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

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 plugin allows you to generate and print different types of shipping documents relevant for your eCommerce store right from the WooCommerce order listing page. This includes the invoice, packing slip/list, delivery note, shipping label, dispatch label, address label, pick list, proforma invoice, and credit note. The plugin allows you to print documents for single orders as well as for multiple orders in bulk in a couple of clicks. Additional details like the terms and conditions, return policy, company name/logo, and custom footer can also be included in these shipments.

Nevertheless, there are standard templates available for customizing the document as per your desired layout. There are provisions to customize field attributes like the order number, order date, invoice number, from address, billing address, shipping address, shipping method, tracking number and many more.

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/Packing 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:

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 Packing-Documents
    WooCommerce Invoice Packing-Documents

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 specified in the general tab behaves 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 that 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

WooCommerce Invoice or Packing Slip-Settings-Advanced tab
WooCommerce Invoice or Packing Slip-Settings-Advanced tab

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 an item from the list of default fields or click the Add Custom Field button to create custom meta fields by providing a custom Field Name and Meta Key. The meta keys can be found in the product’s custom field section of the WooCommerce Order page. You can add a placeholder for the field and mark it as mandatory or not.
    WooCommerce Invoice or packing-Checkout fields
    WooCommerce Invoice or packing-Checkout fields

    Already created fields can be viewed from the previously added tab. You will be given with the provision to delete or edit existing meta fields.

  • 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.
  • Transport / Sale Terms: These fields are solely meant to insert additional transportation or sale terms in the proforma invoice.
  • 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 requirements. 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 the 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

For detailed information, you can refer to the Product Page.

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