Invoicing Integration For FreeAgent And WooCommerce Wordpress Plugin - Rating, Reviews, Demo & Download
Plugin Description
Need hands-off invoicing, credit notes, bulk tools, MOSS presets, payment links on invoices and more? Unlock everything with Invoicing Integration PRO.
Connect WooCommerce to FreeAgent.com over the official OAuth API. The free foundation keeps data in your WooCommerce dashboard; the PRO add-on automates document creation, customer delivery, rollup reporting, MOSS-heavy shops, payment recording, and scaling workflows.
Free plugin — what you already get
- OAuth connection — connect from WooCommerce FreeAgent with your Developer app credentials (
dev.freeagent.com). - One-click invoicing per order — create a FreeAgent invoice from the order screen (
Create Invoice). - Find-or-create contacts — maps billing profile to FreeAgent contacts (matching by email); updates addresses, company name, VAT number when invoicing again.
- VAT number capture — optional or mandatory checkout field (
classic checkoutandWoo Blockssupported); configurable label, visibility modes and “VAT invoice requested” UX. - FreeAgent line item types on catalog — per simple, subscription and variation SKU: choose Hours through Expenses (
Products,Services, …) so drafts match how you recognise revenue. - Line-level VAT detection — net, gross and tax rates inferred from WooCommerce tax configuration; avoids double-counting.
- EC / B2B reporting defaults — auto classifies invoices as UK/Non-EC or Reverse Charge for EU VAT-registered billing countries; editable dated on, payment terms days, invoice comments merge-tags (
{order_id},{order_number},{customer_email}, …) and EC status overrides before you issue from the metabox. - VAT exemption basis — saves you retyping statute text every time (
VAT Exemption Basissetting appended when a zero-rate line is invoiced). - Payment terms & bank detail — set company-wide terms in days + pick FreeAgent bank account for remittance text on invoices.
- Invoice status & warnings — optional Mark as Sent (“Open”), retry failed creates via scheduled job,
total mismatchflag when rounded FA vs Woo totals differ (including single minor-unit deltas), admin notice plus orders list column with links and mismatch styling. - Customer PDF access — download PDF from the order metabox plus an Invoices tab inside My Account (customers only see own orders).
- Security-minded logging — optional WooCommerce Logger trail for troubleshooting with OAuth secrets redacted.
- PRO-aware UI — Invoicing tab PRO banners, Automation teaser, bulk action placeholders (shows what unlocks once PRO is licensed), and teaser rows for credits / MOSS presets so admins know exactly what activates with the add-on.
PRO add-on — automate, scale & delight customers
Invoicing Integration PRO is a companion plugin (sold & licensed separately) that registers only when a valid license is active. Add it when you are ready for:
- Automatic invoice queueing — runs when orders reach the statuses you configure; optional rollup mode queues work for nightly consolidated postings instead.
- Automatic credit notes — refund-driven credit documents with matching automation flags.
- Daily rollup / grouped mode — batch many orders + refunds into consolidated FreeAgent sales invoices and credit clusters (VAT-grouped, multi-currency aware) on a dedicated contact.
- Automatic payment recording — once Woo marks an order paid, book the equivalent bank receipt in FreeAgent (mirrors manual “record payment”).
- Automation delivery — optional FreeAgent template emails plus WooCommerce customer emails; optional Action Scheduler spacing via the
devikit_freeagent_invoice_email_delay_minutesfilter. - Dedicated WooCommerce email types — invoice + credit-note templates with PDF attachments pulled from FreeAgent.
- Order & bulk customer comms — send invoice or credit note from the order screen or run bulk “create”, “email via FA”, “email via Woo”, ZIP many PDFs from the orders list.
- Custom references — invoice reference patterns with
{order_id},{order_number}, etc. - Accounting category + default line type — FreeAgent income nominal per line + store default item type when a product does not override.
- Online payment links — toggles API
payment_methodshash for Stripe, PayPal, GoCardless (mandate + Instant Bank Pay), Tyl (subject to what you enable inside FreeAgent). - EC VAT MOSS defaults — store-wide MOSS toggle plus per-product / per-variation MOSS flags so EU digital services orders can resolve to
EC VAT MOSSautomatically. - Licensed plugin updates — delivered through Devikit’s updater once your PRO license is active (plus any support channels bundled with your purchase).
Bottom line: stay on the free plugin for careful, operator-led invoicing; add PRO the moment you want “set and forget” cash collection, repayments, MOSS and enterprise-grade throughput.
See pricing & feature matrix on Devikit
External Services
This plugin connects to the FreeAgent API to create and manage invoices and contacts. An active FreeAgent account is required.
What data is sent and when:
- When you connect the plugin via OAuth, your OAuth credentials are exchanged for an access token with FreeAgent’s authentication servers.
- When an invoice is created, WooCommerce order data (customer name, address, VAT number, line items, amounts) is sent to FreeAgent to create the invoice.
- When a customer’s contact record is created or updated, their billing details (name, address, email, phone, VAT number) are sent to FreeAgent.
- When you reload the accounting categories or bank accounts list in the settings, a read request is made to the FreeAgent API.
- PDF invoice downloads are fetched from FreeAgent’s servers on demand.
The free plugin triggers FreeAgent exclusively when staff or shoppers take explicit actions (connecting, reloading lists, issuing an invoice).
The optional PRO companion additionally talks to FreeAgent when automation rules queue invoices/credit notes, bulk actions run or delayed emails fire — mirrors the workloads you manually perform today.
FreeAgent service information:
- Service website: https://www.freeagent.com
- Terms of Service: https://www.freeagent.com/terms/
- Privacy Policy: https://www.freeagent.com/privacy/
- API documentation: https://dev.freeagent.com/docs/introduction
Screenshots
No screenshots provided
