or a store default. An account reference (their account number in your books). Internal notes.
- Roles that are approved automatically, for stores that already give wholesale customers a role.
- Add and approve a customer yourself, without an application.
- Every order placed on account is an invoice with a due date. The Invoices tab lists unpaid, overdue, paid and void invoices, searchable by order number, purchase order number or email, with a CSV export.
- Record a payment on the order (date, reference, note) or with one click from the Invoices tab. The order gets its paid date and a note; the customer sees it as paid.
- Balance owing, overdue amount, amount due in the next 7 days and open invoice count, for the whole store and per account.
- Cancelled, refunded or failed orders drop off the balance automatically; partial refunds reduce the amount owing.
- An "On account" column on the orders list: due date, days overdue, paid, with the PO number.
- My Account > Trade account: status, terms, balance owing, open invoices with due dates and overdue flags, recently paid invoices and your payment instructions.
- 30 day terms, Processing for orders on account, purchase order number optional, no applications blocked.
- Works with WooCommerce High-Performance Order Storage (HPOS) and the cart and checkout blocks.
- Personal data exporter and eraser for the application details; invoices stay with the orders as financial records.
- No external services. Nothing leaves your site.
dtaw_status_changed, dtaw_order_placed, dtaw_payment_recorded, dtaw_payment_reversed, dtaw_order_box_after, dtaw_account_after_status, dtaw_account_form_rows, dtaw_account_form_save, dtaw_admin_account_after, dtaw_user_panel_rows, dtaw_user_panel_save, dtaw_admin_tab_{tab}.
Filters: dtaw_is_approved, dtaw_terms_days, dtaw_due_date, dtaw_can_place_on_account, dtaw_gateway_available, dtaw_checkout_extra_text, dtaw_open_statuses, dtaw_admin_tabs, dtaw_admin_tiles, dtaw_account_endpoint.
Orders placed on account carry the meta _dtaw_on_account (1), _dtaw_state (open, paid or void), _dtaw_due (Y-m-d), _dtaw_terms (days), _dtaw_po, and once paid _dtaw_paid_at and _dtaw_paid_ref.
安装:
- Install and activate the plugin. WooCommerce must be active.
- WooCommerce > Settings > Payments: make sure "Pay on account" is enabled, and set its title and description.
- WooCommerce > Trade Accounts > Settings: default terms, the status for orders on account, the purchase order field and your payment instructions.
- Approve a customer (Accounts tab > Add a customer), or wait for applications from My Account > Trade account.
屏幕截图:
常见问题:
Who sees "Pay on account"?
Only logged in customers whose trade account is approved, or whose role is on your auto approved list. Suspended or declined accounts never see it. The check runs again when the order is placed, so it cannot be bypassed by editing the checkout page.
What happens to the order?
It is created like any other order and moved to the status you chose (Processing by default), so it ships straight away. The order's paid date stays empty until you record the payment, so reports and accounting syncs do not treat it as paid.
How do I record a payment?
Open the order and use the Trade account box (date, reference, note), or click "Paid today" on the Invoices tab. "Mark as unpaid" reverses a mistake.
Can a customer pay an open invoice by card?
Not from this plugin: the order was accepted on account, so it is not pending payment. Customers pay by bank transfer following your payment instructions, and you record the payment. Partial payments are not tracked; record the payment when the invoice is paid in full.
Does it work with the checkout block?
Yes. The terms, the purchase order field and the "Place order on account" button appear in the checkout block, and the classic shortcode checkout is supported too.
Can I give different customers different terms?
Yes. Each account can have its own terms in days; accounts without their own use the store default.
Is there a Pro version?
Yes. Demfilz Trade Accounts Pro adds credit limits with checkout blocking, overdue reminders, account statements with aged balances, statement emails and accounting sync hooks (Demfilz Sync for Xero, QuickBooks and MYOB). Everything described on this page works without it.
Does it work with HPOS?
Yes, with both order storage modes.
更新日志:
- The WP Rocket JavaScript exclusion now follows the site's plugins directory instead of assuming /wp-content/plugins/, so it also works where the content or plugins folder has been moved.
- The WooCommerce dependency message and action results now appear only in the plugin's own screens, never as dashboard-wide admin notices.
- First release.