The blog post provides a step-by-step guide on how to customize WooCommerce invoices using a free plugin. You’ll learn how to customize PDF invoice templates, add or remove invoice fields, and modify the layout to fit your brand better.
Are you looking for ways to customize your WooCommerce invoices? Since invoices are touch points between you and your customers, having a dull look could ruin their experience. Customizing your invoices can enhance your brand’s professionalism and make a stronger impression.
By default, WooCommerce offers limited options for invoice customization, but with our PDF invoices and packing slips plugin, you can easily make the changes you need.
Read on to learn how to customize your WooCommerce invoices and elevate your customer experience.
Key Takeaways:
- Customizing invoices is essential for WooCommerce store owners to improve customer experience and professionalism
- The WebToffee WooCommerce PDF Invoice plugin offers pre-built layouts for creating WooCommerce invoices.
- You can customize these layouts to create custom templates for your WooCommerce store invoices.
Invoices are legal documents issued by a seller to the customer about the products or services they purchased and requesting payment. They serve as proof of purchase and can be used to claim warranties, request replacements, or process returns.
Keeping your company’s invoice template unique is necessary to create an impression of your company among customers. WebToffee’s PDF invoice and Packing Slips plugin for WooCommerce enables your store to generate custom invoices for WooCommerce. You can customize the standard invoice templates to your preference using this plugin.
Our WooCommerce PDF invoices plugin allows you to create PDF invoices for your WooCommerce orders and customize the documents per your preferences. The plugin also has premium add-ons that offer advanced customizations, free templates, and visual and code customization options.
We’ll discuss the premium invoices add-on later in this article. Now, let’s see how you can customize WooCommerce invoices using the free plugin.
Step 01: Install WebToffee PDF Invoices Plugin
- Log in to your WordPress admin account and go to Plugins > Add New Plugin.
- Search for the “WebToffee WooCommerce PDF Invoices” plugin in the search bar.
- Once you have found the plugin, click on Install Now and then activate the plugin.
Did You Know?
Our WooCommerce PDF Invoices plugin is a top-rated choice within the WordPress community, with 60,000 active installations and an impressive average rating of 4.9 out of 5 stars.
Step 02: Set up WooCommerce Invoices
In this step, you will learn how to set up the WebToffee invoice plugin and create PDF invoices for your store.
- From your WordPress dashboard, go to the Invoices/Packing tab. Here, you will asked to enter your Shop details.
- After entering the necessary details, click on Next to proceed to the next step.
- Then, choose the WooCommerce emails with which you want to attach the invoices.
- Create a unique invoice number with custom prefixes and suffixes.
- Click on Finish setup to save the settings. Now, you have successfully set up the invoices.
Step 03: Customize WooCommerce Invoices
- Go to Invoices/Packing > General Settings.
- Select Invoices from the document list.
- Go to the Customize tab.
Here is the customization screen of the invoice plugin. From the right-side menu, you can customize different fields on your invoices.
- Expand the fields to edit them and change text, font color, and size.
- After making the necessary changes, click on Save to save the changes as a template.
- If you want to make the changes live, click on Save and activate.
Below is a preview of the Invoice PDF created by this plugin 👇
If you want to access more customization options and advanced features like pre-built templates and code editor, the WebToffee invoice plugin has two premium add-ons.
These add-ons will give you complete control over your invoices.
After installing the add-ons, follow the below steps to customize your WooCommerce invoices.
Step 01: Go To Customize Tab of WooCommerce Invoices
- Go to Invoices/Packing > Invoice from the WordPress sidebar menu.
- Click on the Customize tab.
Step 02: Create New Template for Invoice PDFs
- Click on the Hamburger icon from the top right corner and select Create new template.
- Choose any layout from the list.
Step 03: Customize Page Properties
- Expand the Properties dropdown under the Page menu.
- Change the padding, margin, background color, border style, width, etc.
Step 04: Customize the Invoice Fields
Now, let’s see how you can customize different fields in the invoices.
- You can move the positions of the invoice fields.
- Add, edit, or remove fields on invoices.
- We’ll add a “Received Seal” on the invoice.
Step 05: Use HTML Editor for Code-Wise Customizations (Optional)
The plugin also allows you to customize the invoice using an HTML editor.
- You can access a block-wise code editor to customize each field individually.
- You can ignore this step if you are not a code geek. For most users, the visual editor will do the job.
Step 06: Preview and Save the Template
Click on the Eye 👁️ icon to preview the invoice with the last order on your store.
Then, click Save and activate to save the template and make it live.
- Enter a name for the template and click on Save.
Below is a preview of the new invoice generated using these premium add-ons 👇
1. Install the WebToffee WooCommerce PDF Invoices plugin.
2. Go to Invoice/Packing > Invoice > Customize.
3. Select the billing address field.
4. You can change the font size, color, alignment, etc.
Yes, you can add your company logo to your invoices. You can also change the size and position of the logo on the invoice.
You can add the signatures of store admins or owners to make your invoices look professional and legally compliant.
Yes. You can create PDF invoices for free orders on your WooCommerce store. Set up separate invoice numbers for free orders so that you can easily distinguish between normal invoices and free order invoices.
You can use the pre-built layout to create a new invoice template. Then, customize different fields on your invoices using the Visual editor. Additionally, if you need advanced customization options, use the HTML editor to access code-wise editing.
Customizing WooCommerce invoices will enable you to improve the look of your invoices. You can show your professionalism by adding necessary information on invoices and complying with legal requirements.
The free and premium add-ons and extensions will help you make your WooCommerce invoices better. You can make your invoices appealing to your brand and leave a positive impression on your customers.
Did you find this article helpful? We’d love to hear from you. Drop your thoughts in the comments, and stay tuned for more updates.
Comments (2)
Denis
February 18, 2025
Hello, I am looking for a plugin that can use different invoice templates depending on the product in the WooCommerce cart. We want to have regular products in the shop as well as donations.
In the first case, we need to generate a commercial invoice, and for the later only a donation receipt or thank you notice. Does your plugin enable such a thing?
Best regards
Sanjai Valsan
February 21, 2025
Hi Denis,
Thanks for reaching out! At the moment, our plugin does not support generating different invoice templates based on the type of product in the cart. All invoices are generated using the same template, regardless of whether the product is a regular item or a donation.