Already established customers

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

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

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

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

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

regards

Steve