<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>

<p>The Store Wallet & Cashback extension allows you to add a digital wallet to your online store, enabling customers to deposit funds into their accounts for future purchases. As the store owner, you can manually credit funds in case of refunds or to reward specific customers, friends, or family members.</p>
<p>Add multiple cashback campaigns to reward your loyal customers. Create campaigns based on products, purchase history, order amounts, and more. Strengthen customer loyalty with attractive rewards tailored to their shopping behavior.</p>
<p>Allow your customers to transfer or use funds during checkout. Securely transfer or redeem funds through email OTP verification. You can set minimum and maximum transfer and redemption amounts to suit your business needs.</p>
<h2>Features list:</h2>
<ul>
<li>Add a digital wallet to your WooCommerce store</li>
<li>Allow customers to deposit funds</li>
<li>Run multiple cashback campaigns to reward customers</li>
<li>Offer cashback in a fixed or a percentage amount</li>
<li>Set the min/max cashback amount limits</li>
<li>Cashback reward based on,
<ul>
<li>Product purchase</li>
<li>Wallet recharge</li>
<li>Cart subtotal</li>
<li>Purchase history</li>
<li>Last purchase subtotal</li>
</ul>
</li>
<li>Restrict cashback offers based on user roles and date range</li>
<li>Add cashback and recharge validity in days</li>
<li>Maintains a log of all transactions in the admin panel</li>
<li>Allow customers to transfer funds to any other account</li>
<li>Redeem balance at checkout to place orders</li>
<li>OTP verification to securely transfer or redeem balance at checkout</li>
<li>Add credit and debit limits for wallet transactions</li>
<li>Admin can manually perform a debit or credit transaction to the customer’s wallet</li>
<li>Set maximum store-wide wallet limit</li>
<li>Customize cashback message styling as per your store needs</li>
<li>Define order status to automatically approve cashback reward</li>
<li>Customizable email notifications for admin and customer on wallet transactions</li>
</ul>
<h2>Digital wallet for account funds:</h2>
<p>Store Wallet and Cashback extension creates a digital wallet for your customers – allowing them to deposit funds and earn rewards by participating in different cashback campaigns.</p>
<p><img class="alignnone size-full wp-image-18734005688058" src="https://woocommerce.com/wp-content/uploads/2025/08/Wallet-Transactions-Customer-Account-1.png" alt="" width="980" height="598" /></p>
<h2>Redeem during checkout:</h2>
<p>Your customers can use their account funds to place orders. The store wallet provides seamless and fast payment processing, ensuring a smooth checkout experience. Balance redemption is secured through OTP verification to confirm the buyer’s identity.</p>
<p><img class="alignnone size-full wp-image-18734005692392" src="https://woocommerce.com/wp-content/uploads/2025/08/WooCommmerce-Store-wallet-on-checkout.png" alt="" width="980" height="617" /></p>
<h2>Run multiple cashback campaigns:</h2>
<p>You can create multiple cashback campaigns to reward your loyal customers based on various conditions.</p>
<p><img class="alignnone size-full wp-image-18734005688543" src="https://woocommerce.com/wp-content/uploads/2025/08/Cashback-rules-1.png" alt="" width="980" height="388" /></p>
<p><strong>Cashback types:<br />
</strong>You can choose from 4 available cashback types to reward your customers.</p>
<ul>
<li><strong>Product purchase:</strong> Cashback when customers purchase specific products or categories</li>
<li><strong>Wallet recharge:</strong> Cashback when customer deposit funds to their store wallet</li>
<li><strong>Cart subtotal:</strong> Cashback based on the current orders’ cart subtotal</li>
<li><strong>Last purchase subtotal:</strong> Cashback based on existing last purchase order subtotal</li>
<li><strong>Purchase history:</strong> Cashback based on the lifetime amount spent by the customer in your store</li>
</ul>
<p><strong>Reward amount:<br />
</strong>You can reward customers with either a fixed amount or a percentage. For percentage-based rewards, you can also set minimum and maximum cashback limits. The percentage is calculated based on the product price, cart total, or purchase history, depending on the selected cashback type.</p>
