WooCommerce Automatic User Role Switcher enables you to automatically switch user roles based on various conditions like a specific product purchase, the total order amount, the customer’s total lifetime amount spent, and more.
Managing users across different roles enable merchants to offer different pricing, promotions, products, and personalized choices to improve the user experience and conversion rate. However, managing users across different roles manually is time-consuming. Our extension can help in automatically switching user roles based on various conditions.
<h2>Features</h2>
<ul>
<li>Automatically switch user roles based on variation conditions</li>
<li>Rule-based management to switch user roles</li>
<li>Add rule beginning and ending dates</li>
<li>Option to revert the user role after X days</li>
<li>Send customizable email notifications to customers about role changes</li>
<li>Ability to grant additional user role</li>
<li>Switch or grant additional user roles based on:
<ul>
<li>Purchase of a specific product</li>
<li>Purchase of any product from the selected products</li>
<li>Purchase of specific quantity from selected products</li>
<li>If, an order falls within a specific amount range</li>
<li>Customer’s total lifetime spending</li>
<li>Products purchased from a specific category or tag</li>
<li>Customer registration email domain</li>
</ul>
</li>
</ul>
<h2>Automatic user roles switching</h2>
You can create multiple rules to switch user roles based on various conditions. While creating a new rule you can customize the following options:
<ul>
<li>Add rule tile</li>
<li>Choose assign new user role switch existing user role</li>
<li>Select current user role(s)</li>
<li>Specify new role</li>
<li>Select the condition for switching</li>
<li>Add starting and ending dates for rule</li>
<li>Enter X days to revert to a previous role (leave it empty to permanently grant a new role)</li>
</ul>
Role switching conditions includes:
Following are the conditions based on which you can automatically switch the user role of any customer.
<ul>
<li>Purchasing from selected products 
You can select specific products and grant user roles if a customer purchases from any of the selected products.</li>
<li>Purchase specific quantity from selected products 
You can select the individual products, categories and set quantity requirement. The user role will be switched/assigned once the customer purchased required quantity from selected products.</li>
<li>Current order amount 
You can specify a minimum and maximum amount and switch the role as soon as the order total falls in the defined range.</li>
<li>Customer’s lifetime spending 
You also change user roles based on the lifetime spending of your customers on your website.</li>
<li>Purchases any product from specified categories or tags 
The user role will switch if a customer purchases any of the products from selected categories and tags.</li>
<li>Domain name of customer’s email address 
The user role will switch if the customer email address has specific domain. For example when you have abc.com or xyz.com the customers having email will automatically gain or switch to selected user role. (john@xyz.com, johan@abc.com)</li>
</ul>
<img class="alignnone size-full wp-image-18734000203438" src="https://woocommerce.com/wp-content/uploads/2021/07/User-roles-switcher-rule.png" alt="" width="980" height="788" />
<h2>History of user roles switching:</h2>
The extension maintains a brief history of the user roles switching along with the reason for the switch such as specific product purchase, product purchased from a specific category or tag, order price range, lifetime spent of a customer.
<img class="alignnone size-full wp-image-8291538" src="https://woocommerce.com/wp-content/uploads/2021/07/User-Roles-Change-History.jpg" alt="" width="980" height="547" />
<h2>Email notifications</h2>
You can customize the email notifications that are sent to customers when their user role is changed. The extension offers multiple variables to customize the email body copy.
<img class="alignnone size-full wp-image-8258320" src="https://woocommerce.com/wp-content/uploads/2021/06/Email-settings-1.jpg" alt="" width="980" height="313" />
<h3>Requirements</h3>
Minimum PHP version: 5.6

Automatic User Roles Switcher

Automatically switch user roles based on various conditions like product purchase, customer’s life-time spent, order amount and more.

