The invoice does not need to be dull just because it is a business document. In several cases, an invoice is the last customer touchpoint, so why not make the best use of it? If handled correctly, invoice documents can contribute significantly to the success of your business.
With WooCommerce PDF invoices & packing slips, you can fully customize the content and the look & feel of professional invoices & packing slips. In this blog, we will discuss the importance of a PDF invoice layout and how to change WooCommerce invoice layouts.
Benefits of changing invoice layout in WooCommerce
- Aesthetics
Instead of using a plain uninteresting invoice, you can follow a custom WooCommerce invoice template where you can include as much vital information and visual content as you like.
- Increase brand value and professionalism
Making a custom WooCommerce invoice template is mostly done to amaze your customers.
Your logo, brand-specific color schemes, headers, and footers are all options. It will demonstrate to your customers that you are a professional and respected brand.
- Used as a marketing tool
A WooCommerce custom invoice template is an excellent marketing tool. You can use customized customer-targeted messages in your invoice to draw customers’ attention to your business and make them dedicated repeat buyers.
- Competitive advantage
With a professionally created WooCommerce pdf invoice edit template, you can outperform your rivals.
How to change the invoice layout using the free WooCommerce PDF invoice plugin?
The process of personalizing the invoice layout to match the brand requirements is really simple with the WebToffee WooCommerce invoice plugin. Added benefit – it is completely free.
But note that the layout customization features and invoice templates available in the free plugin are limited. To fully tap into the invoice template personalization/branding potential, use the premium WebToffee PDF invoice plugin for WooCommerce.
Step 1: Install the plugin
First, install and activate the WooCommerce PDF Invoices/Packing Slips Plugin from the WordPress Plugin Directory.
From WordPress Dashboard, go to Plugins > Add New. Search for this WebToffee plugin and then install and activate it. Once activated, follow these instructions to change the invoice layout.
The steps to change the invoice layouts in both the basic and pro versions of this plugin are the same. So if you are using the premium plugin, follow the same process.
Step 2: Set up the WooCommerce invoice
From the dashboard, select Invoice/Packing > Invoice.
As the Invoice setting page opens, as shown below, you can configure the basic settings in the General tab
You can update the invoices after making the changes by clicking the Update Settings button.
Step 3: Personalize or brand the invoice template
Moving to the Customize tab, where you can view the visual representation of your invoice, also can change to your preferred layout as required for your business.
Here, you add/remove the fields from the invoice. To do so, use the toggle button corresponding to each invoice element on the right-hand side of the page.
Several additional customizations like changing the font, font size, color, etc., can be performed on these invoice elements.
Click on the Create new template option, to change the layout of your invoices.
You can choose any of these available layouts. Before switching to new layouts make sure to save the previous layout with a preferred name to switch back to the old invoice template in the future.
Step 4: Save the Invoice layout
Once you made the changes in the invoice layout, click on the Save button above the invoice page.
When you click on the Save button, a pop-up to name the template will appear. Type the name of the template and Save it.
Below you will see the changes to the template name.
If you want to activate your new template, click on the menu icon near the cancel button and then select Activate.
After activating the template, it will be your primary invoice. The below image shows the template is active.
If you want to change the template, click on the same menu, and select the My Templates, where you see all your saved templates.
Also, you can re-edit, save or delete the template.
WooCommerce PDF Invoices, Packing Slips, & Credit Notes (Premium Plugin)
The premium version of the WooCommerce PDF invoice plugin offers a lot more layout customizations than the previously discussed free version. Therefore personalization and branding will feel much more complete with the pro plugin.
Some of the key WooCommerce invoice layout customization features offered by this plugin variation include,
- Several premium invoice templates that you can use to generate a custom invoice layout.
- Availability of the code editor that you can use to intricately control each aspect of the template.
- Ability to add a QR code to the invoice that enables easy accessibility (with the help of QR code add-on).
- Adding the following details to invoices
- Tracking number
- Subtotal
- Shipping
- Cart discount
- Order discount
- Total tax
- Fee
- Coupon info
- Payment method
- Total
Final Words
In terms of your marketing activities, even the smallest details can have a significant impact. Don’t be afraid to take advantage of every opportunity that can attract customers to you.
Your eCommerce website could drastically improve with the use of a customized WooCommerce invoice template. It can bring in people and keep them interested in your products so they become dedicated, recurring customers.
Comments (2)
Dalia
January 28, 2024
Hi there,
Can I change the “notes” string that goes to email receipts with this plugin?
Sanjai Valsan
January 30, 2024
Hi Dalia,
Thanks for reaching out!
The given data doesn’t provide a complete understanding of your requirements. Please contact our customer support team, they’ll be happy to assist you.