WooCommerce and SmartAccounts integration
SmartAccounts
Orders, customers and products move from your store into SmartAccounts with no manual data entry.
- Price
- 99 € / year
- Licence
- One domain
How it works
-
1. An order comes in
A customer places an order in your store.
-
2. Invoice into SmartAccounts
The invoice is created with the customer details and the same lines as the order.
-
3. Payment recorded
If you want it, the payment is recorded according to the method chosen at checkout.
-
4. Send the invoice PDF
If you want it, the completed-order email can carry the PDF invoice fetched from SmartAccounts.
Frequently asked questions
- Is the licence registered to the same domain the store is currently on
- Is the e-liides licence key entered correctly
- Is the e-liides licence still valid
- Are the SmartAccounts API keys in the right fields and entered correctly
The usual cause is incorrectly configured taxes in the store.
In your store admin panel go to WooCommerce → Settings → Tax → Standard rates.
Every row in the tax table needs the Shipping box ticked.
In that case the shipping method on the order probably has no VAT either — the order taxes have to be fixed first.
- The invoice PDF can be attached to the email sent to the customer when the order is marked completed
If taxes are configured per country in the store, set the tax mappings to SmartAccounts in the e-liides settings.
Once the tax mappings are set, all taxes arrive correctly.
There are several options, but in our experience the following works best.
In your store admin panel go to WooCommerce → Settings → Tax → Standard rates.
If you use an EU VAT plugin and the right taxes do not come through for orders with a VAT number, get in touch with our support and we will add support for that plugin.
- Add a separate row for each EU country and set the tax to that country’s VAT rate
- In the e-liides settings, map each tax to the matching SmartAccounts account
- The bottom row of the tax mapping table — the fallback for a missing tax — should be set to something like "0% VAT", which covers exports outside the EU
- For the "Order with an EU VAT number" row, choose the account linked to VAT-exempt sales within the European Union
Articles do not need to be added in advance. If a product on the order is missing, the article is created automatically. Existing products are matched by product code.
Get in touch with our support and we will configure the module for you, free of charge.
Installation guide
Installation guide
-
1
Register a SmartAccounts licence at e-liides.ee
- Log in or create a new account at e-liides.ee
- After logging in, choose My account from the menu at the top right
- Click Order a new service
- Choose the SmartAccounts module for the WooCommerce platform and enter your website domain, e.g. yourdomain.com
- Copy the generated licence key so you can use it in your WordPress settings later
-
2
Install the e-liides module into WordPress
Download- Download the e-liides WordPress module to your computer
- Log in to your website’s WordPress admin panel
- Choose Plugins from the left-hand menu
- Find the Upload Plugin button and click it
- Upload the module you saved earlier and click Install Now
-
3
Configuring the plugin in WordPress
- In your WordPress admin panel go to WooCommerce – Settings – Integration – SmartAccounts
- Enter the licence key from step 1 into the E-liides licence key field
- Enter the public and secret keys from SmartAccounts into the fields
- We recommend setting When the invoice is sent to Processing — the invoice is then sent when the order is processing or completed
-
4
Setting up payment methods
- Map every active payment method to a SmartAccounts account so the integration can record payments
- If SmartAccounts records payments automatically, switch payment recording off
-
5
Setting up taxes
- Correctly configured taxes are a prerequisite for the integration to work
- Map every store tax to the matching SmartAccounts tax
- If there is no suitable option, it has to be added on the SmartAccounts side first
-
6
The plugin is configured
If the integration does not behave as expected, check the FAQ section on this page. If you still cannot find an answer, get in touch with us.
- From now on, new orders reach SmartAccounts automatically
- To send older orders, tick them in the WooCommerce order list and choose the invoice-sending bulk action
Need help setting it up?
Get in touch and we will configure the module for you, free of charge.