WooCommerce PDF Invoices, Packing Slips and Credit Notes Plugin – Setup Guide

WooCommerce PDF Invoices, Packing slips, and Credit notes pro-add-on allow you to print, download and manage WooCommerce invoices, packing slips, and credit notes. This is a premium add-on plugin.

• Attach the shipping document (Invoices, packing slips, and credit notes) in PDF format in the WooCommerce order email.
• Set up a custom document number with prefix/suffix/number series.
• Append additional order or product meta details into the invoice.
• Allows customizing the shipping documents using the inbuilt templates.

This plugin is a premium add-on to the WooCommerce PDF Invoice, Packing Slips, Delivery Notes, and Shipping Label (free/basic) plugin.

• Install the basic/ free WooCommerce PDF Invoice, Packing Slips, Delivery Notes, and Shipping Label plugin.

• Firstly, install and activate the plugin.
• From the dashboard, go to Invoice/Packing. The plugin adds three more documents, shipping label, Dispatch label, and Delivery note.
• Click on the corresponding document to get to the settings screen.
  OR
• Invoice/Packing > General Settings > Documents tab. This tab lists the newly added shipping documents.

The general settings page allows configuring the invoice components. The general settings page looks like the below image.

• Enable invoice – Enable to include the invoice view/print provisions for orders. When disabled, the admin can still customize the template and set the invoice number.

The general section elaborates the following features.

• Automate invoice creation – Automatically creates invoices for selected order statuses. Allows selecting multiple statuses.
• Attach invoice PDF in order email – The invoice as a PDF will be attached to the order email.
• Show print invoice button for customers – Allows customers to print the invoice from the specified pages.
  • My account—Order lists page
  • My account -Order details page
  • Order email

The invoice number section elaborated the following features.

• Set invoice number using – Allows to use WooCommerce order number and
• Invoice start number – The starting number of the invoice to be used for invoicing.
• Invoice number format – Allows setting a combination of the prefix, number, and/or suffix as your invoice number.
• Suffix – Specify a suffix that will appear at the trailing end of the invoice number. Provisions are included to select predefined date formats as suffixes.
• Invoice number length – Indicates the total length of the invoice number, excluding the length of prefixes and suffixes. If the generated invoice number length 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.

The product display section elaborates the following features.

• Group products by ‘Category’ – Enable to group products by category in the invoice.
• Sort products by – Sort products in ascending/descending order based on Name or SKU
• Show variation data below each product – Enable to include of product variation data in the product table
• Bundled product display option – Choose how to display bundled products in the invoice. Applicable only if you are using WooCommerce Product Bundles / YITH WooCommerce Product Bundle add-on. It will not work when Group by Category option is enabled.
• Display free line items in the invoice – Include free (priced as 0) line items in the invoice

The payment link section elaborates the following features.

• Show payment link on invoice – Enable to add a payment link in the invoice. Adds a payment link beside the payment method in the invoice. Ensure to choose a template from the ‘Customize’ tab that supports the payment link.
• Show pay later link on invoice – Enable to show pay later option at the checkout.

This section elaborates the miscellaneous features.

• Generate invoices for existing orders – Enable to create invoices for orders generated before plugin installation.
• Generate invoices for free orders – Enable to create invoices for free orders.
• PDF name format – Select a name format for PDF invoice that includes invoice/order number.
• Custom PDF name prefix – Input a custom prefix for ‘PDF name format’ that will appear at the beginning of the name. Defaulted to ‘Invoice_’.

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

To create a new Invoice template,

Click on Change layout > Choose the template. Make necessary changes and save it.

• Select a template from the Change layout option.
• From the inbuilt templates that pop up, choose a layout.

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your 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:

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your invoice.

This tab allows adding new product attributes and meta fields to the invoice document. The advanced tab details the following features.

• Order meta fields -Select/add order meta to display additional information related to the order on the invoice. The selected order meta will be displayed beneath the respective product in the invoice. Include custom order meta by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include an order meta. Previously added tab lists the order meta fields added in the past.
• Product meta fields – Select/add product meta to display additional information related to the order on the invoice. The selected product meta will be displayed beneath the respective product in the invoice. Include custom product meta by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include a product meta. Previously added tab lists the product meta fields added in the past.
• Product attributes – Select/add product attributes to display additional information related to the products in the invoice. The selected product attributes will be displayed beneath the respective product in the invoice. Include custom product attributes by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include a product attribute. Previously added tab lists the product attributes added in the past.
• Custom logo for invoice – Overrides the common logo set in the General settings and allows inserting a unique logo in the invoice. If left blank, the logo from the General settings will be used by default. To include the uploaded image to the invoice, ensure to select Company logo from Invoice > Customize > Company Logo / Name. Recommended size is 150×50px.
• Custom footer for invoice – Footer content to be included in the Invoice. Overrides the common footer content specified in the General settings and allows inserting content that is specific only to invoices.

