{"id":10667,"date":"2026-05-18T18:30:19","date_gmt":"2026-05-18T10:30:19","guid":{"rendered":"https:\/\/aeosub.com\/invoicing-integration-for-freeagent-and-woocommerce\/"},"modified":"2026-05-18T18:30:19","modified_gmt":"2026-05-18T10:30:19","slug":"invoicing-integration-for-freeagent-and-woocommerce","status":"publish","type":"post","link":"https:\/\/aeosub.com\/zh\/invoicing-integration-for-freeagent-and-woocommerce\/","title":{"rendered":"Invoicing Integration for FreeAgent and WooCommerce"},"content":{"rendered":"<div class=\"plugin-info-card\" style=\"border: 1px solid #e2e8f0;border-radius: 10px;overflow: hidden;margin-bottom: 30px;font-family: -apple-system, system-ui, sans-serif;background: #fff\">\n<table style=\"width: 100%;border-collapse: collapse;font-size: 14px\">\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 15px 20px;text-align: left;width: 35%;color: #4a5568;background: #fcfcfc\"><img decoding=\"async\" src=\"https:\/\/ps.w.org\/invoicing-integration-for-freeagent-and-woocommerce\/assets\/icon.svg?rev=3535391\" style=\"width: 40px;height: 40px;border-radius: 6px;margin-right: 12px;vertical-align: middle\"> Developer<\/th>\n<td style=\"padding: 15px 20px;font-weight: 500\"><a href=\"https:\/\/profiles.wordpress.org\/devikit\/\" target=\"_blank\" rel=\"noopener\">devikit<\/a><\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Version<\/th>\n<td style=\"padding: 12px 20px\">v1.0.1<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Active Installs<\/th>\n<td style=\"padding: 12px 20px\">0 +<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Requires \/ Tested<\/th>\n<td style=\"padding: 12px 20px\">5.8 \/ 6.9.4<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Last Updated<\/th>\n<td style=\"padding: 12px 20px\">2026-05-18 9:40am GMT<\/td>\n<\/tr>\n<tr>\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Official Link<\/th>\n<td style=\"padding: 12px 20px\"><a href=\"https:\/\/wordpress.org\/plugins\/invoicing-integration-for-freeagent-and-woocommerce\/\" target=\"_blank\" style=\"text-decoration: none;color: #4a3bca;font-weight: bold\" rel=\"noopener\">View Details \u2192<\/a><\/td>\n<\/tr>\n<\/table><\/div>\n<div class=\"plugin-short-desc\" style=\"margin: 20px 0;padding: 12px 15px;background: #f9fafb;border-left: 4px solid #4a3bca;border-radius: 6px;font-style: italic;color: #4a5568\">FreeAgent invoices from WooCommerce: VAT field, contacts, PDF downloads and HPOS. Devikit PRO adds automation, credits, and bulk tools.<\/div>\n<p><strong>Need hands-off invoicing, credit notes, bulk tools, MOSS presets, payment links on invoices and more?<\/strong> Unlock everything with <strong><a href=\"https:\/\/devikit.co.uk\/product\/freeagent-woocommerce-pro\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Invoicing Integration PRO<\/a>.<\/strong><\/p>\n<p>Connect WooCommerce to <strong>FreeAgent.com<\/strong> over the official OAuth API. The free foundation keeps data in your WooCommerce dashboard; the <strong><a href=\"https:\/\/devikit.co.uk\/product\/freeagent-woocommerce-pro\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">PRO add-on<\/a><\/strong> automates document creation, customer delivery, rollup reporting, MOSS-heavy shops, payment recording, and scaling workflows.<\/p>\n<h4>Free plugin \u2014 what you already get<\/h4>\n<ul>\n<li><strong>OAuth connection<\/strong> \u2014 connect from <strong>WooCommerce <span aria-hidden=\"true\" class=\"wp-exclude-emoji\">\u2192<\/span> FreeAgent<\/strong> with your Developer app credentials (<code>dev.freeagent.com<\/code>).<\/li>\n<li><strong>One-click invoicing per order<\/strong> \u2014 create a FreeAgent invoice from the order screen (<code>Create Invoice<\/code>).<\/li>\n<li><strong>Find-or-create contacts<\/strong> \u2014 maps billing profile to FreeAgent contacts (matching by email); updates addresses, company name, VAT number when invoicing again.<\/li>\n<li><strong>VAT number capture<\/strong> \u2014 optional or mandatory checkout field (<code>classic checkout<\/code> <strong>and<\/strong> <code>Woo Blocks<\/code> supported); configurable label, visibility modes and \u201cVAT invoice requested\u201d UX.