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Invoice Generator For Plando

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Invoice Generator For Plando

by doronca

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Description

Invoice Generator For Plando is a lightweight plugin that connects your WooCommerce store to your Plando account, an Israeli CRM and billing system. Once activated and configured, the plugin automatically generates a document (invoice/receipt, proforma) for every successful payment on your site.

This plugin is developed independently and is not affiliated with or endorsed by Plando. You need a valid Plando account and API key to use it.

Key Features:

  • Automatic Document Generation: Creates documents for WooCommerce orders as soon as payment is confirmed.
  • Flexible Document Types: Generates a full tax invoice/receipt, a proforma invoice, or other documents supported by the Plando API.
  • Settings Panel: Configure your Plando Access Key and preferences directly in your WordPress dashboard.
  • Smart Subject Lines: Automatically generates document subjects based on the products in the order, with customizable templates.
  • Handles Zero-Amount Orders: Skips document generation for free trials or zero-amount orders, preventing clutter in your Plando account.
  • Order Notes: Adds a clear note to each WooCommerce order to track whether a Plando document was issued successfully.
  • Test Functionality: Built-in test panel allows you to generate a test invoice before going live.
  • Language Support: Supports both Hebrew and English for document generation.

This plugin is ideal for Israeli businesses using WooCommerce and Plando to streamline billing and ensure every sale is documented accurately.

  1. Upload: Go to Plugins > Add New in your WordPress dashboard, click Upload Plugin, and select the plugin’s zip file.
  2. Activate: After upload, click Activate Plugin.
  3. Configure: Navigate to Settings > Invoice Generator For Plando in your WordPress dashboard.
  4. Enter Your Access Key: Input your Plando Access Key, available from Plando support.
  5. Save: Click “Save Changes.” The plugin will now generate documents for new orders automatically.
  1. Settings page in the WordPress dashboard.

    Settings page in the WordPress dashboard.

  2. Test Invoice Generator panel.

    Test Invoice Generator panel.

  3. Example of an order note showing document generation status.

    Example of an order note showing document generation status.

Does this plugin require WooCommerce?

Yes. This is an extension for WooCommerce and will not work without it.

How do I get my Plando Access Key?

Contact Plando support to obtain your unique API Access Key.

What documents can the plugin generate?

By default, it generates a “חשבונית מס/קבלה” (Tax Invoice/Receipt). You can configure other document types supported by the Plando API.

What happens if an order has a total of zero?

The plugin automatically skips document generation for zero-amount orders, such as free trials or giveaways. An order note will indicate that no document was generated.

Can I customize the invoice subject?

Yes. The settings panel includes templates and placeholders such as {order_id} and {customer_name}.

How can I verify that the plugin is working?

The plugin adds a note to each order when a document is generated. You can also use the built-in test tool in the settings page.

1.1

  • Updated plugin name and slug for WordPress.org compliance.

1.0

  • Initial public release.
  • Automatic invoice generation on payment complete.
  • Settings panel for configuration.
  • Test invoice generation tool.
  • Dynamic invoice subjects.
  • Order notes for success/failure tracking.
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