Display zero balance on paid invoice

  • Resolved davidbrewster

    (@davidbrewster)


    6 years, 6 months ago

    We offer ‘pay by invoice’ as one of the payment options on our site. This works fine, but when we change the order status to ‘completed’, the html email that is sent out shows the total as the original amount payable. It does not record that a payment has been made. As a result, a number of customers come back to us wanting to confirm that their payment has in fact been received.

    Is there a simple way to add the payable balance (which will be zero in most cases) as an extra line to the invoice table?

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

    (@dougaitken)

    Automattic Happiness Engineer

    Hi @davidbrewster

    Can you detail a sample scenario for your site, please? I want to make sure I give you the best advice for your situation and not confuse things.

    Thanks,

    Thread Starter davidbrewster

    (@davidbrewster)

    Thanks Doug.

    The site is https://www.globalleadershipfoundation.com. Mostly our sales are for event tickets, though we have some products. We accept payment by credit card online or by invoice.

    A typical scenario would be:
    – customer places order and chooses ‘pay by invoice’
    – we receive a notification of the new order, which has status ‘on hold’
    – we send an invoice to the customer (outside of Woocommerce) and change the order status to ‘processing’
    – once payment is made, we change the status to ‘completed’. At that point the system sends out an email ‘customer-completed-order.php’. The email looks like this: https://monosnap.com/file/Zw5zfeizPCIo9M33oBAIWaJjjBIdeY

    The problem is that this email shows no indication that the invoice has in fact already been paid. This is what causes some confusion. I guess we could change the text, but it would be nicer if we could include lines for ‘Amount received’ and ‘Balance outstanding’ on the invoice.

    David

    Following ??

    My wish as well. Every orders software we’ve used before shows the payment method and the amount paid – then a balance of Zero.

    Mark

    • This reply was modified 6 years, 6 months ago by meniscus.
    Plugin Support RK a11n

    (@riaanknoetze)

    Great, thanks for the user-flow: it helps a great deal.

    The issue is that in the event that user pays for their goods online, the original template would work just fine and no “invoice paid” field is required – Remember that WooCommerce intends to be a ecommerce solution rather than an invoicing solution after the fact.

    With that said, I would recommend creating a new order status that has a custom order status (e.g. Invoice Paid). This new order status would then need to have a custom email template that’s sent when the order is marked as “Invoice Paid”.

    This is all possible with some custom coding although to make things easier, I’d recommend taking a closer look at the following extension: https://woocommerce.com/products/woocommerce-order-status-manager/. For a full breakdown on what possible with that extension (incl. the email part): https://docs.woocommerce.com/document/woocommerce-order-status-manager/

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