I realy like your ;plugin. It saved me a lot of trouble!
I have this group of customers. Tyey are part of a purchasing group. There all car dealerships.
They will all place order on my web store. They will need to register first. When they do, I created a GROUP and I include them in this group.
I will need to BILL 1 user for all those deralership.
So I created a user called leaderautoressource and when I register a user, I put them all oin the same GROUP. The email is [email protected]
I need to send a packing slip to the ship to adress and the invoice by email to [email protected]. This is working fine with the PDF Invoice plugin.
My concern is that I would like the invoices to be under larautoressource account becaiuse when I transfer the invoices to my Xero accounting software, the invoices are transfering to all the MEMBER of the groupe and not to the BILL to Customer directly.
Here's what I'd suggest trying: When placing an order at checkout, try entering everything completely identical to the [email protected] user - including the same email, phone number, and all other details. Then check if Xero syncs it correctly under the LAR account as you want.
The reason I'm asking is because if entering identical information works, then we can solve this by creating a snippet that automatically copies the billing info from the user account and locks those fields at checkout. That would streamline the process for you.
However, if even with identical information Xero still creates invoices under different users, then we'd need to explore a different solution (such as changing the actual user of the order).
Hello! First I would like to appoligise for my english, I usualy speak french so I will do my best to describe what happen.
I created a user called [email protected] . This account is the main account that I will have to BILL all the invoices. They have very specific request like that my company name and supplyer name are on the invoices. If I check in WOOcommecer, THis user have NO SHIPPING ADRESSS. Just a billing adresse See image BILL TO vs SHIP TO. You can stt Leader auto ressources and My supplier Name GSolpro No. 1581.
When a derlership from ther group want to place an order, he fill a online form https://ochplanner.com/en/lar/ and I receive a request. When I receive that request, It's automaticly part of the group I creader (See Group Image)
After accepting the new user, I go in your Tools section and using the SET USERS AS SUB ACCOUNT of tool, I link the new user to the Leader auto ressources main account. (See linked user image)
Once the order is placed, the invoice I will send to my customer (to payable account of the Leader Auto Ressources Group is perfect. I think we used a snipplet to fix certain request they had. See FACTURE IMAGE and I have a packing slip I can also print and everythin. is ok.
The order is Woo is ok except, and I think it's part of the problem, the email adresse is the SHIP to (And user used to connect to the web store) is NOT the BILL TO adresse. See Woo Order image.
When the invoice is sent to Xero, It create a new customer with all the same details, except the email...
It will be very hard to apply payment when they will send a check...
I hope it'e clear...
Thanks for your help!
Any chance you can copy [email protected] to the reply? He running the web site.
To simplify, here's my understanding of the situation:
- We need to figure out how to get Xero to sync orders to the same customer account ([email protected]). This depends on how the Xero integration works, which is something we can't directly control on our end.
So here's what I'd suggest as a next step:
Please try running a test - you can even do this manually. Create 2 separate WooCommerce customer accounts and place orders with identical details, including the same billing email ([email protected]).
- If it works and Xero syncs both orders to the same customer, then we know we need to get the orders to use the same email. In that case, we can work on applying snippets to automatically set the correct billing email.
- If it doesn't work even with identical details, then the only option I see would be to actually change the customer associated with the order.
Please let me know what you find in that test and we can take it from there.
Regarding adding [email protected] to the CC - I'm sorry but I don't have a way to do that here because Ticksy is a 3rd party support platform we don't control and it doesn't have this option.
I checked and you are right. The Xero plugin use the email adress. If it's the same, the plugin will add the new order to the correct acccount.
Can you help me with the Snippets? I need the order made by customer who logged in as for examplet [email protected] be from the [email protected]... If it's possible In fact, perhaps it would be easier that the snippet would "change" the bill to emails for ALL the member of the LAR group to be [email protected]...
Hello!
I realy like your ;plugin. It saved me a lot of trouble!
I have this group of customers. Tyey are part of a purchasing group. There all car dealerships.
They will all place order on my web store. They will need to register first. When they do, I created a GROUP and I include them in this group.
I will need to BILL 1 user for all those deralership.
So I created a user called leaderautoressource and when I register a user, I put them all oin the same GROUP. The email is [email protected]
I need to send a packing slip to the ship to adress and the invoice by email to [email protected]. This is working fine with the PDF Invoice plugin.
