Step 1
B2B checkout captures invoice data before payment
Company name, VAT/BTW number, invoice email, PO/reference, country, and billing address are collected as structured order data instead of support notes.
Product demo
Preview the WooCommerce invoice workflow before requesting early access.
This demo turns the Lattice Invoices offer into a concrete buyer journey: VAT checkout fields, invoice numbering, PDF delivery, My Account downloads, and refund credit notes.
Invoice document preview
INV-2026-000184
Customer
Northwind BV
VAT/BTW
NL123456789B01
Invoice date
9 Jul 2026
Delivery
Email + My Account
ItemQtyVATTotal
Lattice Invoices license121%€59.29
Setup validation reply10%€0.00
PDF attached
Credit-note ready
Workflow screens
The four buyer-visible screens Lattice Invoices must make obvious
This page is built for purchase friction: a WooCommerce store owner can now see exactly what the paid invoice workflow should do before sending a setup request.
Step 2
Paid order gets a dedicated invoice sequence
The order keeps its WooCommerce order ID, but the accounting document receives a clean invoice number such as INV-2026-000184.
✓Woo order: #1849
✓Invoice: INV-2026-000184
✓Status: PDF generated
✓Tax treatment: EU VAT invoice
Step 3
Invoice PDF is attached and stored for download
The customer receives the invoice with the order email and can download the same document later from My Account without asking support.
✓Email: completed order
✓Attachment: invoice.pdf
✓My Account: Download invoice
✓Admin: regenerate PDF
Step 4
Refunds create linked credit notes
A refund does not overwrite the original invoice. It creates a separate credit-note document tied back to the original order and invoice.
✓Refund: €49.00
✓Credit note: CN-2026-000021
✓Linked invoice: INV-2026-000184
✓Reason: customer refund
Use this as the pre-purchase checklist
If two or more of these answers are “no”, the store has a real invoice workflow gap. That makes the €49 early-access conversation concrete instead of speculative.
?Can your current checkout capture company and VAT data before the order is paid?
?Does the invoice use a dedicated sequence instead of WooCommerce order IDs?
?Can customers download invoice PDFs without emailing support?
?Do refunds create credit notes instead of editing the original invoice?
?Can your accountant export invoice number, VAT number, VAT total, and document links?