How to Setup Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce v3.0

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels

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WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels – v3.0. Refer this setup article for versions 4 and above.

This article explains how to set up Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce. To know more about the features of the plugin, refer to the Product page.

Overview

Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce generates the invoice, packing slip/list, delivery note, shipping label, dispatch label and address label for an order. You can easily print invoices, packing lists, shipping labels, and delivery notes as well as download dispatch labels, address label and shipping labels from the WooCommerce Orders dashboard. You can also print these in bulk. You will be able to add your company name, custom logo, return policy and custom footer on all these shipping documents like invoice, packing slip, delivery note, shipping label, or dispatch label.

In addition to this, there are standard templates available for Invoice, Packing Slip and Delivery Note. You can create custom templates from the standard ones. Based on your requirements, you can customize field attributes like Order number, Order date, Invoice number, From address, Billing address, Shipping address, Shipping method, Tracking number and so on.

This document intends to provide detailed, step-by-step instructions that’ll help you set up this plugin.

Installation

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.

Getting started with the plugin

Once the activation is successful, the user will be directed to the Dashboard. The Dashboard provides modularized access to various labels like the General Settings, Invoice, Packing list, Shipping Label, Delivery Note, Dispatch Label, Address Label, Email Settings, License. Henceforth, you can use the side menus or the dashboard to navigate to the respective labels.

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels-Dashboard
WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels-Dashboard

Conversely, from the side menus you can navigate to the various Print Options in the following two ways also:

  • Invoice/Pack List > Print Options from your WordPress dashboard (or)
  • Plugins > Installed Plugins > Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce > Settings.

General Settings

General settings consist of generic configurations like setting up the company name, custom logo, return policy and custom footer. You can also set up ‘Shipping From’ address, packaging types and other essential information.

WooCommerce - Print Invoice, Packing Slip, Delivery Note & Label Settings
WooCommerce – Print Invoice, Packing Slip, Delivery Note & Label Settings

The General settings consist of the following:

Generic Settings

These settings define the basic configuration for all shipping documents (Invoice, Packing Slip, Delivery Note, Shipping Label and Dispatch Label).

Invoice:List-General Settings-Generic Settings
Invoice/List-General Settings-Generic Settings

It contains the following settings:

  • Enable – Enable the item that is required for your site.
  • Company Name Enter your company name.
  • Custom Logo A custom logo or image for all printable objects. Enter URL of the image to be used. This logo will be placed on the top left corner of the shipping document.
  • Return Policy, Conditions, etc.  You can set return policies, conditions and so on in the given text area section.
  • Custom Footer You can set custom footers for all shipping documents.

Shipping From Address

This address will be displayed in the invoices, packing slips, delivery notes, and labels.

Invoice:List-General Settings-Shipping From Address
Invoice/List-General Settings-Shipping From Address

The fields are as shown below:

  • Sender Name Enter the name of WooCommerce shop owner.
  • Sender Address Line1 – Enter the first line of the address, which is mostly the street name and number.
  • Sender Address Line2 – Enter the second line of the address, which can be the apartment number.
  • Sender City – Enter the city name of the sender.
  • Sender Country – Enter the country name of the sender.
  • Sender Postal Code – Enter postcode from where you are shipping items.

Advanced Options

Click the icon to reveal the Advanced options.

Invoice:List-General Settings-Advanced Options
Invoice/List-General Settings-Advanced Options

Following are the additional options:

  • Preview Before Printing – You can enable this option to preview all the shipping documents before they are printed.
  • Include DataMatrix (Bar Code) Information – Check this option to add data matrix information on the Invoice and Shipping Label. A DataMatrix is a one-dimensional matrix bar-code consisting of black and white modules arranged in a rectangular pattern. The length of the encoded data depends on the number of cells in the matrix.
    The information to be encoded can be either invoice number on the invoice or shipment tracking number on the shipping labels.
  • Enable Variation Data – Enable this option to add variation information to the Invoice, Packing Slip and Delivery Note.
  • Add SKU – Check this option to show SKU on Invoice, Packing List and Delivery Note.
  • Packaging Type – The packaging type that you set here can be applied to all shipping documents, except Invoice.packaging type

It allows you to pack items in four different ways, as shown below:

1) Pack Items Individually:  Allows you to pack each item in the cart separately. Total Shipping cost is calculated by adding the shipping cost of each item.

