內容簡介
### 總結:
這個外掛可以用來連接到在invoicing.co上的託管平台API，或者到自己託管的應用程式安裝上。這篇文章提供了關於設置、客戶、產品、本地化、模板、自訂CSS和短代碼等功能的詳細信息。
### 問題與答案:
- **Q: 如何設置API令牌和URL來認證和連接WordPress網站和Invoice Ninja？**
A: 在Credentials部分，您可以輸入Invoice Ninja v5 API令牌來進行認證，並提供可訪問Invoice Ninja實例的URL。
- **Q: 如何自動將WordPress用戶匯出為Invoice Ninja的客戶？**
A: 在Clients部分啟用Sync Clients功能，當WordPress用戶被創建或更新時，它們將自動匯出為Invoice Ninja的客戶。
- **Q: 如何定義哪些WordPress用戶角色應包含在匯出過程中？**
A: 在Clients部分的Included Roles中定義指定在匯出過程中應包含哪些WordPress用戶角色。
- **Q: 如何自動將Invoice Ninja的產品匯入WordPress？**
A: 在Products部分啟用Sync Products功能，可以每小時自動從Invoice Ninja將產品匯入WordPress。
- **Q: 如何設置給予客戶購買產品的選項？**
A: 在Products部分的Online Purchases中，可以設置為‘Single’以提供立即購買的‘Buy Now’按鈕，或設置為‘Multiple’以提供可將項目添加到購物車的‘Add to Cart’按鈕。
- **Q: 如何自訂產品和多個產品的名稱標籤？**
A: 在Localization部分，可以定義Product Label和Products Label來自訂單個產品和多個產品的名稱標籤。
- **Q: 如何添加自定義CSS來設計產品頁面和產品列表頁面？**
A: 在Custom CSS部分裡，可以分別添加自定義CSS來設計個別產品頁面和產品列表頁面。
- **Q: 如何使用短代碼來生成購買按鈕和客戶門戶的訪問按鈕？**
A: 可以使用[invoiceninja_purchase product_id=””]短代碼來顯示‘Add to Cart’按鈕或‘Buy Now’按鈕。而[invoiceninja_client_portal label=”” sso=””]短代碼則可以生成客戶門戶的訪問按鈕。
- **Q: 使用[invoiceninja_client_portal]短碼時需要注意什麼？**
A: 當客戶確認其電子郵件地址時，才應使用[invoiceninja_client_portal]短碼。如果沒有進行地址確認，惡意用戶可能通過創建假帳戶來存取Invoice Ninja中的資料。
- **Q: 誰是這個外掛的開發者？**
A: 這個外掛的開發者是Hillel Coren和Oliver Flueckiger。
開發者團隊
📦 歷史版本下載
原文外掛簡介
The plugin can be used to connect to either the hosted platform API at invoicing.co or to a selfhost installation of the app.
Terms of Service
Privacy Policy
Features
Import products from Invoice Ninja as custom pages in WordPress.
Export WordPress/WooCommerce customers as clients in Invoice Ninja.
Enable Single sign-on (SSO) for the Client Portal.
Integrated shopping cart functionality.
Settings
Credentials
Token: Enter your Invoice Ninja v5 API token here to authenticate and connect your WordPress site with Invoice Ninja. Using https ensures secure data transfer between the two platforms.
URL: Provide the URL where your Invoice Ninja instance is accessible. If the URL is blank the plugin will connect to the hosted Invoice Ninja platform at invoicing.co.
Clients
Sync Clients: Enable this option to automatically export WordPress users as clients in Invoice Ninja when they are created or updated. This ensures your client database is always up to date without manual intervention.
If Match Is Found: Specify whether to skip or update a client if a matching client is found in Invoice Ninja during the export process. The default setting is to skip, but you can choose to update existing client information if needed.
Included Roles: Define which WordPress user roles should be included in the export process. Only users with the specified roles will be exported to Invoice Ninja, allowing for precise control over your client synchronization.
Products
Sync Products: Enable this feature to automatically import products from Invoice Ninja into WordPress on an hourly basis. These products will be created as custom pages in WordPress, providing an up-to-date product catalog on your site.
Online Purchases: Configure how your customers can purchase products. Set to ‘Single’ for a ‘Buy Now’ button for immediate purchase or ‘Multiple’ for an ‘Add to Cart’ button, allowing customers to add items to their cart for later checkout.
Localization
Product Label: Singular label to use for individual products.
Products Label: Customize the plural label used for multiple products. This label will appear wherever multiple products are listed.
[!NOTE]
Note: Additional fields will be displayed if Online Purchases and/or Inventory Tracking are enabled, providing more detailed configuration options.
Templates
Product Template: Define the HTML template used to generate the product list page.
Image Template: If your products in Invoice Ninja have an Image URL set, the images will be imported and displayed alongside the product information in WordPress.
Custom CSS
Product Page: Add custom CSS to style individual product pages. This gives you the flexibility to match the product pages with your site’s overall design.
Products Page: Add custom CSS to style the product listing page, ensuring a cohesive look across all product-related content on your site.
Shortcodes
[invoiceninja_purchase product_id=””]: This shortcode will display either an ‘Add to Cart’ button or a ‘Buy Now’ button, depending on the Online Purchases setting.
[invoiceninja_client_portal label=”” sso=””]: This shortcode generates a button that allows your customers to access their client portal. If the SSO (Single Sign-On) parameter is set to true, they won’t need to enter their password.
[!WARNING]
WARNING: Only use the [invoiceninja_client_portal] shortcode if your customers are confirming their email addresses. Without this confirmation, a malicious user could create a fake account and gain unauthorized access to data in Invoice Ninja.
Credits
Hillel Coren
Oliver Flueckiger
