<ul class="wccom-tick-list-primary">
<li><strong>Offer payment options</strong></li>
<li><strong>Define and customize payment plans</strong></li>
<li><strong>Increase customer satisfaction</strong></li>
<li><strong>Reduce cart abandonment</strong></li>
</ul>
<hr class="wccom-product-heading__hr" />
<p><strong>Payment Plan Suite</strong> allows you to sell more products by offering different payment plans.</p>
<h2>Benefits</h2>
<p><strong>Reduces cart abandonment</strong><br />
Customers often abandon their purchases because of budget constraints. Offer them easy ways to purchase expensive products and reduce the chances of cart abandonment.</p>
<p><strong>Attract new users</strong><br />
Existing users who benefit from purchasing products through payment plans are sure to refer new users to your site.</p>
<h2>Extensive Features List</h2>
<h3><strong>1. Product-level Deposit Plans</strong></h3>
<p>If you sell made-to-order products in your Woo store, you can charge a deposit when customers place their orders, and they can pay the balance later.</p>
<figure id="attachment_18734003046270" aria-describedby="caption-attachment-18734003046270" style="width: 1123px" class="wp-caption alignnone"><img class="wp-image-18734003046270 size-full" src="https://woocommerce.com/wp-content/uploads/2023/10/Deposite-Plan-Suite-product.png" alt="" width="1123" height="666" /><figcaption id="caption-attachment-18734003046270" class="wp-caption-text"><strong>Deposit Details Displayed on Product Page</strong></figcaption></figure>
<h3><strong>2. Product-level Payment Plans</strong></h3>
<p>Users can pay for expensive products in multiple small installments of the product’s total price.</p>
<figure id="attachment_18734003046271" aria-describedby="caption-attachment-18734003046271" style="width: 1132px" class="wp-caption alignnone"><img class="wp-image-18734003046271 size-full" src="https://woocommerce.com/wp-content/uploads/2023/10/Product-Level-Payment-Plan-Suite.png" alt="" width="1132" height="800" /><figcaption id="caption-attachment-18734003046271" class="wp-caption-text"><strong>Payment Plan Details Displayed on Product Page</strong></figcaption></figure>
<h3><strong>3. Cart-level Payment Plans</strong></h3>
<p>Users can pay for their orders by converting cart subtotals into smaller installments.</p>
<figure id="attachment_18734003046269" aria-describedby="caption-attachment-18734003046269" style="width: 1156px" class="wp-caption alignnone"><img class="wp-image-18734003046269 size-full" src="https://woocommerce.com/wp-content/uploads/2023/10/Cart-Payment-Plan-Suite.png" alt="" width="1156" height="1296" /><figcaption id="caption-attachment-18734003046269" class="wp-caption-text"><strong>Payment Plan Selection on Cart Page</strong></figcaption></figure>
<h3><strong>4. Automatic Payment Support with Stripe</strong></h3>
<p>You can charge your users automatically for their installment payments using the Stripe payment gateway.</p>
<h3><strong>5. Specific Due Dates for Payment Plans</strong></h3>
<p>You can create payment plans with payment dates you define.</p>
<h3><strong>6. Collect All Installment Payments on the Same Day</strong></h3>
<p><strong>Payment Plan Suite</strong> includes an option for site admins to assign the same pay date for all installment payments. For example, all your customers can pay their installments on the first of each month.</p>
<h3><strong>7. Mixed Payment Options at Checkout</strong></h3>
<p>Site admins can allow users to purchase products with alternate payment and immediate payment plans in a single transaction.</p>
<h3><strong>8. Customizable Initial Payment Charging Time</strong></h3>
<p>Site admins can decide when users must make initial payments.</p>
<h3><strong>9. Reminder Emails</strong></h3>
<p>Site admins can send payment-reminder emails to users.</p>
<h3><strong>10. Customizable Due Dates and Due Amounts</strong></h3>
<p>Site admins can modify the due dates and amounts of upcoming payments.</p>
<h3><strong>11. Coupon Support</strong></h3>
<p><strong>Payment Plan Suite</strong> includes an option for shoppers to use coupons with their payment plan purchases.</p>
<h3><strong>12. Additional Customization Options</strong></h3>
<ul class="wccom-tick-list-secondary">
<li>Select Box and Radio button field types.</li>
<li>Multiple positions to display payment plan options on your store’s frontend.</li>
<li><strong>Payment Plan Suite</strong> can calculate payment plans (based on percentages) from regular prices or sale prices.</li>
<li>For downloadable products, site admins can give file access during the initial order or upon final payment.</li>
<li>Site admins can reduce stock during the initial order or upon final payment.</li>
</ul>
<h2>Extensive Features List</h2>
<h3>Sales & Conversion</h3>
<ul class="wccom-tick-list-secondary">
<li>Forced payment plan rules</li>
<li>Payment-plan-only checkout enforcement</li>
<li>Cart-level payment plan rules</li>
<li>Minimum and maximum order amount restrictions for cart-level payment plans</li>
</ul>
<h3>Customer & Payment Plan Restrictions</h3>
<ul class="wccom-tick-list-secondary">
<li>User and user role restrictions</li>
<li>Product-level payment plan restrictions</li>
<li>Category-level payment plan restrictions</li>
</ul>
<h3>Payment Collection Automation</h3>
<ul class="wccom-tick-list-secondary">
<li>Automatic and manual payment reminder emails</li>
<li>Overdue payment emails</li>
<li>Payment schedule emails</li>
<li>Configurable reminder timing</li>
<li>Separate reminder configuration for manual and automatic payments</li>
<li>Admin email notification controls</li>
<li>Manual resend of payment schedule emails</li>
</ul>
<h3>Payment Plan Management</h3>
<ul class="wccom-tick-list-secondary">
<li>Centralized payment plan management</li>
<li>View and manage scheduled installments</li>
<li>Manual due payment processing</li>
<li>Resend payment schedules from admin</li>
<li>Payment status management</li>
</ul>

Payment Plan Suite

<p>Offer customizable payment plans and reduce cart abandonment.</p>

<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>

Payment Plan Suite vs Invoice Payment Method