2) Box Packing: If packing items individually or weight based packing does not suit your business, then customize box sizes based on your requirement. Once you select this option, the following rule is displayed as shown below:

box packingTo define a new box size, click the Add Box button. All cart items are packed into custom boxes defined in Box Size settings. The best fit box is chosen automatically from the defined boxes. This box dimension and weight settings are applicable only when Box Packing is selected.

Based on your requirement, you can enable or disable a particular box using the checkbox under Enabled column of the respective box rule. For more information about box packing, see How to configure Box Packing to Print Label & Packing List using Print Invoice, Packing Slip, Delivery Note & Label Plugin.

3) Single Package Per Order: Allows you to pack all items of a single order as one single package.

  • Font Name: Allows you to change the font to Big5, for supporting Chinese characters. You need to add Big5 font to your plugin file the very first time. Steps to Add Big5 font:
  1. Download the big5.ttf font file by clicking this link.
  2. Go to the plugin folder through FTP.
    Navigate to wp-contents > plugins > wf-woocommerce-packing-list > wf-template > pdf-template > font > unifont.
  3. After navigating to the unifont folder, upload the big5.ttf file as shown below:

Font1

After uploading big5.ttf, you get an additional selection – Big5 along with Default in Font drop-down list option.

  1. Default: Allows you to print English characters.
  2. Big5:  Allows you to print Chinese characters. This depends on the text in the text box. If the text is in Chinese, then you can see the Chinese text on the print documents.  If the text is in English, then you can see the English text on the print documents.
    For example, if you have entered Chinese text in the custom footer, then it will appear as shown below:Font-3

Note: By default, the font is Arial. Once it is changed to Big5, even English text gets printed in Big5 font.

  • Tracking Number Meta: This option helps in adding a tracking number to your shipping document. Based on the shipment tracking extension you use, you can enter the respective tracking number meta value in the given text field.
  • Display State Name: By default, the state code is displayed in all addresses of shipping documents. You can tick this option to display state name instead of state code.

Once all the settings are configured, click the Save Changes button.

Email

Email settings help in configuring email settings related to Invoice, Packing Slips, and Delivery Notes. These settings allow you to attach invoice, packing slips and delivery notes with emails based on order status.

Email Settings

Invoice:List-General Settings-Email Settings
Invoice/List-General Settings-Email Settings

This section contains the following settings:

  • Sent Invoice Email – Allows you to attach invoice with the email. You can select the order status for which invoice has to be attached with email. You can send the invoice as a separate email by ticking the Send as a separate mail option. Else, uncheck it to send it with the order status email(s).email order status

 

  • Sent Packing Slip Email – Allows you to attach the packing slip with the email. You can select the order status for which packing slip has to be attached with email.
  • Sent Delivery Note Email – Allows you to attach the delivery note with the email. You can select the order status for which delivery note has to be attached with email.
  • Sent Shipping Label Email – Allows you to attach the Shipping Label with the email. You can select the order status for which Shipping Label has to be attached with email.

The selection of order status in the above three settings depends on the order status selected in the Order Status to Generate Invoice setting of Invoice setting.

Once all the settings are configured, click the Save Changes button.

Invoice

An Invoice is a detailed statement generated by the seller containing information related to goods sold or shipped. The Invoice page is categorized into two as

  • Customize
  • Settings

Customize

You can customize and create a new template of an invoice from the existing templates or create a custom template by personalizing the existing standard template.

Invoice:List-WooCommerce Invoice
Invoice/List-WooCommerce Invoice

Invoice Settings

The Invoice settings section consists of various settings for customizing invoices, setting order status for which invoices have to be printed, adding payment and coupon information in the invoices, setting custom logo, adding custom fields on checkout page and invoices, setting custom footer, and so on.

WooCommerce PDF Invoice-Settings
WooCommerce PDF Invoice-Settings

This section contains the following settings:

    • Attach PDF in the email: PDF version of the currently active invoice template will be attached with the order email.
    • RTL Support: RTL Support in PDF invoices generated by the browser.
    • Order Status to Generate Invoice – This option lists all the order status for which invoices can be generated. You can select multiple statuses based on your requirement.
      WooCommerce PDF zInvoice -Order status to generate invoice
      WooCommerce PDF invoice -Order status to generate an invoice
    • Invoice Number Format: Specify the format in which the invoice has to be generated. For example: [prefix][number][suffix]
WooCommerce PDF Invoice -Number format
WooCommerce PDF Invoice -Number format
  • Use Order Number as Invoice Number – The plugin allows you to use order number as the invoice number. You need to tick the checkbox to enable this.
WooCommerce PDF Invoice -Order Number as Invoice Number
WooCommerce PDF Invoice -Order Number as Invoice Number

