For any business firm whether it is online or offline it is really important to have information regarding its customers. It helps a lot in making transactions easier and in avoiding any kind of disputes over transactions due to lack of communication between customer and seller.
Adding additional fields might seem like a lot of customization and editing work of a template. But WebToffee PDF Invoice and Packing Slip plugin for WooCommerce makes the process a whole lot easier.
Adding Additional Fields to a PDF invoice
Installing the PDF Invoices and Packing Slip plugin for WooCommerce brings you solutions to almost every problem on the invoice, packing slips, delivery note, shipping label, etc. Adding extra fields to the invoice will never be easy elsewhere. Let’s take a look at all the steps carefully.
Step 1 – Install PDF Invoice/Packing plugin for WooCommerce on your store site.
Step 2 – Go to WooCommerce > Invoice/ Packing > Invoice
Step 3 – Click on the Advanced tab. The additional settings pertaining to order/product meta are configured in the advanced tab.
Here is a screenshot of the Invoice advanced settings page.
- Order meta fields: Append additional order information in the invoice by selecting the required item from the drop-down. You can select an item from the list of default fields or click the Add Existing Order Meta Field button to create custom meta fields by providing a custom field Name and its corresponding meta key. The order meta key, if configured, can be found in the custom field section in the WooCommerce Order page of a product.
The list of default order metadata populated in the drop-down are as shown below:
To add other custom order meta details (probably from another third-party plugin) other than the ones displayed in the drop-down, click on Add Existing Order Meta Field.
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:
The meta key for the VAT Number (_vat_number) can be obtained from the respective plugin’s documentation. The invoice with its order meta EU VAT Number will be as shown below:
- Product meta fields: To insert product meta fields in the invoice, click the Add Product Meta to add a new product meta field by providing a custom field name and the respective meta key. The product meta keys can be found in the custom field section of the product page.
- Custom footer for invoice: Key in with a custom footer for the invoice in the text area. If left blank, then the default footer from General settings will be loaded.
The settings can be saved by clicking on the Update Settings button.
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