{"id":181140,"date":"2024-11-04T05:26:10","date_gmt":"2024-11-04T13:26:10","guid":{"rendered":"https:\/\/foosales.com\/?p=181140"},"modified":"2024-11-06T22:53:57","modified_gmt":"2024-11-07T06:53:57","slug":"systeme-de-devis-et-de-facturation-woocommerce","status":"publish","type":"post","link":"https:\/\/www.foosales.com\/fr\/woocommerce-quotation-and-invoicing-system\/","title":{"rendered":"Cr\u00e9er un syst\u00e8me de devis et de facturation WooCommerce avec FooSales"},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-181160\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system.png\" alt=\"WooCommerce Syst\u00e8me de devis et de facturation\" width=\"1000\" height=\"665\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system.png 1000w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-300x200.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-768x511.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-18x12.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-600x399.png 600w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-700x467.png 700w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p class=\"box-intro\">Dans cet article, nous allons vous montrer comment cr\u00e9er un syst\u00e8me de devis et de facturation WooCommerce qui vous permet de g\u00e9n\u00e9rer une commande dans FooSales, de la mettre en attente de paiement et de l'envoyer automatiquement \u00e0 votre client sous la forme d'une facture avec un lien de paiement.<\/p>\n<p>Imaginez que vous puissiez lancer une commande dans votre magasin physique et que vos clients effectuent le paiement en ligne \u00e0 leur convenance. FooSales permet de cr\u00e9er un \"devis WooCommerce\" en toute transparence gr\u00e2ce \u00e0 son int\u00e9gration unique entre votre boutique WooCommerce en ligne et votre magasin physique. Cette fonctionnalit\u00e9 est id\u00e9ale pour cr\u00e9er des devis et des factures WooCommerce qui rationaliseront les communications et garantiront l'efficacit\u00e9 des op\u00e9rations.<\/p>\n<h4 data-pm-slice=\"1 1 []\"><strong>Utilisation de FooSales pour cr\u00e9er des devis et des factures<\/strong><\/h4>\n<p>FooSales permet de g\u00e9n\u00e9rer facilement des devis WooCommerce ou des factures impay\u00e9es sans avoir \u00e0 confirmer le paiement au moment de la commande. Au lieu de marquer les commandes comme <strong>Compl\u00e9ter<\/strong>Vous pouvez utiliser les statuts des commandes pour indiquer les paiements en attente. Nous utiliserons alors <a href=\"https:\/\/woocommerce.com\/products\/automatewoo\/?aff=8264&amp;cid=702463\" rel=\"noopener\">AutomateWoo<\/a> d'envoyer au client un courriel contenant un lien de paiement qui lui permettra de terminer sa commande en ligne. Ce processus vous permet de :<\/p>\n<ul data-spread=\"false\">\n<li>Offrir aux clients la possibilit\u00e9 de payer plus tard, en ligne ou en magasin.<\/li>\n<li>Envoyez des factures professionnelles et automatis\u00e9es qui indiquent clairement que le paiement est d\u00fb (\u00e0 l'aide d'AutomateWoo).<\/li>\n<\/ul>\n<h4><strong>Comment activer les statuts de commande pour les factures impay\u00e9es ?<\/strong><\/h4>\n<p>Par d\u00e9faut, FooSales vous permet uniquement de <strong>Compl\u00e9ter<\/strong> au moment du paiement. Pour ajouter <strong>Paiement en attente<\/strong>, <strong>Traitement<\/strong> et <strong>En attente<\/strong>Vous devrez mettre \u00e0 jour les param\u00e8tres du FooSales :<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-181245 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52.png\" alt=\"\u00c9tat des commandes\" width=\"805\" height=\"682\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52.png 805w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-300x254.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-768x651.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-14x12.png 14w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-600x508.png 600w\" sizes=\"(max-width: 805px) 100vw, 805px\" \/><\/p>\n<ol start=\"1\" data-spread=\"false\">\n<li>Connectez-vous \u00e0 votre <strong>Tableau de bord d'administration de WordPress<\/strong> et naviguez jusqu'\u00e0 <strong>FooSales &gt; Param\u00e8tres &gt; Commandes<\/strong>.<\/li>\n<li>En vertu de la <strong>\u00c9tat des commandes \u00e0 charger<\/strong>, <strong>Statut de soumission des commandes<\/strong> et <strong>\u00c9tat des commandes incompl\u00e8tes<\/strong> s'assurer que <strong>Paiement en attente<\/strong>, <strong>Traitement<\/strong>, <strong>En attente<\/strong> et <strong>Termin\u00e9<\/strong> sont s\u00e9lectionn\u00e9s avant d'enregistrer ces param\u00e8tres.<\/li>\n<li>Enregistrez vos param\u00e8tres et rechargez FooSales pour appliquer les changements.