Title: Invoicing Integration for FreeAgent and WooCommerce Author: devikit Published: May 18, 2026 Last modified: June 29, 2026 --- Search plugins ![](https://ps.w.org/invoicing-integration-for-freeagent-and-woocommerce/assets/ icon.svg?rev=3535391) # Invoicing Integration for FreeAgent and WooCommerce By [devikit](https://profiles.wordpress.org/devikit/) [Download](https://downloads.wordpress.org/plugin/invoicing-integration-for-freeagent-and-woocommerce.1.0.11.zip) * [Details](https://wordpress.org/plugins/invoicing-integration-for-freeagent-and-woocommerce/#description) * [Reviews](https://wordpress.org/plugins/invoicing-integration-for-freeagent-and-woocommerce/#reviews) * [Installation](https://wordpress.org/plugins/invoicing-integration-for-freeagent-and-woocommerce/#installation) * [Development](https://wordpress.org/plugins/invoicing-integration-for-freeagent-and-woocommerce/#developers) [Support](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/) ## Description Connect WooCommerce to **FreeAgent.com** through the official OAuth API. Manage invoicing inside your WooCommerce admin: issue invoices from orders, keep contacts aligned with billing, capture VAT cleanly and expose invoice PDFs where shoppers and staff expect them. #### Free plugin — what you already get * **OAuth connection** — connect from **WooCommerce FreeAgent** with your Developer app credentials (`dev.freeagent.com`). * **One-click invoicing per order** — create a FreeAgent invoice from the order screen (`Create Invoice`). * **Find-or-create contacts** — maps billing profile to FreeAgent contacts (matching by email); updates addresses, company name, VAT number when invoicing again. * **VAT number capture** — optional or mandatory checkout field (`classic checkout`** and** `Woo Blocks` supported); configurable label; **Hide** / **Always visible** on Blocks; optional “VAT invoice” checkbox reveal is classic-only. * **FreeAgent line item types on catalog** — per simple, subscription **and variation** SKU: choose Hours through Expenses (`Products`, `Services`, …) so drafts match how you recognise revenue. * **Line-level VAT detection** — net, gross and tax rates inferred from WooCommerce tax configuration; avoids double-counting. * **EC / B2B reporting defaults** — auto classifies invoices as UK/Non-EC or Reverse Charge for EU VAT-registered billing countries; editable **dated on**, payment terms days, invoice comments merge-tags (`{order_id}`, `{order_number}`, `{customer_email}`,…) and EC status overrides before you issue from the metabox. * **VAT exemption basis** — saves you retyping statute text every time (`VAT Exemption Basis` setting appended when a zero-rate line is invoiced). * **Payment terms & bank detail** — set company-wide terms in days + pick FreeAgent bank account for remittance text on invoices. * **Invoice status & warnings** — optional **Mark as Sent** (“Open”), **retry** failed creates via scheduled job, **`total mismatch`** flag when rounded FA vs Woo totals differ (including single minor-unit deltas), admin notice plus **orders list column** with links and mismatch styling. * **Customer PDF access** — download PDF from the order metabox plus an **Invoices** tab inside **My Account** (customers only see own orders). * **Security-minded logging** — optional WooCommerce Logger trail for troubleshooting with OAuth secrets redacted. * **PRO-aware UI** — **Invoicing** tab PRO banners, **Automation** teaser, **bulk action** placeholders (shows what unlocks once PRO is licensed), and teaser rows for credits / MOSS presets so admins know exactly what activates with the add- on. #### PRO add-on — optional automation & scale **[Invoicing Integration PRO](https://devikit.co.uk/product/freeagent-woocommerce-pro/)** is a companion plugin (sold & licensed separately) that registers only when a valid license is active. Add it when you are ready for: * **Automatic invoice queueing** — runs when orders reach the statuses you configure; optional rollup mode queues work for nightly consolidated postings instead. * **Automatic credit notes** — refund-driven credit documents with matching automation flags. * **Daily rollup / grouped mode** — batch many orders + refunds into consolidated FreeAgent sales invoices and credit clusters (VAT-grouped, multi-currency aware) on a dedicated contact. * **Automatic payment recording** — once Woo marks an order paid, book the equivalent bank receipt in FreeAgent (mirrors manual “record payment”). * **Automation