=== Plugnition Accounts Receivable for WooCommerce ===
Contributors: plugnition
Tags: woocommerce, accounts receivable, accounting, customer statements, b2b
Requires at least: 5.0
Tested up to: 7.0
Stable tag: 2.1.3
License: GNU General Public License v3.0
License URI: http://www.gnu.org/licenses/gpl-3.0.html

Track customer balances, manage unpaid invoices, record payments, and generate customer statements directly in WooCommerce.

== Description ==

**Plugnition Accounts Receivable for WooCommerce** helps you manage customer balances and outstanding invoices directly inside WooCommerce.

Whether you offer credit terms, invoice-based payments, wholesale purchasing, or B2B sales, this plugin gives you a clear overview of who owes what without relying on spreadsheets or external accounting tools. It centralizes receivables management inside your WordPress dashboard and helps improve cash flow visibility.

= Key Features =

* Track customer balances automatically.
* View accounts receivable directly from the Users screen.
* Generate detailed customer statements.
* Record payments manually.
* Automatically record payments based on order status changes.
* View statements from customer profiles.
* Monitor outstanding invoices and payments in one place.
* Support B2B and wholesale workflows.
* Reduce reliance on spreadsheets and manual bookkeeping.
* Improve visibility into outstanding customer balances.

= Customer Statements =

Each customer has a statement showing all invoices (orders), payments, and their current balance. This provides a clear history of receivables activity and makes it easy to answer customer payment questions.

= Flexible Payment Recording =

Payments can be recorded automatically when orders reach selected statuses or entered manually by store managers. This flexibility supports both online and offline payment methods.

= Accounts Receivable Overview =

Quickly see receivable balances from:

* Users list
* Customer profile pages
* Statement screens

Store managers can easily identify overdue balances and monitor customer payment activity.

= Accounts Receivable Aging Report =

Aging Report is available in the [Accounts Receivable for WooCommerce Pro](https://plugnition.com/plugin/woocommerce-accounts-receivable/) plugin.

Analyze outstanding balances using aging buckets such as:

* Current
* 1–30 days overdue
* 31–60 days overdue
* 61–90 days overdue
* 90+ days overdue

Aging reports help identify overdue invoices, prioritize collections, and improve cash flow management.

= Perfect For =

* B2B stores
* Wholesale businesses
* Invoice-based businesses
* Trade accounts
* Net payment terms
* Schools and organizations
* Service businesses using WooCommerce
* Stores that accept bank transfers or delayed payments

= Benefits =

* Improve cash flow visibility.
* Reduce manual bookkeeping.
* Simplify payment tracking.
* Maintain accurate receivable records.
* Keep all customer balance information inside WooCommerce.
* Eliminate the need for separate receivables spreadsheets.

== Installation ==

1. Upload the plugin ZIP in WordPress.
2. Activate the plugin.
3. Start by visiting plugin settings at "WooCommerce > Settings > Accounts Receivable".

== Frequently Asked Questions ==

= What is accounts receivable? =

Accounts receivable represents money owed to your business by customers for products or services that have already been delivered but not yet paid for.

= Does this work with WooCommerce orders? =

Yes. WooCommerce orders can be treated as invoices and tracked within customer statements.

= Can I record payments manually? =

Yes. Store managers can manually record customer payments.

= Can payments be recorded automatically? =

Yes. Payments can be automatically recorded based on selected WooCommerce order statuses.

= Can I see customer balances from the Users screen? =

Yes. The plugin adds accounts receivable information directly to user management screens.

= Does the plugin support B2B stores? =

Yes. The plugin is especially useful for stores that offer credit terms, invoicing, or delayed payment arrangements.

== Screenshots ==

1. Customer statement page.
2. Accounts receivable overview in the Users screen.
3. Customer profile receivables information.
4. Manual payment recording.
5. Accounts receivable aging report (Pro).
6. Plugin settings.

== Changelog ==

= 2.1.3 - 10/07/2026 =
* Fix - Pro - Fix "Users > Aging Report" menu on saving WC settings.
* Fix - Fix HPOS order meta box.
* Dev - Add user capabilities checks.
* Dev - Add nonces.

= 2.1.2 - 27/06/2026 =
* Dev - Pro - Customer Statement (My Account) - Add "Pay outstanding balance" button.
* Dev - Refactor code.
* WC tested up to: 10.9.

= 2.1.1 - 11/06/2026 =
* Dev - Pro - Add "Customer Statement (My Account)".
* Dev - Settings - Add "Aging Report" options.

= 2.1.0 - 08/06/2026 =
* Dev - Pro - Add "Aging Report".
* Dev - Improve coding standards.
* Create free plugin version.
* WC tested up to: 10.8.
* Tested up to: 7.0.

= 2.0.1 - 08/12/2025 =
* Rename plugin.
* WC tested up to: 10.3.
* Tested up to: 6.9.

= 2.0.0 - 13/07/2025 =
* Dev - Security - Escape output.
* Dev - Security - Sanitize input.
* Dev - Security - Add nonces.
* Dev - Payments - Add "Redirect on edit" option (defaults to `no`).
* Dev - Rename admin menu (from "Payments" to "User Payments").
* Dev - Rearrange admin settings.
* Dev - Refactor code.
* Dev - Improve coding standards.
* WC tested up to: 9.9.
* Tested up to: 6.8.

= 1.1.4 - 21/03/2025 =
* Dev - Users - Statement - Add profile link.
* WC tested up to: 9.7.

= 1.1.3 - 18/02/2025 =
* Dev - Add `Plgntn_WC_Accounts_Receivable_Custom` class.
* Dev - Add `plgntn_wc_accounts_receivable_order_payment_method` filter.
* Dev - Add `plgntn_wc_accounts_receivable_order_transaction_id` filter.
* Dev - Add `plgntn_wc_accounts_receivable_payment_gateways` filter.
* Dev - Refactor code (minor).

= 1.1.2 - 14/02/2025 =
* Fix - Users - Statement - `get_customer_payments()` - Fix limit.
* Dev - Users - Statement - `get_customer_payments()` - Set `type` to `shop_order`.
* Dev - Users - Statement - Add "Statement order statuses" option (defaults to "Completed").

= 1.1.1 - 03/02/2025 =
* Dev - Users - Statement - Create payments - Set `type` to `shop_order`.

= 1.1.0 - 03/02/2025 =
* Dev - Users - Statement - Add "Create payments" button.
* WC tested up to: 9.6.
* Tested up to: 6.7.

= 1.0.0 - 27/07/2023 =
* Initial release.

== Upgrade Notice ==

= 1.0.0 =
This is the first release of the plugin.
