customize packing slip

How to Customize Packing Slips in WooCommerce?

This blog post will show you how to customize packing slips on your WooCommerce store. You will also find the best plugins and add-ons to create professional packing slip documents for your online store. 

Packing slips are essential documents that provide customers with a detailed summary of their purchase. Not only do they make order fulfillment easier for both merchants and customers, but they also add a layer of professionalism to your eCommerce operations.

A well-designed packing slip can enhance your brand identity and ensure a seamless customer shopping experience. Whether you want to add your logo, include custom fields, or adjust the layout to match your branding, customizing packing slips can set your store apart.

In this guide, we’ll walk you through the steps to customize your WooCommerce packing slips and recommend tools that make the process simple and efficient. Let’s dive in!

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Key Takeaways:

  • Packing slips are shipment documents that provide customers with a detailed summary of their order, enhancing order accuracy and professionalism.
  • With the WebToffee PDF Invoices and Packing Slips plugin, you can create, customize, and automate packing slip generation.
  • For advanced customization features and a seamless experience, upgrading to the premium plugin unlocks enhanced options to align packing slips with your brand’s unique requirements.

What Are Packing Slips?

Packing slips are documents with shipments that provide a detailed summary of what’s included in a package. They serve as a straightforward guide for customers to verify the items they receive against their order, reducing the likelihood of confusion or disputes related to the shipment.

Unlike invoices, which serve as financial records of a transaction, packing slips focus exclusively on the details of the products being shipped.

A WooCommerce packing slip typically contains the following:

  • A list of items in a single order
  • Product details such as SKU labels, weights, measurements, and variations
  • Order numbers and any relevant product meta information

The benefits of using packing slips go beyond customer convenience. For merchants, packing slips streamline order fulfillment by categorizing products and highlighting variations or additional information, making the packing process more efficient. They can also be customized to align with your store’s branding or operational needs.

How to Create & Customize Packing Slips in WooCommerce?

To create packing slips on your WooCommerce store, you’ll need the free PDF Invoices and Packing Slips plugin from WebToffee.

The WooCommerce PDF Invoices/Packing Slips plugin allows you to create PDF invoices, packing slips, and credit notes for your WooCommerce store. However, the free version offers limited customization options, and upgrading to the premium version is necessary to unlock advanced customization features.

Get Advanced Customizations for WooCommerce PDF Invoices

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Step 1: Install WebToffee WooCommerce PDF Invoices Plugin.

WebToffee PDF Invoices Plugin for WooCommerce
  • Log in to your WordPress dashboard, go to Plugins > Add New Plugin.
  • Search for “WebToffee PDF Invoice Plugin” in the search bar. 
  • Once you have found the plugin, install and activate it on your website. 
  • If you are installing the plugin for the first time, you will be asked to enter your store details, such as address, logo, etc. 

We also recommend that you install the premium add-on of the WooCommerce Invoice plugin to access advanced options. 

To install the premium plugin,

  • Go to Plugins > Add New Plugin and upload the plugin zip file you received after purchasing the plugin. 
  • Install and activate the plugin on your website. 

Note:

The premium WebToffee PDF Invoice plugin works as an extension of the free plugin, so both plugins must be active on your website.

Step 2: Set Up General Settings for WooCommerce Packing Slips

  • Go to Invoice/Packing and select Packing slip from the WordPress sidebar menu. 
  • Under the General tab, choose the following settings.
  • Choose the order emails to attach the packing slips automatically.
  • Select the page to show the “Print packing slip” button. 
  • Then, choose the language format to generate packing slips.
Configure general settings of WooCommerce Packing Slips

Step 3: Configure Product Display for Packing Slips

  • Enable the Group products by ‘Category’ checkbox. This will group the products in the packing slips based on their categories. 
  • Choose a sort order for the products in the packing slips. 
  • Select whether to show variation data for products. 
  • Then, choose how to display the bundled products on the packing slips. 
  • Click on Update Settings to save the changes.
Configure product display for Packing Slips

Step 4: Customize WooCommerce Packing Slips

To customize WooCommerce packing slips:

Go to the Customize tab to select the packing slip template by clicking on the Create new template layout.

Customize the packing slips

Use the customizable elements on the right-hand side of the page to enable/disable, or customize each block in the packing slip template.

You can even switch to the code editor to make modifications beyond those included in the visual editor. Refer to the Filters provided under Invoice/Packing > General Settings > Help Guide while making changes using the code editor.

