This document explains how to set up and use the WooCommerce PDF Invoice and Packing Slips(free) plugin.
Overview
Check out our plugin walkthrough video to get started.
Getting started
- Firstly, install and activate the plugin.
- From your WordPress dashboard, navigate to the Invoice/Packing menu.
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.
- 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.
- Company tax ID: Specify your company tax ID. For e.g. you may enter as VAT: GB123456789, GSTIN:0948745 or ABN:51 824 753 556
- 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.
Lastly, click on the Update settings button, to save the data.
Other settings
Next, choose to display the state name instead of the state code in the billing and shipping address.
You can configure the plugin to enable a preview of the document for your users whenever they initiate a print.
To provide support for RTL languages like Arabic, Hebrew, etc. you can use our mPDF addon. Due to the limitations in the inbuilt DomPDF library that converts HTML to PDF, special characters or images may not be rendered properly. Therefore, it would be better if you can use our free mPDF addon plugin to generate PDFs for documents.
- PDF library: Choose between Dompdf and mpdf.
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.
The price columns including/excluding tax will be as shown below:
Finally, you may click on the Update Settings button to save the entire settings.
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) Troubleshoot: If the uploaded image or company logo is not rendered properly in your documents, please refer to this article for possible workarounds.
|
| 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 (60)
Brains at work
April 4, 2022
Good evening,
I have installed the free version and I have a problem with the download of the invoice.
When I place an order, the invoice is printed correctly, while the download of the invoice generates a pdf with a blank page.
Some idea?
Alan
April 8, 2022
If you are facing difficulty while generating PDFs, we’d recommend you to download and install our free add-on plugin mPDF. We have seen almost all the PDF rendering issues resolved with this one.
After installing the addon, go to Invoice/packing > General settings > General. Scroll down to other settings and then, switch the PDF library to mPDF.
Save the settings and try generating the PDFs.
Still, if the issue is not resolved, please feel free to reach out to our support.
ghina Marwan Al-Tal
March 27, 2022
most tabs in the plugin settings are not working
Documents tab, cloud print, Help Guide and licence tabs are not opened
Mike
March 28, 2022
Hi Ghina,
Thank you for reaching out to us and we are extremely sorry for the inconvenience caused.
As we discuss the same issue with your ticket at the Support Desk, we will share more communication related to it there. Thanks for understanding.
Nina
March 14, 2022
Hi, the plugin is showing me an error when I try to save the invoice template in the visual editor. Anybody knows a solution?
Mike
March 23, 2022
Hi Nina,
Thanks for reaching out to us.
Kindly go through this article and follow the instructions to fix the issue. Please feel free to get back to us via this link if the issue persists.
Hossam Metwally
March 10, 2022
Hello, How to enable arabic and rtl feature? I installed the addon and nothing happened!
Mark
March 15, 2022
Hi Hossam,
Please install the mPDF addon . Then go to Invoice/Packing > General Settings > Advanced > Enable RTL support and set as YES.
Ahmed Sleem
March 9, 2022
The prefex invoice number doesn’t show up, any idea why?
Thanks!
Mike
March 23, 2022
Hi Ahmed,
Thanks for reaching out.
Kindly make sure that you have configured and saved the invoice number tab properly as mentioned in the article. Kindly check it in that way and if the issue persists, feel free to raise a support ticket via this link for debugging.
Miri
February 25, 2022
Hello, is able in free version add another text field under company information? I need add payment information here.
Thanks.
Mike
February 27, 2022
Hi Miri,
Thanks for reaching out to us. Integration of custom field values on documents and labels are only available in the premium version of our plugin. Thanks for understanding.
andre
February 12, 2022
Dear Sir/Madam,
How to remove the product image on invoice?
Mike
February 12, 2022
Hi Andre,
Thanks for reaching out to us. You can uncheck the image checkbox located in the customize tab of the invoice settings page (Invoice/Packing > Invoice > Customize) to disable the product image on the invoice document. Refer to this screenshot for a better understanding.
Brian
February 11, 2022
Does the plugin automatically sends out invoice emails after order completed?
Mike
February 12, 2022
Hi Brian,
Thanks for reaching out to us. Kindly follow this article and follow the steps to send invoices for the completed order status.
