Since 28th December 2022, this plugin version has been discontinued for purchase. However, support will be continued for existing users. Post the aforementioned date, users who purchase the plugin, which now is made available as multiple add-ons, must refer to their corresponding setup guides. The drag-and-drop customizer feature is now available for purchase as an add-on.

WooCommerce PDF Invoices, packing slips and credit notes plugin | WooCommerce Shipping labels, Dispatch labels and Delivery notes plugin | WooCommerce Address labels plugin | WooCommerce Picklists plugin | WooCommerce Proforma invoices plugin | Customizer for WooCommerce PDF Invoices

Since 28th December 2022, this plugin version has been discontinued for purchase. However, support will be continued for existing users.

Set up WooCommerce Proforma Invoice

Last updated on May 8, 2023

WooCommerce PDF Invoices, Packing Slip, Delivery Notes, and Shipping Labels(Pro) allow you to print, download and customize proforma invoices for your store very easily.

  • Setup a custom proforma invoice number with prefix/suffix/number series
  • Append additional order or product meta details
  • Customize the Proforma invoice using the inbuilt templates and modify them to suit your needs
  • Include additional details like sales/transport terms and special notes

Get started

Basic settings

In the basic set up you can configure proforma invoice-specific generic items and the number.

WooCommerce Invoice or Packing Slip – Proforma Invoice-General tab
  • Proforma invoice date – You can choose between the order date or the proforma invoice created date.
  • Group products by category: Enable to group products based on category.
  • Show variation data below each product: To include variation data of the product in the proforma invoice, enable this option.
  • Sort products by: Sort products based on Name and SKU in the proforma invoice
  • Generate Proforma Invoice for Order Statuses- Generates proforma invoices only for chosen order statuses. You can select multiple statuses based on your requirements. You can select multiple statuses based on your requirements.
  • Attach proforma invoice PDF in an email: Enable to attach PDF version of the currently active proforma invoice template in the order email.
  • Enable Print Proforma Invoice option for customers – You will be able to display a print proforma invoice button for your customers.
  • Order meta fields – This allows you to add additional order meta fields in the proforma invoice.
    • You can select an item from the list of default fields or
    • Click the Add/Edit Existing Order Meta field button to create custom meta fields. Input a custom Field Name and the respective Meta Key for the field. Get the order meta keys from the custom field section of the WooCommerce Order page.
    • Likewise, you can view, edit, or delete previously created order meta from the previously added tab.
  • Product meta fields –
    • This allows you to add meta fields related to the products in the proforma invoice product table. 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.
    • Likewise, you can view, edit, or delete previously created product meta from the previously added tab.
  • Product attributes –
    • To have product attributes in the proforma invoice, simply add them by using the Add/Edit Product attribute button.
    • Add new tab will give you options to specify the field name and the corresponding meta of the product attribute.
    • Likewise, you can view, edit, or delete previously created attributes from the previously added tab.
WooCommerce Invoice:Pack Slip-Invoice Advanced-Order meta fields
WooCommerce Invoice/Pack Slip-Invoice Advanced-Order meta fields
  • Custom footer for proforma invoice: Key in with a custom footer for the proforma invoice in the text area. If left blank, then the default footer from General settings will be loaded.
  • Special Notes: Insert relevant notes that need to be added in the proforma invoice in the text area provided.
  • Show individual tax column in product table: Enable to categorize different taxes in separate columns.

Finally, click on the Update Settings button.

Proforma Invoice Number

You can set up a custom proforma invoice number with prefix/suffix/number series or even mirror the order number as a proforma invoice number respectively.

WooCommerce Invoice or Packing Slip-Proforma Invoice-Invoice number
WooCommerce Invoice or Packing Slip-Proforma Invoice-Invoice number
  • Proforma invoice number format: Specify the format in which the proforma invoice has to be generated. For example: [prefix][number][suffix]
Proforma Invoice number format
  • Use the order number as proforma invoice number: Choose Yes to use the order number as the proforma invoice number. If you want to generate a custom proforma 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 required proforma invoice start number in the field provided.
Custom proforma invoice number
Custom proforma invoice number
  • Prefix: Enter a prefix that will be added at the beginning of the proforma invoice number. You can use any of the date formats or alphanumeric characters in this field as shown in the popup.
Date formats
Date formats
  • Suffix: Enter the suffix that will be added at the end of the proforma invoice number. You can use any of the date formats or alphanumeric characters as a suffix as shown in the image above.
  • Proforma Invoice Length: Indicates the total length of the proforma invoice number. If the length of the generated proforma 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 proforma invoice

Update and reset the proforma invoice number format settings by clicking on the Update and Reset button.

Customize Proforma Invoice

You can customize the proforma invoice using the inbuilt templates and modify them to suit your needs.

WooCommerce Invoice or Packing Slip-Proforma Invoice-Customize tab

To create a new proforma invoice template,

  • Select a template from the Create new template option.
  • From the inbuilt templates that pop up, choose a layout.
Invoice/Pack Slip-Theme
Proforma Invoice/Pack Slip-Theme
  • Make the necessary modifications to the layout and save it.
  • After saving, activate the template to use it further for your proforma invoice.
  • 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 to the help which briefs about placeholders, alternate classes for RTL support, etc as shown below:
WooCommerce Invoice or packing-Invoice Settings- Customize-Code Editor-Help
WooCommerce Proforma Invoice or packing-Invoice Settings- Customize-Code Editor-Help
  • Make the necessary modifications to the layout and save it.
  • After saving, activate the template to use it further for your proforma invoice

Sample Proforma Invoice

You can print the proforma invoice from the WooCommerce Orders page. A sample proforma invoice will be as shown below:

Sample WooCommerce Proforma Invoice