Conditional issuing of invoices

You can set up conditions for issuing invoices along with their templates with Flexible Invoices Conditional Templates add-on.

The Flexible Invoices Conditional Templates add-on allows you to automatically switch invoice templates based on order conditions such as country, product, user role, payment method, and more.

Contents

• Installation
• Settings Overview
• Usage Examples
  • Example 1: Germany Orders
  • Example 2: Specific Product
  • Example 3: B2B Customers

1. Installation {#installation}

1. Prerequisites: Flexible Invoices for WooCommerce PRO (v3.6+).
2. Download: Get flexible-invoices-conditional-templates.zip from your flexibleinvoices.com/my-account.
3. Install:
   • In WordPress Admin, go to Plugins → Add New → Upload Plugin.
   • Select the ZIP file and click Install Now, then Activate.
4. Verify: Navigate to Invoices → Settings → Conditional logic for templates to confirm the new settings tab is available.

2. Settings Overview {#settings-overview}

Define rules to select which invoice template applies when certain conditions are met. Access this via Invoices → Settings → Conditional logic for templates.

2.1 Rule Interface

• Use Template: Choose the invoice layout.
• Add Condition: Specify order attribute, operator, and value.
• AND Logic: Multiple conditions in one rule are combined with AND.
• OR Groups: Add alternative condition sets via OR groups.
• Rule Priority: Rules are evaluated top-down; the last matching rule wins.

2.2 Available Conditions

Save changes to apply your rules immediately.

3. Usage Examples {#usage-examples}

The following examples illustrate common conditional template configurations.

Example 1: Germany Orders {#example-1-germany-orders}

Goal: Use a special invoice template for orders with billing country Germany.

1. Select Template B – German Layout.
2. Add condition: Buyer Country is Germany (DE) .
3. Save changes.

Result: All orders from Germany will use the specified German invoice template (Template B – German Layout).

Example 2: Specific Product {#example-2-specific-product}

Goal: Apply a custom invoice template when the order contains “Awesome Widget X”.

1. Select Product X Invoice template.
2. Add condition: Product is “Awesome Widget X” .
3. Save changes.

Result: Invoices for any order containing Awesome Widget X will use the Product X invoice template.

Example 3: B2B Customers {#example-3-b2b-customers}

Goal: Use a B2B-specific template when a VAT Number is provided.

1. Select B2B Invoice Template.
2. Add condition: VAT Number is filled .
3. Save changes.

Result: Any order with a VAT ID will use the B2B invoice template.