How to Customize WooCommerce Credit Notes Using WebToffee PDF Customizer

With Customizer for WooCommerce PDF Invoices, you can personalize credit Notes using a drag-and-drop editor and add/rearrange elements, switch layouts, add product-table columns, and display custom checkout fields (shown as order meta) without code.

Before starting, Install and activate:

1. WooCommerce PDF Invoices, Packing Slips, and Credit Notes plugin.
2. Customizer for WooCommerce PDF Invoices add-on.

1. From your WordPress dashboard, go to:
   Invoice/Packing → Credit Note → Customize

This opens the Credit Note editor with a live preview and the editor pane.

This is how you add items like company info, addresses, order meta fields, customer note, etc.

1. In the editor pane, click the Assets tab.
2. Locate the element you want:
   • Use the search bar, or
   • Browse the dropdown sections (example: Order Fields).
3. Drag the element and drop it into the template preview where you want it.
4. Click Save Template to apply changes to the active template.

Tip: Under Order Fields, you can click Add New to create a new order meta field, then drag it into the Credit Note.

Use this if you want a different template design (structure) for the Credit Note.

1. Open Credit Note → Customize.
2. Click Change layout (available in the customizer toolbar).
3. Choose a layout and apply it to the Credit Note template.

To style the whole Credit Note page (not just one block):

1. In the customizer editor pane, open the Page tab.
2. Configure page-level settings such as:
   • Background padding/margins and background color
   • Text size/color/spacing
   • Border type/width/color and border radius (where available)
3. Click Save Template.

To display extra product details (SKU/meta/attributes/etc.) in the product table:

1. Go to Invoice/Packing → Credit Note → Customize.
2. Click the Product table in the template preview.
3. In the editor pane, click the “+” icon (top-right) to add a column.
4. Select a Column type from the dropdown.
5. Configure the column settings (for some column types you’ll see options like header label, meta key, etc.).
6. Click Save, then Save Template.

Custom checkout fields are displayed as order meta fields in the customizer.

1. Go to Invoice/Packing → General Settings → Advanced.
2. Find Add additional fields on checkout page and click Add/Edit Custom Field.
3. Add the field and click Update Settings.

1. Go to Invoice/Packing → Credit Note → Customize.
2. In the editor pane, open Assets → Order Fields.
3. Locate your field (it appears as order meta) and drag & drop it into the Credit Note.
4. Click Save Template.

1. Click Save Template after finishing edits.
2. Generate a sample Credit Note (for a refunded order) and verify:
   • Layout and spacing
   • Product table columns
   • Custom checkout fields placement