BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Activating the Connection with WooCommerce
  • Setting up the WooCommerce Connection
  • Webhook Settings
  • Order Settings
  • Bottom Texts and Emails

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  1. CONNECTIONS
  2. Connections for Webshops

WooCommerce

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Last updated 2 years ago

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is a popular WordPress plugin that allows you to easily set up a webshop. Via the WooCommerce link in BestInvoicing, you can automatically convert an order from your WooCommerce webshop into an order confirmation, delivery note or invoice. This document can then be sent from BestInvoicing (automatically) to the customer via email.

Activating the Connection with WooCommerce

This connection can be activated via the 'Apps and Integrations' menu.

  1. Navigate to the top right corner of BestInvoicing and click your email address.

  2. Select 'Apps and Integrations' in the menu.

  3. Go to the tab 'Advanced Settings' and click the green button 'Activate' next to 'WooCommerce'.

Setting up the WooCommerce Connection

Once the link is activated, a yellow "Configure" button appears on the left side. Click it to set up the link.

Webhook Settings

A "webhook" ensures that your WooCommerce webshop will forward all order information to BestInvoicing at the moment an order is placed.

To set up the link between BestInvoicing and WooCommerce, you need to set up two webhooks, entering some data from BestInvoicing into your own WooCommerce environment.

Move to the admin panel of your webshop:

  • Below 'WooCommerce', click 'Settings'. See step (1) in de image below.

  • Click the tab 'Advanced' (2)

  • In the menu below, navigate to 'Webhooks' (3)

  • Click the button 'Add webhook' (4)

Now you will see the following fields:

  • Name: free choice, use a name that's meaningful to you for this connection (e.g. 'BestInvoicing')

  • Status: select 'Active'

  • Topic: select the appropriate action for your workflow.

    • For the first webhook, select 'Order created'

    • For the second webhook, select 'Order updated'

  • Delivery URL: copy the value from the 'Delivery URL' field in BestInvoicing to this field in WooCommerce

  • Secret: copy the value from the 'Secret' field in BestInvoicing to this field in WooCommerce API

  • Version: leave the suggested selection here (no need to change it)

Click 'Save webhook' to save it in WooCommerce.

Repeat these steps to set up the second webhook.

You can now return to the configuration screen in BestInvoicing. Orders placed in WooCommerce will now be redirected to BestInvoicing.

Order Settings

In this section, choose what type of document should be created in BestInvoicing, when it should be created, and how it will be sent to your customer.

Here you can choose to create an order form, a delivery note or an invoice.

Next you select when the document should be created in BestInvoicing: as soon as an order is placed in WooCommerce, or only when this order has been paid.

If you check 'Send automatically via email', the document is immediately sent to the email address used to place the order in WooCommerce. If you do not check this box, the document will be created with 'Concept' status in BestInvoicing and you still need to send it yourself.

If a customer in WooCommerce enters something in the field 'Order comment', this is displayed on the BestInvoicing documents in the field 'Additional text field above table'. In the BestInvoicing interface, this appears in the 'Internal note' field of the document.

Bottom Texts and Emails

You can also set the text for the accompanying email. Again, you can distinguish between an email text for an order already paid, or still to be paid.

You can set the bottom text on the document itself, using different texts for documents of orders that have already been paid or are yet to be paid. If you have activated the app ', you can set these texts per language.

Foreign Language Customers'
WooCommerce