How to Setup Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce v4.0

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

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WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels – v4 onwards. Refer this setup article for lower versions.

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 the 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 menu appears in the WordPress dashboard sidebar menu. You can navigate to the WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels settings in two ways:

  • WooCommerce > Invoice/Pack Slip from WordPress dashboard,  or
  • Plugins > Installed Plugins > WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels > Settings (the user will be taken to the General Settings window)

WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels plugin consists of several sub-modules like:

Let us walk through each of these sub-modules in detail.

General Settings

General Settings window acts as a common source of information for the documents throughout the plugin. It is further classified into the following tabs:

  • Documents
  • General
  • Advanced
  • Help

Documents

The user can explicitly enable/disable documents required for his site and configure individual settings pertaining to each document.

  • Enable/Disable Documents– Each document type can be enabled/disabled as per user requirement. On disabling a document type, the corresponding item will be removed from the dashboard view and thereby the user will not be able to access it further until it is enabled.
  • Settings: You will be redirected to the concerned document settings page by clicking on the Settings button.
    WooCommerce Invoice Pack Slip-Document Types
    WooCommerce Invoice Pack Slip-Document Types

General

As the name implies, it is in the general tab where the essential basic details like the company info and shipping from address details are configured. The information entered in the general tab is taken as the common source of data across all documents in the plugin.

Invoice:Pack Slip-General Settings
Invoice/Pack Slip-General Settings
  • Company Info
    • Company Name Input the name of your company in this field.
    • Custom Logo You can upload a  custom logo or image of your company that can be used across all printable objects. Alternatively, the URL of the image can also be used. By default, the logo will be placed on the top left corner across all documents. However, further customization provisions are also given in respective document settings.
    • Return Policy, Conditions, etc.  You can set return policies, conditions and so on in the given text area section.
    • Custom Footer You can set up a custom footer which will be used across all respective documents.
  • Address (Sender details)
    • Department/Business/Sender  – Enter the name of WooCommerce shop owner.
    • Address Line1 – Enter the first line of the address, which is mostly the street name and number.
    • Address Line2 – Enter the second line of the address, which can be the apartment number.
    • City – Enter the city name of the sender.
    • Country/State – Enter the country name of the sender.
    • Postal Code – Enter postcode from where you are shipping items.
    • Contact Number – Specify the contact number of the sender in this field.
    • VAT – VAT details of the sender can be entered here. The details can be saved by clicking on the Update Settings button.

Advanced

The advanced settings can be used to configure additional information with respect to custom data, RTL support, packaging formats, etc

Invoice/Pack Slip-Settings-Advanced
Invoice/Pack Slip-Settings-Advanced

The Advanced tab consist of following fields:

  • Add additional fields on the checkout page: Append additional information in documents by selecting the required item from the drop-down. You can select a field from the list of default fields or click the Add Custom Field button to create custom meta fields by providing a custom Field Name. The meta keys can be found in the product’s custom field section of the WooCommerce Order page.
  • Preview Before Printing – You can enable this to have a preview option in all the shipping documents before they are printed.
  • Enable RTL support: Enable or disable the RTL support in documents generated by the browser.
  • Tracking number meta: Enter the tracking number meta field to add tracking number information. The tracking number meta can be obtained from the respective tracking data provider.
  • Display state name: Displays the state name instead of state code in billing and shipping address.
  • Packaging Type: The packaging type that you set here can be applied to all documents, except Invoice. You can select the packaging type from the three available options:
    Invoice/Pack Slip-Packaging Type
    Invoice/Pack Slip-Packaging Type
    • 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.
    • Box packing: If packing items individually or weight based packing does not suit your business, then you can customize box sizes based on your requirement. Once you select this option, the following fields will be appended as shown below:
      box packing
      To 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 the Enabled column of the respective box rule.
    • Single package per order: Allows you to pack all items of a single order as one single package.
  • Show Tax: Configure the product price/subtotal inclusive or exclusive of tax. You can easily get directed to the WooCommerce > Settings > Tax window by clicking on Setup Tax button.
    Invoice/Pack Slip-General-Show Tax
    Invoice/Pack Slip-General-Show Tax

The settings can be saved by clicking on the Update Settings button.

