1.Overview

The WooCommerce PDF Invoice with Packing Slip  is a professional tool designed to serve you better accounting accuracy for your business. This WooCommerce invoice plugin helps you to generate PDF invoices and packing slips individually and in bulk. 

It also helps you improve your brand image and brand value by allowing you to customize the existing invoice template with your brand color, logo, and name or just simply design a new template with Gutenberg editor. This plugin is loaded with features and is easy to function with. 

1.1. Features

  • bulk invoices & packing slips
  • customizable invoice number
  • customizable invoice and packing slip templates from Gutenberg editor.
  • renew invoice number sequence automatically on pre-selected month and date
  • meta fields for invoices and packing slip at the desired place
  • invoice name settings
  • comprehensive invoice logs
  • generate debit/credit note
  • easy downloading of invoices and packing slips
  • invoice storage location local or dropbox
  • generate invoices from the cache
  • share invoices via email
  • update invoice data
  • share invoices by separate email

1.2. 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 WooCommerce PDF Invoice with Packing Slip 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 WooCommerce PDF Invoice with Packing Slip plugin and uploading it to your webserver via your favorite FTP application. 

 

The steps are as follows:

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

Note:

Before activating the WooCommerce Wallet System, you should have the Invoice System for WooCommerce – wordpress plugin  else the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

Download Zip

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
woocommerce invoice

You’ll see a new window appear with Eight section tabs –

  • General Settings
  • Invoice Settings
  • Packing Slip Settings
  • Template
  • Invoice Logs
  • License
  • System Status
  • Overview

Further, we’ll go through each of these sections and understand the flow of the plugin and the features it offers. Starting with the “General Settings” to configure the plugin.

4.General Settings

The “General Settings” tab includes the features to enable the plugin and configure the invoice plugin settings as per your store’s requirements.

invoice-pro-general

4.1.Enable Plugin

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

 

4.2.Automatically Attach Invoice

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

automatically attach emails

4.3. 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 to send invoice

4.4.Download Invoices for Users at Order Status

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

download invoice for users at order status

4.5.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 from cache

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

4.6.View Invoice PDF As

Select the option to view/download the generated invoice PDFs. You can choose either of the following options – 

  • View in New Tab
  • Download
how to download

4.7.Separate Email Invoices

Enable this feature to share invoices with your customers through separate emails

separate email invoices

4.8.Enable Credit or Debit Note

Enable this feature to generate credit notes or debit notes for refund or exchange requests. 

enable credit debit note

Please Note: This feature only works if you have our WooCommerce RMA For Return Refund & Exchange plugin already installed and setup.

4.9.Invoice Store Location

Enable this feature to store(save) your invoices. This plugin allows you to save the generated invoices on your local server or dropbox. If the request comes to generate an invoice from the cache, then the invoices already saved here are fetched. 

invoice store location

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

5.Invoice Settings

The “Invoice Settings” tab contains the set of features to configure your invoice’s design and layout with all the information that you want to add.

invoice settings

5.1.Company Details

In the company details, you need to add the following information that will be reflected on the Invoices and packing slips – 

  • Name of Company
  • Address
  • City
  • State
  • Pin Code
  • Contact Number
  • Email

company details

5.2.Invoice Number

With this setting, you can customize your invoice number by adding a prefix value or suffix value to the base invoice number. You can also select the number of digits for your invoice number. 

 

For Example: If you add 4 in the invoice number with prefix value as choc and suffix value as pleasant, then your invoice number will range from – choc0000pleasant to choc9999pleasant.

 

Note: You may also choose either of the options (prefix and suffix) rather than using both together.

invoice-number-invoice-settings

5.3.Invoice Number Renew Date

This setting will help you to set the calendar date to renew the invoice number sequence annually.

