The responsibility of the seller is not limited to transporting and delivering the product to customers. All documents that are delivered to the purchase of related customers are equally important for the establishment of customers in the store. Conversely, this will help increase the sales of stores by retaining customers. These documents include invoice, packing form, delivery form and transport labels.
Through this article, I will take you to understand the process of generating a PDF invoice for the Woocommerce store. Webtoffee’s WOOCOMMERCE PDF invoice and packing single plug -in make it easier than ever. If you are interested in getting more information about the plug -in, you can access the product page.
The first step: Install and activate the plug -in
After installing and activating this plug -in, a WordPress menu will appear invoice/Packing New part. You can navigate to the invoice/packaging \u0026 gt; invoice menu enter this part \u0026 nbsp; from your WordPress instrument board. When you click the invoice sub -menu, you will be brought to the invoice settings .
All general settings that need to be used in all documents from the \”conventional settings\” window. Routine settings allow you to configure the company’s logo, address details, RTL support, etc.
Step 2: Basic settings of the WOOCOMMERCE PDF invoice
In basic settings, you can configure a specific universal item and invoice number of the invoice.
The settings contained in the conventional option card are shown below:
Invoice setting-Conventional
] Enable invoices: Disable the invoice of the deleted order view/print regulations, the administrator can still customize the template and set the invoice number.
Backbaling according to the category: Select \”Yes\” to group the same category products in the invoice.
Use the order date as the invoice date: If you choose \”no\”, the invoice date will be printed, ed or added with youThe date of the invoice to the email is the same.
Product sorting method: You can select the product name or the sequence of the product SKU here to sort the product.
Generate invoices for order status : This option lists all order status that can generate invoices for it. You can choose multiple states as needed.
Additional invoice PDF in an email: When selecting \”Yes\”, the PDF version of the current event invoice template will be attached to the order email.
Establish a printing invoice option for the customer : After selecting \”Yes\”, you will be able to display the printing invoice button for the customer in the order mail, order list page and order summary.
Only the printing button of the selected status: Select the state where you need to generate an invoice.
Enable variant data:
To include the variant data of the product in the invoice, select \”Yes\”. Total tax display:
Select how you want to display the total tax on the invoice.
Total tax display 11. Individual taxes in the product table: Select \”Yes\” to classify different taxes in different columns in the invoice.
Click \”
Update Settings\” button to save the settings.
Step 3: Invoice number settings Next, you can set customs with prefix/suffix/number series
Invoice number
, Even the order number can be numbered to the invoice number.
Invoice number settings
Invoice number format:
Specify the format that must generate an invoice. For example: [prefix] [number] [suffix]
Invoice number format Use order number as an invoice number:
Select
as use the order number as the invoice number. If you want to generate a custom invoicing number, select No
and enter the necessary detailed information into the filled field. These fields are filled according to the number format selected before.
The start number of the invoice
: Enter the start number of the invoice.
Custom invoice number
If you choose With the suffix invoice number mode, you also need to configure the following settings.
Invoice number prefix
: Enter the prefix will be added before the invoice number. You can use any date format or letter number character in this field, as shown in the pop -up window.
Date format
Invoice number suffix : The input will be added after the invoice number. You can use any date format or letter number character as the suffix, as shown in the figure above.
Invoice length : It means the total length of the invoice number. If the length of the invoice number is less than the length of the provided, it will be filled with \”0\”. For example, if you specify 7 as an invoice length and your invoice number is 8009, in the corresponding document, it will be expressed as 0008009.
Click to update and reset the button update and reset the invoice number format settings.
Step 4: Custom and preview Invoice
Use the customizer, you can customize the appearance of the invoice. You can choose a built -in theme, or you can create a new theme or template from the existing theme or template. In addition, the switch control on the right side of the window will be reflected in the example invoice template when it is enabled or disabled.
Invoice customization
To create a new invoice template,
]
Create a new template from
to select a template.
Select a layout from the pop -up template. Select the invoice layout
The selected layout will be displayed in a custom window. Elements that have been configured from conventional settings will be automatically filled. Users can use the switch option to make necessary changes to the layout.
Before activating the layout, you can preview the invoice example of the recently order PDF format.
To preview the specific order, enter the corresponding order number in the provided field.
Enter the order number preview invoice
You can even switch to the code editor in order to perform the customized definition except the customized editors.
Invoices through the code editor [ 123] When changing through the code editor, it is best to refer to
Help
, of which briefly introduced the alternative category supported by placeholders and RTL supported by RTL Wait, as shown below:
The help part of invoice customization
Save and activate the template to further use it for your invoice.
Step 5: Add additional/dollars
field to invoice This step may not be needed by everyone. But it helps to customize invoices according to your store and customer needs.
Advanced invoice settings can be used to add orders/product metadata data to the Woocommerce invoice.
Wooocommerce invoice advanced settings
Order field
Adding additional order information. You can select a field from the default field list, or click
to add the existing order element field
button to create a custom yuan field by providing a custom field name and the corresponding element key for the field. The order keys can be found in the custom field part of the product’s WOOCOMMERCE order page.
Add a high -level order field
Add to add to addFor details other than the drop -down menu display, please click
to add the existing preparations field
.
Search for the meta field that wants to add to the invoice
Product meta field : Select/ select// Add other product information. Click Add product element
to add a new product meta field by providing the corresponding element key that provides custom field names and fields. The product yuan key can be found in the custom field part of the product page.
Add the product’s meta field field Go to the WoOCOMMERCE invoice
Custom footprint: Type the custom page of the invoice in the text area. If you leave empty, the default footer in the conventional settings will be loaded. Click \”
Update Settings\”
button to save the settings. When the order is placed, the PDF version of the valid invoice template will be attached to the order email, and the and printing regulations will be attached, as shown below.
The additional WOOCOMMERCE invoice in the email
You can even print/ the invoice from the WooCommerce order page.
Woocommerce order page printing goods
Example invoice as follow ]
发票样本
要使用相同的插件配置和生成其他文件，例如形式发票、装箱单、运输标签、交货单、信用单、 The pickup order, address label, etc., you can refer to the plug -in user guide.
Conclusion
If you do not provide invoices to your customers, it is almost impossible to operate online stores. If you sell internationally and must comply with different taxes and invoices, you may find that it is not easy to generate an invoice. But using the Woocommerce invoice plug -in, you can largely reduce the workload of generating invoices to a large extent.
]
Add the product’s meta field field Go to the WoOCOMMERCE invoice
要使用相同的插件配置和生成其他文件，例如形式发票、装箱单、运输标签、交货单、信用单、 The pickup order, address label, etc., you can refer to the plug -in user guide.
