Installation:

1. Download the .zip file from your WooCommerce account.
2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
3. Install Now and Activate the plugin.

Creating an Odoo account:

If you already have an Odoo account set up, feel free to skip this step. 

1. Click here to sign up and activate your free trial.
2. Select your apps for your WooCommerce store: Sales, Invoicing, Accounting, and Inventory are essential apps. Click Continue.

   

1. Fill up your credentials and click Start Now.

   

2. Respond to the confirmation email, set password and click Activate Your Database for account activation.

   

Accessing the Plugin Settings

You can access the plugin using the below-mentioned method:

1. In your WordPress admin page, click on the WooCommerce>Settings.
2. Click on the Integration tab and select ODOO Integration to connect your website with Odoo account.

   

Setup and Configuration

Configure your settings: 

Server URL

1. For Server URL sign in to odoo account select the name of your company displaying at the top right corner and click on My Databases.

   

2. Select Connect in front of the Database you want to connect with your website.

   

3. Copy the URL of the page, for example, https://xyz. odoo.com

   

4. Paste it in Server URL tab.

Database Name

1. Goto: Odoo website > My Databases page.

   

2.  Insert database name in Database Name tab associated with Server URL.

   

Username

You can find the username here.

Copy and paste the username associated with your odoo account.

Password

Insert password of your Odoo account for API access in Password tab.

Debug Log

Enable logging if you want to log ODOO events.

Logged file can be found at WooCommerce > Status > Log

Enable Inventory Sync

By checking Enable Inventory Sync, your wooCommerce product inventory is synched into your odoo inventory app according to the time set with Cron Frequency.

Cron Frequency

Cron Frequency is the time interval after which your products get synced with your odoo account. Product data is also synced based on their SKU’s from Odoo to your WooCommerce store.

Frequency of the cron can be set for Every Hour, Twice a Day or Once a day.

Select Account Type

Select an account type for your customers buying at your WooCommerce store according to your suitability for your odoo account.

Select Debtors Account

Select debtors account for your odoo account based on the intent of your customers and products or services you are providing. 

Select Tax Type

Based on the country or state you are dealing in, taxes are imported from your odoo account and you can select the from the dropdown menu according to your need. And click Save changes.

How products are synced to odoo accounts?
Product data is synced based on their SKU’s from Odoo to WooCommerce. For this, we have a setting in the plugin for a frequency of cron and inventory sync for products.

How customers are synced?
Customers are synced based on their email addresses as they are unique for an account from WooCommerce to Odoo when order is created.

How this plugin sync orders?
Orders are synced directly to the Odoo account when they have been processed by the customers. When an order is synced, the invoice is generated automatically in Odoo. There are certain settings for orders in the plugin settings such as Select Account Type, Select Debtors Account and Select Tax Type. 

The post Odoo for WooCommerce first appeared on CODIBU.

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The VosFactures extension allows you to integrate your WooCommerce store with the online invoicing software VosFactures.fr. You can create automatically customized invoices corresponding to your WooCommerce orders, while respecting the French Anti-Fraud VAT Law. The extension also makes possible the automatic or manual emailing of PDF invoices to your clients, as well as the export and accounting analysis of your invoices.

Installation

1. Download the .zip file from your WooCommerce account.
2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
3. Install Now and Activate the extension.

More information at: Install and Activate Plugins/Extensions.

Installer et activer le plugin dans Extensions > Ajouter > Téléverser une extension.

Configuration

Cliquez sur le lien prévu à cet effet (ou allez dans l’onglet WooCommerce > Réglages > Intégration).

1. Compte VosFactures : Si vous n’avez pas encore créé de compte sur VosFactures.fr, cliquez sur le lien prévu à cet effet. Sinon, passez au point 2.
2. Code API (obligatoire) : Indiquez le code API de votre compte VosFactures visible dans Paramètres > Paramètres du compte > Intégration.
3. Quand créer la facture : Choisissez quand créer la facture de chaque commande :
   – Automatiquement une fois la commande payée (état terminé)
   – Automatiquement une fois la commande créée (n’importe quel état)
   – Pas automatiquement (création manuelle)
4. Envoi automatique (optionnel) : Cochez si vous souhaitez que les factures générées par le plugin soient automatiquement envoyées par email à vos clients.
5. Département (optionnel) : Vous pouvez créer plusieurs départements vendeurs sur votre compte VosFactures. Si tel est le cas, indiquez le numéro ID du département concerné par la création des factures WooCommerce.
6. Catégorie (optionnel) : Vous pouvez créer plusieurs catégories sur votre compte VosFactures. Si tel est le cas, choisissez la catégorie à attribuer aux factures WooCommerce.
7. Frais de livraison gratuits (optionnel) : Cochez pour afficher sur les factures les frais de livraison gratuits sous la forme d’une ligne “Frais de livraison” de prix unitaire égal à zéro. Sinon, seuls les frais de livraisons payants s’afficheront.
8.  Informations spécifiques (optionnel) : Cochez pour afficher sur les factures le contenu par défaut du champ “Informations spécifiques” éventuellement renseigné sur votre compte VosFactures.
9. Description des produits (optionnel) : Cochez pour afficher sur les factures, en tant que Description du produit, le contenu du 1er champ “Description” de WooCommerce.
10.  Clients professionnels : Choisissez le nom qui doit figurer sur les factures en cas de vente à un professionnel :
    – Nom de la société uniquement
    – Nom et prénom du client uniquement
    – Nom de la société et nom et prénom du client
11. Champs additionnels (optionnel) : Vous pouvez modifier le document généré en utilisant la syntaxe JSON. Exemples:
    – Pour générer des devis au lieu de factures, écrivez “kind”:”estimate”.
    – Pour ne pas afficher de Date limite de règlement sur les factures, écrivez “payment_to_kind”:”off”. Par défaut la Date limite de règlement est la date de création si la facture créée est Payée (si la facture n’est pas payée, elle est égale à la date de création +1 jour)
    – Pour que les factures soient automatiquement converties en une devise particulier, écrivez  “exchange_currency”:”USD”

