Introduction
Credit ordering allows you to permit specific customers to place order without payment. Woosage deals with the processing of the order, including optional check on their Sage account for:
- Available credit to cover the order value
- Account on hold
The customer is invoiced according to their Sage account payment terms.
Note: Woosage doesn't deal with the actual invoicing from Sage, as there are no facilities to trigger this programmatically. If you need to send Sage invoices then this must be done manually. Alternatively, a PDF invoice can be generated at the time of order using one of the available plugins, but you would need to speak to you developer about this.
Processing
When credit ordering is enabled, two new order statuses are enabled: "Pending credit checks" and "Failed credit checks". There are also 3 new additional emails: A pending checks email to the customer, a failed credit checks email to the customer and also a failed credit checks email to the admin, which are
set in the WooCommerce email settings page. - see Credit Ordering Settings
When a customer places an order using a credit ordering payment gateway, the order is given a custom status of “Pending credit checks”. They are sent an email with subject “Your order is pending account checks” and body of “Order #xxx is subject to additional checks on your account and will be confirmed shortly”.
In the next orders cycle, Woosage will perform the additional checks (if enabled). If the checks were successful, Woosage will set the order status to “Processing” (or a different status depending on the payment gateway settings, see below). The customer and administrators will receive the standard new/processing order email, along with additional text regarding the invoicing details as per the credit ordering settings.
Please note that the status the order transitions to after the additional checks have been done is the status that the order would have naturally transitioned to without credit ordering enabled. For example, with some invoice gateways, you can specify that orders will be set to "On-hold" when placed. These orders would still transition to "On-hold" after the pending checks order status, assuming that the additional checks were successful. Woosage doesn't currently have the functionality to specify an order status for orders to transition to after the additional checks, as the logic is usually handled by the payment gateway plugin.
If the order failed additional checks, the customer receives an email with the subject of “Your order requires attention”, and the body contains the reasons why the order failed. The order is given the status of “Failed credit checks”. An admin email is also sent, alerting the website admin that an order requires attention.
The customer failed additional check email can include an optional link to a checkout page to allow them to place the order using the other available payment methods (e.g. card payment)
Related Articles
Woosage50 Credit Ordering Settings
Note, this feature is available from release 2.5 onwards For an overview of credit ordering functionality and supported payment plugins see Woosage50 Credit Ordering If using the Rymera Web Co Invoice Gateway plugin, the status of the order, when ...
Woosage50 Credit Ordering
What is credit Ordering? Credit ordering, which is available from release 2.5 onwards, is a Woosage Professional feature that enables you to allow certain customers to order products via your website without payment at the time of ordering. The ...
Woosage 50 Processing Schedules
Orders Processing Cycle The orders processing cycle deals with time-critical data, orders and stock updates, and is run normally according to a schedule. When running it will do the following. Get any unprocessed orders from the website and import ...
Woosage50 Order Processing
Orders placed on the website will be picked up by Woosage during the Orders Processing Cycle if the Export Status is Pending (orange clock symbol) on the WooCommerce>Orders page. Customer emails are configured in the website, but typically an order ...
How Woosage Works
All of the processing is done by the Woosage Service, which runs in the background on a windows PC on the same local network as Sage. The Woosage Service handles all communications with Sage and the website. The system is depicted in the following ...