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Adding an order manually in woocommerce

I have a customer that is running a room booking system. Adding a room booking manually is simple but adding that order to woocommerce is proving difficult. So I thought in case anyone else is finding this process difficult I would add this post showing how to do it.

Adding a new user

The initial difficulty is that you cannot create a new user in woocommerce customer. Woocommerce uses the WordPress user system. So head over to users – new user. Add the new user but change the role to customer (see below).

Changing the role to customer

Make sure you click on Add New User button!

Now you can head over to woocommerce and add a new order. When you add the new order under customer you can now select your new customer.

Add a new order choosing the customer

WP Accounts Settings

Head to WP Accounts settings link and you will be presented with a number of settings, all of which are easy to use and manage.

Settings Image 1

The first fields are self-explanatory. The only element I would flag up is the logo size. This gets added to the top of your invoices and too big it will swamp the layout. Best thing to do is to add one that looks about right and then do a test invoice to check it looks correct.

Settings Image 2

Again this is easy to understand. The Paypal link is obtained from the admin users email address.

Settings Image 3
Settings Image 4

Image 3 gives you the details you can control when setting up an image template. The settings in image 4 give you control over a couple of useful elements. If you insert a place ID then this will be added to the invoice and allows customers to visit that link and review your business or read reviews etc.

WP Accounts

This is a short series on using the WP Accounts plugin from Webd.

I have been in the need of a small accounting programme for a long time and have wanted to combine my WordPress site with managing the small number of invoices I send out. I have used several systems and when I was doing a lot more business used the excellent accounting system ClearBooks. For UK businesses ClearBooks ticks all the boxes and more but for a small business like mine it is overkill.

WP Accounts is the solution for any small UK business that needs an accounting package to send invoices and manage expenses. It is simple to use and you can be up and running very quickly. Support for the plugin is excellent and I would recommend this plugin to anyone who has need.

The WP Accounts menu item features 5 links:

  • Manage Invoices
  • Manage Clients
  • Manage Payments
  • Export CSV
  • Settings

The first place to go to is settings. And that will be the subject of my next post.

Appointment Hour Booking

New Video

I have changed the booking system to include some new fields. It also now sends the user to a confirmation page and I have extended the time slots from 8am to 10pm. The kitchen now has a booking calendar.

WP Accounts

Every now and again you come across a gem in the WordPress world and last week I found the perfect invoicing plugin. In fact, I wished I had found it sooner! The plugin is called WP Accounts and os developed by Webd Ltd.

A little back story so you know how much finding this plugin has meant. I had cancer in 2015 survived, and now 7 years on I am completely clear but the cancer op left its damage and I find it hard to do a full time job. I am a youth worker by trade and I am currently working 21 hours a week and doing a little web dev in the background to try to make ends meet. We were paying for an accounting system but with bills going up even this had to go which meant a struggle to do accounts….

And then I found this plugin and it works very well and exactly how I need it to work. The menu system is simple and intuitive and doesn’t take very long to figure out. It does repetitive invoicing which fits with my business model perfectly. So many invoicing systems come with add-ons that were unnecessary. This doesn’t. It helps in making managing a small business even easier.

It has been a huge blessing and I cannot thank Oliver (the developer) enough.

From wordpress.org the description of the plugin.

Description

Manage your accounts in WordPress

If you are a UK company that is not VAT registered, you may want to use our plugin …

This plugin does the following:

  • Manages your clients and their contact details
  • Allows you to raise invoices and receipts
  • View client statements
  • Manage your payments / bookkeeping
  • Send invoices and receipts to clients via email
  • Style email invoices / receipts
  • Download HTML statements
  • Download CSV reports
  • Assign a client to a WordPress user account so they can view their account statements

When installed you will be able to manage your company accounts from within your WordPress website.

We have built this plugin for a UK based company that is not VAT registered. If you’d like us to develop it further to fit your business, contact us!