WooCommerce Merit Aktiva Integration

The Merit Aktiva integration module allows you to automate invoice creation, product and inventory synchronization, and payment matching between WooCommerce and Merit Aktiva.

Version: 1.0.9 WP 6.0+ PHP 8.0+
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Likely the most functional and convenient module for connecting your WooCommerce online store with Merit Aktiva. This plugin works with WooCommerce version 8.0 and WordPress 6.4 and above, and has been tested with the latest versions of both WooCommerce and WordPress.

The Merit Aktiva integration module allows you to automate invoice creation, product and inventory synchronization, and payment matching between WooCommerce and Merit Aktiva.

The solution is built with full HPOS support and works in Legacy, HPOS, and Compatibility modes.

Frequently asked questions

Does the plugin work with HPOS (High-Performance Order Storage)?

Yes! The plugin is fully HPOS-compatible and works with both the traditional and the new order system.

Can I choose which orders are sent to Merit?

Yes! You can specify in the settings:

  • At which status the order is sent
  • Which products are excluded
Which payment methods are supported?

All WooCommerce payment methods, including: Montonio (bank links, card payments)

  • Everypay
  • PayPal
  • Bank transfer
  • Cash on delivery
Is the invoice sent automatically to the customer?

Yes, if it is activated in the settings:

  • The PDF invoice is attached to the order confirmation email
  • The invoice number is displayed on the order page
  • The customer can download the invoice from their account
How do I update the plugin?

The plugin updates automatically:

  1. WordPress checks for updates every day
  2. If a new version is available, you will see a notification
  3. Click "Update Now"
  4. The plugin updates securely

Required: a valid license key!

Does the plugin affect website speed?

No! The plugin works in the background:

  • It does not slow down the checkout
  • It does not overload the pages
  • It uses asynchronous requests
  • Optimized for fast performance

Changelog

1.0.9 Minor
  • Added tax rate mapping: every WooCommerce tax rate is linked to a Merit tax rate from a dropdown instead of pasting GUIDs
  • Added optional GL account per WooCommerce tax rate
  • Added VAT-exempt order rule for EU/UK VAT Validation Manager and similar plugins - own Merit tax rate and separate revenue accounts for goods and services, with a choice of where shipping and fees are booked
  • Added optional background invoice creation via Action Scheduler - a slow or unreachable Merit API no longer blocks the order status change. Temporary failures are retried after 5 min, 15 min, 1 h, 3 h and 6 h; invoices Merit rejects outright are reported straight away instead of being retried pointlessly
  • Added activity log with separate retention for events (14 days) and errors (90 days), readable in the System Status tab, with optional API request logging
  • Added project and department support - a global default plus per-product overrides, sent as ProjectCode and DepartmentCode on every invoice row
  • Added Merit account code and dimension fields to the product category screen - the invoice builder already read them but nothing could set them
  • Added tax configuration overview to System Status: mapping coverage, VAT-exempt rule state, background queue state and detected VAT plugins
  • Added Russian (ru_RU) translation and completed the Estonian one
  • Changed Merit tax rate, project, department and dimension lists to be cached with a manual refresh button
  • Changed product codes longer than Merit's 20 character limit to be shortened consistently on both the item card and the invoice rows, with a hash suffix so two long codes cannot collapse into one Merit item
  • Changed default shipping account from 3003 to 3000 - 3003 does not exist in the default Merit chart of accounts (existing settings are kept)
  • Fixed invoice totals being sent before discounts while the rows carried the discount - orders with a coupon reached Merit with the total and VAT overstated by the discount amount (same fix for credit invoices and refunds)
  • Fixed invoice row rounding - the row discount now absorbs the unit price rounding residue, so the row total in Merit matches the WooCommerce line to the cent
  • Fixed item descriptions not being capped at Merit's 150 character limit on invoice rows
  • Fixed warehouse code never being added to invoice rows when inventory tracking was enabled
  • Fixed license activation notice linking to a non-existent settings page
1.0.8 Minor

Added a function to select the default tax rate for invoices.

1.0.7 Minor

Enhanced functionality and bug fixes

  • Company fields are now immediately visible in the Woo Block Editor checkout.
  • Added support for E-Business Register Autocomplete (Company name, reg. code, address, postal code)
  • When using the "Display invoice number instead of order name" method, an invoice number is also created in cases where automatic payment receipt is not performed in WooCommerce (e.g., "Pay by bank transfer").
  • Added the "Create credit invoice when order status is changed to 'refunded'" option
Show previous versions
1.0.5

Fixed a bug where, in rare cases, deleting a Merit Aktiva invoice increased the order sequence number.

1.0.4

Enhanced the functionality for sending PDF invoices via email. Added email templates for the "Send PDF by email" action, and Merit Aktiva PDF invoices are now sent through the WooCommerce email system.

1.0.2

Modified the plugin update system logic.

1.0.0

Compatibility

  • Tested with WordPressi 5.8 – 6.9
  • Tested with WooCommerce 8.0 – 10.4.3
  • Full HPOS (High-Performance Order Storage) support
  • Works with both block based and classic checkout

Invoice management

  • Automatic creation of invoices based on configurable order statuses
  • Manually create invoices from the order management view
  • Customizable invoice number logic (prefixes and suffixes)
  • Preview invoice number before creation
  • Monthly numbering reset (daily, monthly, yearly)
  • Displaying Merit Aktiva invoice number as WooCommerce order number
  • Customizable text fields for invoice header and footer
  • Multilingual invoice support (Estonian, English)
  • Automatic invoice language detection based on WPML/Polylang

Customer management

  • Automatic creation of clients in Merit Aktiva
  • Customer field mapping (company, name, email, phone)
  • Business customer fields at checkout (registration code, VAT number)
  • Privacy option to hide personal information (“Private person”)

Payment integration

  • Payment methods mapping with IBANs
  • Automatically mark invoices as paid based on payment method
  • Creating a separate payment record (sendpayment API)
  • Adding a payment object to an invoice (PaymentObject)

Synchronizing products and inventory

  • Two-way product synchronization (WooCommerce ↔ Merit Aktiva)
  • Mass synchronization of products to Merit Aktiva
  • Automatic daily inventory synchronization from Merit (WP-Cron)
  • Manual inventory synchronization from Merit
  • Product-specific Merit settings (product type, account code, department, unit)
  • Using SKU as product code

PDF and e-invoices

  • Downloading invoice PDF in Merit Aktiva
  • Sending PDF invoice to the customer via email
  • Automatic sending of e-invoices

Order lifecycle

  • Deleting Merit Aktiva invoice when an order is deleted
  • Creating a credit invoice when an order is cancelled
  • Deleting an invoice when an order is cancelled

Accounts and accounting

  • Default general ledger account codes for products, shipping, and fees
  • Product-specific and category-specific account codes
  • Warehouse code support for multi-warehouse systems
  • Inventory accounting options (stock item, service, product types)

Administration

  • Settings organized into logical tabs
  • API connection test
  • System status overview
  • Error notifications via email
  • License management with grace period support

Localization

  • Full Estonian translation
  • Ready for translation (.pot file included)