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.

1.1. Plugin Compatibilities

The WooCommerce PDF Invoice with Packing Slips is compatible with the following plugins:

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

dashboard-invoice-system

You’ll see a new window appear with four section tabs – General Settings, Invoice 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 used in this plugin and variable values.
  • The Invoice Settings tab contains all the required features and functionalities to create invoices, from company details to layout designs. 
  • The General Settings tab contains all the informational settings to configure the plugin functionalities. 

Let’s move ahead with the 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 with your WooCommerce store. This tab settings also includes the features to specify when to generate and download the invoices for the customers.

General-settings-invoice-system

3.1.1 Enable Plugin

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

enable-plugin-general-setting

3.1.2 Automatically Attach Invoice

Enable this feature to attach the order invoices with the WooCommerce emails sent to customers.

auto-attach-invoices-general-setting

 

3.1.3 Order Status to Send Invoice for

Select the order status like “Completed”, “Processing”, etc. to send invoices. If you don’t wish to send WooCommerce invoices, select “Never” from the drop-down menu.

order-status-send-invoice-general-setting

3.1.4 Download Invoices for Users at Order Status

Set the order status upon fulfilling which your customers can download the invoices.

download-invoice-order-status-general-setting

3.1.5 Generate Invoices from Cache

Enable this feature to generate invoices from cache (invoices once downloaded will be stored in the preferred location and will be used later).

generate-invoice-cache-general-setting

Please Note: Once this setting is enabled, changes after invoice generation will not reflect for earlier invoices. However, changes will work for new order invoice downloads.

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

3.2.Invoice Settings

The “Invoice Settings” tab contains the set of features to set up invoices design and data that go along. 

invoice-settings-invoice-system

3.2.1 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-invoice-settings

3.2.2 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-invoice-settings

3.2.3 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-invoice-settings

3.2.4 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

3.2.5 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-invoice-settings

3.2.6 Choose Logo & Add Logo on Invoice

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

3.2.6 Choose Logo & Add Logo on Invoice Personalize your invoice by adding your company logo to the invoice. Upload the logo image file by selecting the “Upload Logo” option and checkmark the checkbox below to add the uploaded logo to your invoices.

add-logo-invoice-settings

3.2.7 Choose Template

The 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 –

invoice template1

Template 2 –

invoice template2

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

3.3.System Status

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

system status<

4.Download PDF Invoices

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

4.2 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

4.3 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 log in to their user dashboard.
  • Go to Orders > Order Details > click on Download Invoice.
order details

5.WPML Compatibility

The Invoice System for WooCommerce is compatible with the WordPress Multilingual (WPML) plugin for localization of the Invoice System for WooCommerce plugin’s strings.

In order to translate the Invoice plugin, you need to extract all the plugins’ strings. Follow these steps:
1- Go to WordPress Dashboard > WPML > Themes Plugins Localization
2- Navigate to the ‘Strings in the plugins’ section
3- Select Invoice System for WooCommerce from the list of plugins
4- On the bottom of the page, Click ‘ Scan selected plugins for strings

invoice wpml 1

For translating the strings into a different language click the number of strings present next to the plugin.

invoice wpml 2

You’ll be redirected to a page where all the strings of the plugin are listed and you can translate each string from here.

On visiting this page you can manually select a string for translation by clicking on the “+” button next to each string in a row.

A popup will occur in which you can write the translation of the string.

invoice wpml 3

Once you’ve written the translation it will be automatically saved and when the customer chooses a different language they’ll see the translated version of the string

Invoice WPML 04

6.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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