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Customer Debt Manager

Allows customers to order on debt/credit and provides debt tracking for both admin and customers. Compatible with WooCommerce HPOS.

by Enis Halimi · github.com/enishalimi/customer-debt-manager · website

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/enishalimi/customer-debt-manager/archive/refs/heads/main.zip

Readme

Customer Debt Manager for WooCommerce

A WordPress plugin that allows customers to order on debt/credit and provides comprehensive debt tracking for both administrators and customers. Fully integrated with WooCommerce and compatible with High-Performance Order Storage (HPOS).

Features

For Customers:

  • Cash on Delivery (COD) Debt Creation: Automatically creates debt records for COD orders
  • WooCommerce My Account Integration: View debt status within the familiar My Account area
  • Order Management: View all orders with debt status and payment history
  • Debt Details: Modal popups with detailed debt and payment information
  • Order Navigation: Direct links to view order details when permitted

For Administrators:

  • Professional Admin Interface: WordPress-standard table with comprehensive debt management
  • Search & Filter: Find debts by customer name, email, order ID, or status
  • Sorting: Sort by any column (customer, order ID, amount, status, dates)
  • Payment Processing: AJAX-powered payment recording with instant updates
  • Customer Management: View and manage all customer debts from one interface
  • Export & Reporting: Easy overview of outstanding debts and payments

Technical Features:

  • HPOS Compatibility: Full support for WooCommerce High-Performance Order Storage
  • Automatic COD Processing: Seamless integration with WooCommerce order processing
  • Secure Access: Proper user authentication and permission checking
  • Clean Database Design: Optimized tables with proper relationships
  • AJAX Integration: Smooth user experience without page reloads
  • Responsive Design: Works on desktop and mobile devices

Installation

  1. Upload the Plugin:

    • Upload the customer-debt-manager folder to /wp-content/plugins/
    • Or install via WordPress admin: Plugins > Add New > Upload Plugin
  2. Activate the Plugin:

    • Go to WordPress admin > Plugins
    • Find "Customer Debt Manager" and click "Activate"
  3. Requirements Check:

    • The plugin will automatically check for WooCommerce
    • If WooCommerce is not active, activation will fail with a helpful message
  4. Automatic Setup:

    • Database tables are created automatically on activation
    • WooCommerce My Account integration is set up automatically
    • No additional configuration needed

Usage

For Customers:

  1. Place COD Orders: Any Cash on Delivery order automatically creates a debt record
  2. View Debt Status: Go to WooCommerce My Account > My Debt to see all orders and debt status
  3. Check Details: Click "Debt Details" button for payment history and information
  4. View Orders: Click "View Order" to see full order details (when permitted)

For Administrators:

  1. Access Admin Panel: Go to WordPress admin > Customer Debt Manager
  2. Search Debts: Use the search box to find specific customers or orders
  3. Filter by Status: Use status dropdown to filter pending/paid debts
  4. Record Payments: Click "Record Payment" to log customer payments
  5. Sort Data: Click column headers to sort by any field

Database Structure

The plugin creates two custom tables:

wp_customer_debts

  • Stores main debt records linked to orders
  • Tracks amounts, status, and dates
  • Links to WooCommerce customers and orders

wp_customer_debt_payments

  • Stores payment history for each debt
  • Tracks payment amounts, dates, and notes
  • Linked to debt records for complete audit trail

Compatibility

  • WordPress: 5.0+ (tested up to 6.3)
  • WooCommerce: 4.0+ (tested up to 8.0)
  • PHP: 7.4+ recommended
  • HPOS: Full compatibility with High-Performance Order Storage
  • Multisite: Compatible (not extensively tested)

Support

For support, feature requests, or bug reports, please contact the plugin developer.

Changelog

Version 1.0.0

  • Initial release
  • Full WooCommerce integration
  • HPOS compatibility
  • Admin and customer interfaces
  • Automatic COD debt creation
  • Search, filter, and sort functionality
  • AJAX payment processing
  • Responsive design

License

This plugin is licensed under the GPL v2 or later.


Note: This plugin requires WooCommerce to function. Make sure WooCommerce is installed and activated before installing this plugin.

Read the full README on GitHub →