For Example: If you set Month – April and Date – 1, then the invoice number sequence will reset every year on April 1st.

invoice-number-renew-date-invoice-settings

5.4.Disclaimer

Using this feature, you can add the disclaimer to the generated invoice. Add the text in the textbox against the setting that you want to add to your invoice as a disclaimer.

disclaimer

5.5. Color

This setting option allows you to select the color for invoices that resembles your branding more accurately. You can also add the color code directly, rather than scrolling and selecting the color from the color panel.

invoice color

5.6.Choose Company Logo & Add Logo on Invoice

With this feature, you can add your company logo to the invoices. Upload your logo image using the choose logo button and upload your logo image file here. 

After you have uploaded the logo, checkmark the checkbox in the next setting “Add Logo on Invoice” to add the uploaded logo to your invoices

company logo

add logo in invoice

5.7.Invoice Name

With this setting, you can set the Invoice name for all the invoices you generate in either of the three ways – 

  • Invoice_OrderID
  • Invoice ID
  • Custom

invoice name id orderid

5.8.Use Meta Fields on Invoice

With this feature, you can add the Meta Fields in your invoices to add additional information in the invoices generated like payment method, order tax, shipping tax, etc.

invoice meta fields

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

Important: All the meta_fields selected here will be visible on the selected location of your custom template. In case you wish to change the location of the display, use the shortcode below replacing the meta_field with the desired meta key and add this shortcode individually to the template where you want to display the following information.

custom meta field

6.Packing Slip Settings

6.1.Use Meta Fields on Packing Slip

Using this feature, you can select the Meta Fields options to add additional information to your packing slips.

PACKING SLIP SETTING

After selecting all the required meta fields, you can save the changes by clicking on the “Save Settings” button.

Important: All the meta_fields selected here will be visible on the selected location of your custom template. To change the location of the display, use the shortcode below replacing the meta_field with the desired meta key individually.

custom meta field

7.Templates

The WooCommerce PDF Invoice with Packing Slip plugin has 2 in-built invoice templates and it also allows you to add a new template.

preview templates

7.1.Choose Existing Template

The WooCommerce PDF Invoice with Packing Slip plugin offers 2 pre-built templates to generate invoices. You can select the invoice template of your choice by clicking over the radio button against the “Activate” option to use the template

invoice template1

 

invoice template2

7.2.Add Template

To add a template, click on the “Add Template” button. A pop-up window will appear, click on “OK”. Your new template will be created. Next, you can “Edit” the template design and give it a more personalized touch.

Note: You can also review the invoice template design by checking its preview.

8.Invoice Logs

This is a small reporting section that holds the record of each generated invoice. Invoice logs hold the following information – 

  • OrderID
  • Invoice ID
  • Username
  • Email
  • Link
  • Time
invoce logs

9.License

To ensure the plugin works well and to secure your data from losing, please enter the purchase code (shared while purchasing the licensed plugin) and click on validate to enable the license.

invoice license

10.System Status

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

system status

11. Download PDF Invoices

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

11.1.Admin Access To Download Invoices & Packing Slips in Bulk

You can download the invoices and packing slips in bulk from the Orders page.

bulk invoice action
  • 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 bulk invoice
  • 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.
download bulk packing slip

 

11.2. Admin Access to Download and Send Individual Invoice or Packing Slip

You can download the individual order invoice or packing slip from the order page itself by clicking on the icons present with each order number. You can also send the invoice directly by clicking on the send invoice icon available along with the generate invoice and generate packing slip icons. 

individual options

11.3.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).

download invoice from checkout page

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.
download invoice from my accounts page
Note: Now the customers get a direct “Pay Now” link in the invoice PDFs if their order status falls into the “Pending Payments” category.

12.WPML Compatibility

The WooCommerce PDF Invoice with Packing Slip is compatible with the WordPress Multilingual (WPML) plugin for localization of the WooCommerce PDF Invoice with Packing Slip 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

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

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

13.FAQ'S

Yes, you can download the credit note and debit note at the time of refund and exchange.

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