For some stores, you need to create quotes or invoices for clients instead of being able to give them the typical e-commerce checkout experience. Maybe you need to calculate a custom shipping cost, give the user special pricing, or adjust the order to the quantities you actually have available.
Whatever the reason, you can manually create an invoice for a customer and send it to them. They can then view the invoice and pay for it.
For this recipe, we'll have to manually create a new order, assign the order to your customer, add all of the costs, and then send it to the customer.
- From the WordPress admin, go to WooCommerce | Orders.
- Click on Add Order:
- Leave Order status as Pending Payment:
- Select your customer from the Customer dropdown.
- Click on the pencil icon next to Billing Details.
- Click on Load billing address to load all of your customer details. If you don't have the customer in your system, you can manually fill out their billing details. You must fill out the Email field for them to receive any e-mails:
We've set all of the customer details. Now we need to configure the order itself. We'll have to add products, shipping costs, and taxes.
- Click on Add line item(s):
- Click on Add product(s).
- Follow the directions in the pop-up window to add as many products as you like:
- Once you've added the products to the order, you can adjust the quantities and product price by clicking on the pencil icon to edit the line item:
- Click on Add shipping cost and then click on the pencil icon to manually enter the shipping cost and the name of the shipping cost as it appears to your customer (for example, USPS).
- Once you've added all of the products and shipping costs, click on the Save button:
- Click on Calculate Taxes:
- Click on Calculate Total.
Alright, we're all done manually creating an order. Now we just need to send it to the customer.
- Scroll up and click on Save Order.
This will send out an e-mail to the customer, letting them know that they have a pending order, with a link to pay for the order. The pending order can also be found on their My Account page.