Sauvegardez. En cas d’erreur de configuration, vous serez informé de sa cause.

Go to WooCommerce > Settings > Integration to set up the plugin :

1. VosFactures account: If you have not yet created an account on VosFactures.fr, click on the link provided for this purpose. Otherwise, go to point 2.
2. API code (required): Enter the API code of your VosFactures account visible in Settings > Account settings > Integration.
3. Invoice creation: Choose when to issue the invoice of an order :
   – Automatically after order is paid (status completed)
   – Automatically after order is created (any status)
   – Never automatically (manual issue)
   Then save to continue.
4. Automatic email sending (optional): If you want the invoices generated by the plugin to be automatically emailed to your customers.
5. Department (optional): You can create multiple sales departments in your VosFactures account. If so, enter the ID number of the department involved in creating WooCommerce invoices.
6. Category (optional): You can create multiple categories on your VosFactures account. If so, choose the category to which to assign WooCommerce invoices.
7. Free delivery (optional): To display on invoices the item “Shipping costs” with a unit price of zero. Otherwise, only payable delivery charges will be displayed.
8. Note (optional): To display on invoices the default content of the “Note” field eventually filled in on your VosFactures account.
9. Meta data (optional): To display on invoices the products metadata (which will be added as product description).
10. Business clients: Choose the name to display on invoices in case of sale to a company :
    – Company name
    – Client surname and first name
    – Company name and client name and surname
11. Additional fields (optional): You can edit the generated document using JSON syntax. Examples:
    – To generate estimates instead of invoices, write “kind”: “estimate” .
    – To hide due date on invoices, write “payment_to_kind”: “off”
    – To automatically convert invoices to a currency, enter “exchange_currency”: “USD”.

Then “Save changes” to finish set up. In case of error you will be informed of its cause.

Usage / Fonctions

Invoice customization / Personnalisation des Factures

Depuis votre compte VosFactures vous pouvez personnaliser le contenu et mise en page des factures à créer :

• Choix de 19 formats prédéfinis
• Possibilité de modifier par CSS les formats, comme les couleurs ou la police
• Possibilité de créer votre propre format par CSS et HTML
• Accès à diverses options d’affichage de champs : référence produits, n° de commande …

From your VosFactures account you can customize the content and appearance of invoices :

• Choice of 19 pre-defined templates
• Possibility to modify by CSS predefined templates such as color and font
• Possibility to create own template by CSS and HTML
• Access to many options to add or hide fields : product code, order number …

Automatic invoice creation / Création automatique des Factures personnalisées

L’extension génère automatiquement la facture correspondant à chaque commande, reprenant fidèlement les données de la vente. Vous pouvez choisir à quel moment les factures doivent être générées :

• automatiquement une fois la commande créée
• automatiquement une fois la commande terminée (payée)
• uniquement manuellement

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The extension automatically generates the invoice of each order. You can choose when to issue invoices :

• Automatically as soon as order is created
• Automatically when order reaches the status “completed”
• Manually only

PDF invoice download / Téléchargement PDF des Factures

Vous pouvez visualiser et télécharger en PDF la facture de chaque commande sur votre interface WooCommerce. Il y aussi un lien “Afficher la facture sur le compte” VosFactures, si vous voulez la modifier par exemple.

You can download in PDF the invoice of each order from your WooCommerce backend. There is also a link to view the invoice on your VosFactures account, if you want to edit it or take further action.

One-click manual invoice creation / Création manuelle des Factures

Vous pouvez forcer la création d’une facture grâce au bouton “Générer la facture” depuis la commande. Cela est utile par exemple pour les commandes antérieures à l’installation du plugin, pour les commandes manuelles (créées par vous depuis le backend), ou si vous décidez de désactiver la création automatique de facture.

You can force the creation of an invoice via the button “Generate invoice” from the order page. This is useful for example in case of orders created prior to the extension set up, of orders created manually (from the back end), or in case you decide to disable the automatic invoice creation.

Creation of correction invoice / Création manuelle de Factures d’Avoir

Vous pouvez créer une facture d’avoir partiel ou total sur votre compte VosFactures grâce au bouton “Créer un avoir” qui vous redirige vers le formulaire de création pré-complété de la facture d’avoir.

You can create directly from your WooCommerce backend a partial or total correction invoice on your VosFactures account. After clicking on the button, you are redirected to the pre-filled creation form of the correction invoice.

