內容簡介
需求
Woocommerce 外掛程式（免費）
Sliced Invoices 外掛程式（免費）
此 Woocommerce 擴充功能作為 Woocommerce 外掛程式和 Sliced Invoices 外掛程式之間的調解人，可讓您輕鬆從 Woocommerce 訂單中創建發票和報價單。這兩個外掛程式都是免費的，且都是必需的。
主要功能
自動從 Woocommerce 訂單中創建報價單
自動從 Woocommerce 訂單中創建發票
可以從後台創建發票和報價單（管理員創建訂單）
只有在前台（客戶結帳時）才能創建發票
新增「發票付款」作為結帳選項
啟用發票上的預設付款方式
僅在特定運送方式上啟用發票
在電子郵件中包含發票的說明和鏈接
通過使用PDF 發票擴展輕鬆將報價單和發票列印為 PDF
安裝PDF 發票擴展後，客戶也可以打印他們的報價單和發票
使用 PDF 擴展安裝後，PDF 還將附加到發往客戶的 Woocommerce 電子郵件中
如何運作
Woocommerce 和 Sliced Invoices 都是具有非常不同用途和不同功能的電子商務外掛程式，但是對於某些功能，它們也存在一些重疊。通过使用這個外掛程式，可以整合兩個外掛程式的功能，實現非常靈活的電子商務設置，可用於許多不同的方式。
您仍然可以單獨使用 Sliced Invoices 和 Woocommerce。
那麼兩個外掛程式如何協同運作呢？
管理區域
通過創建 Woocommerce 訂單自動創建報價單或發票
當 Woocommerce 訂單狀態設置為發票時，將創建發票（現在發票與訂單關聯）
當 Woocommerce 訂單狀態設置為報價時，將創建報價單（現在報價單與訂單關聯）
編輯訂單將編輯關聯的發票或報價單
您可以通過將訂單狀態更改為發票，輕鬆將報價單轉換為發票
通過將訂單狀態更改為已完成，標記發票已經付款
報價單和發票將根據訂單的狀態更新其狀態
前台
用戶可以選擇「發票付款」選項進行結帳
像正常一樣創建訂單，同時還生成一份發票
使用 Woocommerce 帳單詳細資料作為發票或報價單的「收件人」地址
使用 Woocommerce 訂單 ID 作為發票或報價單的「訂單編號」
可以在發票中添加 Sliced Invoices 的付款方式（銀行、支票、PayPal、通用）
發送發票或報價單的電子郵件
有幾種不同的方法可以向客戶發送報價單或發票。
從訂單內的「訂單操作」中發送（這將發送一封 Woocommerce 样式的電子郵件）
通過 Sliced Invoices 的報價單或發票菜單發送（這將發送 Sliced Invoices 样式的電子郵件）
外掛標籤
開發者團隊
② 後台搜尋「Woo Invoices – Quotes and Invoices」→ 直接安裝（推薦）
📦 歷史版本下載
原文外掛簡介
REQUIREMENTS
Woocommerce Plugin (free)
Sliced Invoices Plugin (free)
This Woocommerce extension acts as the middle-man between the Woocommerce plugin and Sliced Invoices plugin, allowing you to easily create invoices and quotes from Woocommerce orders. Both plugins are free and both plugins are required.
KEY FEATURES
Automatically create quotes from Woocommerce orders
Automatically create invoices from Woocommerce orders
Invoices and quotes can be created from the back end (admin creating the order)
Invoices only can be created from the front end (upon client checkout)
Adds ‘Pay by Invoice’ as a Checkout option
Enable default payment methods on invoices
Enable invoices only for certain shipping methods
Include instructions and a link to the Invoice in emails
Easily print quotes & invoices to PDF by using the PDF invoices extension
The PDF invoices extension also allows clients to print their quotes and invoices
With the PDF extension installed, the PDF will also be attached to the Woocommerce emails that go to the client
HOW IT WORKS
Woocommerce and Sliced Invoices are both ecommerce plugins that have very different uses and different functions, but there is also some overlap with some of their features. This plugin takes some features of Sliced Invoices and some features of Woocommerce to achieve an extremely flexible ecommerce setup that can be used in many, many different ways.
You can still use Sliced Invoices independantly of Woocommerce and vice versa.
So how do the plugins work together?
Admin Area
Automatically create a Quote or an Invoice by creating a Woocommerce Order
Invoices are created when the Woocommerce Order Status is set to Invoice (the Invoice is now tied to the Order)
Quotes are created when the Woocommerce Order Status is set to Quote (the Quote is now tied to the Order)
Editing the Order will edit the tied Invoice or Quote
You can convert a Quote to Invoice by simply changing the Order Status to Invoice
Mark an Invoice as Paid by changing the Order Status to Completed
Quotes and Invoices will get their statuses updated depending on the status of the Order
Front End
A user can choose the ‘Pay via Invoice’ option when they check out
An order is created as per normal, and an invoice is also generated
Uses the Woocommerce Billing Details as the ‘To’ address on the Invoice or Quote
Uses the Woocommerce Order ID as the ‘Order Number’ on the Invoice or Quote
Payment Methods from Sliced Invoices can be added to the Invoice (bank, cheque, PayPal, generic)
Emailing the Invoice or Quote
There are a couple of different ways you could send the client the Quote or Invoice.
Via the Order Actions section from within the order (this will send a Woocommerce styled email)
Via the Sliced Invoices Quotes or Invoices menu (this will send a Sliced Invoices styled email)
SCENARIOS FOR USE
Scenario 1 – Creating Invoices
You simply need to create invoices from Woocommerce orders.
User adds products to cart
User goes to checkout and chooses ‘Pay via Invoice’ option
Sliced Invoices creates the Invoice in the background
User is taken to the ‘Order Received’ page. Instructions and a ‘View The Invoice’ button are shown
User can view the Invoice and see the payment methods on the invoice that you have set
Scenario 2 – Creating Quotes
You want to create Quotes from your Woocommerce orders and send to clients for approval.
You create a Woocommerce Order
You add all of your products, taxes, shipping, billing details etc
You set the Order Status to Quote
Sliced Invoices creates the Quote in the background
You can then send an email (via one of the 2 options above) to the client with the link to view the Quote
Client views the Quote, hopefully approves it and then an Invoice is automatically created
If you also have the PDF invoices extension installed, a PDF version of the Invoice or Quote will be attached
