E-mail from Sz\u00e1ml\u00e1ma, and forwarding of every new document to further addresses (e.g. your accountant)<\/li>\n<\/ul>\n\nTest mode<\/h4>\n\n
With a Sz\u00e1ml\u00e1ma test API key every document is a TEST document: it gets a TESZT-\u2026 number, is not reported to NAV and does not use your numbering. You can try the whole flow \u2014 including the payment notifications \u2014 before going live.<\/p>\n\n
External services<\/h3>\n\n
This plugin connects to the Sz\u00e1ml\u00e1ma API<\/strong> (https:\/\/app.szamlama.hu\/api\/v1<\/code>), operated by Software-Wolf Kft. (Hungary), to issue and manage invoicing documents. It is required for the plugin to work, and it is only contacted after you enter your own Sz\u00e1ml\u00e1ma API key.<\/p>\n\nWhat is sent and when:<\/p>\n\n
\n- When a document is issued (automatically by your rules or when you click \"Issue\" \/ use a bulk action): the order number, the billing (and, if different, the shipping) name, company name, tax number, address, e-mail address and phone number of the customer, the ordered items with quantities, prices and VAT, the shipping and fee lines, the currency, the payment method and the dates of the document.<\/li>\n
- When you check a document, mark it paid, cancel it, send it or download its PDF: the Sz\u00e1ml\u00e1ma id of the document.<\/li>\n
- When a customer types a Hungarian tax number at checkout and the NAV lookup is enabled: the first 8 digits of the tax number, to fetch the company's name and address from the NAV database through Sz\u00e1ml\u00e1ma.<\/li>\n
- On the settings screen: requests to read your account status, numbering series, bank accounts and selectable values, and to register the notification (webhook) endpoint of your shop.<\/li>\n<\/ul>\n\n
Sz\u00e1ml\u00e1ma may send signed notifications to your shop's REST endpoint (\/wp-json\/szamlama\/v1\/webhook<\/code>) about your documents.<\/p>\n\n\n- Terms of use: https:\/\/szamlama.hu\/aszf\/<\/li>\n
- Privacy policy: https:\/\/szamlama.hu\/jogi\/adatkezeles\/<\/li>\n<\/ul>\n\n\n
\n- Install and activate the plugin (WooCommerce must be active).<\/li>\n
- In Sz\u00e1ml\u00e1ma, go to Settings \u2192 API keys<\/strong> and create a key with the WooCommerce plugin<\/strong> scope \u2014 one live and one test key.<\/li>\n
- In WooCommerce go to Settings \u2192 Sz\u00e1ml\u00e1ma<\/strong>, paste the keys, choose the mode (start with Test) and save.<\/li>\n
- On the same page click Connect<\/strong> for the payment notifications (your shop must be on HTTPS).<\/li>\n
- Set the document basics, the payment methods and the rules on the other tabs, then try a few test orders.<\/li>\n
- Switch to Live mode.<\/li>\n<\/ol>\n\n\n
\nDo I need a Sz\u00e1ml\u00e1ma account?<\/h3><\/dt>\nYes. The documents are issued in Sz\u00e1ml\u00e1ma; the plugin is the connection between the shop and your account.<\/p><\/dd>\n
Is it free?<\/h3><\/dt>\nThe plugin is free. Using Sz\u00e1ml\u00e1ma is subject to its own terms.<\/p><\/dd>\n
What happens if Sz\u00e1ml\u00e1ma cannot be reached?<\/h3><\/dt>\nThe checkout never waits for Sz\u00e1ml\u00e1ma: documents are issued in the background. Temporary errors are retried automatically (after 5, 30, 120 and 360 minutes); if a document still cannot be issued, you see it in the order notes, in an admin notice and optionally by e-mail.<\/p><\/dd>\n
Can an order be invoiced twice?<\/h3><\/dt>\nNo. An order gets at most one live document of each type. Each request carries a unique identifier, so Sz\u00e1ml\u00e1ma returns the existing document even if the same request arrives twice. After a storno the order can be invoiced again.<\/p><\/dd>\n
Can the customer ask for a receipt instead of an invoice?<\/h3><\/dt>\nYes, enable receipts on the Checkout & receipts tab. A receipt cannot be issued above 900,000 HUF or to a customer with a tax number \u2014 then an invoice is issued (or an error is reported, as you choose).<\/p><\/dd>\n
Does it work with the block checkout?<\/h3><\/dt>\nYes. The tax number, the company purchase checkbox and the receipt request appear in the \"Additional order information\" section of the block checkout. Hiding billing fields for receipts and the NAV lookup work in the classic checkout.<\/p><\/dd>\n
The payment notifications do not arrive. My shop is behind Cloudflare.<\/h3><\/dt>\nCloudflare's bot protection may answer the notifications of Sz\u00e1ml\u00e1ma with a challenge page (\"Just a moment...\"), which a server cannot pass. In Cloudflare, add a WAF custom rule with the action \"Skip\" for the path \/wp-json\/szamlama\/v1\/webhook<\/code> (or allow the IP addresses of Sz\u00e1ml\u00e1ma: 2.28.99.30 and 2a01:4f8:c016:d944::1). The notifications are signed, so the plugin only accepts genuine ones. Failed notifications are retried by Sz\u00e1ml\u00e1ma for about 8 hours.<\/p><\/dd>\nWhere do I see what happened?<\/h3><\/dt>\nIn the order notes, in the Sz\u00e1ml\u00e1ma box of the order and \u2014 in developer mode \u2014 in WooCommerce \u2192 Status \u2192 Logs (source: szamlama). API keys are never written to the log.<\/p><\/dd>\n\n<\/dl>\n\n\n
