This document explains how to set up and use the WooCommerce PDF Invoice and Packing Slips plugin.
Overview
The plugin offers the following features:
- Generate and Print
- Invoice
- Packing Slips
- Shipping label
- Delivery note
- Dispatch label
- Generate PDF version of Invoice & Packing Slip.
- Automatically Attach PDF Invoice with order email.
- Advanced customization of individual components of each document.
- Add customer notes to labels
- PDF preview
- Multiple Invoice number formats
- Free add-on for RTL support
- WPML compatibility
- Custom return policy
Getting started
- Firstly, install and activate the plugin.
- From your WordPress dashboard, navigate to the Invoice/Packing menu.
Following is a screenshot of the plugin settings window.
Documents
The Documents section allows you to enable or disable each of the documents individually by using the respective toggle buttons. If you don’t need to generate all the given documents in your store, you can make use of this feature to leave them in the deactivated mode.
You can click the Settings button under each of the documents to configure the settings of the documents.
General
In the General section, you can add your company info, shipping address, etc. The address details specified here will appear in all the document types.
- Company Info
- Company Name – Input the name of your company in this field.
- Custom Logo – Upload a custom company logo or image to appear in the documents. Alternatively, input the URL of the image. By default, the logo appears on the top left corner of the documents.
- Custom Footer – Specify a custom footer that will appear in all documents.
- Address (Sender details)
- Department/Business/Sender – Enter the name of the 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 the postcode from where you are shipping items.
- Contact Number – Specify the contact number of the shop manager.
- VAT – Input the shop manager’s VAT number or any other company tax ID as ABN, GSTIN etc.
Alternatively, load the default WooCommerce store address details into the respective fields by clicking on the Load from WooCommerce link.
Lastly, click on the Update settings button, to save the data.
Other settings
Here you can configure the plugin to enable a preview of the document for your users whenever they initiate a print.
Next, for better RTL integration in PDF documents, enable the option and use the mPDF add-on.
Configure the product price/subtotal inclusive or exclusive of tax from the Show tax option. Click on the Setup Tax button, if not done previously.
- To display all price columns inclusive of tax, choose Include tax.
- To display tax in a separate column not included within the price, choose Exclude tax.
Finally, you may click on the Update Settings button to save the entire settings.
Help Guide
The Help Guide section contains two subsections filter page and help links.
Filters
Here you can find a number of useful filters that you can add to the code to create documents that best fit your needs.
For example, if you wish to alter the order date on your documents you can add the filter wf_pklist_alter_order_date to the backend code as shown below. You can change the values as per your requirements.
Help links
In this section, you can find the links to the documentation and support.
Invoice Settings
Next, let’s walk through the invoice settings window.
General
Invoice > General window is as shown below:
- Enable Invoice – By enabling, you are permitting admin as well as customers to have access to print, download, and attach invoice in the mail, etc., from wherever applicable. On disabling it, you will remove all the provisions but the admin will still be able to customize the template, set invoice number patterns, etc. Default value is ‘yes’.
- Use order date as invoice date – Choose ‘No’ to have a different invoice date other than the order date. By choosing ‘yes’ you can set the order date as invoice date. Default value is ‘yes’.
- Generate invoices for order statuses – Generates invoice for chosen order statuses.
- Attach invoice PDF in order email – Enable to attach PDF version of the currently active invoice template in the order email.
- Enable print invoice option for customers – You will able to display a print invoice button for your customers.
- Order meta fields – Select to display additional order information on the invoice. The available options are:
- Contact number
- SSN
- VAT
- Customer note
- Custom logo for invoice – Here you can upload a unique logo in the invoice other than the one loaded from the general settings. Defaulted to the logo from General settings, if left blank.
Advanced options
Configure additional information with respect to invoice for free orders, PDF name format, etc. from the Advanced options.
Invoice for free orders: Choose ‘No’ to not generate invoices for free orders.
Display line items: Choose ‘No’ to not display free line items in the invoice.
Custom PDF Name
- PDF name format: Select a name format for PDF invoice that includes invoice/order number.
- Custom prefix: Input a custom prefix for ‘PDF name format’ that will appear at the beginning of the name. Defaulted to ‘Invoice_’.
Finally, hit the Update Settings button to save the settings.
Customize Invoice
With the customizer, you can customize the overall appearance of the invoice. Choose a template from a pre-defined one and start working on it.