The General settings tab allows configuring the packing slip.

• Email packingslip automatically to – Packing slip as PDF will be sent to the selected recipients. To configure custom email recipients, choose `custom email` and click on update settings.
• Show print packingslip button for customers – Show print packing slip button for customers. Enabling this option includes a button to print the packing slip from the order lists page or order details page.
  • My account – Order lists page
  • My account – Order details page

• Group product by ‘Category’ – Enable to display and group products by category. Group products falling under the same category in the packing slip, thus making packing easier.
• Sort product by – Sort products in ascending/descending order based on Name or SKU.
• Show variation data below each product – Enable to include variation data beneath the product name.
• Bundled product display option – Choose how to display bundled products in the packing slip. Applicable only if you are using WooCommerce Product Bundles / YITH WooCommerce Product Bundle add-on. Requires disabling Group product by category option.

You can customize the packing slip using the inbuilt templates and modify them to suit your needs.

To create a new packing slip template,

Click on Change layout > Choose the template. Make necessary changes and save it.

• Select a template from the Change layout option.
• From the inbuilt templates that pop up, choose a layout.

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your packing slip.
• 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:

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your packing slip.

This tab allows adding new product attributes and meta fields to the packing slip. The advanced tab details the following features.

• Order meta fields – Select/add order meta to display additional information related to the order on the packingslip. Include custom order meta by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include an order meta. Previously added tab lists the order meta fields added in the past.
• Product meta fields – Select /add product meta to display additional information related to the products on the packing slip. The selected product meta will be displayed beneath the respective product in the packing slip. Include custom product meta by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include a product meta. Previously added tab lists the product meta fields added in the past.
• Product attributes – Select/add product attributes to display additional information related to the product on the packing slip. The selected product attributes will be displayed beneath the respective product in the packing slip. Include custom product attributes by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include a product attribute. Previously added tab lists the product attributes added in the past.
• Custom footer for packing slip – Footer content to be included in the packing slip. Overrides the common footer content specified in the General settings and allows inserting content that is specific only to packing slips.

The General settings tab allows configuring the credit notes. The below image shows the general settings tab of the credit.

• Attach credit note in ‘Refund’ email – Enable to attach credit note as PDF with WooCommerce refund email.

• Sort products by – Sort products in ascending/descending order based on Name or SKU.
• Show variation data below each product – Enable to include variation data beneath the product name.

• Set credit number using – By enabling this option, the WooCommerce order number can be mirrored as the credit note number or a custom credit note number can be specified by choosing Custom number series. Then set the Credit note start number option.
  • WooCommerce order number
  • Custom number series
• Credit note start number – Allows to set the credit note number start number as other than 1. Click on reset button to revert to the default start number.
• Credit note number format –
• Credit note number length – indicates the total length of the invoice number, excluding the length of prefix and suffix if added. If the length of the generated invoice number is less than the provided, it will be padded with ‘0’. This setting can be experimented through the preview section. 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.

• Order meta fields – Select/add order meta to display additional information related to the order on the credit note. Include custom order meta by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include an order meta. Previously added tab lists the order meta fields added in the past.
• Product meta fields – Select /add product meta to display additional information related to the products on the packing slip. The selected product meta will be displayed beneath the respective product in the credit note. Include custom product meta by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include a product meta. Previously added tab lists the product meta fields added in the past.
• Product attributes – Select/add product attributes to display additional information related to the product on the packing slip. The selected product attributes will be displayed beneath the respective product in the credit note. Include custom product attributes by clicking on the Add/ Edit order meta field. Key in the field name and meta key to include a product attribute. Previously added tab lists the product attributes added in the past.

You can customize the credit note using the inbuilt templates and modify them to suit your needs.

To create a new Invoice template,

Click on Change layout > Choose the template. Make necessary changes and save it.

• Select a template from the Change layout option.
• From the inbuilt templates that pop up, choose a layout.

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your credit note.
• 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:

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your credit note.

You can print the shipping documents for a given order by clicking on the Print icon in the Actions column from the orders page and selecting the corresponding print option. To print shipping documents for multiple orders, select the orders from the WooCommerce orders page and print documents via Bulk Actions.