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Documentation/Print Invoice, Packing Slip, Delivery Note & Label for WooCommerce/How to add custom checkout tax field in WooCommerce invoice

How to add custom checkout tax field in WooCommerce invoice

Last updated on September 24, 2021

Often store owners want to display custom checkout fields in the invoice. Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce allows you to add checkout fields in the invoice as order meta.

For instance, you can ask the customer to input the VAT, GSTIN, ABN, etc., or any other company tax ID relevant to your business at the checkout. You can link this ID as order meta to display in the invoice.

Let’s take a look at the steps for adding custom VAT data in the WooCommerce invoice.

  • Firstly, install and activate PDF Invoice/Packing plugin for WooCommerce on your site.
  • Then, from WordPress dashboard, navigate to Invoice/Packing.

Adding custom checkout field

To add additional custom fields at the checkout:

  • Go to Invoice/Packing > General Settings > Advanced.
  • Head on to the option Add additional fields on checkout page. You can add the checkout field in two ways:
    1. By selecting from Predefined options
    2. By adding a new custom field

Predefined checkout fields

The plugin provides two pre-defined checkout labels as SSN and VAT.

Select the required item to appear as labels at the checkout. The buyer can enter the data into the fields on checkout.

Add/edit custom field

To add a new custom field at the checkout other than the pre-defined options:

Click on Add/edit custom field button. Into the pop-up that opens up enter the Field Name, Meta Key, Placeholder. Also mark Yes if the field is mandatory. Then, Save.

Then, click on Update settings.

To edit or delete existing fields, move on to the Previously added tab. Click on the edit or delete icon against an item.

Custom field at the checkout

As per the above example, three additional fields appear at the checkout field as shown below:

Show VAT in the invoice

The plugin displays VAT data in the invoice as an order meta. Follow the steps below to add meta in the invoice:

  • From the WordPress dashboard, go to Invoice/Packing > Invoice.
  • Head on to the Advanced tab.

Predefined VAT

From the order meta field, choose VAT. The plugin provides inbuilt support to the three most popular WooCommerce VAT meta keys as vat(_billing_vat), vat(_billing_vat_number), vat(_billing_eu_vat_number).

You can select the one apt for your site and save the settings. Now, the VAT data will be shown on your invoice.

Custom VAT

To add other custom order meta details (probably from another third-party plugin) other than the ones displayed in the drop-down,

  1. From the VAT meta field, click on Add/Edit Order Meta Field button.
  2. Into the popup that appears, from Add New tab section, key in custom Field Name and its corresponding Meta Key.
  3. Then, click on the Save button.
The meta key for a particular field may vary depending on the third party plugin you are using. You will have to fetch the meta key of the required item from the respective plugin’s documentation, database or from WooCommerce order custom field section.

You can modify or delete existing order metadata from the Previously added tab.

Finally, click on the Update settings button to save the changes.

Sample invoice with VAT

A sample invoice with the custom VAT will be as shown below:

Related articles:

  • Add customer note in the invoice
  • Add metadata in the invoice

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On this page

  • Adding custom checkout field
  • Predefined checkout fields
  • Add/edit custom field
  • Custom field at the checkout
  • Show VAT in the invoice
  • Predefined VAT
  • Custom VAT
  • Sample invoice with VAT

This article posted in Adding meta data, Documentation, Print Invoice, Packing Slip, Delivery Note & Label for WooCommerce and tagged VAT in WooCommerce invoice, woocommerce invoice

Written by

Shesna

Shesna is a technical content writer for WebToffee. She is familiar in working closely with the SMEs to break down complex technical information into a concise, easy to understand manner.

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