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WooCommerce’s default invoice templates often lack key product and order details specific to your business. Customizing invoices ensures they include the right data for your industry.
If you are a WooCommerce store owner, you would have noticed that the normal invoice templates don’t include all the necessary information about your products and orders. This is because the product and order-related information can be domain-specific. For example, the product data pertaining to a shoe seller might not be the same as that of a grocery seller.
Adding order/product metadata to your invoices can help your customers better understand their purchases and enhance your business’s professionalism.
Fortunately, the WooCommerce PDF Invoice/Packing Slip plugin by WebToffee makes adding order/product metadata to your WooCommerce invoice easy. In this blog post, we’ll guide you through the steps needed to customize your invoices and add metadata.
Let’s walk through the steps to append order/product metadata in the WooCommerce invoice.
Key Takeaways:
- Default WooCommerce invoice templates may lack specific information, so it’s important to customize them with relevant product and order metadata to improve clarity and professionalism.
- Including detailed metadata on invoices helps customers better understand their purchases, building trust and improving their overall experience.
- The WooCommerce PDF Invoice/Packing Slip plugin by WebToffee makes it easy to add order or product metadata to invoices, allowing you to create professional and personalized documents with minimal effort.
Metadata regarding your WooCommerce orders can be added to the invoices with the help of the free WooCommerce PDF invoice plugin.
Let’s first look at adding order meta to invoices.
Step 1: Install WooCommerce PDF Invoice/Packing Plugin
From your WordPress dashboard,
- Go to Plugins > Add New Plugin.
- Search for “WooCommerce PDF Invoices” plugin.
- Then, install and activate the plugin.
Step 2: Add Order Metadata to Invoices
After you have installed the plugin,
- Go to Invoice/Packing > Invoice > Advanced from the WordPress dashboard.
- Move to the Order meta fields section.
Here, you can choose or add order metadata to include additional details about the order on the invoice. The selected metadata will appear below each respective product on the invoice.
To add other custom order meta details (probably from another third-party plugin) other than the ones displayed in the drop-down,
- Click on the Add/Edit order meta field button.
- In the popup that appears, enter the Field Name and its corresponding Meta Key.
- Click Save to add the order metadata.
Note: The order meta key, if configured, can be found in the custom field section on the WooCommerce Orders page.
Additional order information can be appended to the invoice via the order meta fields.
Order meta fields already available in the plugin: Select a required item from the Order meta field drop-down. The list of default order metadata populated in the drop-down is shown below:
For example, to add a custom VAT number in the invoice populated from the plugin EU VAT Number for WooCommerce, you will have to key in an appropriate field name and its corresponding meta key in the checkout meta key fetcher pop-up as shown below:
Sample Invoice With VAT
The invoice with its order meta EU VAT Number will be as shown below:
To add product metadata to your WooCommerce invoices, you’ll need the premium version of the WooCommerce PDF Invoice/Packing Slip plugin. The premium version unlocks advanced customization options, making it easy to include detailed product metadata that enhances your invoices’ professionalism and clarity.
Note that to install and activate the premium plugin, the free plugin has to be installed and activated on your store.
Refer to this installation guide to know more.
Once you install and activate the plugin,
- Go to Invoice/Packing > Invoice > Advanced.
- From the Product meta fields, click the Add/Edit Product Meta button.
- Enter the field name and the respective meta key into the popup that appears
- Click on the Save button.
Note: The product meta keys can be found in the custom fields section of the product page.
A sample invoice with a product metadata weight will be as shown below:
In the product attributes field,
- Click the Add/Edit Product Attribute button.
- Enter the field name and the respective meta key in the popup.
- Click Save.
- Save the changes by clicking on Update Settings.
The following is an example of a WooCommerce invoice with a product attribute.
Metadata refers to additional information related to products or orders, such as custom attributes, specifications, or unique notes that provide more context about the purchase.
Adding metadata helps customers better understand their purchases, improves transparency, and enhances the professionalism of your invoices.
You can include a variety of metadata, such as product attributes (size, color, weight), custom fields, or specific order notes.
Yes, the plugin offers customization options for invoice templates, allowing you to tailor them to your business’s needs. Check out this article for more details.
Customizing your WooCommerce invoices with order and product metadata ensures your customers get all the essential details they need. It not only improves clarity but also adds a professional touch to your business.
With the WooCommerce PDF Invoice/Packing Slip plugin by WebToffee, the process is simple and hassle-free. This plugin makes it easy to include custom product attributes or order details from third-party plugins directly into your WooCommerce invoices.
Hope you have understood how easy the plugin is to handle custom data. Please leave a comment if you have any questions or feedback.
Check out our tutorial to learn how simple it is to enhance your WooCommerce invoices by adding product and order metadata.