Andrea
February 2, 2022
Hello!
Wth the pro version is possibile to add custom details in the packing slips template?
I see lot of documentation about invoices but nothing for the packing slips.
My goal is to add other details in that template.
Thanks
Mike
February 12, 2022
Hi Andrea,
Thanks for reaching out to us. By using the order/product meta options located in the packing slip general settings page you can add any order/product meta information located on the WooCommerce order edit page to the packing slip too.
Gerardo
January 25, 2022
Hello, is there a possibility to add an additional note to each order when the delivery cannot be made at the moment due to lack of stock and generate a note mentioning that it will be delivered as soon as possible?
Mike
February 5, 2022
Hi Gerardo,
Thanks for reaching out to us. You can add any static information to the invoice with the help of the footer option located on the “General” tab of the plugin “General Settings” page.
Juan
January 18, 2022
Hello,
I would like only the admins to receive an email with the invoice and the packing slip when an order is made. Do you think that would be possible with this plugin whether the free or premium version?
Thank you!
Mark
March 23, 2022
Hi Juan,
Sorry to let you down. We currently do not have any option in the plugin to limit the email just to admin users.
dipith
January 14, 2022
barcode is not showing in free version its available on pro version
Mike
January 16, 2022
Hi Dipith,
Thanks for reaching out to us. The barcode option is available on both the basic and premium versions. Kindly make sure that the barcode toggle button is enabled on the Customize tab of your invoice settings page.
Giovanni
January 10, 2022
buongiorno, ho la versione free, in fattura nell’ indirizzo di fatturazione non mi compare la partita iva del cliente che nei dati dell’ ordine di woocommerce appare. Come posso aggiungerla ? grazie
Mike
February 5, 2022
Hi Giovanni,
Firstly the mentioned field doesn’t seem like the default WooCommerce field. However, if you want to show any other custom fields, you can use
wf_pklist_alter_additional_fieldsfilter. You can get this filter details from the Invoice/Packing > General Settings > Help guide > Filters tab.Olga
May 3, 2022
Hello,
Is there an instruction on how to use :
wf_pklist_alter_additional_fields filter.
I can find details from the Invoice/Packing > General Settings > Help guide > Filters tab. But what to do next, please?
thank you for your work,
Olga
Shesna
May 6, 2022
Hi Olga,
This filter is used to add an additional metadata to the documents. You can insert this filter in functions.php of the active child theme file. Due to high requests, we’ve handled this feature within the plugin itself. It will be available for you in the upcoming release. Please keep the plugin updated. Thanks for understanding.
indu
December 23, 2021
Hi, how can we display HSN code on invoice?if it is possible in premium version then from where can i add the same?
Mike
December 26, 2021
Hi Indu,
Our premium plugin supports adding any order/product meta or attribute to the documents and labels. With that method, you can add the product attribute to the invoice if you know the meta key used for that field. Here is the set-up documentation which you can refer to if you need to add the attribute.
Tahmid
December 22, 2021
Hi There, Can this plugin allow me to upload or show any custom font for the pdf?
Lets say I have a font named “Sukhumvit” and I can upload font or somehow use this font in the pdf invoice?
Mike
December 26, 2021
Hi Tahmid,
Thanks for reaching out to us. We understand your requirement. However, due to the limitation of the PDF libraries that we are using to convert the HTML to PDF, presently our plugin doesn’t offer any options to upload the custom fonts. Thanks for understanding.
rmbadaro
November 30, 2021
Hi,
How can i show a total to the qty ordered on invoice?
Best regards,
Robson
Mike
January 2, 2022
Hi there,
Presently our plugin doesn’t offer any front end option to add the total quantity to the invoice. However, we can provide a custom code snippet to achieve your requirement. Kindly raise a ticket via this link for that.
Fiona Austin
November 1, 2021
Hi,
This guide has been really helpful, but I have a problem.
My shipping label is printing out the customers telephone number on the Shipping label. How do I remove this?
Your quick response would be appreciated.
Thanks, Fiona
Mike
November 8, 2021
Hi Fiona,
Thanks for reaching out. You can disable the “Tel Field” located on the customize tab of your shipping label settings to disable the telephone field from the shipping label.
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.