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Adding a New Row to WooCommerce Invoices and Other WooCommerce Document Types Using Customizer

Last updated on January 4, 2024

Store owners can add a new row to the summary table of WooCommerce documents using the WebToffee’s Customizer for WooCommerce PDF Invoices add-on. Follow the below steps to add a new row to the summary table:

  1. Navigate to Invoice/Packing > Preferred document type (eg. Invoice) > Customize.
  2. Head to the Summary Table section of the active template and click on it.
  3. Click on the ‘+‘ icon present at the right top corner of the Editor pane. A dialog box pops up.
  4. Select a field type for the new row from the Field type dropdown.
  5. After choosing the field type, fill in the fields that follow.
  6. Click on Save.
  7. Click on Save Template.

Adding a new row to the summary table

Store owners can display additional information on the documents by adding a new row to it. Follow the below steps to add a new row to the invoices:

  1. Navigate to Invoice/Packing > Invoice > Customize.
  2. Under the Customize tab, navigate to the Summary table section of the active invoice template.
Heading to the summary table
Heading to the summary table
  1. Click anywhere on the Summary table. The different elements in the summary table will list up in the Editor pane.
Moving to the editor pane
Moving to the editor pane
  1. Head to the Editor pane and click on the ‘+‘ icon at the top right corner. A dialog box titled ‘Add new row‘ will pop up.
Clicking on the + icon to add a new row
Clicking on the + icon to add a new row
  1. Inside the dialog box, select a field type to display in the new row from the Field type dropdown and fill in the fields that follow.
Field types to choose from
Field types to choose from
  1. Click on Save and add the new row.
Click on Save button to add a new row
Click on Save button to add a new row
  1. Click on Save template to reflect the changes for the active template.

Field types to choose for the new row

Store owners can select from the following field types:

  1. A set of predefined values provided by the plugin
  2. Order meta
  3. Filter

1. Predefined values

Store owners can select from a set of predefined values provided by the plugin as shown below. To choose a predefined value, click on the preferred value from the Field type dropdown and fill in the fields that follow.

Predefined fields available for selection
Predefined fields available for selection

2. Order meta

The dropdown provides store owners the option to add order meta into the new row. Select order meta from the dropdown, specify its order meta key and a suitable label for the new row. Let’s take an example of adding an order meta ‘Order Currency’.

  1. Select Order meta from the Field type dropdown.
  2. Enter the meta key and a suitable label in the fields that follow (Here the meta key is _order_currency).
  3. Click on Save.
Adding an order meta to the summary table
Adding an order meta to the summary table

3. Filter

Store owners can add custom values to the summary table using the filter option. Here let’s take an example of adding a filter for calculating the net total (subtotal + shipping amount).

  1. Add the filter/custom code snippet to the WordPress site in use.
  1. Copy the custom placeholder wk_pklist_calculate_net_total from the filter.
  2. Head to the Add new row dialog box.
  3. Choose Filter from the Field type dropdown.
  4. Paste the custom placeholder in the Placeholder field below.
  5. Add a name for the row in Label field.
Adding a filter to show the Net Total
Adding a filter to show the Net Total

The images below show WooCommerce invoice documents with a new row added to the summary table.

Rearranging the newly added rows

To rearrange/reorder rows within the summary table of documents, refer to this article.

Deleting a row in the summary table

To delete rows inside the summary table of documents, refer to this article.