How to generate WooCommerce PDF Invoices
With Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce plugin, the PDF version of the currently active invoice template can be attached to the WooCommerce order email. You can set up a custom invoice number with prefix/suffix/number series as well as append additional order or product meta details into the invoice. It allows you to customize the invoice using the inbuilt templates and modify them to suit your needs.
Once you have installed and activated the plugin, a new section is available in the WordPress menu titled Invoice/Packing. You can get to this section by navigating to the Invoice/Packing > Invoice menu from your WordPress dashboard. When you click on the Invoice sub menu, you will be taken to the Invoice settings window.
All the generic settings that need to be used across all the documents can be configured in the General Settings window. It contains provisions to configure the company logo, address details, RTL support, and many more. To know more about general settings configurations, refer here.
You can set up an invoice in three easy steps:
Step 1: Basic Setup
In the basic set up you can configure invoice specific generic items and the invoice number.
The settings included in the general tab are as shown below:
- Enable invoice: Disabling will remove the invoice view/print provisions for orders, still the admin can customize the template and set the invoice number.
- Group by category: To group the same category products.
- Use order date as invoice date: On disabling this, the invoice date will be the date on which it is generated.
- Sort products by: Sort products on the basis of Name and SKU.
- Generate Invoice for Order Statuses– This option lists all the order statuses for which invoices can be generated. You can select multiple statuses based on your requirements.
- Attach invoice PDF in order email: PDF version of the currently active invoice template will be attached to the order email.
- Enable print option for customers : You will able to display a print invoice button for your customers.
- Enable variation data: To include variation data of the product in the invoice, enable this option.
- Total tax column display options: rate( % ), amount, rate( % ) with amount are the options.
- Show individual tax column in product table: For this, your template must support tax columns.
- Upload signature: If you want the signature to be displayed in the invoice, upload it in this field.
- Custom logo for invoice: To have a custom logo different from that uploaded in the general settings page, upload it in this field. If left blank, then the default logo will be populated.
The settings can be saved by clicking on the Update Settings button.
Configuring the custom invoice number.
Next, you can set up a custom invoice number with prefix/suffix/number series or even mirror the order number as invoice number respectively.
Invoice number format: Specify the format in which the invoice has to be generated. For example: [prefix][number][suffix]
Use the order number as invoice number: Choose Yes to use the order number as the invoice number. If you want to generate a custom invoice number then select No and input the necessary details into the populated fields. The fields are populated on the basis of the number format previously selected.
Invoice Start Number: Enter the Invoice Start Number.
Invoice Number Prefix: Enter the prefix which will be added before the invoice number. You can use any of the date formats or alphanumeric characters in this field as shown in the popup.
Invoice Number Suffix: Enter the suffix which will be added after the invoice number. You can use any of the date formats or alphanumeric characters as a suffix as shown in the image above.
Invoice Length: Indicates the total length of the invoice number. If the length of the generated invoice number is less than the provided, it will be padded with ‘0’. E.g if you specify 7 as invoice length and your invoice number is 8009, it will be represented as 0008009 in the respective documents.
Update and reset the invoice number format settings by clicking on the Update and Reset button.
Step 2: Customize and Preview
With the customizer, you can personalize the overall appearance of your document. You are provided with inbuilt themes to choose from as well as you can create new themes or templates from the existing ones. Additionally, toggle controls are given at the right-hand side of the window, which when enabled or disabled will be reflected in the sample invoice template.
To create a new invoice template,
- Select a template from the Create new template option.
- From the inbuilt templates that pop up, choose a layout.
The chosen layout will then be displayed in the customize window. The elements that are already configured from General Settings will be auto-populated. Users can make the necessary changes to the layout using the toggle options.
Prior to activating the layout, you can have a sample preview of the recent order’s invoice in the PDF format. To get the preview of a specific order, key in with the respective order number in the field provided.
You can even switch to the code editor, to make additional customizations other than the one listed in the visual editor.
While making changes via code editor it would be better for you to refer the help which briefs about placeholders, alternate classes for RTL support, etc as shown below:
Save and activate the template to use it further for your invoice.
Step 3: Advanced Settings
The advanced invoice settings can be used to configure additional information with respect to order/product meta. The order/product meta details added will be displayed beneath the product in the invoice.
Order meta fields: Append additional order information in the invoice by selecting the required item from the drop-down. You can select a field from the list of default fields.
Click the Add/Edit Order Meta Field button to create custom meta fields. From the Add new tab specify a custom Field Name and the respective Meta Key to add a new order meta. The order meta keys can be found in the custom field section of the WooCommerce Order page.
To view, edit or delete previously added meta, click on previously added tab.
All the previously added order meta can be edited or deleted.
Product meta fields: Append additional product information in the invoice by adding product metadata. Click the Add/Edit Product Meta to add a new product meta field by providing a custom Field Name and the respective meta key for the field. The product meta keys can be found in the custom field section of the product page.
To view, edit or delete previously added product meta, click on previously added tab.
All the previously added product meta can be edited or deleted.
Product Attributes: To have product attributes in the invoice, simply add them by using the Add/Edit Product attribute button. Add new tab will give you options to specify the filed name and the corresponding meta of the product attribute.
Likewise, you can view, edit, or delete previously created attributes from the previously added tab.
Custom footer for invoice: Key in with a custom footer for the invoice in the text area. If left blank, then the default footer from General settings will be loaded.
Bundled product display options: This option is only applicable, if you are using WooCommerce Product Bundles / YITH WooCommerce Product Bundle add-on
The settings can be saved by clicking on the Update Settings button.
On placing an order, the PDF version of the active invoice template will be attached to the order mail with download and print provisions as shown below.
You can even print/download the invoice from WooCommerce Orders page as shown below:
A sample invoice will be as shown below: