CheckShop for Jortt

外掛說明

CheckShop for Jortt connects your WooCommerce shop to Jortt, the Dutch bookkeeping service. Every order becomes a sales invoice in Jortt, without copying anything by hand. The plugin talks to the official Jortt API directly from your own site; there is no server in between.

Features

• Automatic invoices – an order that reaches the status you choose (for example “Processing” or “Completed”) becomes a sales invoice in Jortt.
• Customer sync – the customer is looked up by email address in Jortt and created or updated.
• Payments – paid orders are invoiced as “already paid”. When an order is paid later, a draft invoice is switched to paid, and for a sent invoice the payment is registered in Jortt from the payment account you choose.
• Credit notes – a fully refunded order gets a credit invoice in Jortt; every partial refund gets its own credit invoice with negative lines that refers to the original order and invoice.
• Cancelled orders – the unpaid invoice of a cancelled or failed order is credited.
• VAT rates – each line gets the VAT percentage of the WooCommerce tax rate that was applied, with an optional override per tax rate.
• Send invoices via Jortt – optionally let Jortt email the invoice to the customer right away.
• Jortt-specific options – trade name, payment term, revenue ledger account, payment account and amounts including or excluding VAT.
• Setup wizard – connect in two steps.
• Sync log – an overview of everything that was sent, with errors per order.
• Reliable background processing – all work runs through WooCommerce’s Action Scheduler with up to five retries and increasing waiting times (1, 3, 9 and 27 minutes); missed orders from the last seven days are picked up every hour.
• No double invoices – a lock makes sure an order or refund is sent to Jortt only once, even when several status changes happen at the same moment.
• Site Health checks – Tools > Site Health shows whether the Jortt connection works, whether anything failed in the last seven days and whether Jortt announced an end date for an API it uses. A “Test connection” button on the settings page shows the same in one click.
• Manual sync – a button per order, and a “Send to Jortt” bulk action in the order list.
• Debug logging – log each API call when troubleshooting.
• HPOS compatible – works with WooCommerce High-Performance Order Storage.

All features above are free and have no limits on the number of orders.

CheckShop for Jortt Pro

An optional, separately sold add-on is available at checkshop.eu. It adds Peppol e-invoicing for business customers, paid status from Jortt back to WooCommerce, an import of existing orders over a date range, EU VAT fields with VIES validation and reverse charge, VAT per product category, a revenue and payment account per payment method and a shipping account, invoice PDFs in My Account and in WooCommerce emails, a CSV export of the log, failure alert emails, customer note sync and automatic updates. The Agency license adds a REST API, WP-CLI commands and multisite support. This plugin works fully without the add-on.

External services

This plugin connects to the Jortt API, operated by Jortt B.V., to create and update data in your own Jortt administration. It only does so after you enter your API credentials.

• What is sent: your Jortt Client ID and Client Secret (to obtain an access token from app.jortt.nl), and for each synchronized order: the customer’s name, company, email address, phone number and billing address, the order number and date, the order lines with quantities, prices and VAT rates, and payment (amount, date, payment method name), refund and cancellation status.
• When: when an order reaches one of the selected statuses, is paid, refunded or cancelled; when you click a sync or send button; during the hourly retry of missed orders; and when you open the settings page (to load ledger accounts and account status).
• Endpoints: https://app.jortt.nl/oauth-provider/oauth/token and https://api.jortt.nl/ (v3/v2 for invoices and payments; v1 for customers, credit invoices, PDF downloads, trade names, ledger accounts and account details).
• Terms of use: https://www.jortt.nl/voorwaarden/
• Privacy policy: https://www.jortt.nl/privacy/

No data is sent to the plugin author.