<\/li>\n<\/ol>\n<p>Une fois ces param\u00e8tres d\u00e9finis, vous pouvez maintenant s\u00e9lectionner un statut de commande tel que <strong>Paiement en attente, Traitement<\/strong> ou <strong>En attente<\/strong> \u00e0 la caisse, indiquant que le paiement n'a pas encore \u00e9t\u00e9 effectu\u00e9.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-181146 size-large\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-1024x684.png\" alt=\"Capture d&#039;\u00e9cran de FooSales montrant comment s\u00e9lectionner un statut de commande \u00e0 la caisse pour cr\u00e9er un devis WooCommerce\" width=\"1024\" height=\"684\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-1024x684.png 1024w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-300x200.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-768x513.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-18x12.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-600x401.png 600w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08.png 1396w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Une commande sera alors g\u00e9n\u00e9r\u00e9e avec le statut de commande s\u00e9lectionn\u00e9, qui sera affich\u00e9 sur la facture imprim\u00e9e.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181147 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44.png\" alt=\"WooCommerce Devis\" width=\"595\" height=\"417\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44.png 595w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44-300x210.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44-18x12.png 18w\" sizes=\"(max-width: 595px) 100vw, 595px\" \/><\/p>\n<p>L'\u00e9tat de la commande appara\u00eetra \u00e9galement dans la section Commandes de FooSales et dans WooCommerce lors de la consultation de la commande :<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181152 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51.png\" alt=\"Capture d&#039;\u00e9cran d&#039;une commande WooCommerce en attente de paiement\" width=\"656\" height=\"591\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51.png 656w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51-300x270.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51-13x12.png 13w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51-600x541.png 600w\" sizes=\"(max-width: 656px) 100vw, 656px\" \/><\/p>\n<h4 data-pm-slice=\"1 1 []\"><strong>Notifier les clients d'un paiement en attente en utilisant AutomateWoo (Email et SMS)<\/strong><\/h4>\n<p>Pour une exp\u00e9rience encore plus rationalis\u00e9e, vous pouvez utiliser <a href=\"https:\/\/woocommerce.com\/products\/automatewoo\/?aff=8264&amp;cid=702463\" rel=\"noopener\">AutomateWoo<\/a> pour envoyer automatiquement une notification par courrier \u00e9lectronique lorsque le statut d'une commande passe \u00e0 <strong>Paiement en attente<\/strong>. Les clients sont ainsi rapidement inform\u00e9s que leur commande est en attente de paiement et disposent d'un lien direct pour effectuer le paiement.<\/p>\n<p><em>Il est important de cr\u00e9er un profil d'utilisateur pour le client par l'un des moyens suivants <a href=\"https:\/\/www.foosales.com\/fr\/caracteristiques\/clients\/\">FooSales<\/a> \u00e0 la caisse ou dans votre syst\u00e8me WooCommerce, car ils auront besoin de ce profil pour se connecter et effectuer le paiement lorsque la commande sera g\u00e9n\u00e9r\u00e9e.<\/em><\/p>\n<p>Voici comment mettre en place l'automatisation :<\/p>\n<p>Aller \u00e0 <strong>AutomateWoo &gt; Flux de travail<\/strong> et cliquez sur <strong>Ajouter un nouveau<\/strong>. Dans le <strong>D\u00e9clencheur<\/strong> s\u00e9lectionnez <strong>Ordre cr\u00e9\u00e9<\/strong>. Passez \u00e0 l'\u00e9tape <strong>R\u00e8gle<\/strong> et d\u00e9finir le <strong>Statut de la commande<\/strong>\u00a0\u00e0 l'option <strong>Paiement en attente<\/strong>. Cela permettra de s'assurer que ce n'est que lorsqu'une nouvelle commande est g\u00e9n\u00e9r\u00e9e et que le statut de la commande est d\u00e9fini sur <strong>Paiement en attente<\/strong>l'automatisation est d\u00e9clench\u00e9e.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181142 size-full\" style=\"font-style: inherit; font-weight: inherit;\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44.png\" alt=\"Param\u00e8tres des d\u00e9clencheurs et des r\u00e8gles d&#039;AutomateWoo\" width=\"917\" height=\"380\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44.png 917w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-300x124.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-768x318.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-18x7.