WooCommerce Invoice Payment Option

Cart Amount Range: Set Minimum/Maximum Order Totals for Invoice Eligibility

Define a subtotal range (excluding tax/shipping) where the invoice gateway appears. Enter numbers in Cart Amount Lower Limit and Upper Limit fields. If the cart subtotal falls outside, the option hides automatically at checkout.
Ensures invoices for viable orders only – e.g., avoid $10 requests while allowing $100+ B2B carts. This is a core rule for WooCommerce pay by invoice setups, reducing fraud and admin overhead.

Cart Quantity Range: Limit by Number of Items in Cart

Similar to amount, set min/max total items (e.g., 1-20). The plugin counts line items (not quantities) and shows/hides accordingly.
Perfect for bulk/wholesale – e.g., require 5+ items for invoice eligibility. Complements amount rules for precise WooCommerce invoice payment plugin control.
Step-by-Step Setup:In the same panel, scroll to Cart Quantity Range.
Enter Lower Limit (e.g., 1) and Upper Limit (e.g., 50). Save and test: Add 3 products → gateway shows if other rules pass.

Enable Invoice Payment Option for All Products: Global Toggle with Product Logic

Master checkbox to enable globally (requires ≥1 item in cart). Below, radio buttons refine:

• Disallow Other Products: Cart must contain only selected items.
• Allow Other Products: Selected items can mix with others.
• At Least One Product: Any match triggers (most flexible).

Starts simple, then layers rules for targeted pay by invoice WooCommerce display – e.g., all products for retail, strict for B2B.

Enable Invoice for Products, Categories & Tags: Target Specific Items

Multi-select fields link the gateway to products/categories/tags. Combines with radio logic above for cart matching.
Focuses invoices on high-margin or B2B items – e.g., show only for “Electronics” category.
Click Choose Products → search/add. Choose Categories → select (e.g., “Wholesale”). Choose Tags → add (e.g., “invoice-only”).

Enable Invoice for Virtual Product: Support Digital Goods

Checkbox requires ≥1 virtual product (marked in Woo product settings) in cart.
Enables invoicing for SaaS/downloads – common in 2025 e-learning/B2B digital sales.
Check the box. Ensure products are Virtual in Products > Edit. Test with digital item.

Select Shipping Methods, Specific Users and User Roles for Invoice

Multi-select Woo shipping methods (e.g., “Flat Rate B2B”). Empty = all. Aligns with logistics – e.g., invoice only for “Account Shipping” to avoid free-ride abuse.
Search/select individual users (by name/email). Empty = all. VIP/whitelist access – e.g., approved B2B accounts only.
Select roles (e.g., “wholesale”). Empty = all. Segments B2C vs. B2B – standard for WooCommerce invoice payment method plugins.
Pro Tip: Create custom roles via plugins like User Role Editor.

Set Invoice Label,Hide Payment Method and Select Countries for Invoice: Basic Geo Filter

Text field for button/label (e.g., “Pay Net 30”). The customer can set a different invoice name according to each rule.
Brands the option – e.g., “Invoice for Approved Accounts”.
Select methods to hide when the invoice is active (e.g., COD). Streamlines checkout – prevents overlaps.
Multi-select countries based on billing/shipping. Regional compliance (e.g., EU only).

Select States, Enter Cities and Enter ZIP Codes: Postal Code Ranges

Comma-separated list (e.g., “CA, NY”). State-specific taxes/rules.
Comma-separated (e.g., “New York, Lahore”). Urban/rural segmentation.
Commas for singles, hyphens for ranges (e.g., “90210, 45000-46000”). Hyper-local control – top for best WooCommerce invoice payment gateway geo-features.

Enable PDF: Master PDF Toggle,Choose Style for PDF: 4 Pre-Built Templates,Add Logo and Custom Styling

Checkbox activates auto-PDF on order. Core of WooCommerce invoice payment plugin – instant pro docs.
Click previews (Red, Green, Blue, Purple) – loads layout. Quick branding without design skills.
Upload button – places in header. Hex/RGB fields for BG/text (e.g., Header BG: #6A1B9A).
Brand match – elevates pay by invoice WooCommerce professionalism.

Show Company Detail,PDF Title,Show Note and Terms and Conditions

Checkbox adds address/VAT to PDF.
Text field (e.g., “Proforma Invoice”)
Optional text for notes.
Rich textarea (bold/links).