Adding payment method details to invoices helps prevent disputes and simplifies returns or refunds. The WebToffee WooCommerce PDF Invoice plugin makes it easy to display this information for clear, hassle-free transactions.
Including all relevant details on an invoice benefits both store owners and customers. One crucial information that should always be included is the payment method used for the purchase. Adding payment method information is a good practice, as it helps prevent disputes and makes follow-ups on returns or refunds easier.
The WooCommerce PDF Invoice and Packing Slip plugin by WebToffee allows you to display payment methods on invoices, ensuring clarity in transactions.
This blog will guide you on how to add payment method details to WooCommerce invoices using the WebToffee plugin. Let’s get started.
Key Takeaways:
- Including payment method details on invoices helps prevent disputes and simplifies follow-ups for returns and refunds.
- Clear transaction records benefit store owners and customers, ensuring transparency and smoother financial management.
- The WebToffee WooCommerce PDF Invoice plugin makes it easy to display payment methods on invoices for better clarity and documentation.
Let’s take a look at how you can easily add information regarding the payment method to the invoices automatically generated in WooCommerce.
Step 1: Install WooCommerce PDF Invoice Plugin
From your WordPress dashboard,
- Go to Plugins > Add New Plugin.
- Search for “WooCommerce PDF Invoices” plugin.
- Then, install and activate the plugin.
Note: The free plugin WooCommerce PDF invoices and shipping documents should be installed and activated on the store first. This is because the premium plugin works as an extension of the free version.
After purchasing the Print Invoice, Packing Slip & Credit Notes 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.
Step 2: Customize Invoice Settings
Once the plugin installation is complete,
- Go to Invoice/Packing > Invoice from the WordPress menu.
You will land on the General page, where you can configure your invoices with provisions to create invoice numbers, insert additional order or product metadata, and more.
- Once done, go to the Customize tab.
The Customize tab offers 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 constituent colors.
Here, click the Change template link and select an invoice layout that you find suitable (Make sure to select a layout that supports adding a Payment Method).
Step 3: Add Payment Method to WooCommerce Invoices
Next, scroll down the page and find the Payment Method toggle among the customizable elements on the right side of the page.
- Enable the toggle and change the Label text if you want.
- Click Save Template to store the configurations as a template.
Click Save and activate to set this as the default template.
You may also add a payment received stamp on the invoice with the toggle button under the same name.
That’s all! No additional settings are required to display payment information on your invoice. Simply enable the plugin’s invoice option, and all relevant invoice details will be automatically included.
The generated invoice will contain the payment information by default. Below is a screenshot of a sample invoice.
Check out our tutorial to know how the payment method is included in the WooCommerce invoice.
In summary, including payment method details on your invoices is essential for businesses. By following the steps in this guide, you can easily add payment information to your WooCommerce invoices.
We hope this guide was helpful! Let us know your thoughts in the comments below.
