To have all the relevant information embedded within the invoice is definitely helpful for the store owner as well as for the customer. Mentioning payment methods in the invoice is a good practice to avoid any disputes in future regarding payment. To make subsequent followups on returns, refunds etc, it is essential to know the mode of payment.
WooCommerce PDF Invoice and Packing Slip plugin by WebToffee offers you the feature to either allow or avoid payment method from appearing on the invoice.
Checkout our tutorial which explains how the payment method is included in the WooCommerce invoice.
Installation of the Plugin
After purchasing the Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce, the plugin will be available as a zip file in the API Downloads section of your MY ACCOUNT page.
- Download the zip file from API Downloads by logging into your WebToffee MY ACCOUNTS page.
- Log in as the WordPress Admin of your online store.
- Navigate to Plugins > Add New to upload the downloaded plugin.
- Choose the plugin file to upload.
- Finally, activate the plugin.
Adding Payment Method to Invoice
You can begin by downloading and installing the Web toffee’s PDF Invoice, packing slip, delivery note, shipping label for WooCommerce plugin. On installing and activating the plugin, navigate to the Invoice/Packing from the WordPress menu. Move on to the invoice settings window and enable the invoice option.
The plugin offers several features for configuring invoice with provision to create invoice number, customize and insert additional order or product metadata. Know more.
It is in the customize tab where you get various options to configure the look and feel of the invoice. You can create new invoice templates from existing layouts. Each layout differs in its appearance and arrangements of elements and its constituent colors.
Each predefined templates includes information like the shipping method, tracking information, invoice number, order number etc displayed by default in the invoice. Also, there are toggle buttons incorporated to enable or disable an item from the invoice. As and when an item is disabled, it will disappear from the view panel. Refer our tutorial to know more on invoice customisations.
Scroll down the side panel, you can see the payment method option. As seen before, you can even choose to enable or disable it. Expand to modify the label. For instance, you can key in as Paid via or anything which you want as shown below. You can even choose to have a paid stamp on the invoice by enabling the payment received stamp option.
That is it! You don’t actually have to do any specific settings to get the payment information displayed on your invoice. Just by enabling the plugin’s invoice option, all the relevant information pertaining to the invoices are added into it by default.
The resulting invoice will have the payment information in it. Here is the screenshot of such an invoice.
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