<ul class="wccom-tick-list-primary">
<li><strong>Scale up your store’s order management. Delegate order processing to your team.</strong></li>
<li><strong>Tighten data access control. Make sure your team can only access the customer orders assigned to them.</strong></li>
<li><strong>Streamline your order processing workflow. Assign orders automatically.</strong></li>
</ul>
<hr />
<p>The <strong>Assign Orders</strong> extension allows you to assign customer orders to specific members of your team. Control access to orders and assign orders automatically using rules you define.</p>
<h2>Manual assignment</h2>
<p>Manually assign orders to a specific member of your order management team.</p>
<p><img class="alignnone size-full wp-image-18734002945381" src="https://woocommerce.com/wp-content/uploads/2023/11/manual-assignment.png" alt="" width="980" height="299" /></p>
<h2>Automatic assignment</h2>
<p>Rules can be defined so that new customer orders will be automatically assigned to the right admin user for processing, based on the conditions you set. Combine different conditions based on key order properties such as which customer placed the order, which products have been ordered, or what the total value of the order is.</p>
<p>By setting rules based on order status, you can automatically reassign the same order to different people as it moves through your order processing workflow.</p>
<p><img class="alignnone size-full wp-image-18734002939766" src="https://woocommerce.com/wp-content/uploads/2023/11/assignment-rules.png" alt="" width="980" height="267" /></p>
<h2>Email notifications</h2>
<p>When an order gets assigned, either manually or automatically, an email notification is automatically triggered to let users know an order is awaiting their attention..</p>
<h2>Control access</h2>
<p>Keep customer data protected by limiting your team’s access to customer orders, so they can only view and edit the orders they have been assigned. They will see a customised view of just the orders assigned to them.</p>
<p>Store owners can control who has the power to reassign orders by granting WordPress capabilities.</p>
<p class="jetpack-slideshow-noscript robots-nocontent">This slideshow requires JavaScript.</p><div id="gallery-0-1-slideshow" class="jetpack-slideshow-window jetpack-slideshow jetpack-slideshow-black" data-trans="fade" data-autostart="1" data-gallery="[{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2023\/11\/assign-orders-rules.png","id":"18734002939982","title":"Automatic assignment rules","alt":"","caption":"Defined assignment rules: editable and sortable","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2023\/11\/assign-orders-add-rule.png","id":"18734002939978","title":"Add assignment rule","alt":"","caption":"Creating a new assignment rule","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2023\/11\/assign-orders-order-screen.png","id":"18734002939981","title":"Manual order assignment","alt":"","caption":"Manually assigning an order","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2023\/11\/assign-orders-order-list.png","id":"18734002939980","title":"Orders list with assignee","alt":"","caption":"List of orders with assignee column and filters","itemprop":"image"},{"src":"https:\/\/woocommerce.com\/wp-content\/uploads\/2023\/11\/assign-orders-email.png","id":"18734002939979","title":"Assignment email","alt":"","caption":"Assignment email sent to assignee","itemprop":"image"}]"></div>

Assign Orders

<p>Control who can access and edit customer orders with manual or automatic assignment rules.</p>

