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invoice only payment
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Drual Commerce Invoice Customer

Hello Everyone! I've got an interesting question....;)

I need to invoice my customers only when they check out, we have several customers who are NET30 only who have pre-arranged contract.

I'm trying to setup drupal commerce to just email my customers a receipt/invoice through the checkout process rather than using a payment source that requires a payment.

I'm sure there's a way to do it, my feeble mind is just not grasping the proper method at the moment :)

Thanks a bunch!

Asked by: cswilson
on October 24, 2013

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I wound up using the Commerce Cheque plugin.

Apparently, it does exactly what I need ;). It might do more...but by default it just lets them check out.

I created a check out rule to send an extra email to my staff letting them know of the order.

Thanks a bunch for getting me started with ideas!

Chris

Answer by: cswilson
Posted: Oct 26, 2013
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Hello cswilson,

You can do this in a few steps.

1) If you are requiring your users to log in before they complete their order, you can set up a unique user role for them.

Then, adjust your Payment Rules with a condition that checks to see if the current user role is NOT the NET30 ppl. This way the payments will not show for these users and they can proceed to checkout.

2) Then, you can create a Checkout Rule that sends an email to their commerce-order:email or user:email and in the body build the Invoice which they can then print out on their end.

Travis
Answer by: Travis
Posted: Oct 24, 2013
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Thanks a bunch! :) I may have to get them to setup accounts.

The server sets on a intranet, and they order components from me pretty much on the fly...I was hoping to let it do it anonymously as well.

is there a user role that can be matched to guest checkouts?

Thanks a bunch once again!

Chris

Answer by: cswilson
Posted: Oct 24, 2013

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Well you could set it for anonymous users as well, but if you are going to do any sales that are not invoiced(NET30) then it will be come tricky to tell Rules when and when not to apply.

hmmm...

Well actually. You could include an additional Company Name field in the Billing Info and set the rule to look at the data in that field and if the user enters A,B, or C then proceed with removing payment and sending the email. And if the user enters something that is NOT A,B,or C, than continue with asking for payment. Though you will need to know the company name and also hope that they enter it in precisely.

Or maybe the easiest way is to create an additional payment method called NET30 and set up a rule to trigger the email if they select that option.

- Travis on October 24, 2013