How to Add Additional Fields to PDF Invoices in WooCommerce

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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.

WooCommerce Invoice or Packing- Invoice Advanced Settings
WooCommerce Invoice or Packing- Invoice Advanced Settings
  • 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:
  • WooCommerce Invoice:Pack Slip-Invoice Advanced-Order meta fields
    WooCommerce Invoice/Pack Slip-Invoice Advanced-Order meta fields

    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.

    WooCommerce Invoice:Pack Slip-Invoice Advanced-Add Order meta fields
    WooCommerce Invoice/Pack Slip-Invoice Advanced-Add Order meta fields

    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:

    Adding custom order meta in WooCommerce invoice
    Adding custom order meta in WooCommerce invoice

    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:

    Invoice with order meta-VAT
    The invoice with order meta-VAT
  • 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.
    WooCommerce Invoice:Pack Slip-Invoice Advanced-Product meta fields
    WooCommerce Invoice/Pack Slip-Invoice Advanced-Product meta fields
  • 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.

All-In-One - Generate PDF Invoice, Packing Slip, Labels & Delivery Note.

Used by 7,000+ WooCommerce Stores

#1 in Customer Satisfaction

WebToffee Guarantee: Get Your Money Back if You Are Not Satisfied With The Product

Buy Now!

4 thoughts on “How to Add Additional Fields to PDF Invoices in WooCommerce

    • Mark
      Mark says:

      Hi Chris,

      Post ID will be the same as order number unless you use any plugins /code to customize order number. You can just enable Order Number in template customization window to add order number.

      If you use custom order number, it might require some code snippet to implement it. Reach us via support link above.

    • Mark
      Mark says:

      Hi,

      It will depend upon the plugin you are using to add the additional meta fields. If the plugin is adding the data as order post meta, look at the woocommerce custom fields section in the order edit page.

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