My concern is that I would like the invoices to be under larautoressource account becaiuse when I transfer the invoices to my Xero accounting software, the invoices are transfering to all the MEMBER of the groupe and not to the BILL to Customer directly.
Do you have a suggestion?
Attached files: Billing to LAR.png
Billing and Shipping.png
B2B Lar Group.png
Hi Robin,
Thank you for purchasing our plugin and I'm glad to hear it's been helpful for your setup!
Looking at your screenshot here: https://ticksy_attachments.s3.amazonaws.com/Billing%20and%20Shipping_68f910c4de0e9.png, I can see you've already entered the billing details at checkout for the [email protected] user. Just to clarify - are you saying that despite entering the correct billing information, the Xero integration is still pulling it under the shipping address rather than billing?
I noticed in your screenshot that the billing email appears to be the shipping email ([email protected]) as shown here: https://prnt.sc/T0Z5oNG9n03O.
Here's what I'd suggest trying: When placing an order at checkout, try entering everything completely identical to the [email protected] user - including the same email, phone number, and all other details. Then check if Xero syncs it correctly under the LAR account as you want.
The reason I'm asking is because if entering identical information works, then we can solve this by creating a snippet that automatically copies the billing info from the user account and locks those fields at checkout. That would streamline the process for you.
However, if even with identical information Xero still creates invoices under different users, then we'd need to explore a different solution (such as changing the actual user of the order).
Kind regards,
Stefan
Hello! First I would like to appoligise for my english, I usualy speak french so I will do my best to describe what happen.
I created a user called [email protected] . This account is the main account that I will have to BILL all the invoices. They have very specific request like that my company name and supplyer name are on the invoices. If I check in WOOcommecer, THis user have NO SHIPPING ADRESSS. Just a billing adresse See image BILL TO vs SHIP TO. You can stt Leader auto ressources and My supplier Name GSolpro No. 1581.
When a derlership from ther group want to place an order, he fill a online form https://ochplanner.com/en/lar/ and I receive a request. When I receive that request, It's automaticly part of the group I creader (See Group Image)
After accepting the new user, I go in your Tools section and using the SET USERS AS SUB ACCOUNT of tool, I link the new user to the Leader auto ressources main account. (See linked user image)
Once the order is placed, the invoice I will send to my customer (to payable account of the Leader Auto Ressources Group is perfect. I think we used a snipplet to fix certain request they had. See FACTURE IMAGE and I have a packing slip I can also print and everythin. is ok.
The order is Woo is ok except, and I think it's part of the problem, the email adresse is the SHIP to (And user used to connect to the web store) is NOT the BILL TO adresse. See Woo Order image.
When the invoice is sent to Xero, It create a new customer with all the same details, except the email...
It will be very hard to apply payment when they will send a check...
I hope it'e clear...
Thanks for your help!
Any chance you can copy [email protected] to the reply? He running the web site.
Attached files: BILL TO vs SHIP TO.png
Create new customer.png
Group.png
rest of image.png
Hi Robin,
Thanks for the explanation,
To simplify, here's my understanding of the situation:
- We need to figure out how to get Xero to sync orders to the same customer account ([email protected]). This depends on how the Xero integration works, which is something we can't directly control on our end.
So here's what I'd suggest as a next step:
Please try running a test - you can even do this manually. Create 2 separate WooCommerce customer accounts and place orders with identical details, including the same billing email ([email protected]).
- If it works and Xero syncs both orders to the same customer, then we know we need to get the orders to use the same email. In that case, we can work on applying snippets to automatically set the correct billing email.
- If it doesn't work even with identical details, then the only option I see would be to actually change the customer associated with the order.
Please let me know what you find in that test and we can take it from there.
Regarding adding [email protected] to the CC - I'm sorry but I don't have a way to do that here because Ticksy is a 3rd party support platform we don't control and it doesn't have this option.
Kind regards,
Stefan
Hello!
I checked and you are right. The Xero plugin use the email adress. If it's the same, the plugin will add the new order to the correct acccount.
Can you help me with the Snippets? I need the order made by customer who logged in as for examplet [email protected] be from the [email protected]... If it's possible In fact, perhaps it would be easier that the snippet would "change" the bill to emails for ALL the member of the LAR group to be [email protected]...