delivery** — optional FreeAgent template emails plus WooCommerce customer emails; optional Action Scheduler spacing via the `devikit_freeagent_invoice_email_delay_minutes` filter. * **Dedicated WooCommerce email types** — invoice + credit-note templates with ** PDF attachments** pulled from FreeAgent. * **Order & bulk customer comms** — send invoice or credit note from the order screen **or** run **bulk** “create”, “email via FA”, “email via Woo”, **ZIP many PDFs** from the orders list. * **Custom references** — invoice reference patterns with `{order_id}`, `{order_number}`, etc. * **Accounting category + default line type** — FreeAgent income nominal per line + store default item type when a product does not override. * **Online payment links** — toggles API `payment_methods` hash for Stripe, PayPal, GoCardless (mandate + Instant Bank Pay), Tyl (subject to what you enable inside FreeAgent). * **EC VAT MOSS defaults** — store-wide MOSS toggle plus per-product / per-variation MOSS flags so EU digital services orders can resolve to `EC VAT MOSS` automatically. * **Licensed plugin updates** — delivered through Devikit’s updater once your PRO license is active (plus any support channels bundled with your purchase). **[Feature list and licensing on Devikit](https://devikit.co.uk/product/freeagent-woocommerce-pro/)** ### External Services This plugin connects to the **FreeAgent API** to create and manage invoices and contacts. An active FreeAgent account is required. **What data is sent and when:** * When you connect the plugin via OAuth, your OAuth credentials are exchanged for an access token with FreeAgent’s authentication servers. * When an invoice is created, WooCommerce order data (customer name, address, VAT number, line items, amounts) is sent to FreeAgent to create the invoice. * When a customer’s contact record is created or updated, their billing details( name, address, email, phone, VAT number) are sent to FreeAgent. * When you reload the accounting categories or bank accounts list in the settings, a read request is made to the FreeAgent API. * PDF invoice downloads are fetched from FreeAgent’s servers on demand. The **free plugin** triggers FreeAgent exclusively when staff or shoppers take explicit actions (connecting, reloading lists, issuing an invoice). The **optional PRO companion** additionally talks to FreeAgent when automation rules queue invoices/credit notes, bulk actions run or delayed emails fire — mirrors the workloads you manually perform today. **FreeAgent service information:** * Service website: [https://www.freeagent.com](https://www.freeagent.com) * Terms of Service: [https://www.freeagent.com/terms/](https://www.freeagent.com/terms/) * Privacy Policy: [https://www.freeagent.com/privacy/](https://www.freeagent.com/privacy/) * API documentation: [https://dev.freeagent.com/docs/introduction](https://dev.freeagent.com/docs/introduction) ## Screenshots [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings [⌊Plugin settings⌉⌊Plugin settings⌉[ Plugin settings ## Installation 1. Upload the plugin folder to `/wp-content/plugins/`. 2. Activate via **Plugins > Installed Plugins**. 3. Go to **WooCommerce FreeAgent** and connect your FreeAgent account via OAuth. 4. Configure invoicing settings and you are ready to go. ## FAQ ### Do I need a FreeAgent account? Yes. You need an active FreeAgent account and you must create an OAuth application at https://dev.freeagent.com/ ### Where do I get the OAuth Client ID and Secret? Log in to FreeAgent, go to **Developer > My Apps > Create new app**. Copy the Client ID and Secret, then paste them on the plugin’s Connection tab. ### Is the plugin compatible with HPOS (High-Performance Order Storage)? Yes. The plugin is declared compatible with WooCommerce HPOS. ### Does the plugin support Block Checkout? Yes. The VAT number field works in WooCommerce Block checkout for **Hide** and ** Always visible**. The optional “I want a VAT invoice” checkbox that reveals the field first is only available on classic shortcode checkout. ### Can my customers download their invoices? Yes. An “Invoices” tab is added to My Account pages. Each customer can only see and download documents for their own orders. ### What happens if the invoice total does not match the order total? The plugin flags a mismatch in the order metabox and in the orders list (with the delta stored in order meta). The **automatic “FreeAgent Invoice” WooCommerce email( PRO)** is skipped until totals reconcile — fix the discrepancy