<h2>Invoice Payments — Smart, Controlled, and Automated</h2>
<p>Give your customers the flexibility to order now and pay later while you stay in complete control of when invoice payment is available.</p>
<p>• Show or hide the invoice payment method based on user roles, specific customers, or guest users.<br />
• Restrict availability by country, state, city, or ZIP code.<br />
• Control access using cart totals, quantity limits, shipping methods, or selected products.<br />
• Collect Purchase Order (PO) numbers and optional notes directly at checkout.<br />
• Automatically generate branded PDF invoices and attach them to emails.</p>
<h3>How It Works</h3>
<p>Invoice Payment Method works in two simple layers — basic activation and optional rule-based control.</p>
<ol start="1">
<li><strong>Enable & Start Accepting Invoice Orders </strong>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><strong>Optional Rule-Based Restrictions </strong>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><strong>Automated Invoice Processing </strong>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><strong>Role-Based Invoice Access</strong><br />
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><strong>Geo-Targeted Invoice Control</strong><br />
Restrict invoice payments by country, state, city, or ZIP code (e.g., enable invoices only for domestic B2B customers).</li>
<li><strong>Cart & Product Condition Rules</strong><br />
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><strong>PO Number & Checkout Notes</strong><br />
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><strong>Automated Branded PDF Invoices</strong><br />
Generate professional PDF invoices instantly with customizable templates, numbering, and logos (e.g., include terms, footer notes, and company branding).</li>
<li><strong>Email Attachment Automation</strong><br />
Attach invoice PDFs to customer and admin emails automatically (e.g., reduce manual processing and improve communication).</li>
<li><strong>Flexible Payment Settings</strong><br />
Customize checkout title, description, thank-you message, and default order status from WooCommerce settings (e.g., control display without touching code).</li>
</ol>
<p><strong>Payment Method Settings</strong></p>
<p>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" /></p>
<h3>General Settings</h3>
<p>Quickly configure the checkout fields used with the invoice payment method. Enable a <strong>Purchase Order (PO)</strong> number field and allow customers to add a <strong>message for the admin</strong> when placing an order.</p>
<p>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.</p>
<p><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" /></p>
<h3>PDF Invoice Settings</h3>
<p>Automatically generate professional <strong>PDF invoices</strong> for orders placed using the invoice payment method. Choose from <strong>three built-in invoice templates,</strong> including <strong>Simple Classic, Modern Minimal, and Professional Bold</strong>.</p>
<p>You can further customize invoices with your <strong>company logo, invoice numbering prefix, company details, headings, colors, terms and conditions, and footer notes</strong>, ensuring every invoice reflects your brand while maintaining a clean professional layout.</p>
<p>You can check out <strong>design of each PDF template</strong> here:</p>
<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>
<p><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" /></p>
<h4 class="ds-markdown-paragraph">Invoice Access Settings</h4>
<p>Control how invoice PDFs are shared with customers and administrators. Automatically attach invoices to <strong>customer emails</strong>, include them in <strong>admin notification emails</strong>, and allow customers to <strong>download their invoices directly from the My Account orders page</strong>.</p>
<p>These options ensure invoices are always accessible while keeping the order workflow smooth and organized.</p>
<p><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" /></p>
<h4 data-section-id="1or3co6">Flexible Invoice Payment Rules</h4>
<p>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.</p>
<p>This allows store owners to tailor invoice payments for different business scenarios without modifying code.</p>
<p><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" /></p>
<h4 data-section-id="b6g0uj">Customer & Location Targeting</h4>