Invoice email sending / Envoi par Email des Factures

Vous pouvez choisir d’envoyer automatiquement ou manuellement les factures PDF par email à vos clients, avec un texte personnalisé et depuis l’adresse email de votre choix. Vous pouvez ajouter une adresse en copie ou en copie cachée et vérifier l’état de l’envoi depuis votre compte VosFactures qui en assure le suivi.

You can choose to send automatically or manually PDF invoices by email to your customers, with a customized email content and from the email address of your choice. You can add an email address in copy or hidden copy and verify the email send status from your VosFactures account.

Error message / Détection des Erreurs

Si le module rencontre une erreur lors de la création automatique d’une facture, un message d’information avec la raison de cette erreur s’affiche au dessus de la liste des commandes et sur la commande concernée. Vous pourrez réessayer grâce au bouton “Recommencer”.

If the plugin encounters an error during the automatic creation of an invoice, a message with the reason for this error is displayed above the orders list and on the order page. You can try again to issue manually the invoice.

Troubleshooting

Test invoice / Facture Test

Lors de la configuration de l’extension, une facture test est générée puis immédiatement supprimée par le plugin. Assurez-vous que l’option “Empêcher la suppression des documents” est temporairement désactivée dans les paramètres de votre compte VosFactures. Sinon, vous devrez supprimer cette facture test manuellement afin de finaliser l’intégration du plugin.

During the extension set up, a test invoice is generated and immediately deleted. Make sure that the option “Block invoice deletion” option is temporarily disabled on your VosFactures account settings. Otherwise, you will have to delete this test invoice manually in order to finalize the integration.

Code API

Lors de la configuration de l’extension copiez le code API en intégralité, sinon l’intégration ne pourra pas se faire. Exemple : AhgyTkig6ibhb/monentreprise

Make sure to copy your VosFactures API code fully. Example : AhgyTkig6ibhb/mycompany.

Subscription plan / Formule d’abonnement

Vérifiez dans les paramètres de votre compte VosFactures que la formule choisie est “pro” ou “max” et cela même en période d’essai, sinon l’intégration ne pourra pas se faire.

Make sure in your VosFactures account settings that the chosen plan is “pro” or “max”, even during the free trial period, otherwise the integration can not be done.

FAQs

Compatibility / Avec quelle version de WooCommerce l’extension est-elle compatible ?

WooCommerce versions 3.0.0 – 4.3.0.

Free sign up on VosFactures / L’ouverture d’un compte sur VosFactures.fr est-elle gratuite ?

Oui, l’inscription sur le logiciel VosFactures.fr est gratuite et offre une période de 30 jours gratuits sans engagement. Pour continuer à utiliser l’extension, il faut effectuer le paiement de la formule “pro” ou “max” pour la période souhaitée – un mois, un an, ou plus.

Yes, the creation of an account on the online software VosFactures.fr is free and entitles a free 30-day trial period. To continue using the extension, you must make a payment for the the “pro” ou “max” plan for the desired period – one month, one year, or more.

Sales with or without tax /L’extension gère-t-elle les ventes sans et avec taxe ?

Oui. L’extension peut générer des factures pour des ventes sans taxe ou avec taxe, comme de la TVA, qu’il y ait un ou plusieurs taux de taxe sur une même facture. Vous pouvez afficher les montants HT et TTC, ou uniquement TTC, et afficher un résumé des montants par taux de taxe.

Yes. The extension can generate invoices for tax-exempt sales or sales with tax, such as VAT, even if there are several tax rates on the same invoice. You can display the net and gross totals and a summary of amounts by tax rate.

Sales with discount / L’extension gère-t-elle les ventes avec réductions ?

Oui, le plugin intègre les réductions en pourcentage et les remises sous forme de montant. Le montant total de la réduction est étalé sur l’ensemble des articles listés sauf frais de livraison. Selon le format de factures que vous avez choisi, la réduction s’affichera :

• Dans le résumé des totaux : Total HT avant et après réduction
• Et/ou sur le tableau principal : Prix HT avant et après réduction. Vous pouvez en savoir plus ici.

Yes, the plugin can generate invoices with a percentage or amount discount. The total amount of the discount is spread over all sold items except delivery charges. Depending on the invoice template chosen, the discount will be displayed :

• In the totals summary : Net total before and after discount
• And/or on the positions table: Price before and after discount. You can find out more here.

Department ID / Comment connaître le numéro ID du département vendeur ?

Cliquez sur Paramètres > Compagnies/Départements puis sur le nom du département : l’ID de ce département est visible dans l’url de la page. Exemple : https://monentreprise.vosfactures.fr/departments/3167/edit.

Go to Settings > Companies / Departments and click on the department name : its ID is visible in the url of the page. Example : https://mycompany.vosfactures.fr/departments/3167/edit.

Synced sales data / Clients et articles

A chaque création de facture, tout nouveau client et produit facturés sont automatiquement ajoutés à la liste de vos Contacts et Produits sur VosFactures :

• Nom et prénom du client
• Nom de la compagnie et numéro fiscal (TVA) du client professionnel
• Numéro de téléphone et adresse email du client
• Adresse de facturation et de livraison du client
• Nom, description, unité, prix, et quantité vendue des produits

Vous pouvez également importer en masse dans votre compte VosFactures la liste des clients et produits.

