Configuration and usage

Authenticating with Moneybird

You will have to grant the plugin access to your Moneybird administration so it can create contacts and invoices. This process is really simple: go to WooCommerce settings → Integrations → Moneybird API, hit the “Setup Moneybird API connection” button and follow the instructions in the popup. The plugin settings will appear as soon as the authentication is completed.

Configuration

The plugin settings will appear as soon as the API authentication has been completed. Most settings are self explanatory and include a tooltip with additional information. The default settings already enable you to create invoices with the click of a button. The settings page looks like this (in dutch):

WooCommerce Moneybird settings page

Creating invoices

Invoices can be created automatically or manually. For automatic generation, choose the desired trigger on the settings page:

Invoice generation trigger settings

To manually create an invoice for an order, open the order and simply press the button:

Generating Moneybird invoice with the click of a button

It is also possible to create an invoice directly from the WooCommerce orders list:

Generating Moneybird invoice from the WooCommerce orders page

The status and number of an invoice are visible on the WooCommerce order page. Click the link to open the invoice in the browser. Generation of a Moneybird invoice always adds a note to the corresponding WooCommerce order:

Moneybird invoice generation note

Revenue ledger account specification

The store-wide default revenue ledger account can be overruled for specific product categories or individual products. To do so, edit the “Moneybird revenue ledger account” property of a category or product. The product edit page will show which revenue ledger account will be used under the current settings.

Moneybird revenue ledger account configuration

Product-specific invoice workflow configuration

In v3.11.0 and newer it is possible to configure the invoice workflow for individual products. Product-specific workflow configurations are not applicable to credit invoices, and are applied independent of the payment status of the order. If multiple ordered products lead to conflicting workflow requirements, the last item in the order will determine the workflow.

Creating credit invoices for refunds

Just like regular sales invoices, credit invoices for (partial) refunds can be generated automatically or manually. Note that credit invoices can only be generated if the refund specifies the individual items that are being refunded. In case of a flat refund amount, the plugin is unable to select the appropriate tax rate for the credit invoice. To configure the credit invoice functionality, use the corresponding section of the settings page:

WooCommerce Moneybird credit invoice settings

You can manually trigger the generation of a credit invoice by pressing the button on the order edit page, which looks like this:

WooCommerce Moneybird credit invoice button

Creating invoices in bulk

It is possible to create invoices in bulk. To do so, select the desired WooCommerce orders and execute the “Generate Moneybird invoice” bulk action:

Creating Moneybird invoices for WooCommerce orders in bulk