Streamline your B2B transactions and offer greater flexibility to your loyal customers by adding a professional “Invoice Payment” or “Pay by Invoice” method to your WooCommerce checkout. This plugin bridges the gap between traditional wholesale business practices and modern e-commerce, allowing you to accept orders without requiring immediate online payment. By enabling this option, you build trust with established clients, simplify the purchasing process for corporate buyers, and reduce friction in your high-value sales pipeline.
Key Features
- Customizable Payment Method: Easily enable or disable an “Invoice” payment option alongside your existing gateways like credit cards or PayPal.
- Role-Based Access: Control exactly who sees the invoice option by restricting it to specific user roles, such as wholesale customers, VIP members, or verified business accounts.
- Order Status Control: Automatically set the initial status of orders placed via invoice to “On-Hold” or “Pending Payment,” ensuring you maintain full control over fulfillment until the invoice is settled.
- Custom Instructions: Provide clear payment instructions, bank details, or due date expectations directly on the checkout page and in the customer’s order confirmation email.
- Order Limit Restrictions: Set minimum or maximum order totals to ensure that only orders within your preferred financial range can be placed using the invoice method.
- Seamless WooCommerce Integration: Built to work natively with the WooCommerce checkout flow, ensuring a consistent and professional experience for your customers.
Use Cases and Who It’s For
This plugin is an essential tool for store owners operating in the B2B (business-to-business) space or those managing long-term relationships with repeat clients. If you run a wholesale store, a corporate supply portal, or a service-based business where clients pay on “Net 30” or “Net 60” terms, this plugin is designed for you.
It is particularly beneficial for businesses that require a manual review process before shipping goods. By allowing customers to place an order without immediate payment, you gain the time necessary to verify inventory, calculate shipping for bulk freight, or perform credit checks. Furthermore, it caters to corporate buyers who operate through internal procurement departments that require an official invoice before a payment can be authorized or a check can be cut.
Setup and How It Works
Getting started is designed to be straightforward for any WooCommerce store administrator:
- Install and Activate: Upload the plugin to your WordPress site and activate it through the Plugins menu.
- Configure Settings: Navigate to the WooCommerce Payment Settings tab, where you will find the new “Invoice Payment” gateway.
- Define Visibility: Select which user roles are permitted to utilize the invoice option during checkout.
- Customize Messaging: Enter your custom payment instructions and define the specific order status you wish to apply to these transactions.
- Save and Test: Save your changes and perform a test checkout to ensure the invoice option appears correctly for your authorized users.
Once active, the payment method will appear at checkout. When a customer selects it and places an order, the order is captured in your WooCommerce dashboard with the designated status, allowing you to manage the billing and collection process outside of the immediate checkout flow.
Similar Plugins
While this plugin provides a dedicated solution for invoice payments, other options in the WordPress ecosystem include “WooCommerce B2B” suites or “Payment Gateways by Role” plugins, which often bundle invoice functionality alongside other wholesale-specific features like price hiding and tax exemptions. If you require a comprehensive wholesale management system rather than just a payment gateway, you may consider exploring broader B2B-focused WooCommerce extensions.