Billmate Order Management - Introduction

When an order is created in WooCommerce and a order number exists in Billmates system, you have the possibility to handle the order management in Billmate directly from WooCommerce. This way you can save time and don’t have to work in both systems simultaneously.


Related documentation



Requirements



Order management settings


You can find the settings for the Billmate Order Management for WooCommerce plugin under WooCommerce -> Settings -> Checkout -> Billmate Checkout.

  1. Enable Order Managment - Tick this checkbox if you want to enable Billmate order capture on WooCommerce order completion and Billmate order cancellation on WooCommerce order cancellation.
  2. Order Management Debug Log - Tick this checkbox to log events for debugging.

Cancel an order


  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Cancelled.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note saying Billmate reservation was successfully cancelled is created.

Update an order


  1. The order status can’t be set to Completed yet (no activation number should exist for the order in Billmate's system).
  2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to On hold.
  4. Click the Save Order button located at the top right on the screen.
  5. Edit the order item lines.

    Press the  Save button below the order items box.

    After you have pressed the Save button you (might) see that the tax amount is not correct:
    Then you need to press the Calculate Taxes / Calculate Total buttons to see the correct amount.

  6. Change the status to Processing.
  7. Press the Save Order button
  8. If the update was ok you will see an order note with a message that confirms the update was ok in Billmate's system.

Activate an order


  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Completed.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note saying Billmate reservation was successfully activated is created.

Refund an order


  1. The WooCommerce order status need to be set as Completed.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order items box, press the Refund button.
  4. Change the order items you want to refund.
  5. Press the Refund via Billmate Checkout button.
  6. If everything was successful a new order note saying Billmate Checkout order was successfully refunded is created.
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