<h2>Invoice Payments — Smart, Controlled, and Automated</h2>
Give your customers the flexibility to order now and pay later while you stay in complete control of when invoice payment is available.
• Show or hide the invoice payment method based on user roles, specific customers, or guest users. 
• Restrict availability by country, state, city, or ZIP code. 
• Control access using cart totals, quantity limits, shipping methods, or selected products. 
• Collect Purchase Order (PO) numbers and optional notes directly at checkout. 
• Automatically generate branded PDF invoices and attach them to emails.
<h3>How It Works</h3>
Invoice Payment Method works in two simple layers — basic activation and optional rule-based control.
<ol start="1">
<li>Enable & Start Accepting Invoice Orders Simply enable the invoice payment method from WooCommerce settings, customize the title, description, and order status — and customers can immediately select “Pay by Invoice” at checkout. No complex setup required.</li>
<li>Optional Rule-Based Restrictions If needed, you can create rules to control when the invoice option appears. The system evaluates customer type, location, cart value, products, quantities, and shipping methods in real time to determine eligibility. If the conditions are met, the invoice option is displayed. If not, it remains hidden.</li>
<li>Automated Invoice Processing Once selected, the plugin captures PO numbers and optional notes, assigns the configured order status, generates a branded PDF invoice, and attaches it to customer and admin emails automatically. After configuration, everything runs instantly at checkout, whether you use simple activation or advanced restrictions.</li>
</ol>
<h3>Features</h3>
<ol start="1">
<li>Role-Based Invoice Access 
Show or hide the invoice payment method for specific user roles, individual customers, or guest users (e.g., allow wholesalers, block retail customers).</li>
<li>Geo-Targeted Invoice Control 
Restrict invoice payments by country, state, city, or ZIP code (e.g., enable invoices only for domestic B2B customers).</li>
<li>Cart & Product Condition Rules 
Enable invoice payments based on cart total, quantity, selected products, categories, tags, or shipping methods (e.g., allow invoices only for orders above $500).</li>
<li>PO Number & Checkout Notes 
Collect required or optional PO numbers and allow customers to add notes directly at checkout (e.g., require PO for wholesale orders or include internal instructions).</li>
<li>Automated Branded PDF Invoices 
Generate professional PDF invoices instantly with customizable templates, numbering, and logos (e.g., include terms, footer notes, and company branding).</li>
<li>Email Attachment Automation 
Attach invoice PDFs to customer and admin emails automatically (e.g., reduce manual processing and improve communication).</li>
<li>Flexible Payment Settings 
Customize checkout title, description, thank-you message, and default order status from WooCommerce settings (e.g., control display without touching code).</li>
</ol>
Payment Method Settings
Enable or disable the invoice payment option, customize its title, description, thank-you message, and set the default order status from WooCommerce settings (e.g., show “Pay by Invoice” only for B2B customers or rename it to “Invoice Payment”).<img class="alignnone size-medium wp-image-18734005536105" alt="" /> <img class="alignnone size-medium wp-image-18734006387715" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-settings.png?w=896" alt="" width="896" height="595" />
<h3>General Settings</h3>
Quickly configure the checkout fields used with the invoice payment method. Enable a Purchase Order (PO) number field and allow customers to add a message for the admin when placing an order.
You can customize field labels, placeholders, and decide whether the PO number should be required or optional. These settings act as global defaults and can also be customized separately inside individual rules for more advanced control.
<img class="alignnone size-medium wp-image-18734006387920" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-general-settings-1.png?w=896" alt="" width="896" height="587" />
<h3>PDF Invoice Settings</h3>
Automatically generate professional PDF invoices for orders placed using the invoice payment method. Choose from three built-in invoice templates, including Simple Classic, Modern Minimal, and Professional Bold.
You can further customize invoices with your company logo, invoice numbering prefix, company details, headings, colors, terms and conditions, and footer notes, ensuring every invoice reflects your brand while maintaining a clean professional layout.
You can check out design of each PDF template here:
<ul>
<li><a href="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-pdf-template1-preview.png" target="_blank" rel="noopener">View PDF template 1</a></li>
<li><a href="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-pdf-template2-preview.png" target="_blank" rel="noopener">View PDF template 2</a></li>
