Orders Synchronization for Merit Aktiva

Описание

This plugin synchronizes WooCommerce orders with Merit Aktiva accounting software. A sales invoice is automatically created in Merit Aktiva for every new paid order — no manual work required.

Requires at least the Merit PRO package.

Features

• Automatic invoice creation in Merit Aktiva for every new WooCommerce order (cron, every 5 minutes)
• Manual synchronization from the admin panel
• Estonian banking reference number generation (7-3-1 algorithm) with configurable prefix
• B2B support: company name, Estonian business registry code (validated) and VAT number at checkout
• B2C support: private customer name and contact details
• Payment method mapping (WooCommerce payment method → Merit Aktiva payment code)
• Automatic credit invoice when an order is fully refunded
• Invoice PDF download directly from Merit Aktiva within the WC order view
• Invoice reconciliation: detect discrepancies between WC and Merit Aktiva
• Sync history log with pagination
• API connection test in settings
• Settings export and import (JSON)
• WooCommerce HPOS (High-Performance Order Storage) support
• Toast notifications for sync results (top-right corner, disappear after 5s)

External Services

This plugin connects to the Merit Aktiva API v2 (aktiva.merit.ee).

Data transmitted:
* API authentication (ApiId, timestamp, HMAC-SHA256 signature)
* Invoice data: customer name, address, email, phone number
* Product codes, descriptions, quantities, prices, VAT
* Reference number (Estonian 7-3-1 standard), invoice number, payment due date

Data is transmitted every time an invoice is sent (automatically or manually).

Service provider: Merit Aktiva (merit.ee)
Terms of Service: https://www.merit.ee/wp-content/uploads/2024/12/merit-software-terms-of-use-2024.pdf
Privacy Policy: https://www.merit.ee/wp-content/uploads/2024/12/privacy-statement-2024.pdf

Requirements

• WordPress 6.7 or newer
• WooCommerce 8.6 or newer
• PHP 8.0 or newer
• Merit Aktiva account with API access (PRO package or higher)

Configuration

API Settings:
* API ID and API Key — from your Merit Aktiva account
* Reference number prefix — prepended to the reference number (digits only)
* Payment deadline in days
* Contact person — displayed on the invoice

Payment Method Mapping:
Link WooCommerce payment methods to Merit Aktiva payment codes (e.g. «Bank Transfer» → «T»).

Business customers at checkout:
Customers can check «I am a company», enter a business registry code and VAT number. The registry code is validated using the Estonian business registry algorithm (mod-11).

Usage

Orders are synchronized automatically every 5 minutes. For manual sync:
* All orders: Merit Aktiva Sync → Settings → «Sync all orders»
* Single order: WooCommerce → Orders → open order → «Send invoice to Merit Aktiva»

Support

Email: freelancermartin1@gmail.com
Website: https://freelancermartin.com/et