<p>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.</p>
<p>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.</p>
<h2><strong>Features</strong></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><strong>Automatic user roles switching</strong></h2>
<p>You can create multiple rules to switch user roles based on various conditions. While creating a new rule you can customize the following options:</p>
<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>
<p><strong>Role switching conditions includes:</strong></p>
<p>Following are the conditions based on which you can automatically switch the user role of any customer.</p>
<ul>
<li><strong>Purchasing from selected products</strong><br />
You can select specific products and grant user roles if a customer purchases from any of the selected products.</li>
<li><strong>Purchase specific quantity from selected products</strong><br />
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><strong>Current order amount<br />
</strong>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><strong>Customer’s lifetime spending<br />
</strong>You also change user roles based on the lifetime spending of your customers on your website.</li>
<li><strong>Purchases any product from specified categories or tags<br />
</strong>The user role will switch if a customer purchases any of the products from selected categories and tags.</li>
<li><strong>Domain name of customer’s email address<br />
</strong>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>
<p><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" /></p>
<h2>History of user roles switching:</h2>
<p>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.</p>
<p><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" /></p>
<h2><strong>Email notifications</strong></h2>
<p>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.</p>
<p><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" /></p>
<h3><strong>Requirements</strong></h3>
<p>Minimum PHP version: 5.6</p>

Automatic User Roles Switcher

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

<p>The <strong>Invoice Payment Option</strong> extension for WooCommerce enables you to add a new invoice payment method to let customers place orders without making any payment. Display the new payment option based on user roles, product in cart, order amount, quantity and other conditions.</p>
<p>You can rename the payment method to Pay Later, Pay by Invoice or give it any other name that suits your business requirements. Once the order is placed, the customer will receive the standard WooCommerce order email. If needed, you can also attach invoice PDF with the order emails.</p>
<p>After the order and payment confirmation, you can send a direct payment link using the default WooCommerce feature to let customers pay using the default WooCommerce checkout process. Alternatively, you can choose to receive payment via other channels such as banking checks, cash on delivery, etc.</p>
<h2>Use Cases:</h2>
<p>The following are use cases where this extension can be extremely helpful but not limited to!</p>
<p><strong>B2B Orders:</strong></p>
<p>When working with a company, they usually require an invoice before making the payment. Using this extension, you can allow your customers to place an order without payment. The admin can later on send the payment link to merchants to receive payment via WooCommerce default checkout.</p>
<p><strong>Bulk Orders:</strong></p>
<p>When placing bulk orders, the customers are sometimes reluctant to pay upfront and need assurance before paying. The extension allows them to place orders and once confirmed, they can proceed with the payment.</p>
<h2><strong>Features of Invoice Payment Method</strong></h2>
<ul>
<li>Automatically creates new payment method “Pay by Invoice”</li>
<li>Customize title, description and default order status</li>
<li>Create multiple rules to show invoice payment method based on
<ul>
<li>Customers and user roles</li>
<li>Specific products, categories or tags</li>
<li>Minimum & maximum order quantity and amount</li>
<li>Country, state, city and zip codes</li>
<li>Shipping method</li>
</ul>
</li>
<li>Generate and attach PDF invoice with orders emails<strong> (New)</strong></li>
<li>Separate email notification for customer and admin when order is placed using invoice payment option <strong> (New)</strong></li>
</ul>
<h2>Customize payment method label:</h2>
<p>Once the extension is installed, you can configure the newly created invoice payment method from WooCommerce > Settings > Payments. You can customize the label and other details of the payment method. You can also configure the default order status for orders placed using this payment option.</p>
<p><img class="alignnone size-full wp-image-8520897" src="https://woocommerce.com/wp-content/uploads/2021/09/invoice-payment-option.png" alt="" width="980" height="553" /></p>
<p>The invoice payment method appears along with other payment methods on the front-end.</p>
<p><img class="alignnone size-full wp-image-8520912" src="https://woocommerce.com/wp-content/uploads/2021/09/Invoice-payment-option-frontend.png" alt="" width="980" height="538" /></p>
<h2>Trigger Invoice Payment based on various condition:</h2>
<p>You can create multiple rules to trigger the invoice payment option based on variations conditions like product in cart, order amount, user roles, country and more.</p>
<p><img class="alignnone size-full wp-image-8520902" src="https://woocommerce.com/wp-content/uploads/2021/09/Create-restrictions-rules.jpg" alt="" width="980" height="439" /></p>
<p>While creating a new rule, you can configure the following options:</p>
<ul>
<li>Add rule title</li>
<li>Select shipping method (enable invoice payment option for selected shipping method)</li>
<li>Enable invoice payment for virtual products</li>
<li>Enable for selected customers and user roles</li>
<li>Enable for specific cart quantity and amount range</li>
<li>Enable for specific product, product category and tags</li>
<li>Show to selected countries, states, cities or zip codes</li>
</ul>
<p><img class="alignnone size-full wp-image-8520901" src="https://woocommerce.com/wp-content/uploads/2021/09/Creating-new-rule-for-invoice-payment-method.jpg" alt="" width="980" height="2263" /></p>
<h2>Invoice PDF</h2>
<p>You can attach a customizable PDF invoice with the orders placed using this “Invoice Payment Method”. The extension offers 3 different PDF templates to choose from. You can customize the PDF content and color scheme to match your business needs.</p>
<p>Using the extension settings, you can trigger separate email notifications for both customer and merchants when an order is placed using the invoice payment option.</p>
<p><img class="alignnone size-full wp-image-18734003700000" src="https://woocommerce.com/wp-content/uploads/2021/09/PDF-Invoice-1.png" alt="" width="980" height="912" /></p>
<h3>Requirements</h3>
<p>Minimum PHP version: 7.2</p>

Invoice Payment Option

<p>Order Now and Pay Later! Allow your customers to select invoice payment option during checkout to place orders. Add conditions to show invoice payment options for specific products, categories, countries, cart total, user roles and more.</p>

Automatic User Roles Switcher vs Invoice Payment Option