<\/li>\n<li><strong>FreeAgent line item types on catalog<\/strong> \u2014 per simple, subscription <strong>and variation<\/strong> SKU: choose Hours through Expenses (<code>Products<\/code>, <code>Services<\/code>, \u2026) so drafts match how you recognise revenue.<\/li>\n<li><strong>Line-level VAT detection<\/strong> \u2014 net, gross and tax rates inferred from WooCommerce tax configuration; avoids double-counting.<\/li>\n<li><strong>EC \/ B2B reporting defaults<\/strong> \u2014 auto classifies invoices as UK\/Non-EC or Reverse Charge for EU VAT-registered billing countries; editable <strong>dated on<\/strong>, payment terms days, invoice comments merge-tags (<code>{order_id}<\/code>, <code>{order_number}<\/code>, <code>{customer_email}<\/code>, \u2026) and EC status overrides before you issue from the metabox.<\/li>\n<li><strong>VAT exemption basis<\/strong> \u2014 saves you retyping statute text every time (<code>VAT Exemption Basis<\/code> setting appended when a zero-rate line is invoiced).<\/li>\n<li><strong>Payment terms &amp; bank detail<\/strong> \u2014 set company-wide terms in days + pick FreeAgent bank account for remittance text on invoices.<\/li>\n<li><strong>Invoice status &amp; warnings<\/strong> \u2014 optional <strong>Mark as Sent<\/strong> (\u201cOpen\u201d), <strong>retry<\/strong> failed creates via scheduled job, <strong><code>total mismatch<\/code><\/strong> flag when rounded FA vs Woo totals differ (including single minor-unit deltas), admin notice plus <strong>orders list column<\/strong> with links and mismatch styling.<\/li>\n<li><strong>Customer PDF access<\/strong> \u2014 download PDF from the order metabox plus an <strong>Invoices<\/strong> tab inside <strong>My Account<\/strong> (customers only see own orders).<\/li>\n<li><strong>Security-minded logging<\/strong> \u2014 optional WooCommerce Logger trail for troubleshooting with OAuth secrets redacted.<\/li>\n<li><strong>PRO-aware UI<\/strong> \u2014 <strong>Invoicing<\/strong> tab PRO banners, <strong>Automation<\/strong> teaser, <strong>bulk action<\/strong> placeholders (shows what unlocks once PRO is licensed), and teaser rows for credits \/ MOSS presets so admins know exactly what activates with the add-on.<\/li>\n<\/ul>\n<h4>PRO add-on \u2014 automate, scale &amp; delight customers<\/h4>\n<p><strong><a href=\"https:\/\/devikit.co.uk\/product\/freeagent-woocommerce-pro\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Invoicing Integration PRO<\/a><\/strong> is a companion plugin (sold &amp; licensed separately) that registers only when a valid license is active. Add it when you are ready for:<\/p>\n<ul>\n<li><strong>Automatic invoice queueing<\/strong> \u2014 runs when orders reach the statuses you configure; optional rollup mode queues work for nightly consolidated postings instead.<\/li>\n<li><strong>Automatic credit notes<\/strong> \u2014 refund-driven credit documents with matching automation flags.<\/li>\n<li><strong>Daily rollup \/ grouped mode<\/strong> \u2014 batch many orders + refunds into consolidated FreeAgent sales invoices and credit clusters (VAT-grouped, multi-currency aware) on a dedicated contact.<\/li>\n<li><strong>Automatic payment recording<\/strong> \u2014 once Woo marks an order paid, book the equivalent bank receipt in FreeAgent (mirrors manual \u201crecord payment\u201d).<\/li>\n<li><strong>Automation delivery<\/strong> \u2014 optional FreeAgent template emails plus WooCommerce customer emails; optional Action Scheduler spacing via the <code>devikit_freeagent_invoice_email_delay_minutes<\/code> filter.<\/li>\n<li><strong>Dedicated WooCommerce email types<\/strong> \u2014 invoice + credit-note templates with <strong>PDF attachments<\/strong> pulled from FreeAgent.<\/li>\n<li><strong>Order &amp; bulk customer comms<\/strong> \u2014 send invoice or credit note from the order screen <strong>or<\/strong> run <strong>bulk<\/strong> \u201ccreate\u201d, \u201cemail via FA\u201d, \u201cemail via Woo\u201d, <strong>ZIP many PDFs<\/strong> from the orders list.<\/li>\n<li><strong>Custom references<\/strong> \u2014 invoice reference patterns with <code>{order_id}<\/code>, <code>{order_number}<\/code>, etc.<\/li>\n<li><strong>Accounting category + default line type<\/strong> \u2014 FreeAgent income nominal per line + store default item type when a product does not override.<\/li>\n<li><strong>Online payment links<\/strong> \u2014 toggles API <code>payment_methods<\/code> hash for Stripe, PayPal, GoCardless (mandate + Instant Bank Pay), Tyl (subject to what you enable inside FreeAgent).<\/li>\n<li><strong>EC VAT MOSS defaults<\/strong> \u2014 store-wide MOSS toggle plus per-product \/ per-variation MOSS flags so EU digital services orders can resolve to <code>EC VAT MOSS<\/code> automatically.<\/li>\n<li><strong>Licensed plugin updates<\/strong> \u2014 delivered through Devikit\u2019s updater once your PRO license is active (plus any support channels bundled with your purchase).<\/li>\n<\/ul>\n<p><strong>Bottom line:<\/strong> stay on the free plugin for careful, operator-led invoicing; <strong>add PRO the moment you want \u201cset and forget\u201d cash collection, repayments, MOSS and enterprise-grade throughput.<\/strong><\/p>\n<p><strong><a href=\"https:\/\/devikit.co.uk\/product\/freeagent-woocommerce-pro\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">See pricing &amp; feature matrix on Devikit<\/a><\/strong><\/p>\n<h3>External Services<\/h3>\n<p>This plugin connects to the <strong>FreeAgent API<\/strong> to create and manage invoices and contacts. An active FreeAgent account is required.<\/p>\n<p><strong>What data is sent and when:<\/strong><\/p>\n<ul>\n<li>When you connect the plugin via OAuth, your OAuth credentials are exchanged for an access token with FreeAgent&#8217;s authentication servers.<\/li>\n<li>When an invoice is created, WooCommerce order data (customer name, address, VAT number, line items, amounts) is sent to FreeAgent to create the invoice.<\/li>\n<li>When a customer&#8217;s contact record is created or updated, their billing details (name, address, email, phone, VAT number) are sent to FreeAgent.<\/li>\n<li>When you reload the accounting categories or bank accounts list in the settings, a read request is made to the FreeAgent API.<\/li>\n<li>PDF invoice downloads are fetched from FreeAgent&#8217;s servers on demand.<\/li>\n<\/ul>\n<p>The <strong>free plugin<\/strong> triggers FreeAgent exclusively when staff or shoppers take explicit actions (connecting, reloading lists, issuing an invoice).<\/p>\n<p>The <strong>optional PRO companion<\/strong> additionally talks to FreeAgent when automation rules queue invoices\/credit notes, bulk actions run or delayed emails fire \u2014 mirrors the workloads you manually perform today.<\/p>\n<p><strong>FreeAgent service information:<\/strong><\/p>\n<ul>\n<li>Service website: <a href=\"https:\/\/www.freeagent.com\" rel=\"nofollow ugc noopener\" target=\"_blank\">https:\/\/www.freeagent.com<\/a><\/li>\n<li>Terms of Service: <a href=\"https:\/\/www.freeagent.com\/terms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">https:\/\/www.freeagent.com\/terms\/<\/a><\/li>\n<li>Privacy Policy: <a href=\"https:\/\/www.freeagent.com\/privacy\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">https:\/\/www.freeagent.com\/privacy\/<\/a><\/li>\n<li>API documentation: <a href=\"https:\/\/dev.freeagent.com\/docs\/introduction\" rel=\"nofollow ugc noopener\" target=\"_blank\">https:\/\/dev.freeagent.com\/docs\/introduction<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>FreeAgent invoices from WooCommerce: VAT field, contacts, PDF downloads and HPOS. Devikit PRO adds automation, credits, and bulk tools.<\/p>","protected":false},"author":1,"featured_media":9317,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[252],"tags":[1008,1200,1009,735,569,555],"class_list":["post-10667","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trends","tag-accounting","tag-freeagent","tag-invoicing","tag-vat","tag-woocommerce","tag-wordpress-plugin"],"_links":{"self":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/posts\/10667","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/comments?post=10667"}],"version-history":[{"count":0,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/posts\/10667\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/media\/9317"}],"wp:attachment":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/media?parent=10667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/categories?post=10667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/tags?post=10667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}