Teamleader for WooCommerce plugin

For each WooCommerce tax rate, choose a tax rate and a product category/general ledger account in Teamleader.

Determine whether a quotation should be created in the customer’s language for each deal following an order.

Determine whether a deal should be created for each order and whether this should be done automatically or manually.

Do you have a number of custom fields in your Teamleader products that you would like to fill in automatically with every order? Link each custom product field to a WooCommerce / custom field.

Do you have a number of custom fields in your Teamleader deals that you would like to fill in automatically with every order? Link each custom deal field to a WooCommerce / custom field.

WooCommerce guest users and users with the role ‘customer’ are automatically synchronized to Teamleader with every order or when their data changes (registration, user profile changes, changes made by the customer, etc.). Contacts and companies are automatically distinguished from each other.

A built-in check ensures that you do not forget to create the tax rates you use in WooCommerce in Teamleader. You will automatically receive a notification of missing tax rates.

Select a standard Teamleader department and a Teamleader invoice template per language you use in the website.

Set default tags to be assigned to contacts and companies when syncing them to Teamleader.

Choose which fields the plugin should use to send data to Teamleader. These can be either the standard WooCommerce fields or fields that you have set yourself or using another integration. Non-standard fields, such as a VAT number, IBAN, BIC, are also supported.

Determine which Teamleader categories (general ledger accounts) should be assigned to products or costs for shipping.

Determine for both the products and the stock whether you want to automatically synchronize them from WooCommerce with Teamleader. If active, the product information and stock in Teamleader will be updated when you update a product or an order is placed. Products are also linked to the item lines of the Teamleader invoices, which can be of great added value for analyses.

Choose whether you want to use Teamleader for WooCommerce to create invoices and credit notes in Teamleader. You can disable this if you only want to synchronize contacts and companies. You can also choose at which point in the ordering process invoices should be created.

Determine whether you want to automatically create invoices in Teamleader for every order (paid or not) or if you prefer to synchronize them manually from the order overview in WooCommerce. Credit notes are automatically created with each refund.

Teamleader for WooCommerce automatically detects which languages your WooCommerce webshop uses and ensures that you can select a Teamleader invoice template per language.

If invoices or credit notes are deleted in Teamleader, Teamleader for WooCommerce also ensures that they are also removed from the related WooCommerce order.

Invoices created by the plugin in Teamleader are automatically booked and, when applicable, also marked as paid. This way your open customers always stay up to date.

Determine whether and in which WooCommerce emails invoices and credit notes are sent to the customer. You can also choose to receive a copy of the invoices by email. Invoices are sent by default in the standard WooCommerce ‘invoice / order details’ email.

Determine whether customers can download invoices and credit notes in the order overview of their WooCommerce account zone.

Consult Teamleader invoices and credit notes from the order overview in WooCommerce.

Teamleader for WooCommerce is compatible with the WooCommerce Subscriptions plugin. Every recurring payment (order) is also sent to Teamleader.

If you use WPML, Polylang or Weglot, the languages used are recognized and included in the plugin settings. Determine a standard language for products, contacts and companies yourself or have it determined automatically.

Teamleader for WooCommerce is available in the management languages English, Dutch, French, German, Spanish, Italian and Portuguese.

All synchronization between your WooCommerce webshop and your Teamleader account happens immediately.

Do you have multiple web shops? You only need to purchase the plugin once if you want to link 3 or fewer domains with Teamleader.