VosFactures évite la création de doublons grâce à un système de reconnaissance basé :

• Sur le numéro de tva ou l’email et le nom des clients. Le plugin met à jour la fiche du client si nécessaire.
• Sur le nom des produits/services

Attention la communication ne se fait que dans un sens (Woocommerce > Vosfactures): en cas de vente depuis VosFactures (hors WooCommerce), la quantité décomptée sur VosFactures ne l’est pas sur WooCommerce.

At each invoice creation, any new invoiced client and products are automatically added to the list of your Contacts and Products on VosFactures account :

• Client surname and first name
• Company name and tax number (VAT) if applicable
• Client telephone number and email address
• Client invoicing and delivery addresses
• Product name, description, unit, price, and quantity.

You can also import manually a list of clients and products on VosFactures.

VosFactures avoids the creation of duplicates thanks to a recognition system based on :

• Client VAT number or email and name.  Client data is updated if necessary.
• Product name

Note that in case of invoice creation directly on VosFactures (and not from WooCommerce), stock is not updated on WooCommerce.

Antifraud conformity / Comment obtenir l’attestation de conformité AntiFraude à la TVA ?

Cliquez sur le lien prévu à cet effet depuis le tableau de bord de votre compte VosFactures et remplissez le formulaire pour recevoir par email l’attestation de conformité du logiciel. Vous pouvez en savoir plus ici sur la loi Anti-fraude à la TVA valable en France.

Click on the link visible from the dashboard of your VosFactures account and fill out the form to receive by email the software certificate of conformity. Click here to know more about the French antifraud law.

The post VosFactures – Facturation Personnalisée AntiFraude first appeared on CODIBU.

WooCommerce Memberships has a few standard emails built into the plugin, which are intended to cover the basics of member lifecycle emails. However, WordPress isn’t a great tool for sending emails as its scheduling mechanisms aren’t robust and email deliverability from your site isn’t ideal–using a dedicated email service is better for more advanced emails.

While Memberships will always cover the basics, we’ve built an integration with Jilt, our email marketing app, to support sending advanced member emails.

Since Jilt and Memberships are both built by SkyVerge, these products are always guaranteed to work well together, and we’ll keep adding features to improve the integration.

Comparison

Here’s a quick overview of the emails built in to Memberships and those available with Jilt:

Requirements

• WooCommerce Memberships version 1.11+
• Jilt for WooCommerce version 1.5+
• A Jilt account (free accounts are available)
• PHP 5.4+ (You can see this under WooCommerce > Status

Setup

To begin using Jilt with Memberships, please confirm that you meet the site requirements and follow this guide to connect your store to Jilt.

Once connected with Memberships activated on your site, you should be all set to start sending membership emails from Jilt!

When Jilt connects to your site, it automatically begins syncing member and other customer data. Jilt will get updates from your store via WooCommerce webhooks, so there’s nothing you need to do to ensure member and customer data stays updated.

Using Jilt

Jilt offers extensive documentation and an incredible support team to help you with any questions about how to create and send beautiful emails, but here are a few general notes about how emailing works in Jilt:

• You can segment emails by membership status to send specific emails to your members. You can also segment by membership plan to target the members of a particular plan with content relevant to their membership.
• Jilt offers pre-built templates for each email type to help you get started, but these can be endlessly customized with our email editor so that your email design and content fits with your site’s brand.
• Our default segmentation rules are catered to each email type (e.g., welcome or expiration emails) so there’s very little setup you need to do to start sending great emails. These rules can also be customized, though, if you want to tweak how your emails are sent.
• Jilt’s email editor lets you personalize email content with liquid so you can include information like member name and other membership details.

With Jilt, you can get started with sending membership emails in just a few clicks, but you can edit segmentation rules, email design, and email content to meet your exact needs.

Email types

Jilt includes many emails to support membership sites – let’s take a look at each email type.

Welcome new members

You can send a single welcome email or a welcome series to introduce new members to their membership. Welcome emails let you thank members for joining and help your new members get started with using their membership effectively.

Member newsletters

With Jilt’s broadcasts feature, you can send newsletters to your members to keep them updated on news about their membership, your store, and other related topics. This is a great way to keep members engaged and returning to your site on a regular basis.

Expiring soon notifications

When a membership is about to expire, you should let your members know so they can ensure they don’t lose access to their plan unexpectedly. With Jilt, you can even offer discounts codes to encourage members to renew!

Win-back emails

Once a membership ends, you can send one or more emails to encourage members to reactivate their membership plan. Jilt offers both an expiration and cancellation win-back, so you can tweak your messaging based on how the membership ended. You can also send an email immediately after the membership ends as an expiration notification in addition to a win-back campaign.

Members will immediately exit the campaign once they reactivate, so you don’t need to worry about sending additional win-back emails after that point.

Paused membership reminders

If you’re using WooCommerce Subscriptions with Memberships, your members may be able to pause their membership by suspending the associated subscription. You can also manually pause memberships upon request even if you’re not using Subscriptions. This campaign lets you remind members about their paused membership and entice them to reactivate!

Frequently asked questions

Q: Can I use Jilt to send emails to other customers that aren’t members?
A: Absolutely! Jilt is a full-service email marketing platform, so you can use it to send all sorts of emails. In addition to the membership emails listed above, Jilt can also send other automated emails (e.g., abandoned cart emails or product review requests), transactional emails (e.g., order receipts), and broadcasts (e.g., newsletters, product promotions, or sale announcements) for all your site customers.