<p>Control invoice payment availability based on <strong>user roles, specific customers, or guest users</strong>. You can also restrict access by <strong>country, state, city, or ZIP code</strong>, allowing invoice payments only in approved regions or for selected customer groups.</p>
<p>This makes it easy to offer invoice payments to <strong>trusted B2B customers or specific markets</strong> while keeping the option hidden from others.</p>
<p><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" /></p>
<h4>Order & Checkout Conditions</h4>
<p>Define conditions based on <strong>cart total, quantity limits, shipping methods, products, categories, tags, or brands</strong> to determine when invoice payments should be available.</p>
<p>Rules can also override the global checkout field settings, allowing you to <strong>require PO numbers, enable customer messages, or apply different field behavior</strong> depending on the rule.</p>
<p><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" /></p>
<h3>Front-end View</h3>
<p>The invoice payment method appears along with other payment methods on the front-end.<br />
<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" /></p>
<h4>Scenario 1: Invoice Payments for Wholesale Customers</h4>
<p class="ds-markdown-paragraph"><strong>Description</strong>:</p>
<p class="ds-markdown-paragraph">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.</p>
<p class="ds-markdown-paragraph"><strong>Rule Configuration</strong>:</p>
<ul>
<li><strong>Target</strong>: User Role = Wholesale Customer</li>
<li><strong>Rule Settings</strong>:
<ul>
<li data-section-id="gzl6k8"><strong>Enable Rule:</strong> Enabled</li>
<li data-section-id="penmml"><strong>User Restriction:</strong> Select <strong>Wholesale Customer</strong> role</li>
<li data-section-id="59lh4w"><strong>Extra Fields:</strong> Enable <strong>Purchase Order (PO) Number</strong></li>
<li data-section-id="gddxvv"><strong>Shipping Methods:</strong> Leave empty (applies to all)</li>
<li data-section-id="10awgt0"><strong>Countries / States:</strong> Leave empty (applies to all)</li>
</ul>
</li>
<li><strong style="letter-spacing: -0.011em">Result: </strong>Only customers with the <strong style="letter-spacing: -0.011em">Wholesale Customer</strong><span style="letter-spacing: -0.011em"> role will see the </span><strong style="letter-spacing: -0.011em">Invoice Payment</strong><span style="letter-spacing: -0.011em"> option during checkout, and they will be required to provide a </span><strong style="letter-spacing: -0.011em">PO Number</strong><span style="letter-spacing: -0.011em"> when placing the order.</span></li>
</ul>
<h4>Scenario 2: Invoice Payment for Specific Countries</h4>
<p class="ds-markdown-paragraph"><strong>Description</strong>:</p>
<p class="ds-markdown-paragraph">Some international customers may require invoice payments due to local banking restrictions or company purchasing processes.</p>
<p class="ds-markdown-paragraph"><strong>Rule Configuration</strong>:</p>
<ul>
<li><strong>Target</strong>: Countries = [Your Desired list]</li>
<li><strong>Actions:</strong>
<ul>
<li data-section-id="gzl6k8"><strong>Enable Rule:</strong> Enabled</li>
<li data-section-id="k8p8dm"><strong>Countries:</strong> Germany, United Arab Emirates, Singapore</li>
<li data-section-id="1fg3t0k"><strong>Extra Fields:</strong> Enable <strong>PO Number</strong></li>
<li data-section-id="v1dd7l"><strong>Shipping Methods:</strong> All methods</li>
</ul>
</li>
<li><strong>Result</strong>: Customers from the selected countries will see the <strong>Invoice Payment option at checkout</strong>, allowing them to place orders and complete payment later via invoice.</li>
</ul>

Invoice Payment Method

<p>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.</p>

<div class="woo-sc-box info" style="margin-top: 0px">WooCommerce Subscriptions is compatible with <a href="https://woocommerce.com/checkout-blocks/">Cart and Checkout blocks</a> — a customizable, conversion-optimized checkout experience available in WooCommerce core.</div>
<ul class="wccom-tick-list-primary">
<li>Multiple <a href="https://woocommerce.com/document/subscriptions/creating-subscription-products/#payment-schedule">billing schedules</a> available to suit your store’s needs.</li>
<li>Integration with <a href="https://woocommerce.com/document/subscriptions/payment-gateways/">over 25 payment gateways</a> for <a href="https://woocommerce.com/document/subscriptions/renewal-process/#section-3">automatic recurring payments</a>.</li>
<li>Supports <a href="https://woocommerce.com/document/subscriptions/renewal-process/">manual renewal payments</a> through any WooCommerce payment gateway, along with automatic email invoices and receipts.</li>
