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Home > Docs > Pdf Invoice Basic > Set Up WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels

Set Up WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels

Last updated on July 29, 2025

Generating and managing order documents like invoices, packing slips, delivery notes, and shipping labels is essential to any WooCommerce store. WebToffee’s WooCommerce PDF Invoices, Packing Slips, Delivery Notes, and Shipping Labels plugin offers a simple way to automate these tasks and keep your order processing smooth. With the free version, you can automatically create invoices, attach them to order emails, and generate other essential documents. In this guide, we’ll walk you through the basic setup steps needed to get the plugin up and running.

Prerequisite

  1. Install and activate the WooCommerce PDF Invoices, Packing Slips, Delivery Notes, and Shipping Labels (free) plugin from the WordPress plugin directory.

Basic Setup: Start with the Setup Wizard

After activation, go to Invoice/Packing from the sidebar. This will trigger the setup wizard, which guides you through the initial configuration in three simple steps.

Step 1: Add Store Details

In the first screen of the wizard:

  • Enter your Shop NameAddress, and Phone number
  • Select your Country/State
  • Upload your store logo (recommended size: 150x50px)
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Note: You can skip the wizard, but in that case, you’ll need to configure these details manually later in the plugin settings. To add store details, navigate to Invoice/Packing > General Settings > General.

Add store details - Setup wizard
Add store details – Setup wizard
  • Click Next to proceed.

Step 2: Choose When to Attach Invoices

On the next screen:

  • Select the order email types for which you want to attach the invoice PDF.
  • Common choices include Processing and Completed.
  • When an order reaches one of the selected statuses, the plugin automatically attaches a PDF invoice to the corresponding WooCommerce order email.
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Note: The plugin attaches invoices to emails only if it generates them beforehand. By default, it auto-generates invoices for Processing and Completed orders. If you choose other email types, enable auto-generation for those statuses in the plugin settings.

Select email types for invoice attachment - Setup wizard
Select email types for invoice attachment – Setup wizard

Step 3: Set Up Invoice Numbering

Choose how you want the plugin to number your invoices. You can:

  • Use the order number or create a custom number series.
  • Add a prefix or suffix, including date formats if needed.
  • Set the desired length for the invoice number.
Set up invoice numbering - Setup wizard
Set up invoice numbering – Setup wizard
  • Click Finish setup to close the setup wizard.

What’s Next After the Setup Wizard?

Once you complete the setup wizard, the plugin enables the basic settings for automatic invoice generation and attaches the PDF invoice to order emails (typically for Processing and Completed orders).

Now that the setup is done, you can access the settings for each document type. Since this is the free version of the plugin, most advanced features are available only for invoices. Other documents, like packing slips or delivery notes, have limited options unless you install the pro add-ons.

If you skipped the setup wizard, or want to change the selections you made during setup, you can configure everything manually by going to the Invoice settings.

Configuring Basic Invoice Settings

Once you complete the setup wizard, you’ll land on the Documents page. From here, you can fine-tune your invoice settings to control how invoices are generated and attached to order emails.

1. Access Invoice Settings

You can open the invoice settings in two ways:

  • From the Documents page, click the Invoice block.
  • Or, navigate to Invoice/Packing > Invoice from your WordPress dashboard.

2. Choose the Invoice Date Format

  • Under the General tab, select whether the invoice should display the Order date or the Invoiced date. This sets the date shown on generated invoices.

3. Enable Automatic Invoice Creation

  • In the Automate invoice creation field, select the order statuses for which the plugin should automatically generate invoices.
  • By default, the plugin includes Processing and Completed statuses.
  • You can add or remove statuses as needed.
  • The plugin will create invoices for new orders that reach the selected statuses.

4. Attach Invoice PDFs to WooCommerce Emails

  • Choose which WooCommerce email types should include the invoice PDF as an attachment.
  • You’ll see the email types you selected during the setup wizard.
  • You can add more email types from the dropdown.
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Note: The plugin only attaches invoices to emails if the email is triggered after the invoice has been generated. So, make sure the selected email types match the order statuses chosen for auto invoice creation.
For example, if you enable invoice creation only for Processing orders but choose Completed order email, the plugin will not attach the invoice unless it already exists.

5. Set Up Invoice Numbering

  • Under the Invoice number section, you can customize how invoice numbers appear.
  • Choose between using the WooCommerce Order number or a Custom number series.
  • Add optional prefixes, suffixes, and define the number length.
  • Set a starting number for your invoice sequence.
  • This lets you align invoice numbering with your business or accounting format.

6. Save Settings

  • Click Update Settings to save changes.
Basic invoice settings
Basic invoice settings

These are just the basic configuration options. The plugin offers many more settings to help you customize your invoices further, like adding logos, including order metadata, and more. Check out the following articles to explore all the advanced invoice customization features.

Basic Settings for Other Documents (Packing Slip, Delivery Note, Shipping Label, Dispatch Label)

While the free plugin provides extensive invoice features, the customization options for other documents like packing slips, delivery notes, shipping labels, and dispatch labels are more limited. However, you can still configure essential settings and generate these documents manually.

Here’s a quick look at what you can configure for each document:

Packing Slip, Delivery Note, and Dispatch Label

From Invoice/Packing > Packing Slip (Delivery Note or Dispatch label), you can configure:

  • Include product image
  • Add customer note
  • Add footer

The Customize tab is available only with the pro add-on.

Settings - Packing slip, delivery note and dispatch label
Settings – Packing slip, delivery note and dispatch label

Shipping Label

From Invoice/Packing > Shipping Label, you can:

  • Choose Shipping label size – only Full Page is available in the free version (custom size is pro-only).
  • Access the Customize tab to visually adjust the label layout (limited in the free version).

This gives you essential control over shipping labels’ appearance and details.

Customize shipping label settings
Customize shipping label settings

Generating Invoices and Other Documents from WooCommerce Orders

Once you’ve configured all settings, you can generate and access PDF documents directly from the WooCommerce order details page.

Follow these steps to generate invoices, packing slips, shipping labels, and more:

1. Open a WooCommerce Order

  • Go to WooCommerce > Orders and click on any order to view its details.
  • If the order is in one of the statuses selected for automated invoice generation, the invoice will already be created.

2. Generate or Download Documents

  • Scroll to the Invoice/Packing section in the order.
  • You’ll find options to Print or Download the available documents:
    • Invoice
    • Packing Slip
    • Delivery Note
    • Shipping Label
    • Dispatch Label
  • Click the print or download icon next to the document you want to generate.
Print or download documents section
Print or download documents section

3. Preview and Save as PDF

  • Once you click the print button, the document opens in a preview window. You can then choose to print it or save it as a PDF for your records.

Sample Documents Generated Using the Plugin

Below are previews of the default documents generated using the free version of the plugin.