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Kashflow for Woocommerce
[resolved] Already established customers (6 posts)

  1. picturecentric
    Member
    Posted 9 months ago #

    We have a database of already existing Kashflow customers which we wish to use with our new woocommerce site.

    Is it possible that the plugin can interrogate the existing database to see whether a customer already exists and then create the invoice as part of the already established customer account instead of creating a new account?

    Thanks

    Glen Innes
    http://www.fscpictureframes.co.uk

    http://wordpress.org/plugins/kashflow-for-woocommerce/

  2. swicks
    Member
    Plugin Author

    Posted 9 months ago #

    This is how the plugin works based on email addresses.

    The plugin compares the Woocommerce email address with the email address in Kashflow if it exists it will assume this is the same customer otherwise it generates a new customer.

    Regards

    Steve

  3. picturecentric
    Member
    Posted 8 months ago #

    Brilliant, many thanks Steve

    One more thing. Am I right in thinking that the plug-in creates an invoice in Kashflow?

    Is it possible for it to create an 'order' instead so that our accounts dept. can automatically convert it to an invoice which follows Kashflows automatic invoice numbering?

    Thanks again

    Glen

  4. swicks
    Member
    Plugin Author

    Posted 8 months ago #

    Hi, when you say 'order' do you mean Kashflow's 'quotes', I'm assuming ?

    Currently when an order is placed an invoice is raised and if payment has been taken the invoice is updated with the payment.

    The setting options would be quotes or invoice:

    • Quotes selected: a quote would be generated but any payment taken isn't updated in Kashflow (because you can only insert payments into invoices).
    • Invoice selected: an invoice would be generated and if payment has been taken that would also be updated.

    Is this how you would see it to work?

    thanks

    Steve

  5. picturecentric
    Member
    Posted 8 months ago #

    I think that sounds like a brilliant solution - especially as kashflow wil then look for its own auto-generated invoice number but the woocommerce order would be the reference for the quote.

    Excellent

    Thanks

    Glen

  6. swicks
    Member
    Plugin Author

    Posted 8 months ago #

    Added the option to select invoice or quote in version 0.0.6.

    regards

    Steve

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