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-600x249.png 600w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/p>\n<p>Ensuite, ajoutez un <strong>Action<\/strong> par exemple un courriel ou un SMS et compl\u00e9ter les d\u00e9tails. Dans notre cas, nous enverrons un courriel au client et nous inclurons l'identifiant de la commande dans l'objet du message.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181143 size-full\" style=\"font-style: inherit; font-weight: inherit;\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59.png\" alt=\"Param\u00e8tres de messagerie d&#039;AutomateWoo\" width=\"845\" height=\"453\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59.png 845w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-300x161.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-768x412.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-18x10.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-600x322.png 600w\" sizes=\"(max-width: 845px) 100vw, 845px\" \/><\/p>\n<p><span style=\"font-size: 16px;\">Personnaliser le <strong>Contenu du courrier \u00e9lectronique<\/strong> pour informer le client du paiement en cours :<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181144 size-full\" style=\"font-style: inherit; font-weight: inherit;\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09.png\" alt=\"Exemple de corps d&#039;email AutomateWoo\" width=\"847\" height=\"432\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09.png 847w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-300x153.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-768x392.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-18x9.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-600x306.png 600w\" sizes=\"(max-width: 847px) 100vw, 847px\" \/><\/p>\n<p><strong>\u00c9conomiser<\/strong> le flux de travail et <strong>activer<\/strong> il.<\/p>\n<p>Vos clients recevront alors automatiquement un e-mail les informant que leur commande est en attente de paiement, avec un lien pratique pour finaliser le processus de paiement.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181173 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1.png\" alt=\"\" width=\"755\" height=\"380\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1.png 755w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1-300x151.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1-18x9.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1-600x302.png 600w\" sizes=\"(max-width: 755px) 100vw, 755px\" \/><\/p>\n<h4><strong>Des statuts de commande personnalis\u00e9s pour un meilleur flux de travail<\/strong><\/h4>\n<p>Si votre entreprise a besoin de solutions plus personnalis\u00e9es, FooSales prend en charge les statuts de commande personnalis\u00e9s. Vous pouvez ajouter des statuts de commande personnalis\u00e9s par programme ou \u00e0 l'aide d'un fichier <a href=\"https:\/\/www.foosales.com\/fr\/5-plugins-de-statut-de-commande-personnalise-gratuits-et-premium-pour-woocommerce\/\">plugin tiers<\/a>.<\/p>\n<h4><strong>Conclusion<\/strong><\/h4>\n<p>Avec FooSales, la cr\u00e9ation de devis et de factures impay\u00e9es est simple et efficace. Ces fonctionnalit\u00e9s permettent aux entreprises d'offrir des options de paiement flexibles, de rationaliser les processus de commande et de maintenir une communication claire avec les clients. Commencez \u00e0 utiliser ces outils d\u00e8s aujourd'hui pour am\u00e9liorer les capacit\u00e9s de votre syst\u00e8me POS et offrir une meilleure exp\u00e9rience \u00e0 vos clients.<\/p>","protected":false},"excerpt":{"rendered":"<p>In this post, we will show you how to create a WooCommerce quotation and invoicing system that allows you to [&hellip;]<\/p>\n","protected":false},"author":68,"featured_media":181160,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[107],"tags":[453],"class_list":["post-181140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to","tag-automatewoo"],"_links":{"self":[{"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/posts\/181140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/users\/68"}],"replies":[{"embeddable":true,"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/comments?post=181140"}],"version-history":[{"count":0,"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/posts\/181140\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/media\/181160"}],"wp:attachment":[{"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/media?parent=181140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/categories?post=181140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.foosales.com\/fr\/wp-json\/wp\/v2\/tags?post=181140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}