This blog post provides a step-by-step guide on how to bulk export PDF invoices from WooCommerce. You’ll also learn how to create professional invoices and packing slips for WooCommerce orders to streamline your order management and record-keeping.
Managing a WooCommerce store means juggling a variety of documents – customer orders, packing slips, invoices, and more. Without the right tools, these tasks can quickly become overwhelming, wasting your time and resources.
But what if you could simplify it all in just a few clicks? Whether you’re a store owner trying to improve efficiency or a bookkeeper looking to streamline financial records, this guide will help you stay organized and save valuable time.
Without further ado, let’s get started.
Key Takeaways:
- Bulk exporting WooCommerce invoices helps you maintain organized records, simplifies bookkeeping, and enhances operational efficiency by allowing you to process multiple invoices at once.
- Using the WebToffee WooCommerce PDF Invoices Plugin, you can easily create professional invoices and automate the export process.
- Upgrading to the premium version provides advanced options like filtering invoices by date, customer, or payment method and exporting invoices, packing slips, and credit notes together in a single ZIP file for greater control and convenience.
If you are wondering why exporting PDF copies of invoices from your store is so important, let’s break it down for you.
- Organized Record Keeping – Bulk exporting PDF invoices will help you maintain organized records of your store’s purchase documents. It provides you with accurate financial documents for bookkeeping or tax reporting.
- Operational Efficiency – Exported invoices are also valuable for operational efficiency. You can share them with your inventory team or suppliers for streamlined order processing and stock management. Additionally, having consolidated invoices on hand makes it easier to resolve customer disputes or inquiries.
- Workflow Simplification – The bulk export option further simplifies your workflow by eliminating repetitive tasks. It allows you to download multiple invoices in one go and saves valuable time.
- Data Backup and Security – Lastly, exporting invoices can help you back up your order data securely, ensuring critical information is safe and accessible even during unexpected system issues.
To generate professional PDF invoices and bulk export them from WooCommerce, we’ll be using the WebToffee WooCommerce PDF Invoices Plugin. This powerful tool simplifies the process, allowing you to create, manage, and export invoices seamlessly.
Step 1: Install WebToffee WooCommerce PDF Invoices Plugin
Our PDF Invoices and Packing Slips plugin is one of the most popular invoice plugins in WooCommerce. It lets you create professional invoices, packing slips, delivery notes, and shipping labels for WooCommerce orders.
To install the plugin,
- Go to Plugins > Add New Plugin from your WordPress dashboard.
- Search for “WebToffee PDF Invoice” plugin in the search bar.
- Once you find the plugin, install and activate the plugin on your WordPress website.
- Upon installing the plugin, you will be asked to enter some details of your online store.
Step 2: Enable WooCommerce PDF Invoices
- From your WordPress dashboard, go to Invoices/Packing > Invoice.
- Keep the Enable Invoice button enabled.
- Choose the date for the invoice, such as Order Date or Invoiced Date, depending on your requirements.
- Select the order statuses to generate the invoices automatically.
- Select the WooCommerce email types where the invoice PDF should be attached, such as New Order, Completed Order, or Refunded Order.
- Under the Show print invoice button for customers choose the pages to show the print invoice button.
Also Read: How to Generate UBL Invoices for WooCommerce
Step 3: Configure Invoice Numbers for WooCommerce Invoices
With this invoice plugin, you can choose custom numbering for WooCommerce invoices.
- Choose the prefix, suffix, and custom numbers for WooCommerce Invoices.
- Preview your custom invoice number format in real-time to ensure it meets your requirements.
Step 4: Advanced Options for WooCommerce PDF Invoices
- Now, scroll down to the Others section on the same page.
- Enable Generate invoices for existing orders checkbox. This will generate invoices for older orders before installing the plugin.
- You can also consider enabling Generate invoices for free orders, if you have any free orders in your store.
- There are some additional options, which we will skip for now.
- Once you’ve configured all necessary settings, click Update Settings to save the changes.
Step 5: Bulk Export WooCommerce Invoice PDFs
- After configuring the plugin, go to the WooCommerce Orders page.
- Choose the orders for which you want to bulk export PDF invoices.
- Then, from the Bulk actions drop-down, choose Download Invoices and click Apply.
This will download PDF invoices for all selected orders.
Bonus Tip
If you want some advanced options, such as exporting invoices within a specific date range for a particular customer or based on a specific payment method, consider upgrading to our premium WooCommerce PDF Invoices and Packing Slips plugin.
With the premium version, you get a dedicated export section that allows you to:
- Export invoices, packing slips, and credit notes in bulk.
- Apply advanced filters for precise export needs.
- Download all files conveniently in a single ZIP file.
After installing the premium plugin, navigate to the Reports section under the Invoice/Packing menu.
- Set the date range or period to export invoices generated within that timeframe.
- Choose the Order Statuses for which you want to export invoices.
- Optionally, Apply User-Specific Filters, such as exporting invoices for a specific customer or excluding certain users.
- Select the Payment methods for which you want to export invoices.
- Click on Export as Zip button on the top right corner.
It will export invoices of all orders based on the conditions you’ve set.
Yes, WooCommerce, by default, generates a basic invoice for your store orders. However, if you need a professional-looking invoice, consider the free WebToffee WooCommerce PDF Invoice plugin.
To download invoices for WooCommerce orders, go to the Orders page and select the orders for which you want to download the invoices. Then, from the Bulk actions dropdown, choose Download invoice and click Apply.
Yes, if you upgrade to the premium version of the plugin, you can export not only invoices but also packing slips and credit notes in a single zip file, making your document management more efficient.
With the WooCommerce PDF Invoices Plugin, invoices are exported in PDF format, making them easy to view, share, and print for your bookkeeping or legal purposes.
The premium version of the WebToffee Invoice plugin allows you to filter and export invoices based on specific customers and payment methods or even exclude certain users from the export, offering you more control.
Bulk exporting invoices from WooCommerce helps you streamline your store’s operations. With the WebToffee WooCommerce PDF Invoices Plugin, you can not only create professional invoices but also automate and bulk export them with ease, saving you time and reducing manual effort.
Whether you’re managing financial records, improving customer communication, or preparing for tax season, having your invoices organized and accessible is crucial.
We hope this article has helped you bulk export WooCommerce invoices in PDF formats. By following these steps, you’ll be able to enhance your workflow, improve customer satisfaction, and keep your financial records in order.
If you find this article helpful, please let us know in the comments.
Thanks for reading!