in Woo or tweak the invoice in FreeAgent, then investigate/resend manually as needed (other workflows may still send). ## Reviews ![](https://secure.gravatar.com/avatar/731ba400a6866ce7ca7474e213993c8ffedbe35c6b325bbe12fbd9991da13525? s=60&d=retro&r=g) ### 󠀁[Works properly!](https://wordpress.org/support/topic/works-properly-14/)󠁿 [coderwppl](https://profiles.wordpress.org/coderwppl/) May 18, 2026 Works properly. [ Read all 1 review ](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/) ## Contributors & Developers “Invoicing Integration for FreeAgent and WooCommerce” is open source software. The following people have contributed to this plugin. Contributors * [ devikit ](https://profiles.wordpress.org/devikit/) [Translate “Invoicing Integration for FreeAgent and WooCommerce” into your language.](https://translate.wordpress.org/projects/wp-plugins/invoicing-integration-for-freeagent-and-woocommerce) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/invoicing-integration-for-freeagent-and-woocommerce/), check out the [SVN repository](https://plugins.svn.wordpress.org/invoicing-integration-for-freeagent-and-woocommerce/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/invoicing-integration-for-freeagent-and-woocommerce/) by [RSS](https://plugins.trac.wordpress.org/log/invoicing-integration-for-freeagent-and-woocommerce/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.0.11 * Fixed: PRO upgrade banner CSS loading on plugins screen (logo size and button styles). * Fixed: Care banner “Don’t remind me” uses the same link style as “Remind me later”. #### 1.0.10 * Add: Devikit Care banner in WordPress admin with dismiss options * Add: Devikit Care sidebar widget on plugin settings page * Add: Devikit Care dashboard widget * Fix: Pro upgrade banner restyled to match Care banner style #### 1.0.9 * Fixed: PRO banner CSS now loads in admin head so button styles apply correctly on WordPress 7.0. * Fixed: Remind/dismiss actions render as text links with proper spacing (no bordered button look). #### 1.0.8 * Fixed: PRO upgrade banner now shows on all wp-admin screens (not only WooCommerce pages). * Fixed: PRO banner button styling on WordPress 7.0 (link actions without borders). #### 1.0.7 * Fixed: PRO upgrade banner styling for WordPress 7.0 admin refresh (dedicated CSS, button-link actions). #### 1.0.6 * Fix: VAT number field now saves correctly in WP Admin user profile and synchronises with My Account edit address (bidirectional sync). * Fix: VAT number is now populated when selecting a customer or clicking “Load billing address” in admin order edit screen. #### 1.0.5 * Readme: Tested up to WordPress 7.0. #### 1.0.4 * Readme: removed “Why upgrade to PRO?” FAQ entry. #### 1.0.3 * Readme: updated YouTube overview link, removed outdated paragraph, refreshed screenshot asset. #### 1.0.2 * Store: clarify WooCommerce Block checkout — Hide and Always visible apply in Blocks; the optional “VAT invoice” checkbox reveal is classic checkout only. Readme FAQ and listing copy aligned. #### 1.0.1 * Readme: plugin directory short description within 150 characters; Description and Bottom line layout tweaks. #### 1.0.0 * Initial release. ## Meta * Version **1.0.11** * Last updated **4 weeks ago** * Active installations **Fewer than 10** * WordPress version ** 5.8 or higher ** * Tested up to **7.0.2** * PHP version ** 7.4 or higher ** * Tags * [Accounting](https://wordpress.org/plugins/tags/accounting/)[freeagent](https://wordpress.org/plugins/tags/freeagent/) [invoicing](https://wordpress.org/plugins/tags/invoicing/)[vat](https://wordpress.org/plugins/tags/vat/) [woocommerce](https://wordpress.org/plugins/tags/woocommerce/) * [Advanced View](https://wordpress.org/plugins/invoicing-integration-for-freeagent-and-woocommerce/advanced/) ## Ratings 5 out of 5 stars. * [ 1 5-star review ](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/?filter=5) * [ 0 4-star reviews ](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/?filter=4) * [ 0 3-star reviews ](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/?filter=3) * [ 0 2-star reviews ](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/?filter=2) * [ 0 1-star reviews ](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/?filter=1) [Your review](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/reviews/) ## Contributors * [ devikit ](https://profiles.wordpress.org/devikit/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/invoicing-integration-for-freeagent-and-woocommerce/)