On the right side of the page, you can view different elements that you can add or delete from the invoice using a toggle button. Some of these elements are only available in the premium version of the plugin.
The left side gives you a live preview of the invoice template as you make changes to it.
Sample customization demo
The following table illustrates certain customization examples:
| How to | Demo |
|---|---|
| Change document title |
(Click to expand) |
| Add company logo |
(Click to expand) |
| Change invoice number format |
(Click to expand) |
| Change invoice date format |
(Click to expand) |
| Update product table |
(Click to expand) |
Once you expand one of the elements you can view additional customization options specific to the element. You can make use of these customizations if needed.
For eg: When you click the element ‘Company logo’ it expands to provide you with the following customization options.
- Display – Choose either company logo or company name to display on the invoice.
- Logo width and height – Add logo width and height in pixels.
- Extra details – Add any extra details to display below the company logo.
- Extra details font size – Select font size for the extra details.
- Header color – Choose a header color for the document.
The above customization options are specific to the company logo. Each of the template elements contains extra options for customization.
PDF Preview
To get a preview of the sample invoice PDF for a specific order, you can enter the order number in the prescribed field and click the Preview sample PDF (Order: xxx) link.
Once you have completed all the customizations you can click the Save button to save (with a name) the newly configured invoice template. Or you can click cancel to edit the template.
The adjacent hamburger menu contains two options. Create new template (reverts to the default settings for you to create a new template.), My templates (allows you to choose from any previously saved invoice templates).
Steps for saving and activating a template
- Click on ‘Change layout’. This will open up a pop up window with Predefined templates.
- Choose a template. Next, you can make necessary changes to the existing template.
- Save the template. Specify a template name in the provided field.
- Now, activate the template to further use it for your documents.
Invoice Number
You can use the configurations below to set up a custom invoice number with prefix/suffix/number series or mirror the order number respectively.
Invoice number format – You can select an invoice number format from the drop-down. You can choose from prefix, suffix, or both for your invoice number.
Use order number as invoice number – By choosing ‘yes’ you can use the order number as invoice number. Else, you can create an invoice number of your own choice by specifying an invoice start number.
Invoice length – It indicates the total length of the invoice number, excluding the length of the prefix and suffix if added. If the length of the generated invoice number is less than the provided, it will be padded with ‘0’. Eg: if you specify 7 as invoice length and your invoice number is 8009, it will be represented as 0008009 in the respective documents.
Now, click the Update and Reset button to apply the changes to the invoice number.
Shipping/Address Label Settings
In this section, you can configure how you want your store generated shipping label to look.
General
Shipping label size – Shipping label size is selected as ‘Full Page’ by default. Custom label size is only supported in the premium version.
Add footer – By selecting ‘Yes’ you can add the footer configured in the general settings page to the shipping label.
Shipping Label Customization
Just like the customization of the invoice you can make changes to the shipping label by using the toggle buttons.
For additional customization, click on any of the customization element to expand further customization options.
For eg: customization of From address.
Title – Here you can add the From title.
Title font size – Choose a title font size and Address font size.
Finally, click the Save button to save the changes.
Other Documents (Packing Slip/Delivery Note/Dispatch label)
The remaining documents such as the Packing slip, Delivery note, and Dispatch label are included in the other settings page. You can configure them from this window.
Packing slip
The following are the settings available for packing slip documents.
Include product image – Here you can choose to add a product image in the product table of the packing list generated from your store.
Add customer note – Choose customer note to the packing slip.
Add footer – Add the previously configured (general settings) footer to the document.
Delivery Note
Configure the following delivery note settings.
Include product image – Include product image to the delivery note
Add customer note – Add customer note to delivery note.
Add footer – Add a footer to the delivery note.
Dispatch Label
Configure the dispatch label settings.
Add customer note – Add customer note to dispatch label.
Add footer – Add a footer to the dispatch label.
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Comments (24)
Oscar
September 27, 2021
Hi there, I have two language in my website, which is English and Chinese (the main language). There are two problems of the print invoice.
– First, although the “print invoice” button works in Chinese, the “print invoice” button for English will go back to the main page and cannot print invoice.
– Second, both the print invoice button cannot works in email, both of them will go back to the main page.
Any ideas? Thanks a lot!
Mike
September 28, 2021
Hello Oscar,
Thanks for reaching out to us. Kindly share the screens recording of the scenario via this link for a better understanding.
pooja
August 30, 2021
I have premium plugin and customizing the invoice template. I have tax classes like CGST,SGST and SGST.
