WooCommerce

If you have a Wordpress site running WooCommerce, you can install our plugin to automate pro-forma invoices, invoices, payments, and client creation to JobcardsOnline.  It also synchronizes inventory, and loads initial inventory items from us to your woocommerce installation.  You do not have to manage products in your website at all.

Basic Workflow

1. Client completes checkout -> Client is automatically created on JobcardsOnline, and a Pro-forma Invoice is created.
2. Payment received through any payment gateway -> Pro-forma Invoice is converted to an Invoice and Payment is assigned in JobcardsOnline.
3. If a payment was made without a payment gateway -> Pro-forma Invoice is converted to an Invoice and Payment is assigned when you mark the order as complete in WP Admin -> WooCommerce.

Options

• You have the option to turn on emails from JobcardsOnline, which would ensure all documents get emailed to the client from your JobcardsOnline account.  If turned off (default), no emails are sent, and download links are provided on the various order related pages in your site.

Requirements

• You require at least a Platinum account with JobcardsOnline in order to acquire API Access.  API settings is available from Settings -> API Access in Invoicing Mode.
• Your server requires cURL.  It is installed by default on 99% of servers.  If it isn't, please get in touch with your website host.

Our plugin includes automatic update abilities - once an update becomes available, please update it.

Installation

1. From Plugins in Wordpress Admin, select Add New.
2. Search for Jobcards Online.
3. Click install.

Note that the plugin requires WooCommerce to be installed.