A helpful feature in our QuickBooks Online sync is a setting to show an “Invoices” tab in the Account menu in the front-end of your WooCommerce site for logged-in users.
This feature follows the customer mapping in our sync (MyWorks Sync > Map > Customers) – to display all the customer’s QuickBooks invoices directly in the Invoices tab of their WooCommerce account – and even allow the customer to click Pay to pay the invoice through QuickBooks.
This makes it easy for the WooCommerce customer to view/download an invoice PDF – and even pay the invoice, if online payment is enabled for that invoice in QuickBooks.
Additionally, this area can be customized/styled along with the rest of your theme, allowing you to design/style the page however necessary. The URL of this page in the WooCommerce account area is /my-account/invoices.
To enable, simply visit MyWorks Sync > Settings > Miscellaneous, and enable the setting to “Show Invoices tab in account area”.
Once enabled, this tab will show for all users. For users that are mapped to a QuickBooks customer in MyWorks Sync > Map > Customers, any invoices in their QuickBooks account will show in the list on this page.
If the checkboxes for Credit Card Payment and/or Bank Payment are enabled for an invoice in QuickBooks, the Pay button will be present for that invoice in the WooCommerce account area tab, otherwise the Pay button will not show. When clicked, the Pay button will bring the user to QuickBooks to pay for the invoice, just as if the invoice had been emailed to them to pay through QuickBooks.