Invoicing Integration for FreeAgent and WooCommerce
| 开发者 | devikit |
|---|---|
| 更新时间 | 2026年5月27日 16:37 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPLv3 |
| 版权网址: | 版权信息 |
详情介绍:
Connect WooCommerce to FreeAgent.com through the official OAuth API. Manage invoicing inside your WooCommerce admin: issue invoices from orders, keep contacts aligned with billing, capture VAT cleanly and expose invoice PDFs where shoppers and staff expect them.
https://youtu.be/5znuKcxHMSU
Free plugin — what you already get
- OAuth connection — connect from WooCommerce → FreeAgent with your Developer app credentials (
dev.freeagent.com). - One-click invoicing per order — create a FreeAgent invoice from the order screen (
Create Invoice). - Find-or-create contacts — maps billing profile to FreeAgent contacts (matching by email); updates addresses, company name, VAT number when invoicing again.
- VAT number capture — optional or mandatory checkout field (
classic checkoutandWoo Blockssupported); configurable label; Hide / Always visible on Blocks; optional “VAT invoice” checkbox reveal is classic-only. - FreeAgent line item types on catalog — per simple, subscription and variation SKU: choose Hours through Expenses (
Products,Services, …) so drafts match how you recognise revenue. - Line-level VAT detection — net, gross and tax rates inferred from WooCommerce tax configuration; avoids double-counting.
- EC / B2B reporting defaults — auto classifies invoices as UK/Non-EC or Reverse Charge for EU VAT-registered billing countries; editable dated on, payment terms days, invoice comments merge-tags (
{order_id},{order_number},{customer_email}, …) and EC status overrides before you issue from the metabox. - VAT exemption basis — saves you retyping statute text every time (
VAT Exemption Basissetting appended when a zero-rate line is invoiced). - Payment terms & bank detail — set company-wide terms in days + pick FreeAgent bank account for remittance text on invoices.
- Invoice status & warnings — optional Mark as Sent (“Open”), retry failed creates via scheduled job,
total mismatchflag when rounded FA vs Woo totals differ (including single minor-unit deltas), admin notice plus orders list column with links and mismatch styling. - Customer PDF access — download PDF from the order metabox plus an Invoices tab inside My Account (customers only see own orders).
- Security-minded logging — optional WooCommerce Logger trail for troubleshooting with OAuth secrets redacted.
- PRO-aware UI — Invoicing tab PRO banners, Automation teaser, bulk action placeholders (shows what unlocks once PRO is licensed), and teaser rows for credits / MOSS presets so admins know exactly what activates with the add-on.
- Automatic invoice queueing — runs when orders reach the statuses you configure; optional rollup mode queues work for nightly consolidated postings instead.
- Automatic credit notes — refund-driven credit documents with matching automation flags.
- Daily rollup / grouped mode — batch many orders + refunds into consolidated FreeAgent sales invoices and credit clusters (VAT-grouped, multi-currency aware) on a dedicated contact.
- Automatic payment recording — once Woo marks an order paid, book the equivalent bank receipt in FreeAgent (mirrors manual “record payment”).
- Automation delivery — optional FreeAgent template emails plus WooCommerce customer emails; optional Action Scheduler spacing via the
devikit_freeagent_invoice_email_delay_minutesfilter. - Dedicated WooCommerce email types — invoice + credit-note templates with PDF attachments pulled from FreeAgent.
- Order & bulk customer comms — send invoice or credit note from the order screen or run bulk “create”, “email via FA”, “email via Woo”, ZIP many PDFs from the orders list.
- Custom references — invoice reference patterns with
{order_id},{order_number}, etc. - Accounting category + default line type — FreeAgent income nominal per line + store default item type when a product does not override.
- Online payment links — toggles API
payment_methodshash for Stripe, PayPal, GoCardless (mandate + Instant Bank Pay), Tyl (subject to what you enable inside FreeAgent). - EC VAT MOSS defaults — store-wide MOSS toggle plus per-product / per-variation MOSS flags so EU digital services orders can resolve to
EC VAT MOSSautomatically. - Licensed plugin updates — delivered through Devikit’s updater once your PRO license is active (plus any support channels bundled with your purchase).
安装:
- Upload the plugin folder to
/wp-content/plugins/. - Activate via Plugins > Installed Plugins.
- Go to WooCommerce → FreeAgent and connect your FreeAgent account via OAuth.
- Configure invoicing settings and you are ready to go.
屏幕截图:
常见问题:
Do I need a FreeAgent account?
Yes. You need an active FreeAgent account and you must create an OAuth application at https://dev.freeagent.com/
Where do I get the OAuth Client ID and Secret?
Log in to FreeAgent, go to Developer > My Apps > Create new app. Copy the Client ID and Secret, then paste them on the plugin's Connection tab.
Is the plugin compatible with HPOS (High-Performance Order Storage)?
Yes. The plugin is declared compatible with WooCommerce HPOS.
Does the plugin support Block Checkout?
Yes. The VAT number field works in WooCommerce Block checkout for Hide and Always visible. The optional “I want a VAT invoice” checkbox that reveals the field first is only available on classic shortcode checkout.
Can my customers download their invoices?
Yes. An "Invoices" tab is added to My Account pages. Each customer can only see and download documents for their own orders.
What happens if the invoice total does not match the order total?
The plugin flags a mismatch in the order metabox and in the orders list (with the delta stored in order meta). The automatic “FreeAgent Invoice” WooCommerce email (PRO) is skipped until totals reconcile — fix the discrepancy in Woo or tweak the invoice in FreeAgent, then investigate/resend manually as needed (other workflows may still send).
更新日志:
1.0.9
- Fixed: PRO banner CSS now loads in admin head so button styles apply correctly on WordPress 7.0.
- Fixed: Remind/dismiss actions render as text links with proper spacing (no bordered button look).
- Fixed: PRO upgrade banner now shows on all wp-admin screens (not only WooCommerce pages).
- Fixed: PRO banner button styling on WordPress 7.0 (link actions without borders).
- Fixed: PRO upgrade banner styling for WordPress 7.0 admin refresh (dedicated CSS, button-link actions).
- Fix: VAT number field now saves correctly in WP Admin user profile and synchronises with My Account edit address (bidirectional sync).
- Fix: VAT number is now populated when selecting a customer or clicking "Load billing address" in admin order edit screen.
- Readme: Tested up to WordPress 7.0.
- Readme: removed “Why upgrade to PRO?” FAQ entry.
- Readme: updated YouTube overview link, removed outdated paragraph, refreshed screenshot asset.
- Store: clarify WooCommerce Block checkout — Hide and Always visible apply in Blocks; the optional “VAT invoice” checkbox reveal is classic checkout only. Readme FAQ and listing copy aligned.
- Readme: plugin directory short description within 150 characters; Description and Bottom line layout tweaks.
- Initial release.