Using Depositline

Importing from another deposits plugin

Move product settings, the store-wide deposit and open balances over from WooCommerce Deposits or WooCommerce Deposits by Webtomizer.

Coming from WooCommerce Deposits or WooCommerce Deposits by Webtomizer? Depositline can take over their product settings and the orders whose balance is still open, from the data they saved. Their plugin can already be deleted.

Import

  1. Deactivate the other deposits plugin under Plugins. Depositline pauses while it's active, and the import waits for it.
  2. Go to WooCommerce → Depositline and scroll down to Import.
  3. Check what was found:
    • Products and variations with a deposit setting
    • Store-wide deposit: the plugin it comes from, or "None (or Depositline's is already set)"
    • Orders with an open balance
  4. Click Import.

A notice says what was done, for example "Imported: 12 product settings and 4 open balances."

When there's nothing to import, the section says "Nothing to import." While the other plugin is still active, it says "Deactivate … before importing."

What's imported

  • Product and variation settings: deposit on, optional or required, with a percentage or fixed amount. Only where Depositline has no setting yet, so nothing you've set is overwritten. Webtomizer products that follow its store-wide setting are skipped; they follow Depositline's.
  • The store-wide deposit: only if you haven't saved Depositline's settings yet.
  • Open balances: orders whose deposit is paid and whose balance isn't. Each becomes a Depositline deposit order in Partially paid, with a balance order, a due date, and the note "Imported from …". Its Deposit box says "Imported from …" too. No emails are sent while importing. A WooCommerce Deposits "remaining balance" order that's still unpaid becomes the balance order, instead of a new one.

An imported balance is due the Balance due number of days after its deposit was paid, or today if that date has passed. Its reminders start from there, so a balance due today gets its payment link right away. (Imported balances are paid by link or from My Account, not charged to a saved card.) To give customers more time, set Balance due higher before you import, or move single due dates on the order screen afterwards (see Deposits on the order screen).

Note

Payment plans (several scheduled payments) aren't imported. An order already Processing, Completed or On hold keeps its status and gets a note, with its balance order made as for the others.

Running the import again skips what's already imported, so it's safe to click Import twice.

From the command line

With WP-CLI:

wp depositline import --dry-run   # says what would be imported
wp depositline import             # imports it

It needs the other plugin deactivated too, and reports "Imported 12 product settings and 4 open balances (0 skipped)."