SmartAccounts

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SmartAccounts is a WP Plugin Package from the Open Source WP Plugins range Send sales invoices to smartaccounts.ee Online Accounting Software and sync products with warehouse quantities.


For more information about a tailored WP Plugin Package like SmartAccounts please contact us directly.

DISCLAIMER! This plugin has been developed by a third party (not SmartAccounts development) and is provided on as-is basis, without support or any type of guarantee. This means that you need to contact your own Woocommerce/Wordpress/PHP developer in case you need help setting the plugin up or the plugin does not meet your requirements. Feel free to modify the code as needed!

This plugin:
* Creates Customer to SmartAccounts if no existing customer with same name and e-mail found
* Creates Articles in Smartaccounts of Woocommerce product on the order if existing products are not found.
Woocommerce product SKU is compared with SmartAccounts article code.
* Creates sales in invoice and connects it with the right customer and adds all the Articles on the invoice.
* Marks the sales invoice as paid if needed.
* Imports Articles from SmartAccounts to Woocommerce

Importing products from SmartAccounts

  • Products must be active sales items and of type Warehouse Item or Product. Services are not imported.
  • Product final price is taken from SmartAccounts unless sale price is set. If sale price is set manually then only regular price is changed.

Note about Woo and SmartAccounts client matching

If order has meta _billing_regcode then plugin looks for Client with this registration code from SmartAccounts.

Otherwise customer name is used to match. If SmartAccounts with this name does not exist then new SmartAccounts Client is created.
If user was anonymous then general client is created with the country name.

As people often type their official company name incorrectly then fuzzy matching is performed.
OÜ, AS, MTÜ, KÜ and FIE are removed from the beginning and end of the name and first match with the “main part of name” is used.

What are the plugin limitations?

  • Order changes and cancelling is not handled automatically
  • All items have one VAT percentage
  • SmartAccounts article code must be added to the Woocommerce product SKU if existing SmartAccounts article must be used
  • If product is not found then “Woocommerce product NAME” Article is created to SmartAccounts
  • Plugin does not handle errors which come from exceeding rate limits or unpaid SmartAccounts invoices.
  • If there are errors then invoices might be missing and rest of the Woocommerce functionality keeps on working
  • SmartAccounts API key, API secret and Payment account name must be configured before plugin will start working properly.
  • If plugin creates offer and this offer is deleted by the time invoice is created then creating invoice will fail.
  • Exact shipping method is not sent to SmartAccounts

These shortcomings can be resolved by additional development.

Download & install the zip archive

The plugin package installer can be downloaded from the WP2E project tab called “code”.

1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.

2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.

3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.

Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.

SmartAccounts

typePlugin
version3.2
descriptionSend sales invoices to smartaccounts.ee Online Accounting Software and sync products with warehouse quantities.