User Documentation

What This Plugin Adds

The plugin adds a Payment Terms gateway to WooCommerce checkout for accounts that have been approved for terms. It also adds admin controls for assigning terms and reviewing due dates.

Merchant Setup

1. Open WooCommerce > Payment Terms Control.
2. Map any fallback WordPress roles to a preset if role-based eligibility is needed.
3. Choose eligibility precedence:
   • Customer override
   • Role fallback
   • Disable role fallback
4. Turn reminder emails on or off.
5. Set the Due-soon day threshold.

Approving A Customer

1. Open the customer profile in WordPress admin.
2. In WebMe Payment Terms:
   • set approval status
   • choose requested preset if tracking a request
   • choose approved preset
   • enable PO requirement when needed
   • save review notes
3. Save the user profile.

Checkout Behavior

• Guests never see the gateway.
• Logged-in users see the gateway only if terms resolve successfully.
• If PO is required for that account, checkout requires a PO number.
• Successful checkout marks the order on-hold and stores a due date on the order.

Order Management

• Order admin screens show payment terms label, due date, assignment source, and reminder log.
• Legacy and HPOS order lists gain a Terms due column.
• Order list filters support Due soon and Overdue.
• Order actions include a manual Send payment terms reminder action when terms are enabled on the order.

Customer Account Display

The WooCommerce account dashboard shows:

• approved terms summary
• pending review state
• declined state
• any stored request note
• any stored review note

Limits To Know

• Reminder cadence is basic and driven by daily cron.
• The plugin records approved terms but does not collect invoice payments after checkout.
• There is no built-in customer self-service request form in this version.