WooBillomat

Omschrijving

Invoices including VAT, delivery notes and cancellations – whoever sells their goods as an online merchant has to do a lot of paperwork. With the Billomat WooCommerce plugin, you can entirely automate the invoicing and accounting for your online shop.

With the Billomat WooCommerce Plugin, you can connect your online shop with your Billomat accounting software. The plugin synchronizes all the customer data, products and prices. Based on the incoming orders in your online shop, the plugin automatically generates invoices and delivery notes in a professional business design and sends them via email to your customers. Use default templates including all the statutory information, or create an individual invoice template.

Free trial access under: https://www.billomat.com/signup/registration/

Features

  • Automatic generation of an invoice for each order process
  • Automatic invoice dispatch to the shop customer via email
  • Correction invoices / cancellation invoices in case of refunds
  • Delivery notes with an order summary
  • Purchasers are automatically created as customers in Billomat (master data)
  • Purchasers receive status information about their order via email
  • Synchronization of invoice, customer and article data between the online shop and the accounting software

Automated invoicing for your WooCommerce shop

Link your online shop with the Billomat plugin – and the dreadful paperwork belongs to the past! The Billomat WooCommerce plugin automatically generates PDF invoices and delivery notes based on your incoming orders. Thanks to the various setting options and the filters, the plugin remains flexible and you can customize the workflow individually to your needs.

Workflow Billomat WooCommerce Plugin

Step 1 – Purchase order in the online shop

The plugin generates a new customer based on the purchaser data. The data are synchronized on both sides. If, for example, you make any modifications to the customer data in your Billomat account, the purchaser data will be modified in WooCommerce too.

Step 2 – Invoicing

Billomat automatically generates a PDF invoice based on the incoming purchase order in your online shop. Through the plugin settings, you can exactly determine for each payment method at what time the invoicing shall take place. You can call up the invoice either in your WooCommerce customer data or in your invoice summary in Billomat.

Step 3 – Email to the customer

The invoice (depending on the configuration) will be sent directly to the customer, either as an attachment to your confirmation email or as a separate email from your Billomat account.

Step 4 – Dispatch of the order

In addition, the plugin generates a delivery note that you can attach to the product. You can call up the delivery note in your WooCommerce customer data.

About Billomat

Since 2007, Billomat supports small entrepreneurs, self-employed workers and medium-sized businesses with the digitization and automation of their accounting. With our accounting software Billomat, you can create professional invoices, estimates, delivery notes, reminders and order confirmations. For this purpose, you can use our default templates or upload your own templates in your business design. Thanks to the integrated dunning process, Billomat sends payment reminders to defaulting payers. Incoming payments are automatically registered through the business account link.

With the web application, you and your team have access to your customer, supplier and article data, as well as your accounting documents at any time – no matter where in the world you are currently working. With the free Billomat mobile app, you can also create invoices and estimates on the go and capture sales checks, receipts and hosting receipts
and more with your camera.

Here you will find a summary of all the Billomat features.

Support

Do you have questions about the Billomat WooCommerce plugin or do you need help with the installation and configuration? Contact our customer support via email: support@billomat.com or phone +49 800 – 24556628.

Contributing

Do you have ideas to improve our Billomat WooCommerce plugin or do you miss any features? Share your ideas with us in the Billomat idea portal.

Schermafdrukken

  • PDF invoices and delivery notes
  • General settings
  • Templates and dispatch options
  • Order overview and linked documents
  • Automatic invoicing for online shops

Installatie

The automatic installation is the easiest option to activate the Billomat WooCommerce plugin for your online shop. Alternatively, you can also install the plugin manually.

Installation

  1. Install the plugin directly through the WordPress plugin management. Alternatively, you can also install the plugin manually. To do so, download the plugin and unzip the file. Then move the installation file to the folder “/wp-content/plugins/woocommerce-billomat”.

  2. Activate the Billomat WooCommerce plugin through the menu item > Plugin.

  3. Link the plugin with your Billomat account. Through >WooCommerce >Settings > Billomat you will get to the input mask. Enter your account’s BillomatID here as well as your API key. Then, click on > Save changes in order to establish the connection between Billomat and WooCommerce.

  4. For the synchronization on both sides between the online shop and the accounting software, the Billomat WooCommerce plugin uses webhooks and filters. It is imperative that you configure these webhooks in your Billomat account. You will find an overview and instructions in the Billomat WooCommerce manual.

Notice

In case you do not have a Billomat account yet, you can register for free here. After the registration, you can activate the API access in your Billomat account under >Settings >Administration >Employees. You will find further information on the Billomat API key here.

FAQ

Is the Billomat WooCommerce plugin really available for free?