Q: Can I send different emails based on membership plan?
A: Sure thing – you can send one email to all members, or you can add rules to target one or more plans in particular. This is a great way to customize your content based on the interests of your plan members. For example, if you offer eLearning memberships, you might want to send very different content based on the types of courses included in each membership.

The post WooCommerce Memberships Jilt integration first appeared on CODIBU.

Restricting brand products

When you sell items from specific brands in your marketplace, you can restrict those items to members just as you can any other products. However, you can also restrict all products from a brand to members easily.

When creating your membership plan (WooCommerce > Memberships > Membership Plans), you’ll see a new product type under the “Restrict Products” tab. You can select “Brands”, then select a brand to restrict all products from a brand to this membership.

When a customer views a product from this brand, it will be restricted according to your rules.

Brand discounts

All products from a particular brand can be discounted for members. When creating a purchasing discount for a plan, you can select a brand for the discount. This discount will be applied to any products from the brand for members of this plan.

Specific products from a brand can be discounted as usual.

The post WooCommerce Memberships Brands Integration first appeared on CODIBU.

WooCommerce Memberships can be used with Sensei LMS and the WooCommerce Paid Courses extension to restrict course access for learners unless they have an active membership.

Restrict courses

When you set up your courses and want to control access via the membership, you’ll need to check your Sensei LMS settings, the course setup, and your membership plan setup.

Sensei LMS settings

If you’d like learners to automatically be enrolled in courses when they purchase a membership, ensure that the Auto-start courses belonging to a membership checkbox is selected in Sensei LMS > Settings > WooCommerce Memberships:

Next, ensure that any courses you want to control access to via Memberships are not tied to WooCommerce products:

Now you can restrict your course via your membership plan.

Membership plan

When setting up your membership and course access, you only need to create a content restriction rule for the course. Course access rules will trickle down to the course’s associated lessons and quizzes:

Customer views

When you let Memberships and WooCommerce Paid Courses handle content restriction, the course content will only be accessible for as long as the membership is active.

When a member who has purchased access logs in, they’ll see the courses they have access to, and can view lessons within each course:

If a member has access to a lesson, all lesson details are shown to the member.

If the member doesn’t have access, or will have access in the future, course content remains hidden.

Course videos

One special case worth mention are course videos. By default, these are pieces of public content to allow you to sell non-members on your course. As such, they’re shown to members and non-members alike.

If you’d like to hide the course overview videos, you can do so in 2 ways – by changing the way you add the video with a shortcode, or by adding an additional code snippet.

Restrict via shortcode

If you want to restrict specific course videos to your members, you can use the content restriction shortcode to do so. However, if you do use this shortcode, you can’t use a plain URL for the video — you must use the full embed link instead.

First, get the full embed code for the video. If you’re using YouTube, this will be under Share > Embed for example.

Then, when you paste this into the “Course video” box, wrap the restriction shortcode around your embed link.

This will ensure members can see the video, but non-members don’t see the overview. The shortcode method is helpful if you want to delay access to the overview video specifically as well.

Restrict all course videos

If you’d like to restrict all course videos, you can enable “Restrict course video” in the Sensei LMS settings. This will hide all course videos from non-members rather than using them as a free preview:

The post WooCommerce Memberships Sensei LMS Integration first appeared on CODIBU.

WooCommerce Memberships currently has very basic compatibility with bbPress, and requires you to use certain content restriction modes in order to restrict forums, topics, and/or topic tags.

If you’d like to see improved compatibility with bbPress, please vote for it here – feedback is always appreciated!

Requirements

To restrict bbPress forums, topics, and replies, you must use either the Redirect to page or Hide completely restriction modes.

Redirect to page will let non-members see some aspects of your forums and topics:

• For restricted forums, non-members can see your forum titles, descriptions, and the forum index. However, they cannot see restricted forums or the list of its topics.
• For restricted topics, non-members can view the topic’s title, but not its contents or replies.

Hide completely will largely hide restricted forums, topics, and replies from non-members:

• Restricted forums will never be visible. They won’t be shown in the forum index or within a forum category. Their associated topic list will also be hidden.
• Restricted topics will not appear in the forum’s list of topics and won’t be directly accessible. Their replies will also be inaccessible.

Restricting forums

Restricting a forum will prevent non-members from seeing any of the forum’s topics. You must individually restrict each forum that you want to hide from non-members; you cannot do this by restricting a forum category, as restrictions won’t be inherited.

For example: I have a “Movie” category that contains the forums “Avengers” and “Batman”, each with their own topics. Restricting by the “Movie” category won’t restrict the child forums “Avengers” and “Batman”. To restrict these forums, I’d need to either specifically restrict “Avengers” and “Batman” from the forum list or restrict all forums.

Restricting topics and replies

Restricting individual topics will let non-members see the topic’s title, but not the topic itself or any replies. Topics can be restricted directly or by the topic’s tag, which restricts all topics with that tag.

If topics are restricted, then non-members can see the forums (including titles and descriptions), as well as the list of topics, but won’t be able to see the individual topics or the associated replies in the forums.

Restricting forums, topics, and replies

If you want to prevent non-members from accessing a forum and its topics and replies, you must restrict both from the membership plan.

The post WooCommerce Memberships bbPress Integration first appeared on CODIBU.