<p><strong>Restrict by user roles:<br />
</strong>Restrict cashback rules to specific user roles only. Reward your VIP, B2B, or general customers depending on your business needs.</p>
<p><strong>Date range:<br />
</strong>Add a date range to start and end your cashback campaigns during a specific time frame.</p>
<p><img class="alignnone size-full wp-image-18734005688075" src="https://woocommerce.com/wp-content/uploads/2025/08/Creating-new-cashback-rule-1.png" alt="" width="980" height="1079" /></p>
<h2>Cashback messages:</h2>
<p>You can display attractive cashback messages to inform customers about available reward offers. You can customize these messages from extension styling tab to match your theme color scheme. For more details on styling options, please see the extension documentations.</p>
<p><img class="alignnone size-full wp-image-18734005688064" src="https://woocommerce.com/wp-content/uploads/2025/08/Product-page-cashback.png" alt="" width="980" height="629" /></p>
<h2>Transfer wallet funds:</h2>
<p>Allow your customers to transfer their account funds to friends and family by simply entering the recipient’s email address. Funds are securely transferred using email OTP verification.</p>
<p><img class="alignnone size-full wp-image-18734005688051" src="https://woocommerce.com/wp-content/uploads/2025/08/transfer-store-wallet.png" alt="" width="980" height="476" /></p>
<h2>Manage customers’ wallets:</h2>
<p>As store admin, you can view any customer’s wallet balance, access their transaction history, and make balance adjustments as needed.</p>
<h2><img class="alignnone size-full wp-image-18734005688054" src="https://woocommerce.com/wp-content/uploads/2025/08/Customer-Wallets-List.png" alt="" width="980" height="387" /></h2>
<p><strong>Customer wallet details:</strong></p>
<p>You can view wallet details of each customer. The detail includes customer transaction history along with amount, id and more. As a store owner, you can <strong>debit or credit any customer’s</strong> wallet when needed. This feature allows you to provide store credit for refunds, transfer balance to family accounts instead of issuing coupons or gift cards.</p>
<p><img class="alignnone size-full wp-image-18734005688250" src="https://woocommerce.com/wp-content/uploads/2025/08/Wallet-detail-of-customer.png" alt="" width="980" height="752" /></p>
<h2>Transactions Log for admin:</h2>
<p>The extension maintains a detailed log of all wallet-related debit and credit transactions for both customers and store admins.</p>
<p><img class="alignnone size-full wp-image-18734005688055" src="https://woocommerce.com/wp-content/uploads/2025/08/Transaction-History.png" alt="" width="980" height="563" /></p>
<p><strong>Admin transaction detail page:</strong></p>
<p>You can view detail of each transaction along with the linked order, amount, reason and more.</p>
<p><img class="alignnone size-full wp-image-18734005688157" src="https://woocommerce.com/wp-content/uploads/2025/08/Admin-Transaction-detail-page.png" alt="" width="980" height="724" /></p>
<h2>Transaction log customer view:</h2>
<p>Customer can view the transaction log from their My Account page along with basic transaction detail like status, linked order, and more.</p>
<p><img class="alignnone size-full wp-image-18734005688184" src="https://woocommerce.com/wp-content/uploads/2025/08/Customer-Transaction-history-log.png" alt="" width="980" height="395" /></p>
<p><strong>Customer transaction detail page:</strong></p>
<p>Your customer can view transaction each transaction detail that includes transaction amount, reason, linked order and more.</p>
<p><img class="alignnone size-full wp-image-18734005688060" src="https://woocommerce.com/wp-content/uploads/2025/08/WooCommerce-Wallet-Transaction-detail-for-customer.png" alt="" width="980" height="620" /></p>

Store Wallet and Cashback

<p>Add a digital wallet to your online store and allow customers to deposit funds. Offer cashbacks to reward your loyal customers based on products, purchase history, order amount, and more. Securely redeem the balance at checkout through OTP.</p>

Invoice Payment Option vs Store Wallet and Cashback