Leaving this check box unticked would enable you to create custom invoice numbers. When the checkbox is disabled, the following settings are displayed:

WooCommerce PDF Invoice -Use order number as Invoice number
WooCommerce PDF Invoice -Use order number as Invoice number
  • Invoice Start Number: Enter the Invoice Start Number.
  • Invoice Padding Number: Enter the padding number so that invoice number is padded by zeros.
    For example, if the start number is 1 and the padding number is 4, then the invoice number will be shown as 0001.
  • Invoice Number Prefix: Enter the prefix which will be added before the invoice number.
    For example, if the prefix is WF, then the invoice number will be shown as WF0001.
  • Invoice Number Postfix: Enter the suffix which will be added after the invoice number.
    For example, if the suffix is WF, then the invoice number will be shown as 0001WF.

You can also include current date information in invoice number by using short-codes given below (output given against each assuming date as 27th November 2017)

[F] – November
[dS] – 27th
[M] – Nov
[m] – 11
[d] – 27
[D] – Mon
[y] – 17
[Y] – 2017
[d/m/y] – 27/11/17
[d-m-Y] – 27-11-2017

For example, if the invoice start number is 0001, padding value is 6, prefix value is 170_[d] and postfix value is [Y], the invoice number will be generated as 170_270000092017. Where, value 27 corresponds to current date and value 2017 corresponds to current year.

  • Add Payment Information on the Invoice – Allows you to add payment information on the invoice. This information is generally the payment method used.
  • Add Coupon Information on the Invoice – Allows you to add coupon information to the invoice. This information includes coupon code and the calculated discount amount.
  • Show Print Invoice option to customers – You will able to display a print invoice button for your customers.
  • Signature in print invoice – Allows you to include the signature option on the invoice. You can include signatures in following two ways ~
    • Manual Signature: Provides an option to sign manually in the invoice.
    • Image Signature: Enables you to add an image of your signature. Once you select this option, a new textbox option is provided to enter the image URL.
  • Tax Type – Allows you to configure whether to include or exclude tax information on the invoice.
  • Custom Logo – Allows you to set a custom logo for invoice. This logo will be replaced by the custom logo set in the General settings.  If you leave this field blank, then the logo from the General settings gets printed on the invoice.

Advanced Options

Click the    icon to reveal the Advanced options for invoice.

Invoice Advanced options
Invoice-Advanced-options

Following are the additional options for Invoice:

  • Additional Fields on Checkout Page – Allows you to configure SSN, VAT and/or Codice Fiscale information to be added by the customers during checkout to pay the tax. You can also create custom fields to be inserted on the checkout page, by clicking the Add Custom Field button and specifying the field name.Addditional field checkout

On the checkout page, customers can see the additional fields as shown below:checkout

  • Additional Fields on Invoice – Allows you to add additional fields on the invoice. You can select a field from the list of default fields or click the Add Existing Order Meta Field button to create custom meta fields.additional fields invoice

Enter a custom Field Name and the respective meta key for the field. The order meta keys can be found in the custom field section in the WooCommerce Order page of a product.

  • Product Meta Fields – Allows you to add fields related to the products in the invoice product table.

Click the Add Product Meta to add a new product meta field.invoice product meta fields

 

Enter 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.

  • Custom Footer – Allows you to set custom footer for invoice. If no footer text is set here, the default footer text from the General settings is applied.

Once all the settings are configured, click the Save Changes button.

Packing List

Packing Slip/List is a document containing an itemized list of products, without providing the price information. Similar to the Invoice, you can create Packing Slips for the orders too. Packing Slip page is categorized into two tabs:

  • Customize
  • Settings

Customize Packing List

You can customize and create a new template of a packing slip from the existing templates else create custom templates by personalizing the existing standard template.

Invoice:List-WooCommerce Packing List
Invoice/List-WooCommerce Packing List

Packing List Settings

The Packing List settings section helps you in configuring all the settings related to packing slips such as customizing packing slip templates, inserting product image & price, and adding additional fields (in the packing slips).

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Packing List Settings
WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Packing List Settings

This section contains the following settings:

  • Group by Category: Check this option to group the products by category.
  • Additional Fields – Allows you to add additional fields in the packing slips. You can select a field from the list of default fields or click the Add Existing Order Meta Field button to create custom meta fields by providing a custom Field Name and the respective meta key for the field. The order meta keys can be found in the custom field section in the WooCommerce Order page of a product.
  • Product Meta Fields – Allows you to add meta fields related to the products in the packing slip product table. Click the Add 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.
  • Custom Footer – Allows you to set custom footer for packing slips. If no footer text is set here, the default footer text from the General settings is applied.