1.0.8<\/h4>\n\n\n- Fix: a document issued automatically on a status change (e.g. the invoice made from the pro forma when the order is set to Completed) now reaches the customer. Automatic documents are issued in the background, after WooCommerce has sent the e-mail of the new status, so the e-mail went out without the new document. Now the On hold \/ Processing \/ Completed e-mail waits for the document (usually within a minute, at most 30 minutes) and goes out with its link; when no such e-mail is sent, the customer gets the \"Order details\" e-mail with the new document. New option on the Sharing tab, on by default.<\/li>\n
- The documents are no longer attached to the e-mails as PDF: the customer gets the download link (the \"PDF attachment\" option was removed). Forwarding to further addresses (e.g. the accountant) still sends the PDF.<\/li>\n<\/ul>\n\n
1.0.7<\/h4>\n\n\n- Security hardening: the plugin itself also verifies the nonce of the settings, product and bulk order forms and of the checkout; the shop identifier is now random instead of being derived from the site salts.<\/li>\n
- The failure notice is shown only on the WooCommerce order screens and on the Sz\u00e1ml\u00e1ma settings tab.<\/li>\n
- Translations are delivered by translate.wordpress.org.<\/li>\n<\/ul>\n\n
1.0.6<\/h4>\n\n\n- Fix: for a buyer outside the EU (e.g. Switzerland, USA, Serbia) the local tax ID given at checkout is now printed on the invoice and reported to NAV (third-country tax ID). Before, only the company name reached the invoice.<\/li>\n<\/ul>\n\n
1.0.5<\/h4>\n\n\n- Line note length: the WooCommerce data in the line note (variation attributes, item meta, e.g. long custom product options) is shortened with \"\u2026\" above 200 characters by default. On the Line items tab it can be kept only when short, or left off entirely; the limit is adjustable (20\u2013500 characters). The note of the product is always printed.<\/li>\n<\/ul>\n\n
1.0.4<\/h4>\n\n\n- Published on WordPress.org: updates now arrive through the WordPress updater.<\/li>\n
- Tested with WordPress 7.1 and WooCommerce 11.2.<\/li>\n
- FAQ: what to set in Cloudflare when the payment notifications do not arrive.<\/li>\n<\/ul>\n\n
1.0.3<\/h4>\n\n\n- OSS (EU One-Stop Shop): when WooCommerce charges the VAT rate of another EU country to a customer without an EU VAT number, an OSS invoice is issued with that rate (requires Sz\u00e1ml\u00e1ma with the OSS registration date set in Company data). Sz\u00e1ml\u00e1ma checks the rate for the destination country and the fulfilment date; an outdated rate (e.g. Romania 19%) is refused with the list of valid rates. OSS invoices are not reported to NAV. New option on the VAT tab (on by default).<\/li>\n
- E-mails: download link of the storno invoice in the customer e-mails after the invoice of the order was cancelled (new option on the Sharing tab, on by default; own text in the \"Own text and button\" style).<\/li>\n<\/ul>\n\n
1.0.2<\/h4>\n\n\n- VAT: a tax rate that Sz\u00e1ml\u00e1ma does not accept (e.g. the 19 % \/ 20 % \/ 23 % rate of an OSS sale to another EU country) is no longer rounded to the nearest Hungarian rate \u2014 the document is not issued, the order gets a note and the admin an e-mail, so no invoice is made with a wrong VAT rate.<\/li>\n
- Buyer name: new option to print the company name even when no tax number was given (the buyer stays a private person for NAV).<\/li>\n
- Notes: new condition \"Customer note\" (the customer wrote a note \/ no note), e.g. to print the note of the customer instead of the default text.<\/li>\n
- E-mails: own text and button per document type (invoice, pro forma, receipt, advance invoice) instead of the \"Documents\" list, with {number} and {order_number}.<\/li>\n
- Storno: new option to e-mail the storno invoice to the customer through Sz\u00e1ml\u00e1ma (automatic and manual cancelling; never for test documents).<\/li>\n<\/ul>\n\n
1.0.1<\/h4>\n\n\n- HUF orders: line items are sent with whole-forint unit prices (a line is split when its total is not divisible by the quantity, e.g. 3 \u00d7 333.33 \u2192 2 \u00d7 333 + 1 \u00d7 334), so the document total always equals the order total without fill\u00e9r; discount, shipping and fee lines are whole forints; a rounding line is only sent for the cash 0\/5 rounding.<\/li>\n<\/ul>\n\n
1.0.0<\/h4>\n\n\n- First release.<\/li>\n<\/ul>","raw_excerpt":"Hungarian invoices, pro forma invoices and receipts from WooCommerce orders with the Sz\u00e1ml\u00e1ma invoicing service (NAV Online Sz\u00e1mla).","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/396281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=396281"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/gelenfarkas"}],"wp:attachment":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=396281"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=396281"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=396281"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=396281"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=396281"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=396281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}