Help Guide

This section gives you links to resources related to the WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels plugin. It is sub-divided into two categories as Help Links and Filters.

Help Links

Help Links provides direct links to resources like documentation and support.

WooCommerce Invoice Pack Slip-Help Links
WooCommerce Invoice Pack Slip-Help Links

Filters

You can use filters to extend the functionality of the plugin in the required manner.

WooCommerce Invoice Pack Slip-Filters
WooCommerce Invoice Pack Slip-Filters

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 the following:

  • General
  • Customize
  • Invoice Number
  • Advanced

General

You can configure the general settings required for the invoice in the general tab.

Invoice/Pack Slip-Invoice-General settings
Invoice/Pack Slip-Invoice-General settings
  • Enable invoice: Disabling will remove the invoice view/print provisions for orders.
  • Generate Invoice for Order Statuses– This option lists all the order statuses for which invoices can be generated. You can select multiple statuses based on your requirement.
  • Attach invoice PDF in the email: PDF version of the currently active invoice template will be attached with the order email.
  • Enable Print Invoice option for customers – You will able to display a print invoice button for your customers.
  • Enable variation data: To include variation data of the product in the invoice, enable this option.
  • Upload signature: If you want the signature to be displayed in the invoice, upload it in this field.
  • Custom logo for invoice: To have a custom logo different from that uploaded in the general settings page, upload it in this field. If left blank, then the default logo will be populated.

The settings can be saved by clicking on the Update Settings button.

Customize

With the customizer, you can personalize the overall appearance of your document. You are provided with inbuilt themes to choose from as well as you can create new themes or templates from the existing ones. Additionally, toggle controls are given at the right-hand side of the window, which when enabled or disabled will be reflected in the sample invoice template.

Invoice/Pack Slip-Invoice-Customize
Invoice/Pack Slip-Invoice-Customize

To create a new Invoice template,

  1. Select a theme from the Create new template option.
  2. From the inbuilt templates that pop up, choose a layout.
    Invoice/Pack Slip-Theme
    Invoice/Pack Slip-Theme
  3. Make the necessary changes to the layout and save it.
  4. After saving, activate the template to use it further for your invoice.

Invoice Number

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

WooCommerce Invoice/Pack Slip-Invoice Number
WooCommerce Invoice/Pack Slip-Invoice Number
  • Invoice number format: Specify the format in which the invoice has to be generated. For example: [prefix][number][suffix]
    Invoice number format
  • Use the order number as invoice number: Choose Yes to use the order number as the invoice number. If you want to generate a custom 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.
    WooCommerce Invoice/Pack Slip-Invoice Number format
    WooCommerce Invoice/Pack Slip-Invoice Number format
    • Invoice Start Number: Enter the Invoice Start Number.
    • Invoice Number Prefix: Enter the prefix which will be added before the 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
    • Invoice Number Suffix: Enter the suffix which will be added after the invoice number. You can use any of the date formats or alphanumeric characters as a suffix as shown in the image above.
    • Invoice Length: Indicates the total length of the invoice number. If the length of the generated 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 respective documents.

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

Advanced

The advanced invoice settings can be used to configure additional information with respect to order/product meta.

WooCommerce Invoice/Pack Slip-Invoice Advanced
WooCommerce Invoice/Pack Slip-Invoice Advanced
  • Order meta fields: Append additional order information in the invoice by selecting the required item from the drop-down. 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.
    WooCommerce Invoice:Pack Slip-Invoice Advanced-Order meta fields
    WooCommerce Invoice/Pack Slip-Invoice Advanced-Order meta fields

    To add other order meta details other than the ones displayed in the drop-down, click on Add Existing Order Meta Field.

    WooCommerce Invoice:Pack Slip-Invoice Advanced-Add Order meta fields
    WooCommerce Invoice/Pack Slip-Invoice Advanced-Add Order meta fields
  • Product meta fields: Select/add additional product information in the invoice. 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.
    WooCommerce Invoice:Pack Slip-Invoice Advanced-Product meta fields
    WooCommerce Invoice/Pack Slip-Invoice Advanced-Product meta fields
  • Custom footer for invoice: Key in with a custom footer for the invoice in the text area. If left blank, then the default footer from General settings will be loaded.

