The seller’s responsibility does not end with the distribution of goods to customers. In order to build customers’ trust in the store, it is equally important to convey all documents related to the purchase. This helps to increase store sales by maintaining customers. These documents include invoices, packing lists, delivery notes, delivery labels, etc. This article will introduce you to the process of generating PDF invoices for the woocommerce store. Webtoffee’s woocommerce PDF publishing and packaging checklist plug-in is easier to use than ever before. For more information about plug-ins, visit the products page.
Step 1: after installing and activating the plug-in, you can use a new section called invoice \/ packaging in the word press menu. You can go to the invoice \/ packaging > invoice menu and go to this section. On the WordPress dashboard. Click the invoice submenu to go to invoice settings. You can configure the general settings that all documents must use in the general settings window. Through general settings, you can configure company logo, address details, RTL support, etc. Step 2: in woocommerce PDF invoice preferences, you can configure the general commodity and invoice number of each invoice.
The General tab contains the following settings: Invoice setting – enable ordinary invoice: after disabling, the invoice viewing \/ printing terms of the order will be deleted, but the administrator can still customize the template and set the invoice number. Group by category: select Yes to group products belonging to the same category of invoices. Use order date as invoice date: if no is selected, the invoice date is the same as the date when the invoice was printed, ed or attached in the email. Product sorting basis: here, you can choose to sort products by product name or product SKU in ascending or descending order. Generate invoice for order status: this option lists all order statuses that may generate invoices. Multiple states can be selected as needed. Attach invoice PDF to email: when you select Yes, the PDF version of the currently active invoice template will be attached to the order email. Enable customer invoice printing option: select Yes to display the customer invoice printing button in order mail, order list page and order summary. Display print button only in selected status: select the status to generate invoice. Enable conversion data: select Yes to include the conversion data of the product in the invoice. Display total tax: select how to display total tax on invoice. The total tax column displays 11. Select each tax column in the product table: \
Click the update settings button to save the settings. Step 3: in addition to setting the invoice number, you can also set the custom invoice number as prefix \/ suffix \/ number series, or mirror the order number as invoice number respectively. Set invoice number format: specify the format of the invoice that must be generated. Example: use [prefix] [number] [suffix] maleinvoice number format order number as invoice number: select Yes and use order number as invoice number. To generate a custom invoice number, select no and enter the required details in the populated field. The fields will be populated according to the previously selected number format. Invoice start number: enter the invoice start number.
If you select an invoice numbering mode that includes a custom invoice numbering prefix or \/ and suffix, you must also configure the following settings: Invoice number prefix: enter the prefix to be added in front of the invoice number. You can use date format or alphanumeric in this field, as shown in the pop-up menu. Male date type
Food ticket number suffix: enter the suffix to be added after the invoice number. You can use date format or alphanumeric as suffix, as shown in the above figure. Invoice length: indicates the total length of the invoice number. If the length of the generated invoice number is shorter than that provided, it will be filled with \
Step 4: customize the appearance of the invoice using the customization and preview customizer. Optional built-in themes are available, and you can also create new themes or templates from existing themes. In addition, the switch control is provided on the right side of the window and will be reflected in the sample invoice template when activated or disabled. To create a custom new invoice template, select the template in the \
To preview the invoice, enter the order number. You can also switch to the code editor and perform customizations other than those listed in the visual editor. During making changes through the invoice custom code editor of the code editor, it is best to refer to the following brief help on placeholders, alternative classes supported by RTL, etc. Please save and activate the help section template of invoice customization based on the code editor for further use on the invoice. Step 5: add to invoice \/ add meta field this step is not required by everyone. However, this helps to customize the invoice according to the needs of the store and customers.
Using advanced invoice settings, you can add order \/ product metadata to woocommerce invoices. Wommerce invoice advanced settings order meta field: select the required item from the drop-down menu and add additional order information to the invoice. You can create a custom meta field by selecting a field from the default field list or clicking the add existing order meta field button to provide a custom field name and corresponding meta key for the field. The order meta key can be found in the custom fields section of the product woocommerce order page.
To add order meta details different from those displayed in the \
When ordering, the PDF version of the active invoice template will be attached to the order email together with the and print terms, as follows: You can also print \/ the invoice on the woocomerce order page, as shown below. The invoice of the distribution sample printed on the woocomerce order page is a