<li><a href="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-pdf-template3-preview.png" target="_blank" rel="noopener">View PDF template 3</a></li>
</ul>
<img class="alignnone size-medium wp-image-18734006387932" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-pdf1.png?w=896" alt="" width="896" height="593" /><img class="alignnone size-medium wp-image-18734006387968" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-pdf2.png?w=896" alt="" width="896" height="593" />
<h4 class="ds-markdown-paragraph">Invoice Access Settings</h4>
Control how invoice PDFs are shared with customers and administrators. Automatically attach invoices to customer emails, include them in admin notification emails, and allow customers to download their invoices directly from the My Account orders page.
These options ensure invoices are always accessible while keeping the order workflow smooth and organized.
<img class="alignnone size-medium wp-image-18734006387969" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-invoice-access.png?w=896" alt="" width="896" height="332" />
<h4 data-section-id="1or3co6">Flexible Invoice Payment Rules</h4>
Create multiple rules to control when the invoice payment method appears at checkout. Each rule can be enabled or disabled individually and assigned a priority to determine which rule should apply first when multiple conditions are met.
This allows store owners to tailor invoice payments for different business scenarios without modifying code.
<img class="alignnone size-medium wp-image-18734006387975" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-rule.png?w=896" alt="" width="896" height="350" />
<h4 data-section-id="b6g0uj">Customer & Location Targeting</h4>
Control invoice payment availability based on user roles, specific customers, or guest users. You can also restrict access by country, state, city, or ZIP code, allowing invoice payments only in approved regions or for selected customer groups.
This makes it easy to offer invoice payments to trusted B2B customers or specific markets while keeping the option hidden from others.
<img class="alignnone size-medium wp-image-18734006388622" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-location-rule.png?w=896" alt="" width="896" height="573" />
<h4>Order & Checkout Conditions</h4>
Define conditions based on cart total, quantity limits, shipping methods, products, categories, tags, or brands to determine when invoice payments should be available.
Rules can also override the global checkout field settings, allowing you to require PO numbers, enable customer messages, or apply different field behavior depending on the rule.
<img class="alignnone size-medium wp-image-18734006388628" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-checkout-rule.png?w=896" alt="" width="896" height="573" />
<h3>Front-end View</h3>
The invoice payment method appears along with other payment methods on the front-end. 
<img class="alignnone size-medium wp-image-18734006388707" src="https://woocommerce.com/wp-content/uploads/2026/02/invoice-payment-frontend.png?w=896" alt="" width="896" height="493" />
<h4>Scenario 1: Invoice Payments for Wholesale Customers</h4>
Description:
You want to allow trusted wholesale or B2B customers to place orders using invoice payment, while regular customers must use standard payment methods like credit cards or PayPal.
Rule Configuration:
<ul>
<li>Target: User Role = Wholesale Customer</li>
<li>Rule Settings:
<ul>
<li data-section-id="gzl6k8">Enable Rule: Enabled</li>
<li data-section-id="penmml">User Restriction: Select Wholesale Customer role</li>
<li data-section-id="59lh4w">Extra Fields: Enable Purchase Order (PO) Number</li>
<li data-section-id="gddxvv">Shipping Methods: Leave empty (applies to all)</li>
<li data-section-id="10awgt0">Countries / States: Leave empty (applies to all)</li>
</ul>
</li>
<li>Result: Only customers with the Wholesale Customer role will see the Invoice Payment option during checkout, and they will be required to provide a PO Number when placing the order.</li>
</ul>
<h4>Scenario 2: Invoice Payment for Specific Countries</h4>
Description:
Some international customers may require invoice payments due to local banking restrictions or company purchasing processes.
Rule Configuration:
<ul>
<li>Target: Countries = [Your Desired list]</li>
<li>Actions:
<ul>
<li data-section-id="gzl6k8">Enable Rule: Enabled</li>
<li data-section-id="k8p8dm">Countries: Germany, United Arab Emirates, Singapore</li>
<li data-section-id="1fg3t0k">Extra Fields: Enable PO Number</li>
<li data-section-id="v1dd7l">Shipping Methods: All methods</li>
</ul>
</li>
<li>Result: Customers from the selected countries will see the Invoice Payment option at checkout, allowing them to place orders and complete payment later via invoice.</li>
</ul>

Invoice Payment Method

Add a flexible pay-by-invoice option to WooCommerce. Let customers order now and pay later while you control availability using advanced rules based on users, location, cart value, products, and shipping methods.

Automatic User Roles Switcher vs Invoice Payment Method