<li>Supports <a href="https://woocommerce.com/document/subscriptions/failed-payment-retry/">automatic rebilling on failed subscription payments</a>, so you never lose revenue.</li>
<li>Give subscribers the ability to manage their own plan, including <a href="https://woocommerce.com/document/subscriptions/switching-guide/">upgrading or downgrading</a>, without needing to wait on you for help.</li>
<li>Built-in <a href="https://woocommerce.com/document/subscriptions/subscription-emails/">renewal notifications</a> and automatic emails let you — and your customers — know when subscription payments have been processed, so there are never any surprises.</li>
<li><a href="https://woocommerce.com/document/subscriptions/reports/">Detailed reports</a> allow you to keep track of recurring revenue, number of active subscribers, and more.</li>
<li><strong>New!</strong> Allow shoppers to <a href="https://woocommerce.com/document/subscriptions/customers-view/gifting-a-subscription/">gift subscriptions to each other</a>, helping you reach new shoppers and grow recurring revenue with less effort.</li>
<li><strong>New! </strong>Include <span style="font-weight: 400"><a href="https://woocommerce.com/document/subscriptions/store-manager-guide/#downloads-settings">simple and variable downloadable products with your subscriptions</a>. Link new downloadable products and manage existing ones directly from within WooCommerce Subscriptions.</span></li>
</ul>
<hr />
<h2>Capture residual revenue with recurring payments</h2>
<p dir="ltr">Can you guarantee how much money your store is going to make this month? If you offered subscription-based products, you could do just that.</p>
<p dir="ltr">With WooCommerce Subscriptions, you can <strong>create and manage products with recurring payments</strong> — payments that will give you residual revenue you can track and count on.</p>
<p dir="ltr">WooCommerce Subscriptions allows you to introduce a variety of subscriptions for physical or virtual products and services. Create product-of-the-month clubs, weekly service subscriptions or even yearly software billing packages. Add sign-up fees, offer free trials, or set expiration periods.</p>
<p dir="ltr">A subscription-based model will allow you to <strong>capture more residual revenue</strong> — and all you have to do is ship the orders.</p>
<h2>WooCommerce Subscriptions features</h2>
<div class="twocol-one">
<h4>Free trials and sign-up fees</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/free-trial-sign-up-fee@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Charge an initial amount to account for customer setup costs, or allow customers to try before they buy, by adding sign-up fees and free trials to any subscription product.</p>
<h4>Subscription management</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/manage-subscription@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Store owners get full-featured subscription management via the <a href="https://woocommerce.com/document/subscriptions/add-or-modify-a-subscription/">WooCommerce > Edit Subscription</a> screen in your WP Admin dashboard. You can <strong>suspend</strong> or <strong>cancel</strong> a subscription, change the trial expiration, add items, shipping, fees or taxes to the subscription or modify the recurring total for future payments.</p>
<h4>Synchronized payments</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/sync-renewal@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>If you only want ship on certain days of the month, or align all customers to the same annual membership term, you can with WooCommerce Subscriptions’ <a href="https://woocommerce.com/document/subscriptions/renewal-synchronisation/">renewal synchronization</a> feature. You can even <a href="https://woocommerce.com/document/subscriptions/renewal-synchronisation/#prorate-first-payment">prorate the first payment</a> of a synchronized subscription purchase.</p>
<h4>Flexible product options</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/subscriptions-main@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>When <a href="https://woocommerce.com/document/subscriptions/creating-subscription-products/">creating a subscription product</a>, you can make the product downloadable, virtual or physical, charge renewal payments weekly, monthly or annually, limit the product to one-per-customer and even charge shipping only on the initial order.</p>