The settings can be saved by clicking on the Update Settings button.

Packing Slip

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 window is categorized into two tabs:

  • General
  • Customize

General

You can configure the general settings required for the packing slip from this tab.

WooCommerce Invoice/Pack Slip-Pack Slip-General Settings
WooCommerce Invoice/Pack Slip-Pack Slip-General Settings
  • Group by Category: Choose Yes to group the products by category.
  • Enable variation data: To include variation data of the product in the packing slip, enable this option.
  • Order Meta Fields – Allows you to add additional order meta 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 for respective products can be found in the custom field section of the WooCommerce Order page.
  • 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.
  • Enable print packing slip option for order status: Adds print packing slip button to the order email for chosen status from the drop-down.
  • Custom Footer – Allows you to set the 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 Update Settings button.

Customize

You can customize and create a new template of a packing slip from the existing templates.

WooCommerce Invoice:Pack Slip-Pack Slip-Customize
WooCommerce Invoice: Pack Slip-Pack Slip-Customize

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 window is categorized into two tabs:

  • General
  • Customize

General

You can configure the general settings required for the delivery note.

WooCommerce Invoice/Pack Slip-Delivery Note General Settings
WooCommerce Invoice/Pack Slip-Delivery Note General Settings
  • Group by Category: Choose Yes to group the products by category.
  • Enable variation data: To include variation data of the product in the delivery note, enable this option.
  • Order Meta Fields – Allows you to add additional order meta fields in the delivery note. 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 for respective products can be found in the custom field section of the WooCommerce Order page.
  • 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.
  • Enable print delivery note option for order status: Adds print delivery note button to the order email for chosen status from the drop-down.
  • Custom Footer – Allows you to set the custom footer for a delivery note. 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 Update Settings button.

Customize

You can customize and create a new template of a delivery note from the existing templates.

WooCommerce Invoice/Pack Slip-Delivery Note Customize
WooCommerce Invoice/Pack Slip-Delivery Note Customize

Shipping Label

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

  • General
  • Customize

General

You can configure the general settings required for the shipping label.

WooCommerce Invoice:Pack Slip-Shipping Label General Settings
WooCommerce Invoice/Pack Slip-Shipping Label General Settings
  • Enable multiple labels in one page – Choose Yes to generate multiple labels in one page itself. When enabled, you will get an option to input the number of labels in a row.
    Shipping label-number of labels in a row
  • Shipping Label Size – Allows you to set the size of the shipping label. You can choose between either full page or custom.
      • 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.
      • Custom:  This option allows you to print the label in the desired size. You can configure custom shipping label size of your own by entering size values in terms of width and height (inches).
        Shipping label size
  • Order Meta Fields – Allows you to add additional order meta fields in the shipping label. 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.
  • Enable print shipping label option for order status: Adds print shipping label button to the order email for chosen status from the drop-down.

Once all the settings are configured, click the Update Settings button.

Customize

You can customize and create a new template of a shipping label from the existing templates.

WooCommerce Invoice:Pack Slip-Shipping Label Customize
WooCommerce Invoice/Pack Slip-Shipping Label Customize

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:

  • General
  • Customize

General

You can configure the general settings required for the dispatch label.

WooCommerce Invoice/Pack Slip-Dispatch Label General Settings
WooCommerce Invoice/Pack Slip-Dispatch Label General Settings
  • Order meta fields: Select additional order information in the dispatch label from the drop down. 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 for the respectve product can be found in the custom field section in the WooCommerce Order page.
    WooCommerce Invoice:Pack Slip-Invoice Advanced-Order meta fields
    WooCommerce Invoice/Pack Slip-Advanced-Order meta fields

    To add other order meta details other than the ones displayed in the drop-down, click on Add Existing Order Meta Field.

  • Product meta fields: Select/add additional product information in the dispatch label. 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.Once all the settings are configured, click the Update Settings button.

Address Label

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

WooCommerce Invoice/Pack Slip-Address Label-Customize
WooCommerce Invoice/Pack Slip-Address Label-Customize