Yes, compared to most other plugins for PDF invoices, the Billomat WooCommerce plugin and its use are completely free. You only need an active Billomat account. You will not have any additional costs.

For whom is the Billomat WooCommerce plugin suited?

The Billomat plugin for WooCommerce is suited for all online shops that wish to automate their invoicing. The direct connection between the accounting software Billomat and the WooCommerce shop allows a direct invoicing based on the incoming purchase orders. To do so, the plugin accesses the customer data and generates a PDF invoice in the design and with the text templates of your choice. The plugin settings allow you to individually adapt the automation level of the invoice dispatch according to your needs.

What advantages does Billomat WooCommerce offer?

With the installation of the Billomat plugin for your WooCommerce shop, you can completely automate your invoicing. The plugin automatically generates a new customer in your Billomat account for each incoming purchase order. The synchronization of the customer data takes place on both sides. This way, your customer data are always up-to-date. The Billomat WooCommerce plugin automatically generates a PDF invoice for the purchase order. If you want to, the plugin also sends automatically the invoice to the purchaser. In addition, you can directly print a delivery note for the dispatch.

Do I need a Billomat account?

Yes, in order to connect your online shop to your accounting software you need an active Billomat account.

In case you do not have a Billomat account yet: here you can register for free and try our accounting software for free during 60 days. After the end of the trial period, the use of our Billomat accounting software is subject to a monthly or annual fee. You will find further information on the plans and prices under: https://www.billomat.com/en/pricing/.

How do I connect my online shop to Billomat?

In order to connect your online shop to the Billomat accounting software, you need two things: your BillomatID and an API key.

You have assigned to yourself a BillomatID during registration. When logged in to Billomat, your ID always appears in your browser bar in front of “.billomat.net”. In case you forgot your BillomatID, you can request it here: https://www.billomat.net/forgotbillomatid.

Through the API key, you can connect your online shop to your Billomat account.You will find the API key in your Billomat account under >Settings > Administration > Users. Click on “edit” and check the box at “API access” in order to show the API key.

Then, call up the plugin settings through >WooCommerce >Settings >Billomat. Enter your account’s BillomatID here, as well as the API key. Afterwards, click on >Save changes in order to establish the connection between Billomat and WooCommerce.

In which format must the prices be displayed?

Please, always indicate the net prices, as there are often rounding problems when WooCommerce needs to convert the gross prices into net prices first.

Where do I find further information on the plugin?

Here you can find detailed information and a description about the Billomat WooCommerce plugin. If you want to stay up-to-date about updates and extensions for our plugin, you can register for our Plugin information service.

Which webhooks do I need?

The plugin uses webhooks for the synchronization of the customer and article data on both sides, as well as for the automatic generation of invoices and delivery notes via Billomat. You have to set up these webhooks in your Billomat account.

To do this, log in to your Billomat account. Through the Menu > Settings > Administration > Webhooks, you will get to the input mask for the webhooks. In order to set up the webhooks, you need a Secret Key. You will find the latter in your plugin settings under the tab >Billomat.

Event: Customer / change

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_update_customer&secret_key=YOUR_SECRET_KEY

Event: Customer / delete

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_delete_customer&secret_key=YOUR_SECRET_KEY

Event: Articles / change

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_update_product&secret_key=YOUR_SECRET_KEY

Event: Articles / delete

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_delete_product&secret_key=YOUR_SECRET_KEY

Event: Delivery note / Change of status

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_add_delivery_note&secret_key=YOUR_SECRET_KEY

Event: Delivery note / delete

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_delete_delivery_note&secret_key=YOUR_SECRET_KEY

Event: Invoice / Change of status

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_change_invoice_status&secret_key=YOUR_SECRET_KEY

Event: Invoice / Delete

https://yourdomain.com/wp-admin/admin-post.php?action=wcb_delete_invoice&secret_key=YOUR_SECRET_KEY

You can find an overview of all available webhooks in the Plugin manual.

Can I modify the PDF invoices and delivery notes?

Yes, you can either use one of our default templates or upload an individual template, for example, to adapt your invoices to your own business design. Find out here what you need to bear in mind when using the individual templates: https://www.billomat.com/support/faq/wie-erstelle-ich-eine-eigene-vorlagen/.

Can I make individual changes to the plugin?

Yes, you can configure our Billomat WooCommerce plugin individually according to your needs so that it works optimally with your online shop. Use the following filters for this purpose.