Restricting vendor products

When you sell items from vendors in your marketplace, you can restrict those items to members just as you can any other products. However, you can also restrict all products from a vendor to members easily.

When creating your membership plan (WooCommerce > Memberships > Membership Plans), you’ll see a new product type under the “Restrict Products” tab. You can select “Product Vendors”, then select a vendor to restrict all products from a vendor to this membership.

When a customer views a product from this vendor, it will be restricted according to your rules.

Vendor discounts

All products from a particular vendor can be discounted. When creating a purchasing discount for a plan, you can select a vendor for the discount. This discount will be applied to any products from the vendor for members of this plan.

Specific products from a vendor can be discounted as usual.

Granting access with vendor products

Products from a particular vendor can grant access to a membership, but a vendor cannot create this access — only shop managers and administrators can select a product to grant access to a membership.

Vendors will not see the “Memberships” meta box when creating or editing their products.

Vendor capabilities

Vendors typically have the “Customer” or “Subscriber” role on your site. This means that vendors cannot restrict their own products to members, create member discounts, or grant access to a membership with their products — only Shop Managers and Administrators can manage memberships. Since a membership may apply to products from another vendor, we cannot give vendors this capability.

If you’d like to restrict a vendor’s products to a membership, a shop manager or admin must do so. If a vendor’s product should have a member discount, or should grant access to a site membership, the shop manager or administrator must configure this when editing the plan.

The post WooCommerce Memberships Product Vendors Integration first appeared on CODIBU.

While WooCommerce Memberships works very well on its own to help you sell set-length memberships, it’s very tightly integrated with WooCommerce Subscriptions to let you sell recurring memberships, as well as take advantage of some additional features that Subscriptions provides.

Subscriptions allows your customers to upgrade, downgrade, or pause their own subscriptions, which will also affect memberships associated with the subscription. You can also offer free trials and recurring billing (instead of set-length, expiring memberships).

Comparison with or without Subscriptions

Tying membership access to a subscription

When you create a membership, you can determine which products grant access to the membership. If Subscriptions is active and the membership is tied to a subscription product (simple or variable subscription) rather than a regular product, Memberships opens up some new options.

Subscription-tied Membership

If you want a traditional model where the membership access is directly tied to the subscription’s billing, you should choose “Subscription Length” for the “Subscription-tied membership length” setting.

The membership’s the status and expiration will now be tied to that subscription; the membership will be valid so long as the subscription is active.

If the subscription is paused, cancelled, or expired, the membership will always follow suit. Members won’t be able to make any changes to the status of a membership directly but only through the subscription plan.

If you would like membership access to be controlled independently from the Subscription (for example, if you use the Subscription as a payment plan), you can use a different setting to decouple access from billing.

Manually linking a subscription

If, for some reason, you need to manually link a membership to a subscription (for example, if you manually created a membership and want to tie to a billing record that’s not related to a plan already), you can edit or add links to a subscription record.

Be advised: If you want to link a membership to a subscription purchase that could have granted access already, the Grant Access action can be used. Manual links are recommended if you’d like more control over membership data like start date, to add a link to a different or non-membership related subscription record, or link one person’s membership to another’s subscription.

Here are the steps you can take to edit a subscription link:

1. View the user membership and click “Edit Link”:
   
2. Search for the subscription by customer name or ID that you’d like to link to this membership.
   
3. Select the subscription you’d like to use and save the membership.
   
4. This membership is now tied to the linked subscription. If the plan is subscription-tied, status changes in the subscription are reflected in the membership.
   

Unlimited memberships + subscriptions

You can use a subscription to grant unlimited access to a membership. This would let you use the subscription as a payment plan, while the membership access will extend after the subscription as been completed / expired.

• If the subscription is paused before payments are completed, the membership will be paused as well. Access will resume when the subscription is reactivated.
• If the subscription is cancelled before all payments are completed, the membership access will be cancelled as well, as this signifies that not all payments were finished.
• If the subscription completes and moved to “expired” status, the membership will be de-coupled from it, as this signifies that payments have finished, and access will remain indefinitely.

Set-length memberships + subscriptions

If you enable a “specific length” membership, you can ensure that a membership is only active for a certain time period.

When a specific length membership is enabled, the membership length is defined by this setting, and will be accessible for this length of time so long as the subscription has been paid.

• If the subscription is paused before payments are completed, the membership will be paused as well. Access will resume when the subscription is reactivated.
• If the subscription is cancelled before all payments are completed, the membership access will be cancelled as well, as this signifies that not all payments were finished.
• If the subscription completes and moved to “expired” status, the membership will be de-coupled from it, as this signifies that payments have finished, and access will remain until the access length is reached.
• If the membership ends before the subscription, the membership will expire, and will not be reactivated with additional renewal payments.

You can also restrict the membership length when a subscription is used by using the subscription product instead with a subscription-tied membership. You can limit the number of billing periods under “Subscription Length” if you do not use “all time”.

Pausing and canceling memberships should also be done via the subscription rather than the membership status. Memberships uses Subscriptions as a guide completely if you allow it to.

Fixed-date memberships + subscriptions

When a fixed date membership is enabled, the membership length is defined by this setting, and will be accessible for this length of time so long as the subscription has been paid.

