Set Up WooCommerce PDF Invoices, Packing Slips and Credit Notes

The WooCommerce PDF Invoices, Packing Slips, and Credit Notes plugin is a powerful extension that extends the functionalities of the free invoice plugin by offering additional features for creating and managing essential order documents. With this add-on, you can generate invoices, packing slips, and credit notes, ensuring seamless order processing and professional customer communication. This guide will walk you through setting up the plugin and generating invoices, packing slips, and credit notes for your WooCommerce store.

• Create invoices, packing slips, and credit notes – Generate invoices, packing slips, and credit notes for your WooCommerce orders.
• Automate invoice, packing slip, and credit note generation – Automatically generate invoices and credit notes based on order status.
• Attach PDF copies of invoices and packing slips to order emails – Attach PDF copies of invoices and packing slips to WooCommerce order emails.
• Customize invoice and credit note numbers – Personalize invoice and credit note numbers by adding prefixes and suffixes, fixing the number length, etc.
• Add metadata – Add order meta, product meta, and product attributes to WooCommerce invoices, packing slips, and credit notes.
• Custom filenames for invoices and credit notes – Assign custom filenames to invoices and credit notes, including a custom prefix.

1. Install and activate WebToffee’s free invoice plugin.
2. Install and activate WebToffee’s WooCommerce PDF Invoices, Packing Slips, and Credit Notes addon.

The setup wizard allows you to add company details when you install the plugin. If you skip this step during the initial setup, you must manually configure your company and address details, as they appear on invoices, packing slips, credit notes, and other related documents. Follow the steps below:

• Go to Invoice/Packing > General Settings.
• Select the General tab.

• Locate the Company details section.
• Fill in the following fields:
  • Name – Your business name as it should appear on invoices.
  • Logo – Upload your company logo (Recommended size: 150x50px).
  • Company Tax ID – If applicable, enter your tax/VAT number.
  • Return Policy & Footer – Optionally, add a return policy and footer message.

• In the Address details section, enter:
  • Department/Business Unit – Sender name or department (optional).
  • Address Lines 1 & 2 – Your business address.
  • City & Country/State – Select from the dropdown.
  • Postal Code – Enter your ZIP or postal code.
  • Contact Number – Your company’s phone number.

• Scroll down and click Update Settings to save the changes.

The essential invoice settings may vary depending on whether you are:

1. A new user installing both the free plugin and pro-add-on for the first time.
2. An existing user already using the free plugin and is now upgrading to the pro version.

1. Head to Invoice/Packing from your WordPress dashboard.
2. In the setup wizard,
   1. Add the basic shop details.
   2. Select order emails to attach PDF copies of invoices.
   3. Configure the invoice number format for your store.
3. Click on Finish setup.

If you are an existing user of the free invoice plugin and have upgraded to the pro version, or if you skipped the setup wizard, follow the below steps to auto-generate and attach invoices to order emails:

1. Navigate to Invoice/Packing > Invoice > General.
2. Scroll down to the General section.
3. Under Invoice date, select between Order date or Invoiced date.
4. Under Automate invoice creation, select order statuses to auto-generate invoices.
5. Under Attach invoice PDF to selected WooCommerce emails, select email types for attaching a PDF copy of invoice to WooCommerce order emails.

6. Scroll down to the Invoice number section and setup the invoice number for your store.
7. Click on Update Settings.

1. Navigate to Invoice/Packing > Packing Slip > General.
2. Under the Email packing slip automatically to option, select the order statuses to auto-generate and email packing slips.
3. Click on Update Settings.

1. Navigate to Invoice/Packing > Credit Note > General.
2. Under Create credit notes automatically, select order statuses to auto-generate credit notes for refunds.
   • Refunded – This order status ensures credit note generation for a full refund.
   • Other order statuses (like processing and completed) – A credit note is generated for partial refunds when an order is in one of these selected statuses.
3. Enable the Attach credit note in ‘Refund’ email option to attach a PDF copy of credit notes to refund emails.
4. Scroll down to the Credit note number section and set up your store’s credit note number.
5. Click on Update Settings.

After configuring the basic settings for invoice, packing slip, and credit note generation, the system will automatically generate these documents based on the selected order statuses. In this case, “Processing” is set as the order status for auto-generating invoices, packing slips, and credit notes. A customer places an order for a WordPress Tee, and the store owner then updates the order status to “Processing.”

As the order reaches the Processing status, the plugin automatically generates the invoice. A PDF copy is simultaneously attached to the order confirmation email and sent to the customer.

When the order falls into the Processing status, the plugin generates the packing slip. The plugin then attaches the packing slip as a PDF attachment to the order email.

If the store owner processes a partial refund, the system generates a credit note and attaches it as a PDF to the refund email sent to the customer. In the case of a full refund, the order status changes to Refunded, and the system generates a credit note for the full refund.