Transfer of the WooCommerce customer data to the Billomat API: woocommerce_billomat_customer_export_data
Description: Used for the transfer of the WooCommerce customer data to the Billomat API (customer) (export)

add_filter( 'woocommerce_billomat_customer_export_data', 'filter_function_name', 10, 2 ); 

function filter_function_name( $data, $user_meta ) {
// Process Billomat client data here
return $data;
}

Transfer of the Billomat customer data to WooCommerce: woocommerce_billomat_customer_import_data
Description: Used for the transfer of the Billomat customer data to WooCommerce (import)

add_filter( 'woocommerce_billomat_customer_import_data', 'filter_function_name', 10, 2 ); 

function filter_function_name( $user_meta, $api_data ) {
// Process user meta here
return $user_meta;
}

Transfer of the WooCommerce product data to the Billomat API: woocommerce_billomat_invoice_data
Description: Used for the transfer of the WooCommerce purchase data to the Billomat API (invoice) (export)

add_filter( 'woocommerce_billomat_invoice_data', 'filter_function_name', 10, 2 ); 

function filter_function_name( $data, $order ) {
// Process Billomat invoice data here
return $data;
}

Transfer of the Billomat article data to WooCommerce: woocommerce_billomat_product_import_data
Description: Used for the transfer of the Billomat article data to WooCommerce (import)

add_filter( 'woocommerce_billomat_product_import_data', 'filter_function_name', 10, 2 ); 

function filter_function_name( $product_data, $api_data ) {
// Process product data here
return $product_data;
}

Transfer of the WooCommerce purchase data to the Billomat API: woocommerce_billomat_invoice_data
Description: Used for the transfer of the WooCommerce purchase data to the Billomat API (invoice) (export)

add_filter( 'woocommerce_billomat_invoice_data', 'filter_function_name', 10, 2 ); 

function filter_function_name( $data, $order ) {
// Process Billomat invoice data here
return $data;
}

Generation of the customer address for the transfer to the Billomat API: woocommerce_billomat_invoice_address_data
Description: Used for the generation of the customer address of a purchase order for the transfer to the Billomat API (invoice) (export)

add_filter( 'woocommerce_billomat_invoice_address_data', 'filter_function_name', 10, 2 ); 

function filter_function_name( $address_data, $customer_id ) {
// Process adress data here
return $address_data;
}

Generation of a WooCommerce purchase item for the transfer to the Billomat API: woocommerce_billomat_invoice_item_data
Description: Used for the Generation of a WooCommerce purchase item for the transfer to the Billomat API (invoice item) (export)

add_filter( 'woocommerce_billomat_invoice_item_data', 'filter_function_name', 10, 2 ); 

function filter_function_name( $invoice_item_data, $order_item ) {
// Process invoice item data here
return $invoice_item_data;
}

Addition of a WooCommerce order action for the display of an invoice button in the order overview: woocommerce_billomat_invoice_button_action
Description: Used for the addition of a WooCommerce order action for the display of an invoice button in the order overview.

add_filter( 'woocommerce_billomat_invoice_button_action', 'filter_function_name', 10, 2 ); 

function filter_function_name( $invoice_button_action ) {
// Modify button action
return $invoice_button_action;
}

You can find a summary of all the available filters in the Plugin manual.

Is there a logging function?

Yes, insofar as the log function has been activated. Billomat uses the standard functionality of WordPress.
To activate the log, the following entry must be defined in wp-config.php

define( 'WP_DEBUG', true );
define( 'WP_DEBUG_LOG', true );

Beoordelingen

Endlich konnte ich meinen Workflow optimieren!

Ich habe WooBillomat in Verbindung mit Billomat gewählt, weil ich meine Buchhaltung vereinfachen wollte. Billomat selbst habe ich zuerst 60 Tage lang getestet und bin dabei geblieben. Schon während der Testphase war ich super zufrieden. Der schnelle und freundliche Support hat immer ein offenes Ohr und das Plugin funktioniert reibungslos.
Lees alle 2 beoordelingen

Bijdragers & ontwikkelaars

“WooBillomat” is open source software. De volgende personen hebben bijgedragen aan deze plugin.

Bijdragers

“WooBillomat” is vertaald in 1 taal. Dank voor de vertalers voor hun bijdragen.

Vertaal “WooBillomat” naar jouw taal.

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Bekijk de code, haal de SVN repository op, of abonneer je op het ontwikkellog via RSS.

Changelog

Version 2.3.5 from May 6th 2019

  • Bugfix: Document templates per payment method should now work without problems

Version 2.3.4 from April 25th 2019

  • Bugfix: If no selected standard template is defined in Billomat, a invoice would not be generated in draft-mode

Version 2.3.3 from March 27th 2019

  • Bugfix: Changed shipping item calculation values to avoid rounding errors.
  • Bugfix: Removed user_email update on customer update webhook (only update billing email, not WP user email).

