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

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

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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 and dispatch label for an order. You can easily print invoices, packing lists, shipping labels, and delivery notes as well as download dispatch labels 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 of your liking 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, a new section is available in the WordPress menu titled Invoice/Pack List.

You can navigate to the settings for Print Options in two ways:

  • 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.general 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).

generic settingsIt contains the following settings:

  • 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.

shipping informationThe 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 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.

Invoice

An Invoice is a detailed statement generated by the seller containing information related to goods sold or shipped.
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.

Invoice Settings

invoice packing slipThis section contains the following settings:

  • Enable Invoice – Allows you to enable or disable the invoice option.
  • Templates – Here is a pop-up of three invoice templates. Choose a template for invoice. Else, click the Customize option, to create custom templates by personalizing the existing standard template.invoice template popup

 

  • 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.Order Status Invoice

 

  • 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.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:order number not as invoice number

 

  1. Invoice Start Number: Enter the Invoice Start Number.
  2. 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.
  3. 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.
  4. 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_250000092017. Where, value 25 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 image URL.
  • Tax Type – Allows you to configure whether to include or exclude tax information on the invoice.
  • Custom Logo – Allows you to set 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

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

Packing Slip

Packing Slip/List is a document containing an itemized list of products, without providing the price information.
Similar to Invoice, you can create Packing Slips for the orders too.
The Packing Slip 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).

Packing Slip Settingspacking slip

 

This section contains the following settings:

  • Enable/Disable Packing Slip  – Allows you to enable or disable packing slips option.
  • Templates – Here is the pop-up of packing slip templates. Choose a template and activate it. Else, click the Customize option, to create custom templates by personalizing the existing template.packing list templates

 

  • Include Item/Product Image – Enable this option to include product image in the packing slip.
  • Include Price – Enable this option to include price information in the packing slip.
  • Remove Total Weight – Allows you to remove total weight column from product table of packing slip.
  • 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 settings are used to configure label settings such as setting the size of the shipping label and including additional fields in the label.

Shipping Label Settings

shipping label

This section contains the following settings:

  • Enable/Disable Shipping Label – Allows you to enable or disable shipping label option.
  • Standard Templates – Here is a pop-up of shipping label templates. Select and activate one. Else, click the Customize option, to create custom templates by personalizing the existing standard template.shipping label templates

 

  • 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:
  • No of columns in one row – Enter the number of columns to be displayed in one row.
  • 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 delivery note signed by the customer is returned back to the seller for confirmation of shipment.
The Delivery Note settings section helps in customizing delivery note templates and configuring additional fields in the delivery note.

Delivery Note Settings

delivery note settings

This section contains the following settings:

  • Enable/Disable Delivery Note – Allows you to enable or disable printing delivery notes option.
  • Templates – Here is the pop-up of delivery note templates. Choose one. Else, click the Customize option to create custom templates by personalizing the existing template.delivery note template

 

  • Include Item/Product Image – Enable this option to include product image in delivery notes.
  • Include Price – Enable this option to include price information in delivery notes.
  • Remove Total Weight – Allows you to remove total weight column from the product table of delivery notes.
  • 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 Settings

dispatch label

This section contains the following settings:

  • Enable/Disable Dispatch Label – Allows you to enable or disable the dispatch label option.
  • Standard Templates – Here is the screenshot of the pop-up of dispatch label templates. Select a template for dispatch label. Else, click the Customize option, to create custom templates by personalizing the existing standard template.dispatch label templates

 

  • 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.

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

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

email

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.

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 4,000+ WooCommerce Stores

#1 in Customer Satisfaction

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

Buy Now!