Overview
Invoice
Packing Slip
Delivery Note
Shipping Label
Dispatch Label
Address Label
Picklist
Proforma Invoice
Credit Note
Third-Party Compatibility
Multilingual Support
Advanced Topics
FAQ
ChangelogPDF Invoice/Packing Slip for WooCommerce plugin allows different ways to display tax details in WooCommerce invoices.
Pre-requisites
- Install and activate PDF Invoice/Packing plugin.
- Setup tax in WooCommerce. Learn more
Include/Exclude tax
- Go to Invoice/Packing Slip from your WordPress dashboard.
- Head on to the General Settings > Advanced window.
- Scroll down to the option Show tax.
The Show tax option has two options:
- Include tax: All the price columns displayed will be inclusive of tax.
- Exclude tax: Displays tax amount in a separate column, not included within the price.
Click on Setup Tax, if you haven’t done it already.
Tax display formats
- Go to Invoice/Packing Slip from your WordPress dashboard.
- Head on to the Invoice > General window.
- Scroll down to the following options:
- Total tax column display options: Displays the total tax column in any of the selected formats. Available formats are: Amount, Rate(%), Rate(%) with amount.
For example, If $500 is the total price and the tax rate is 20%, then, the total tax will be displayed in the invoice in the following manner:- Amount-$100
- Rate(%)-20%
- Rate(%) with amount – $100(20%)
- Show individual tax column in product table: Choose ‘Yes’ to have individual columns for tax in the invoice. If multiple taxes are set up in your store, each tax item will be displayed separately in individual columns.
- The various tax display formats are: Amount, Rate(%), Rate(%) with amount, Separate columns for Rate(%) and Amount.
- The various tax display formats are: Amount, Rate(%), Rate(%) with amount, Separate columns for Rate(%) and Amount.
- Total tax column display options: Displays the total tax column in any of the selected formats. Available formats are: Amount, Rate(%), Rate(%) with amount.
Select template with Tax
- Go to Invoice/Packing Slip from your WordPress dashboard.
- Head on to the Invoice > Customize window.
- Scroll down to the Product table and enable Total tax.
If the settings saved are not reflected in your existing invoices, it is likely that you have chosen No for the option General settings > Use latest settings for invoice.
- Choosing ‘Yes’ applies the most recent settings to the invoices. This will match the previous invoices with the upcoming invoices.
- If you choose No, the previous invoices will not be updated to the latest settings. Caution: Changing the company address, name or any other settings in the future may overwrite previously created invoices with the most up-to-date information.
Sample invoice with tax columns
Related articles:
- Was this article helpful?
- Yes, thanks!Not really
