Already established customers

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Author swicks

    (@swicks)

    10 years, 6 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

    Thread Starter picturecentric

    (@picturecentric)

    10 years, 6 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

    Plugin Author swicks

    (@swicks)

    10 years, 6 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

    Thread Starter picturecentric

    (@picturecentric)

    10 years, 6 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

    Plugin Author swicks

    (@swicks)

    10 years, 5 months ago

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

    regards

    Steve

Viewing 5 replies - 1 through 5 (of 5 total)
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