• If the subscription is paused before payments are completed, the membership will be paused as well. Access will resume when the subscription is reactivated.
• If the subscription is cancelled before all payments are completed, the membership access will be cancelled as well, as this signifies that not all payments were finished.
• If the subscription completes and moved to “expired” status, the membership will be de-coupled from it, as this signifies that payments have finished, and access will remain until the end date is reached.
• If the membership ends before the subscription, the membership will expire, and will not be reactivated with additional renewal payments.

Subscription-specific settings

Tying a membership to a subscription can also add a few settings while editing a membership plan, or anywhere restriction rules are used for this plan.

If the subscription has a free trial, you can account for this in your content dripping. You can determine whether content access should include or exclude the free trial. For example, you may want members to be able to access some content immediately when the trial begins, but only access other content when the trial period has ended.

Memberships let you determine whether access should start after the free trial or not:

Let’s assume access is granted immediately, but you enable “Start after trial”. This content will be accessible as soon as the trial ends, but not before. If you start access after one week, but enable “Start after trial”, this content will be available one week after the trial ends. This gives you the flexibility to determine which content is available during trial periods.

You can also include or exclude trial periods with product dripping and restrictions:

Managing memberships tied to subscriptions

User membership management will be very similar for memberships purchased via subscription in comparison to those purchased via other product types. However, a membership tied to a subscription will have a couple of additional actions an admin can take.

If a membership is tied to a subscription, you can opt to delete a user membership, or delete with subscription. Be cautious with the delete with subscription action, as this will delete both the user membership and the subscription in which it was purchased.

You’ll be asked to confirm this action, regardless of whether you use the membership action or the quick action, but it is irreversible.

Membership statuses with Subscriptions

When a membership is purchased via a subscription, the user membership can go through a couple different paths:

• Unlimited memberships – The membership status will listen to subscription status until the subscription ends, after which it will stay active indefinitely.
• Subscription-tied memberships – The membership statuses become tied to the subscription’s statuses. This allows you or your customers to change the subscription status and thus trigger a change in the membership. *
• Set length or fixed date memberships – The membership status will listen to subscription status until the subscription ends (signifying payments are done), after which the membership will observe its own end date settings.

*If you suspend or cancel a subscription manually from your store’s admin / dashboard, a membership status change will also be triggered. Suspending a subscription pauses a membership, while canceling a subscription will cancel a membership.

When a memberships is tied to a subscription, customers can also make these changes themselves, depending on your Subscriptions settings. If you’d like to give customers the ability to manage their own membership pausing, upgrading, and downgrading, they can do so via Subscriptions. You can also read more about user membership statuses.

Subscriptions with free trials

If a subscription uses a free trial period a “Free Trial” status will be added to the User Membership. This tells the membership to use the “trial” content dripping rules. You cannot assign memberships a free trial status yourself, as this status is only tied into a subscription free trial.

Once the subscription moves out of the trial state, the membership will become active and all rules will be effective, providing access to any content that was excluded from the trial that should now be available.

Suspending subscriptions

Customers can suspend a subscription if you’ve enabled this within your Subscription’s settings. By visiting the “My Account” page, customers can view the subscription with the “View” action, then click the “Suspend” action.

When this action is processed, the subscription status is changed to “on hold” until the subscription is re-activated. Since the subscription is suspended, the membership status will also change to “paused” automatically. Customers cannot access restricted content while a membership is paused.

Members can then re-activate the subscription if desired, which will activate the membership and restore content access wherever the membership left off.

Canceling subscriptions

Customers can cancel a subscription from the “My Account” page by viewing the associated subscription. When a customer clicks the “Cancel” action, the subscription will cancel.

When the subscription is cancelled (and goes into the “pending cancellation” status), its associated membership will also be pending cancellation as a result.

Membership access will continue until the end of the pending cancel period — once the subscription is fully cancelled, the membership will be as well, removing membership access to any restricted content or discounts. Please note that memberships can’t be cancelled directly when tied to a subscription plan.

Upgrading or downgrading memberships

Subscriptions provides the ability to switch subscriptions between variable subscriptions and / or grouped products, and Memberships leverages this capability to perform membership swaps as well.

As an administrator, you have the ability to make changes to a user’s membership. However, the user can only take one action themselves from the “My Account” area: cancellation. If you’d like to grant members the ability to manage their own memberships (i.e., switch or pause them), you should use Memberships with Subscriptions.

If you have subscription switching enabled via Subscriptions, then members will be able to upgrade or downgrade their memberships by using subscription switching. This allows Subscriptions to handle all billing aspects, such as creating a new subscription for accurate billing and prorating any fees as necessary.

A member can begin the upgrade or downgrade process by clicking “View” for a subscription from the account area, then “Switch Subscription”:

This will take customers through the subscription switching workflow, and will ask them to select a new subscription and complete the checkout process. This cancels the old subscription and creates a new one, following any proration rules you’ve set up.

When the subscription switch is complete, the old subscription is replaced with the new one and remains active. While this process occurs, Memberships will cancel the old membership and create a new one based on the subscription selected.

You can also use upgrades and downgrades for a “set length” membership by limiting the subscription length / number of billing periods as described under “Statuses”.

Subscriptions + Memberships FAQ

Q: Can I control the membership access length separate from the subscription length?
A: Yes! You’d need to choose any access type but “subscription length”. This gives you a membership that almost acts like a simple product purchase.

The benefit to using a subscription is that Memberships will ensure all payments for the subscription have been completed before it stops listening for subscription status changes.

