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Plugin Description
The TOConline for WooCommerce plugin is designed to seamlessly integrate your WooCommerce store with the TOConline system, simplifying invoicing, tax management, and data synchronization. This plugin automates critical administrative and fiscal processes, ensuring your store operates efficiently while maintaining compliance with local tax regulations.
Key Features
- Automated Invoicing: Generate invoices, credit notes, and receipts directly within TOConline for WooCommerce orders.
- Customer Data Sync: Keep customer details, such as addresses and tax numbers, synchronized between WooCommerce and TOConline.
- Product Synchronization: Automatically export product details from WooCommerce to TOConline, including prices, SKUs, and tax information.
- Refund Management: Create credit notes for refunds processed in WooCommerce, with seamless synchronization.
- Tax Calculation: Automatically apply the correct tax rates.
- Email Notifications: Automatically send invoices and credit notes to customers, with customizable templates to align with your brand.
- Error Logs and Notifications: Identify and resolve integration issues quickly with detailed logs and admin alerts.
Benefits
- Full Automation: Eliminate manual invoicing and tax calculations, reducing errors and saving time.
- Tax Compliance: Ensure all fiscal documents meet the portuguese legal.
- Enhanced Customer Experience: Send professional, automated invoices and receipts, boosting trust and confidence.
- Operational Efficiency: Focus on growing your business while the plugin handles repetitive tasks.
Why Choose TOConline for WooCommerce?
With tax rule support, an intuitive interface and robust automation features, the TOConline plugin empowers your WooCommerce store to stay ahead. Whether you run a small business or manage a high-volume store, this plugin is scalable and reliable, making compliance and efficiency effortless.
Help & Support
Need support? Visit the plugin help pages.
External services
This plugin connects to the TOConline API to send and obtain commercial sales information, as well as data pertaining to WooCommerce products and user accounts. This is required to create and link to the commercial sales documents generated by the plugin, including (but not limited to) invoices and credit notes. All communication is sent to and received from the API as defined by the plugin options related to your company. These requests are made to a sub-domain at toconline.pt, which will vary depending on your company and must be manually added by you.
Every time a WooCommerce order is completed successfully (i.e., an order is successfully paid), a request is made to the TOConline API. This request can additionally be sent manually through the order page in the WooCommerce administration. The TOConline API will receive most of the information related to the order, as well as the products it contains and the customer data required to generate the invoice, as provided through WooCommerce (name, shipping and billing addresses, contact information, and tax registration number). In case of refund, all of the aforementioned order, product, and customer data will be sent to the same API, to generate a credit note and a notice of settlement.
Upon generating a commercial sales document, its data and a link to it will be saved in your WordPress website for future reference and emailed to the customer associated with the respective order.
This service is provided by Ordem dos Contabilistas Certificados: terms of use, privacy policy.
Screenshots
Configuration
Order action
Generated document links
