Plugin Contributor
Ewout
(@pomegranate)
In accounting, if you have created an invoice, you should not simply delete it – in many countries this is even illegal because it may support fraud. For this reason, we recommend that you do not send (/create) the invoice until the order has been paid for (in WooCommerce this is the “Processing” status). To be 100% sure no invoices get created too soon, you can limit the attachment to the “Completed” order email and also include any statuses like On Hold/Pending Payment/Failed/Cancelled in the “Disable for:” setting. This will prevent the situation you described from happening in the first place.
If you do need to send out the invoice for the “On Hold” back transfer payment, you have 2 options, which we provide with our Professional extension:
- Instead of the final invoice, you can sen the “Proforma Invoice” which is often used to send the client a semi-official document with all the required information for payment but doesn’t have any legal limitations
- You can also send the final invoice and when you decide to cancel the order, you refund it entirely and you then create a Credit Note for this refund. Combined with the original invoice you then have a 0 balance without the need to delete any invoices.
Hope that helps!
Thanks Ewout,
This answers my questions perfectly. I will action all of this.
Many Thanks!