<div style="width: 980px" class="wp-video"><video class="wp-video-shortcode" id="video-0-7" width="980" height="551" preload="metadata" controls="controls"><a href="https://woocommerce.com/wp-content/uploads/2025/05/videoDemo.mp4">https://woocommerce.com/wp-content/uploads/2025/05/videoDemo.mp4</a></video></div>
<p> </p>
<h3 data-start="221" data-end="263">100% Compliant. Zero Paperwork Stress.</h3>
<p data-start="264" data-end="416">Automatically generates invoices and credit notes that follow accounting and tax requirements (EU and beyond), so you can stay confident and worry-free.</p>
<h3 data-start="418" data-end="461">Fully Automated — Save Hours Every Week</h3>
<p data-start="462" data-end="568">No more manual invoice creation or sending. PDFs are generated and delivered automatically after purchase.</p>
<h3 data-start="570" data-end="601">Instantly More Professional</h3>
<p data-start="602" data-end="710">Send clean, beautiful PDF invoices with your logo and brand colors—customers trust stores that look serious.</p>
<h3 data-start="712" data-end="755">Refunds & Cancellations Made Effortless</h3>
<p data-start="756" data-end="858">Whether it’s a partial or full refund, the plugin automatically generates the correct credit note PDF.</p>
<h3 data-start="860" data-end="893">Built for International Sales</h3>
<p data-start="894" data-end="999">Supports multilingual invoices and multi-currency formatting based on the customer’s language and region.</p>
<h3 data-start="1001" data-end="1027">Accounting Made Simple</h3>
<p data-start="1028" data-end="1138">Export everything in seconds for your accountant, audits, or monthly reporting—without digging through orders.</p>
<h3 data-start="1140" data-end="1164">Customize in Minutes</h3>
<p data-start="1165" data-end="1268">Add legal mentions, terms & conditions, footers, notes, logos, or custom fields with just a few clicks.</p>
<h3 data-start="1270" data-end="1306">Seamless WooCommerce Integration</h3>
<p data-start="1307" data-end="1389">Install and go. Works out-of-the-box—no need to touch your checkout or order flow.</p>
<h3 data-start="1391" data-end="1428">Premium Support & Regular Updates</h3>
<p data-start="1429" data-end="1528">Fast support and continuous improvements to keep your invoicing workflow reliable and future-proof.</p>
<p><strong>Specifications:</strong></p>
<ul class="wccom-tick-list-primary">
<li>Automatically attach PDF invoices to customer emails (order confirmation, refunds, etc.)</li>
<li>View invoices and credit notes directly from the customer account (“My Orders” section)</li>
<li>Access invoices and credit notes from the order details page in the customer dashboard</li>
<li>Download Packing slips from the order details page</li>
<li>Choose from 13 professional invoice themes to match your branding</li>
<li>Add custom information such as notes, legal mentions</li>
<li>Automatically generate a credit note when an order is fully or partially refunded</li>
<li>Quick PDF download available for both customers and administrators</li>
<li>Sequential invoice numbering</li>
<li>Add a logo image to the PDF</li>
<li data-start="415" data-end="556">
<p data-start="417" data-end="476">Download a ZIP file (for a selected date range) containing: <span style="letter-spacing: -0.011em">CSV files for accountants ,</span><span style="letter-spacing: -0.011em">PDF versions of invoices and credit notes</span></p>
</li>
<li data-start="415" data-end="556">
<p data-start="417" data-end="476">Send this ZIP file to a selected email address</p>
</li>
<li data-start="415" data-end="556">Quickbook erp integration</li>
</ul>
<hr />
<p> </p>
<p></p>
<div class="wp-block-group" style="text-align: center;padding: 2rem 1rem;margin-top: 40px">
<h2>View invoices and credit notes directly from the customer account</h2>
<p>Customers can easily access and download their PDF invoices and credit notes from the “My Orders” section, enhancing transparency and user experience.</p>
<p><img style="width: 100%;height: auto;margin-top: 2rem" src="https://woocommerce.com/wp-content/uploads/2025/05/view_orders.png" alt="View invoices in customer account" /></p>
</div>
<p></p>
<div class="wp-block-group" style="text-align: center;padding: 2rem 1rem;margin-top: 40px">
<h2>Access documents from the order details page</h2>
<p>Invoices and credit notes are also available directly from the order details page in the customer dashboard.<br />
<img style="width: 100%;height: auto;margin-top: 2rem" src="https://woocommerce.com/wp-content/uploads/2025/05/Capture-decran-2025-06-01-a-10.07.45.png" alt="Plugin settings for notes" /></p>
</div>
<p></p>
<div class="wp-block-group" style="text-align: center;padding: 2rem 1rem;margin-top: 40px">
<h2>Add custom information such as notes and legal mentions</h2>
<p>Easily insert custom notes, legal information, or any additional content to meet your business or regulatory requirements.</p>
<p><img style="width: 100%;height: auto;margin-top: 2rem" src="https://woocommerce.com/wp-content/uploads/2025/05/parametre-plugin.png" alt="Plugin settings for notes" /></p>
</div>
<p></p>
<div class="wp-block-group" style="text-align: center;padding: 2rem">
<h2>Choose from 13 professional invoice themes to match your branding</h2>
<p>Customize the look of your invoices with ease — each theme is optimized for clarity and professionalism.</p>
<p><img style="width: 100%;height: auto;margin-top: 2rem" src="https://woocommerce.com/wp-content/uploads/2025/05/choose_theme.png" alt="Choose invoice theme" /></p>
</div>
<p></p>
<div class="wp-block-group" style="text-align: center;padding: 2rem 1rem;margin-top: 40px">
<h2>Export Invoices as ZIP</h2>
<p>Download a ZIP file (for a selected date range) containing: CSV files for accountants ,PDF versions of invoices and credit notes.<br />
Send this ZIP file to a selected email address.<br />
<img src="https://woocommerce.com/wp-content/uploads/2025/05/Screenshot-2025-06-21-20-09-08.png" alt="View invoices in customer account" /></p>
</div>

PDF Invoice and Credit Notes

<p>Automatically generate PDF invoices and credit notes in WooCommerce, with customizable fields and easy customer downloads.</p>

Assign Orders vs PDF Invoice and Credit Notes