It has both percentage(%) and amount columns. Currently its showing first amount and then percentage.
But I need to swap this as “First percentage(%) and Amount column” for all 3 tax classes. Please help me out.
Mike
September 27, 2021
Hi Pooja,
Thanks for reaching out to us. You can swap the columns by simply editing the corresponding template HTML code (Invoice/Packing > Invoice > Customize > Code) of the product table.
billy
July 20, 2021
is it possible to change the font size in the table for product title and its description?
also can add no of item infront of products eg:
no product qty price
1 ABC 1 2.00
2 EFG 2 4.00
thanks
Mike
August 15, 2021
Hi,
The premium version of our plugin supports advanced customization of documents/labels. You can add/remove columns or change the styling to suit your needs by editing the corresponding template HTML file.
Sheikh Farid
July 14, 2021
Hello, how can I show the total price including the delivery fee on the shipping label?
Mike
August 15, 2021
Hi,
You can use the
[wfte_product_table_payment_total]and[wfte_product_table_fee]placeholders on the shipping label template HTML to add the total price and the fee to the shipping label.nacho7807
May 10, 2021
Hello, how can I show the price with VAT on the delivery note?
Mark
May 14, 2021
Hi,
Please try adding this code snippet to your site theme’ functions.php
add_filter('wf_pklist_alter_package_item_total','wf_pklist_alter_item_total_price_vat',10,5);function wf_pklist_alter_item_total_price_vat($product_total,$template_type,$_product,$item,$order)
{
if($template_type=='deliverynote')
{
$tax=$item['extra_meta_details']['_line_subtotal_tax'][0];
if(!empty($tax))
{
$product_total+=$tax;
}
}
return $product_total;
}
Sheikh Farid
August 2, 2021
Can I show the total price on the shipping label?
Mike
August 15, 2021
Hi,
You can use the placeholder
[wfte_product_table_payment_total]in the shipping label template to show the payment total on the shipping label.SATENDRA
April 9, 2021
hi sir…. the payment status is not shown on the receipt properly. if we enable the same it will appear for the paid as well as unpaid orders. kindly rectify
Mark
April 13, 2021
Hi Satendra,
You can enable the seal and then add the code snippet here to your active theme’s functions.php to show “Received” seal only for completed orders.
marc
March 15, 2021
Hola,
Utilizamos Checkout Manager for WooCommerce para capturar el campo de DNI del cliente (España) a traves de un campo adicional, puedo mostrar ese campo en la factura del cliente con vuestro pluggin Free?
saludos.
Mark
March 16, 2021
Hi Marc,
Custom fields/order meta are supported only in the premium version of the plugin. Please check it out.
Christophe
February 26, 2021
Hello,
it doesn’t appear once installed, maybe it’s not compatible with multisite?
Thanks
Mark
March 4, 2021
Hi Christophe,
Please follow the instructions below exactly the same way.
1. Deactivate woocommerce network level.
2. Deactivate Invoice plugin network level.
3. Go to sub-site and activate both woocommerce and invoice plugins in sites only.
4. Then Go to network admin page and network activate woocommerce while it is already active in subsites.
Please try doing so and let us know if issue persists.
raffaele
February 7, 2021
è possibile inserire il campo codice fiscale o partita iva nella fattura?
grazie
Mark
February 15, 2021
Hi Raffaele,
You can add invoice number stored by other plugins into invoices using this plugin. Please refer the article here for an example.
Akhil
February 6, 2021
Hello,
I have created a Product Manager role and created a user with this role. But this user cannot print these invoices.
How can I give him access?
Could you help?
Mark
February 9, 2021
By default, only the Administrator and Shop manager user roles who have the capabilities to manage woocommerce can print labels. If your custom Product manager role has these capabilities, you can use below filter to add permission for them as well. Modify the role key according to the correct one in your database and copy the code to your active theme’s functions.php
add_filter('wf_pklist_alter_admin_print_role_access','wt_pklist_add_print_role');function wt_pklist_add_print_role($role_arr)
{
//$role_arr[]='product_manager'; //add custom roles here
return $role_arr;
}
Mark Hoskins
November 25, 2020
Hi there. What appears in in my “Customize” invoice page, e.g. and Extra Charges Field (Australian GST) doesn’t appear on the printed invoice. Any ideas?
Many thanks
Mark
December 2, 2020
It will appear in the printed invoice if the data is present in the order details. Kindly ensure it is present in the order.