Pay on account, for approved customers only
Wholesale and trade stores sell to approved business customers on credit: the goods ship now and the invoice is paid within 7, 14 or 30 days, usually by bank transfer. WooCommerce has no option for that, and its cheque and bank transfer methods put the order on hold and are open to every shopper. This plugin adds a Pay on account payment method that appears only for logged in customers whose trade account is approved, or whose role is on your auto approved list. The check runs again when the order is placed, so nobody else can use it, including through the Store API.
Terms and a purchase order on every order
The checkout box tells the customer their terms ("Payment is due 30 days from the order date") and asks for a purchase order number: optional, required, or not at all. The order goes to Processing so it ships straight away (or On hold or Completed if you prefer), records the due date, the terms and the PO number, and is not marked as paid until you record the payment. The thank you page, the order emails and My Account say when payment is due and how to pay, using the bank details you write in the settings.
Applications and approvals
Customers apply from My Account → Trade account with their business name, ABN or tax id, phone and a message, or from any page with the [dtaw_apply] shortcode. You are emailed, and the customer is emailed when you decide. Approve, decline, suspend or reinstate accounts from WooCommerce → Trade Accounts, from the customer's user profile, or from the link in the application email. Give each account its own terms and an account reference (their account number in your books), keep internal notes, and add a customer yourself without an application.
Every order on account is an invoice
The Invoices tab lists unpaid, overdue, paid and void invoices, searchable by order number, purchase order number or email, with a CSV export. Four tiles show the balance owing, the overdue amount, what is due in the next 7 days and the open invoice count, for the whole store and for each account. Cancelled, refunded or failed orders drop off the balance on their own, and partial refunds reduce the amount owing. The orders list gets an On account column: due date, days overdue, paid, with the PO number.
Record payments as the money arrives
Open the order and use the Trade account box to enter the date, the bank reference and a note, or click Paid today on the Invoices tab. The order gets its paid date and a note, the customer sees it under Recently paid, and Mark as unpaid reverses a mistake. Optionally mark Processing orders as Completed when they are paid.
