1.Overview

The Invoice System for WooCommerce plugin automatically generates WooCommerce PDF invoices and attaches them to the relative WooCommerce emails. This plugin is the most-apt solution to eliminate the extra effort put in manually generating the invoices and packing slips. This plugin extends your store’s functionalities by enabling you to generate bulk invoices with 2 pre-built customizable invoice templates.

2.Installation

2.1 Automatic Installation:

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

The steps are as follows:

1. Log into your WordPress dashboard. Navigate to the Plugins menu and click Add New.
2. Click on the Upload Plugin button.
3. Click on the Browse button and navigate to the downloaded Invoice System for WooCommerce Zip file and click OK.
4. Most importantly, you can install it by simply clicking Install Now.

2.2 Manual Installation:

The manual installation of the plugin is another option to install the extension to your WordPress environment. The manual installation method involves downloading our WordPress Extension and uploading it to your web server via your favorite FTP application.

The steps are as follows:

1. Extract the downloaded Invoice System for WooCommerce Zip file.
2. Upload the Invoice System for WooCommerce folder to the /wp-content/plugins/directory.
3. Activate the plugin through the Plugins menu in WordPress.

3.Workflow

After you have successfully installed and activated the plugin, you’ll see a new tab “MakeWebBetter” appearing on the sidebar menu of your WordPress dashboard.

Go to MakeWebBetter > Click on the Invoice System for WooCommerce

You’ll see a new window appear with three section tabs – General Settings, System Status, and Overview.

  • In the Overview section, you’ll get to learn about the plugin features and benefits a little more.
  • The System Status section holds viable information about the various system and WP variables that are used in this plugin along with the variable values.
  • General Settings tab contains all the informational settings to configure the plugin functionalities.

Let’s move ahead with General Settings tab to enable and configure the plugin

3.1.General Settings

The “General Settings” tab contains all the necessary options that are required to configure the plugin and start generating the PDF invoices for your WooCommerce store.

general settings

3.1.1 Enable Plugin

To start the plugin functionalities for users, toggle the button to the right. 

3.1.2 Company Details

The next step is to enter your company name, company address, and contact details that you must show to your customers on Invoices and Packing slips.

Company details

3.1.3 Invoice Number

Once you have entered the company data, customize your invoice number by adding with prefix or suffix to the base invoice number.

Note: You may also choose both the options (prefix and suffix) simultaneously.

Invoice number

3.1.4 Invoice Number Renew Date

This setting will help the admin to set the calendar date to renew the invoice number sequence annually. This means that for example, if you set 31 March 20xx as the renew date, then the invoice number sequence will reset upon reaching the assigned date.

invoice number renew date

3.1.5 Disclaimer

With this option, the admin can add the disclaimer to the generated invoice. Add the text you wish to add as a disclaimer in the textbox adjacent to this setting option.

disclaimer

3.1.6 Color

This setting option allows the admin to select the color of his/her choice for generating invoices. Colors play a vital role in setting up the brand image.

color

3.1.7 Choose Logo & Add Logo on Invoice

Personalize your invoice by adding your company logo on the invoice. Upload the logo image file by selecting “Upload Logo” option and check mark the checkbox below to add the uploaded logo in your invoices.

choose logo

3.1.8 Choose Template

Invoice system for WooCommerce plugin offers 2 pre-built templates for invoices. Select the invoice and packing slip template of your choice by clicking over it.

choose template

Template 1 –

template 1

Template 2 –

template 2

3.1.9 Send Invoice for

This setting allows you as the admin to select the order status for generating and sharing the invoice. This means that if you select the order status “Completed” then the invoice will be sent as attachment with the email  when the order process is completed.

send invoice for

Note: If you don’t wish to send the invoice to your customers, simply, select the order status as “Never”.

Once all your setting options are configured, click on “Save Settings” button to save the new changes.

3.2.System Settings

This tab shows the details of the server and system configuration.

system configuration

3.3.Download PDF Invoices

Both the admin and customer have access to the generate invoices for the concerning orders.

3.3.1 Admin Access To Download Invoices & Packing Slips in Bulk

The admin or the merchant can download the invoices in bulk from the Orders page.

  • To download the invoices, go to WooCommerce > Orders.
  • Select the concerned orders( for which you wish to download the invoice) from the list of all orders. 
  • Select the activity status as “Download Invoice” and click on Apply.

download pdf invoices

  • To download packing slips, go to WooCommerce > Orders.
  • Select the concerned orders( for which you wish to download the invoice) from the list of all orders. 
  • Select the activity status as “Download Packing Slips” and click on Apply.
packing slip

3.3.2 Admin Access to Download Individual Invoice or Packing Slip

Admin can download the individual order invoice or packing slip from the order page itself by clicking on the icons present with each order number.

download pdf
download packing slip

3.3.3 Customer’s Access to Download PDF Invoices

The customers can download the invoices in PDF format for the order placed either from the checkout page (after completing the checkout).

order received

Customers can also download the invoices for the completed orders from their My Account page.

  • To download an invoice from the “My Account” page, ask your customers to login to their user dashboard.
  • Go to Orders > Order Details > click on Download Invoice.
order details

4.FAQs

No, We do not require any coding skills for working with invoicing plugins.

Yes, the Admin can generate invoices in bulk. For this please go to the admin dashboard >> WooCommerce >> Order tab select all the order >> Select download invoice in bulk >> apply.

Yes, Admin can customize the invoice according to their need for this Go to the plugin settings where they can change company details, invoice number, disclaimer text, color and choose logo according to their requirement.

 

 Yes, Admin can add prefix or suffix or both for their invoice number. For this please go to the plugin settings >>General settings >> Invoice number >> Select prefer or select suffix and save changes

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