Version 2.3.2 from January 21th 2019

  • Discounts will now be written into the discount field of Billomat. Please note when using your own templates, that the appropriate placeholder must be used.
  • The “order_id” will now be displayed with error messages
  • The feature “Adjustable order status when paying in Billomat” is now adjustable per payment method
  • Bugfix: Tax rates are now correctly returned by the webhooks when the plug-in “Germanzied” is used
  • Bugfix: Creating invoices with free products is now possible again

Version 2.3.1 from January 9th 2019

  • Bugfix: Tax on shipping costs will now be calculated proportionally correct. Also works in conjunction with the Germanzied plug-in.
    Important! Pay attention to an equal adjustment of net or gross prices in Billomat and WooCommerce.
    It is possible that the plug-in will forward Billomat numbers with more than two decimal places.
    In this case, a “custom template” with special placeholders must be used. For questions please contact our support.

Version 2.3.0 from November 30th 2018

  • Creation and dispatch of an invoice can now be done separately
  • Automatic creation of correction invoices is now possible – IMPORTANT: If the invoice has already been paid, the correction invoice must be paid manually or with the add-on figo with the appropriate date.
  • Adjustable order status when paying in Billomat
  • Shipping costs of 0€ are no longer displayed in invoices
  • You can now enter the credentials of your Billomat App if you need more API calls. You need a new plan fore more API calls. More informations for Apps: https://www.billomat.com/en/api/basics/rate-limiting/
  • Error messages if the plugin was first installed have been fixed
  • Fixed a bug that generated draft-invoices
  • Fixed a bug with the Guzzle PHP library
  • Guzzle PHP library updated

Version 2.2.1 from November 12th 2018

  • Bugfix: Correction of the synchronization of the product short description if no description is set
  • Bugfix: Vouchers are now transferred correctly with the appropriate tax
  • Error message for non-erasable user has been removed
  • Plug-In is now ready for WordPress 5.0
  • Customers will no longer be deleted in Billomat once the user has been deleted in WordPress

Version 2.2.0 from August 23th 2018

  • Bugfix: Orders with 100% discount will now be created correctly
  • WordPress version 4.9.8 is now supported
  • Extension fields for the Billomat ID: Linked IDs are now also displayed in articles, article variants, customers and orders.
  • Reset functions for items, customers, invoices added – Attention! All references will be deleted
  • Log function implemented. (Standard WordPress logging function) – More in the FAQ’s
  • Errors are now displayed in most cases as a readable message
  • The plugin now checks if all data are available before an invoice is generated

Version 2.1.2 from July 10th 2018

  • Bugfix: Manually generated invoices do not generate empty orders anymore

Version 2.1.1 from June 6th 2018

  • Bugfixes

Version 2.1.0 from May 29th, 2018

  • Mapping payment methods: WooCommerce payment methods can now be assigned to Billomat payment methods.
  • Error Log: Possible errors are shown on the WooCommerce Billomat settings page.
  • Bugfix: Correction of the amount of shopping cart items when a voucher is used.
  • Bugfix: Correction of an error when sending email with attachments.

All the information on the update: https://www.billomat.com/magazin/billomat-woocommerce-plugin-update-v2-1-0/

Version 2.0.0 from March 16th, 2018

  • Definition of individual invoice templates according to the payment method
  • Synchronization of the article number and article descriptions
  • Definition of the time of invoicing per payment method based on the WooCommerce order status.
  • Various filters for the modification of transferred data

All the information on the update: https://www.billomat.com/magazin/billomat-woocommerce-plugin-update-v2-0-0/

Version 1.1.1 from November 30th, 2017

  • Taking into account the Billomat net/gross settings when transmitting the invoice items
  • The net/gross setting is no longer saved in WordPress, but can be retrieved directly from the Billomat API when needed, in order to avoid problems after changes in the Billomat settings.
  • Customized API call for text templates in order to avoid a single text template warning.
  • Troubleshooting built in for all API calls. In case of a communication error, an admin error is displayed. (prevents errors if, for example, the API key is modified or deleted in Billomat).
  • Bugfix for the plugin “AGB connector”.

Version 1.1.0 from November 3rd, 2017

  • Source for article description: Description or short description as item description on the invoice. The short description is used by default.
  • Deactivation invoicing: Depending on the payment method or overall.
  • Invoice status: Status of the invoice (draft, open, paid) depending on the payment method. The installation of the webhooks is imperative.

All the information on the update: https://www.billomat.com/magazin/billomat-woocommerce-plugin-version-1-1/

Version 1.0.0 from December 12th, 2017

  • Release

All the information on the release: https://www.billomat.com/magazin/billomat-woocommerce-plugin-fuer-onlineshops/