How to Get a PDF Invoice in WooCommerce

All-In-One - Generate PDF Invoice, Packing Slip, Labels & Delivery Note.

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A seller’s responsibility doesn’t end with shipping and delivery of the products to the customers. It is equally important to deliver all the documents related to purchase for establishing credibility among customers toward the store. Which will in turn help boost the sales of your store by retaining the customers. These documents consist of an invoice, packing slip, delivery note, shipping label etc.

Through this article let me take you through the process of generating a PDF invoice for a WooCommerce store. WebToffee’s Woocommerce PDF Invoices and packing slips plugin makes it easier than ever. If you are interested in getting more information on the plugin you can visit the product page.

Installation of the Plugin

After purchasing the Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce, the plugin will be available as a zip file in the API Downloads section of your MY ACCOUNT page.

  1. Download the zip file from API Downloads by logging into your WebToffee MY ACCOUNTS page.
  2. Log in as the WordPress Admin of your online store.
  3. Navigate to Plugins > Add New to upload the downloaded plugin.
  4. Choose the plugin file to upload.
  5. Finally, activate the plugin.

Generating PDF Invoice

Now back to the dashboard. A new menu Invoice/Packlist appears on the dashboard.dashboard invoice tab 1

clicking on the menu you open a new page. Click on the Invoice tab.

The screenshot of the opening page is given below.

invoice packing slipLet’s go through each of the fields in the invoice settings.

1. Enable invoice – Tick mark the checkbox in order to enable invoice.

2. Templates – Choose a template from the given options or customize one to match your store’s preferences.

3. Attach PDF in email – You can attach the PDF version of currently active invoice template with the order mail.

4. Order status to generate Invoice – In this field, you can enter the order status(es) for which an invoice should be generated.

5. Use order number as invoice number – You can choose whether you want order number as invoice number or not. If you leave the checkbox empty, you will have to give the information regarding invoice number.

6. Add payment information in the invoice – If you want your invoice to include payment information you should tickmark the checkbox.

7. Add coupon information in the invoice – If there are any coupons, you can choose whether or not to add it.

8. Show print invoice option to customers – Tick mark it if you want to add print invoice button to the order email.

9. Signature in print invoice – Choose yes or no fro the drop-down.

10. Tax type – Choose whether you want to exclude or include tax.

11. Custom logo – Enter a custom logo for your company or upload an image of the logo to add to the invoice. If you prefer neither, leave the field empty.

There are a few advanced options as well which are given below.

  • Additional fields on checkout page – If you prefer to add any additional information on the checkout page, you can enter them in the field.
  • Additional fields on Invoice – Add any additional fields if you prefer to display it on the invoice.
  • Product meta fields – Give any product description you want to display in the product display table.
  • custom footer – Enter the footer text to be printed on the invoice and dispatch label.

Now click Save changes.

All-In-One - Generate PDF Invoice, Packing Slip, Labels & Delivery Note.

Used by 4,000+ WooCommerce Stores

#1 in Customer Satisfaction

WebToffee Guarantee: Get Your Money Back if You Are Not Satisfied With The Product

Buy Now!

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