Q: Can I manually upgrade a member / subscription from the admin?
A: Yes, but please note that you must do this process manually. For example, if you manually change a subscription, you should also manually change the membership. Memberships does not know if you want to just change the subscription, or if it should update the membership as well, so we leave this adjustment to you.

For example, if you want to manually upgrade a member’s subscription to “Gold”, and they should have access to a different membership plan as a result, you should change the user membership’s plan, too. The status of the membership will remain tied to the subscription.

The other option here would be to use the free User Switching plugin to impersonate the customer, then make the change from the frontend.

Q: My Memberships emails aren’t sending. How will my members know when their subscription-tied membership is about to end?

A: When you use Subscriptions and Memberships together in a subscription-tied membership, Memberships emails are disabled for those members. This is because Subscriptions handles the renewal process for subscription-tied memberships and all associated messaging. Click here to read about Subscriptions emails.

If you’re having trouble with Memberships emails and aren’t using Subscriptions, please click here for troubleshooting steps.

The post WooCommerce Memberships Subscriptions Integration first appeared on CODIBU.

The User Switching plugin is a fantastic free plugin that allows you to swap to any user account on your site. When this plugin is active on your site while Memberships is activated, a User Switching integration will let you impersonate members to test out your restriction and discount rules.

How it Works

The Memberships integration with User Switching creates a temporary user account on your site with the appropriate membership access. You’re signed into this account so that you can completely simulate the membership account for testing.

If you log out of this account and log back into your own, the temporary account and membership will still exist. When you click “Switch back” from either the meta widget or the admin bar, the temporary membership and user account are completely destroyed from your site and database so you don’t have to worry about testing accounts lying around on your site or deleting them when you’re finished.

Usage

Before using this integration to test a membership plan, we recommend that you add the WordPress “Meta” widget to your sitebar or footer temporarily while testing. This will allow you to easily switch back to your user account from the temporary member testing account.

If your site is live, you can also note that the admin toolbar will be forced at the top of the page, which will let you switch back easily as well (only in Memberships version 1.1+).

To start testing a membership, you’ll need to go to WooCommerce > Memberships > Membership Plans. When the User Switching plugin is active, a new action is available while viewing your membership plans — “View site as member”:

This action will allow you to view the site as a member of the selected plan so you can test your restriction and discount rules. When you opt to view the site as a member, you’ll be directed to the “My Account” page and logged into the testing account:

You can now browse your site content as a member. For example, restricted content will now be accessible to you if available, or you may see delayed content messages if you don’t grant access to content immediately:

You’ll also see member discounts applied on your products, and discount notices disabled (if you have them enabled under WooCommerce > Settings > Memberships > Products):

When you’re done with testing, you can click the “Switch back” link in the meta widget or from the admin toolbar to destroy the test user and log back into your account.

The post WooCommerce Memberships User Switching Integration first appeared on CODIBU.

When groups are imported, you can map the user groups to a membership plan. For example, any member in the “Silver” group can be given access to the “Silver membership” plan. If a user already has access to this membership, the user will be skipped in the import rather than creating another plan for the user.

Note that this will not create a “sync” with Groups, but functions more as a one-time import from Groups to Memberships (though the import can be run as many times as you’d like if you need to import more users into Memberships in the future).

Importing members from Groups

When the Groups plugin is activated while Memberships is active, a new setting is added to start the members import from Groups under WooCommerce > Settings > Memberships > General:

When this button is clicked, it will begin the import process. For each group, you’ll be asked to either skip adding the users from this group to a membership plan, or determine which plan the users in the group should have access to.

For example, if I have a “Silver” group that has 150 users, and I map this group to the “Silver Membership” plan, each of those 150 users will have a silver membership plan created and activated. If the user already has a silver membership plan, a new one will not be created.

Once you’ve mapped all groups to the appropriate membership plans, you can click “Confirm Import”, which will complete the import and assign memberships to users that have the appropriate groups.

Important notes

Here are a few behaviors of which you should be aware while using this import wizard.

• When users are imported, the membership plan’s settings will be respected in terms of content access and expiration. For example, if a membership is valid for one year, and the member is imported from Groups, then the membership will expire one year after the import date.
• If a user is in multiple groups, and each group is mapped to a membership, the user will also have multiple memberships. Example: a user is in the “silver” and “gold” groups, which are mapped to silver and gold memberships respectively. Following import, this user will have both a silver and a gold membership assigned to the user account.
• Membership plans will be skipped if the user already has access to a plan. Example: a user is in the “silver” group, and the import maps this to the “silver membership” plan. If the user already has access to a silver membership plan, this user will be skipped and a new silver membership plan will not be created.
• Large imports: If your site is importing a large number of members from Groups (i.e., over 2000 users), you may experience a timeout (depending on your hosting environment). This is expected behavior, as the import is not done via ajax. The first couple thousand or so members will be imported, and the import may time out. You can simply re-run the import process to complete the import, as any members that have already been imported will be skipped. This process can be repeated until all members are imported.

  It’s highly unlikely that you have enough members to timeout while the plugin checks and skips members (thus preventing a full import), but if you try to repeatedly import members and cannot do so due to timeout issues, please get in touch so we can advise you on next troubleshooting steps.

The post WooCommerce Memberships Groups Integration first appeared on CODIBU.