Cancelled or Refunded Orders

  • Resolved jellyit

    (@jellyit)


    6 years, 4 months ago

    My PDF invoice sends out on the “Processing” Email. I would ideally like to have it this way and not on the completed email.

    My main concern is that at the end of the financial tax year I need to submit my invoice information to our tax man. This can be in the form of a report with all invoice numbers and details in it. Can your plugin export a report like this for me?

    Also, Any orders which get cancelled or refunded need to indicate in the report. So that the tax man does not include those invoices in his calculations of how much tax I owe.

    If your plugin cannot do this? What solution is there for me to achieve this?

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Contributor Ewout

    (@pomegranate)

    6 years, 4 months ago

    Exporting (to for example CSV or XLS) is not a feature of our PDF invoice plugins. There are several good exporter plugins available that integrate with our plugins though. There’s quite a good free plugin here: Advanced Order Export For WooCommerce (by AlgolPLus)
    Another (paid) option that picks up our invoice fields too (it’s a bit more intuitive to set up) is: Store Exporter Deluxe for WooCommerce

    Basically every WooCommerce exporter plugin that can handle “meta data” (custom fields in the order) will be able to export the invoice number and date from our plugin too. Both the aforementioned plugins can also with with refund orders (which are actually separate orders internally in WooCommerce, so that’s a good thing).

    Hope that helps!

    Thread Starter jellyit

    (@jellyit)

    6 years, 4 months ago

    Thank you for this. One last thing,

    When a user creates an order, proceeds to the payment option and is about to pay but aborts the transaction all together. An order gets created on my side saying awaiting payment but after a time limit woocommerce auto cancells it due to it not being cancelled. Your software creates an invoice for that order.

    I dont want an invoice created for an order which the user abandoned. How can I work around this?

    Plugin Contributor kluver

    (@kluver)

    6 years, 4 months ago

    Hi @jellyit,

    You can disable the invoice for specific order statuses via WooCommerce > PDF Invoices > Documents > Invoice > Disable for. In this case you can disable the invoice for the ‘Pending payment’ status.

    Thread Starter jellyit

    (@jellyit)

    6 years, 3 months ago

    Ah excellent! thank you!

Viewing 4 replies - 1 through 4 (of 4 total)

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