In addition, you can customize settings such as font size, style, color, and other details, to suit your needs. Let’s discuss some customization attributes. The most typical generic elements among all elements are the following:

  • Text: It lets you enter a unique text for the corresponding attribute.
  • Font Size: You can specify the font size for the attribute using this option. Enter a number specified in pixels.
  • Style: Gives you the option to choose a text style. There are two options: Normal and Bold.
  • Text Color: You can choose a text color.
Order Number of Packing slip template
  • Text Align: Allows you to control the alignment of text. Right and left are the available options.
  • Title: Allows you to specify a unique title.
Title of packing slips template

Additional customized fields include:

Company logo: To set the corporate logo exclusively for invoices, use this option. If you have already uploaded the logo in the general settings, it will be automatically filled in here.

company logo option in Packing slip template
  • Display: Let you add your company’s name or logo on the invoice.
  • Logo Width and Height: You can change the logo’s width and height in pixels.
  • Extra Details: Allows you to enter more text below the logo or name of the company. To omit any additional text, enter “none.”
  • Extra Font Size: You can specify the font size here; this option is solely applicable to the company name.
  • Header Color: You can choose the company name header color

Order Date:

  • Format: Allows you to choose a date format.
Order date format of packing slip

Product Table: This table will provide details on products, including the product’s SKU, name, quantity, and total cost. The text alignment, color, and font size are all customizable.

Product table of Packing slips

The following components are included in this field to allow for product table customization:

  • Head Background: Allows you to customize the color of the product table’s header.
  • Table Head Text Color: You can choose the color of the text in the header part of the product table.
  • Table Body Text Color: Enables you to choose the color of the product table’s body text.
  • Image: This feature enables you to add product images to your packing slips.
  • SKU Align: Provides you to specify the SKU’s alignment in the product table. There are three options available: Right, Left, and Center.
  • Product Align: Lets you choose the product’s alignment in the product table. There are three options: Right, Left, and Center.
  • Quantity Align: You can establish alignment for the quantity label in the product table. Right, Left, and Center alternatives are also available.
  • Total Price Align: Allows you to specify the alignment of the product table’s total price.
  • SKU: Enables you to specify unique text for the table column containing SKU details.
  • Product: Let you provide personalized content in the table column that lists the product name.
WooCommerce packing slip customizations available

Once you made all the changes, click on Save and save them as a template.

The template will be activated automatically if your store doesn’t have any other active packing slip templates. But if you do, click on the menu icon and tap on My templates to find and activate the template that you require. 

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Quick Tip:

Unlock advanced customization features for WooCommerce invoices, packing slips, and other order documents with our premium customizer add-on for WooCommerce

Sample Packing Slip

An example packing slip will look like this:

Sample packing slip

This is a sample order email with the print packing slip button.

print packing slip from order mail
Print packing slip from order mail

Frequently Asked Questions

What is the purpose of a packing slip in WooCommerce?

A packing slip provides a detailed summary of the items in a shipment, including product details like SKU labels, weights, and measurements. It helps customers verify their orders and streamlines the packing and shipping process for merchants. Unlike invoices, packing slips focus solely on the shipped products and not financial transaction details.

How can I create packing slips in WooCommerce?

You can use the WebToffee PDF Invoices and Packing Slips plugin to create packing slips for your WooCommerce store. The plugin allows you to generate packing slips with essential product details, group products by category, and sort product variations. For advanced customization, the premium version of the plugin is recommended.

What’s the difference between a packing slip and an invoice?

A packing slip lists the products included in a shipment, helping customers verify the items received. An invoice, on the other hand, serves as a financial record of the transaction and includes pricing and payment details. Both documents serve different purposes in order fulfillment.

Do I need to install both the free and premium plugins for advanced features?

Yes, the premium WebToffee PDF Invoice plugin works as an add-on to the free plugin. To access advanced customization options, you must keep both the free and premium plugins activated on your WooCommerce site.

Can I include product images on my WooCommerce packing slips?

Yes. The plugin allows you to add product images to your packing slips. You can also customize image alignment, size, and placement for a professional look.

Conclusion

Customizing packing slips in your WooCommerce store is not just about aesthetics – it’s a strategic move to improve order accuracy, enhance operational efficiency, and build a stronger brand presence. Packing slips act as essential documents that provide clarity to your customers about their orders and streamline your fulfillment process.

With tools like the WebToffee PDF Invoices and Packing Slips plugin, you can easily create, customize, and optimize these documents to suit your store’s unique requirements.

From adjusting fonts and colors to adding logos and product details, the options for personalization are extensive. By taking the time to tailor your packing slips, you ensure a seamless, professional, and customer-friendly shopping experience.

Hope this article was of help to you. Do let us know your comments and queries in the comments section below.

Article by

A bibliophile, movie buff, shutterbug, potter head who turned into a writer. Currently writing content for WebToffee.

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