<h4>Subscription coupons</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/subscription-coupons@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Offer customers a discount on their monthly payments or only the sign-up fee. Subscriptions includes both <a href="https://woocommerce.com/document/subscriptions/subscriptions-coupons/">recurring discount coupons and sign-up fee coupons</a>.</p>
</div>
<div class="twocol-one last">
<h4>Variable subscriptions</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/variable-subscription@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Create variable subscription products and allow your customers to choose a subscription that suits their needs. You can even allow customers to choose their own <a href="https://woocommerce.com/document/subscriptions/creating-subscription-products/#variable-subscriptions">billing schedule</a>.</p>
<h4>Subscriber account management</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/uploads/2013/09/my-subscriptions.png" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Your customers can also manage their own subscriptions. With the <a href="https://woocommerce.com/document/subscriptions/customers-view/">My Account > View Subscription</a> page, subscribers can <em>suspend</em> or <em>cancel</em> a subscription, change the shipping address or payment method for future renewals and upgrade or downgrade their subscription.</p>
<h4>Upgrades/downgrades</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/subscription-switch-settings@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Allow customers to <a href="https://woocommerce.com/document/subscriptions/switching-guide/">upgrade, downgrade or cross-grade</a> between different subscription products. With flexible proration options for the recurring amount, sign-up fee and length, you can also customize the costs of switching to a new subscription product to suit the needs of your store.</p>
<h4>Multiple subscriptions</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/uploads/2012/06/multiple-subscription-totals.png" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Your customers can also purchase <a href="https://woocommerce.com/document/subscriptions/multiple-subscriptions/">different subscription products in the same transaction</a> and Subscriptions will group the products to reduce the payment gateway fees and logistical overhead for their future renewals.</p>
<h4>Customer emails</h4>
<p><img class="alignnone size-full" style="border: 1px solid #e3e3e3" src="https://woocommerce.com/wp-content/themes/woo/images/wc-subscriptions/renewal-email@2x.jpg" alt="subscriptions-thumb-slots@2x" width="310" height="118" /></p>
<p>Automatically notify customers when a subscription renewal payment is processed, a subscription is cancelled or when a subscription has expired with built-in <a href="https://woocommerce.com/document/subscriptions/subscription-emails/">subscription emails</a>.</p>
</div>
<div class="woo-sc-box info" style="clear: both">Looking for a way to make your products available for purchase one-time, or on subscription? <a href="https://woocommerce.com/products/all-products-for-woocommerce-subscriptions/">All Products</a> is a powerful add-on for WooCommerce Subscriptions that lets you add optional subscription plans to your existing products.</div>
<h2>Capture more residual revenue</h2>
<p>Whether your goal is to ship a surprise bundle of products to faithful customers every month or bill them for an in-person service provided by your small business, <strong>WooCommerce Subscriptions can take the stress out of capturing that all-important residual revenue</strong>.</p>
<p>You’ll be able to track how many subscribers you have, when they’re being billed, and how much revenue you’re generating — meaning you’ll always know how much revenue your store can count on as you continue to grow.</p>
<hr />
<h2>How to get started</h2>
<ol>
<li>Download, install, and activate this extension in your WooCommerce store.</li>
<li>Set up your first <a href="https://woocommerce.com/document/subscriptions/store-manager-guide/">subscription-based product or service</a> and take it live.</li>
<li>Check out our <a href="https://woocommerce.com/document/subscriptions/">detailed documentation</a> to help you customize your subscription products, renewal options and more.</li>
<li>Sit back and enjoy earning more revenue!</li>
</ol>

WooCommerce Subscriptions

<p>Let customers subscribe to your products or services and pay on a weekly, monthly or annual basis.</p>

Invoice Payment Method vs WooCommerce Subscriptions