Once all the settings are configured, click the Save Changes button.

Shipping Label

A shipping label is a document that contains information related to shipping, such as shipment tracking number, shipping carrier name and so on. Shipping label page is categorized into two tabs:

  • Customize
  • Settings

Customize

You can customize and create a new template of a shipping label from the existing templates or create custom templates by personalizing the existing standard template.

Invoice:List-WooCommerce Shipping Label
Invoice/List-WooCommerce Shipping Label

Shipping Label Settings

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Shipping Label Settings
WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Shipping Label Settings

Shipping Label settings are used to configure label settings such as setting the size of the shipping label and including additional fields in the label.

This section contains the following settings:

  • Enable multiple labels in one page – Check this option to generate multiple labels in one page itself. When the checkbox is enabled, the following field is displayed:
  • Shipping Label Size – Allows you to set the size of the shipping label. This size is only applied for the shipping label and not for invoice, packing slip, delivery note, and dispatch label.
    There are two possible selections:

    • Full Page: This option allows you to print the label which will be spread over the full page. The printing depends on the browser printing option.
    • 4 x 6: This option allows you to print the label of size 4 x 6 inches.
  • Custom Shipping Label Size – If the above shipping label size does not match your requirement, you can configure custom shipping label size of your own. You can enter label size values in terms of width and height.
  • Additional Fields – Allows you to add additional fields to the shipping labels.
    There are two possible fields which can be added:

    • Contact Number
    • Email

Once all the settings are configured, click the Save Changes button.

Delivery Note

A delivery note is a document which contains order information such as product description, quantity and so on. A copy of the delivery note signed by the customer is returned back to the seller for confirmation of shipment.

Delivery Note page is categorized into two tabs:

  • Customize
  • Settings

Customize

You can customize and create a new template of a delivery note from the existing templates or create custom templates by personalizing the existing standard template.

InvoiceList-WooCommerce-Delivery-Note
InvoiceList-WooCommerce-Delivery-Note

Delivery Note Settings

The Delivery Note settings section helps in customizing delivery note templates and configuring additional fields in the delivery note.

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Delivery Note Settings
WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Delivery Note Settings

This section contains the following settings:

  • Additional Fields – Allows you to add additional fields in delivery notes. You can select a field from the list of default fields or click the Add Existing Order Meta Field button to create custom meta fields by providing a custom Field Name and the respective meta key for the field. The order meta keys can be found in the custom field section in WooCommerce Order page of a product.
  • Product Meta Fields – Allows you to add meta fields related to the products in the delivery note product table. Click the Add 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.
  • Custom Footer – Allows you to set custom footer for delivery notes. If no footer text is set here, the default footer text from the General settings is applied.

Once all the settings are configured, click the Save Changes button.

For more information about the delivery note, see How to print Delivery Note using Print Invoice, Packing Slip, Delivery Note & Label Plugin.

Dispatch Label

A dispatch label is a document that is dispatched with all the packages. It contains product information, payment method information, total cost amount, billing address, shipping address and from address. It also contains the return address, in case, customers want to return the product.

Dispatch label page is categorized into two tabs:

  • Customize
  • Settings

Customize

You can customize and create a new template of a dispatch label from the existing templates or create custom templates by personalizing the existing standard template.

Invoice:List-WooCommerce Dispatch Label
Invoice/List-WooCommerce Dispatch Label

Dispatch Label Settings

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Dispatch Label Settings
WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Dispatch Label Settings

This section contains the following settings:

  • Additional Fields – Allows you to add additional fields in dispatch labels.
    There are two possible options:

    • Contact Number
    • Email

Once all the settings are configured, click the Save Changes button.

Address Label

You can select from a predefined address label or create your own custom Address Label.

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Address Label
WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Label-Address Label

Select the desired layout with predefined dimensions from the list. As the user traverses through each layout from the list, its dimensions will be displayed on the right side. However, the user can make changes to the existing layout by clicking on the Clone or create an entirely new layout by clicking on the Custom Label button.

Once an address label layout is selected, Activate it for using it further.

For more information about dispatch label, see How to Download Dispatch label PDF using Print Invoice, Packing Slip, Delivery Note & Label for WooCommerce Plugin.

Now that you understood how to configure the plugin, let’s see How to Customize Invoice, Packing Slip and Delivery Note.

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

Used by 5,000+ WooCommerce Stores

#1 in Customer Satisfaction

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

Buy Now!