This document explains how to set up and use the WooCommerce PDF Invoice and Packing Slips plugin.
The plugin allows equipping your WooCommerce store with the following features.
- Generate and Print
- 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
Once you complete the installation process, you can open the plugin by navigating to the Invoice/Packing menu from your WordPress dashboard.
Following is a screenshot of the plugin settings window.
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 deactivated mode.
You can click the Settings button under each of the documents to configure the settings of the documents.
The General section is the place where you can add essential information such as your company info, shipping address, etc., that will be required commonly for all documents.
Here you can add your company’s name, upload its logo, and the footer content that needs to be applied across the respective documents.
Address (Sender details)
The ‘From Address’ to be displayed in the documents will be loaded from the details specified in these fields. Or you can load the default WooCommerce store address details into the respective fields by clicking the Load from WooCommerce link.
Here you can configure the plugin to enable a preview of the document for your users whenever they initiate a print. Plus you can enable the plugin to obtain the document in the right to left alignment (RTL support).
If you require a better RTL integration in PDF documents you can 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.
Once you are finished with the necessary configurations you may click the Update Settings button to save the entire settings.
The Help Guide section contains two subsections filter page and help links.
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.
In this section, you can find the documentation and contact the support team.
Here you can configure the invoice to meet your store’s needs.
In the ‘General’ section you can configure the general settings required for the invoice.
Enable Invoice – By enabling it 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 pattern, etc. Yes is chosen by default.
Use order date as invoice date – If you choose ‘No’ then the invoice date will be the date on which it is generated. By choosing ‘yes’ you can apply the order date as invoice date. By default, it is chosen as ‘yes’.
Generate invoices for order statuses – Here you can select one or more order statuses on which invoices should be generated.
Attach invoice PDF in order email – PDF version of the currently active invoice template will be attached with the WooCommerce order emails sent to customers and admins for the above-chosen order status(es). ‘Yes’ is chosen by default.
Enable print invoice option for customers – By enabling this option you will be able to add a print button to the order email/order summary for your customers to print invoices from. It is disabled by default.
Add customer note – Here you can choose to display customer note (order notes) entered by customers on the WooCommerce checkout page to the invoice generated in your store.
Custom logo for invoice – Here you can upload to include a unique logo in the invoice other than the one loaded from the general settings. If left blank defaulted to logo from General settings.
Configure additional information with respect to invoice for free orders, PDF name format, etc. from the Advanced options.
Invoice for free orders: Generate invoice for free orders: Choose ‘No’ to not generate invoice 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.
This section is for customizing invoices to match your needs and requirements.
On the right side of the page, you can view different elements that you can add or delete from the invoice by toggling the button next to each one of them. 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.
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 a font size for the extra details.
Header color – Choose a header color for the document.
The above customization options are specific to company logo. Each of the template elements contain such extra options for customization.
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).
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 to your store generated shipping label to look.
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.
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.
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 footer to delivery note.
Configure the dispatch label settings.
Add customer note – Add customer note to dispatch label.
Add footer – Add footer to the dispatch label.