CoCoInvoice - Professional Billing & Customer Portal for Joomla/Wordpress

CoCoInvoice transforms your Joomla store into a complete billing and customer engagement engine. Built as a standalone component that integrates tightly with CoCoCart, CoCoInvoice handles everything from tax‑compliant invoices and pro‑forma quotes to receipts, credit notes, shipping labels and advanced B2B price lists. It also ships with a mobile‑first customer portal where clients can view orders, pay invoices, track deliveries and receive personalised recommendations.

A Complete Billing Stack for Joomla

CoCoInvoice is designed for merchants who need professional invoicing and account management without leaving Joomla. Here’s why it stands out:

• Standalone yet integrated: CoCoInvoice installs alongside CoCoCart but appears as its own top‑level menu (“CoCoInvoice”). Orders created in CoCoCart automatically generate invoices, but you can also issue standalone quotes and credit notes.
• Flexible document types: Create and manage invoices, pro‑forma quotes, credit notes and receipts from an intuitive admin interface. Each document has its own numbering series, statuses and workflows.
• Powerful customer portal: Registered users can log into a secure portal to see their orders, invoices and payments, download digital goods, view active shipments, manage addresses and notification preferences, and get AI‑powered recommendations. The portal is mobile‑first with colour‑coded statuses and one‑tap “Pay Now.”
• Multi‑currency & tax compliance: Issue invoices in any currency and configure VAT/GST rules by region. CoCoInvoice handles tax‑inclusive/exclusive pricing, rounding and zero‑rated items.
• Professional templates & pay links: Customise PDF, email and SMS templates with your logo, colours, legal text and bank details. Each invoice can include a QR code and one‑click payment link via your chosen gateway.
• Advanced integrations: Accept payments through Stripe (cards, Apple/Google Pay, SEPA), PayPal Checkout, PayFast (South Africa), Payoneer or Klarna. Generate shipping labels via DHL, FedEx, UPS, Aramex and ShipStation/EasyPost. Hook into CoCoPilot to trigger thank‑you campaigns, unboxing posts and how‑to blogs upon payment.
• Automated dunning & statements: Scheduler tasks send due/overdue reminders, monthly statements and tax updates automatically. Nightly jobs build per‑customer recommendation vectors so you can upsell accessories and replenishments.
• Compliant & secure: PCI‑DSS compliance is built in — payment tokens are used instead of storing card data. CoCoInvoice enforces POPIA/GDPR retention rules, offers data export/deletion, signs PDFs for audit trails and restricts access via granular ACL roles.

Features at a Glance

Admin Console

• Dashboard: Track invoices issued, paid, overdue, credit notes, receipts, aging and tax totals at a glance. See alerts for expiring quotes, failed payments and shipping exceptions.
• Invoices & Quotes: Filter, search and bulk manage documents. Add new invoices or pro‑formas with mixed line items (physical, digital and shipping), taxes, discounts and notes. Send via email/SMS, generate pay links, mark paid, void, duplicate or convert quotes to invoices with one click.
• Credit Notes & Receipts: Issue credit notes tied to original invoices with auto‑negative lines and initiate refunds. Receipts are created automatically on payment webhook events or manually.
• Customers & Price Lists: Manage customers with VAT/TAX IDs, default currencies, tags and communication preferences. Mirror products and tax classes from CoCoCart and set up B2B price lists for customer groups.
• Templates: Customise PDF, email and SMS templates with branding, headers/footers, legal text and bank details. Include QR codes for instant payment.
• Gateways & Shipping: Configure payment gateways, capture modes, settlement currencies and statement descriptors. Set up carrier accounts and label formats for DHL, FedEx, UPS, Aramex and ShipStation/EasyPost.
• Taxes & Reports: Define regions, VAT/GST rules and zero‑rated exemptions. Access sales reports, AR aging, tax summaries, refunds and gateway fees.
• Settings & Automations: Configure numbering sequences (INV, PF, CRN, RCPT), currencies, locales, webhooks and ACL roles. Enable automated dunning, statements, recommendation builds, shipment polls and PDF rendering tasks.

Customer Portal

• Account Home: Dashboard tiles link to orders, invoices, payments, downloads, addresses, tracking, recommendations and support. Widgets show next shipment ETA, unpaid invoice alerts and recent receipts.
• Invoices & Payments: Customers can view invoice details, download PDFs and pay via saved cards or wallets. Part‑payment and deposit/balance flows are supported.
• Orders & Downloads: Reorder previous purchases, issue support tickets, track deliveries and access digital downloads with device logs.
• Addresses & Tracking: Manage billing and shipping addresses and view real‑time tracking timelines with proof of delivery.
• Recommendations & Notifications: Receive AI‑driven product suggestions based on purchase history and bundles. Toggle email/SMS notifications for invoice events, shipping updates and renewals.
• Privacy & Data: Export personal data, delete accounts and download invoice history to comply with POPIA/GDPR.

Automation & Intelligence

CoCoInvoice includes a powerful scheduler engine that runs daily dunning routines, monthly statements, hourly shipment polls and minutely PDF rendering. Nightly builds of recommendation vectors help you upsell accessories and replenishable items. Hooks and events fire when invoices are created, paid or overdue, and when credit notes or shipments are issued. These events integrate with CoCoPilot to trigger unboxing posts, thank‑you campaigns and blog content.

Grow with CoCoInvoice

As your business evolves, CoCoInvoice grows with you. Future phases add B2B price lists, pro‑forma approvals, part‑payments, advanced tax engines, saved wallets, template marketplaces and accountant export integrations. All while maintaining top‑tier security and compliance.

Get Started

Install CoCoInvoice alongside CoCoCart and configure your payment gateways, templates and tax rules. Define your numbering sequences and customise your branding. Within minutes, you’ll be issuing beautiful invoices, collecting payments securely and delighting customers with a polished account portal. Upgrade your store’s billing experience today with CoCoInvoice.