Automate the technology of PDF invoices, packing slips, credit score notes, proforma invoices, and choose lists to your WooCommerce retailer. The PDF Invoices and Packing Slips for WooCommerce plugin handles all order documentation in a single place, saving time and eradicating the necessity for guide doc preparation.
Each doc is generated robotically primarily based on the order standing you configure. You’ll be able to customise WooCommerce bill templates, add what you are promoting particulars, set numbering codecs, and retailer all PDFs on to Google Drive. Prospects can obtain their invoices from the My Account part, and admins can handle all paperwork from the order panel.
Key Options
- Auto-generate WooCommerce PDF invoices, packing slips, credit score notes, proforma invoices, and choose lists
- Bulk generate and obtain all doc varieties
- A number of WooCommerce bill template designs for every doc sort
- Add firm brand, particulars, and customized headings
- Sequential and customized bill numbering
- Connect PDF invoices to order emails robotically
- Configure set off statuses for auto-generation
- VAT, Tax ID, and SSN subject at checkout
- Google Drive storage for all generated PDFs
- Management PDF entry by person function
PDF Invoices
The WooCommerce PDF Bill plugin auto-generates invoices when an order reaches a configured set off standing. Admins can view, obtain, and handle invoices from the order web page, whereas prospects entry them from My Account. Select from three bill templates and configure which particulars seem, together with order quantity, date, fee technique, contact particulars, and delivery information. A footer observe and phrases and circumstances may also be added.
Packing Slips
WooCommerce packing slips will be generated robotically or manually from the orders web page. Select from 4 templates and configure which particulars seem on the slip, together with order quantity, date, billing information, contact particulars, and product costs. Digital merchandise will be excluded, and a footer observe and phrases textual content will be added.
Credit score Notes
Credit score notes are generated robotically when an order is refunded or created manually as wanted. Select from 4 templates and configure displayed particulars together with order quantity, date, contact particulars, and delivery information. Credit score observe numbering follows a customized format corresponding to CN-{yr}-{sequence} with a configurable sequence begin.
Proforma Invoices
Proforma invoices will be auto-generated when a brand new order is positioned. Choose from 4 templates and configure which fields seem, together with order quantity, date, contact particulars, delivery information, worth columns, and SKU. A phrases and disclaimer part may also be added, and numbering follows the format PF-{yr}-{sequence}.
Decide Checklist
The choose checklist provides your achievement group a consolidated view of all gadgets to be picked throughout orders. Kind by product identify, exclude digital merchandise, and select which columns to show together with product identify, SKU, class, and amount.
Generate Invoices and Slips in Bulk
Allow bulk PDF actions straight from the WooCommerce orders checklist. You’ll be able to ship e mail invoices and obtain choose lists for a number of orders without delay with out opening them individually.
Sequential and Customized Bill Numbering
WooCommerce bill numbering can comply with the order quantity or a customized sequential format unbiased of order IDs. Credit score notes and proforma invoices assist configurable quantity codecs utilizing yr and sequence placeholders.
Tax and Checkout Integration
Add a VAT or Tax ID subject to the checkout kind with a customizable label, set as required or non-obligatory. An SSN or fiscal code subject may also be enabled. Tax show mode on PDFs will be set to inclusive or unique relying in your retailer’s necessities.
Google Drive Storage
Generated PDFs will be saved straight in a Google Drive folder as an alternative of on the server. Join your Google account utilizing OAuth credentials, set a folder identify, and all paperwork are saved there robotically.
Buyer Frontend Entry and PDF Controls
Prohibit PDF downloads by person function and management which doc varieties prospects can entry from My Account. WooCommerce PDF invoices will be connected to particular order e mail templates together with new order, processing, and accomplished order emails.
Extra Settings
- Allow or disable desk colours for every doc sort
- Add phrases and circumstances to invoices, packing slips, credit score notes, and proforma invoices
- Add a customized footer observe to any doc
- Configure sequence begin quantity for credit score notes and proforma invoices
- Exclude digital merchandise from packing slips and choose lists
- Set brand top in pixels for every doc sort independently
Model 2.0.0 Plugin Rehaul, Previous Model discountinued Added assist for Credit score Notes, Proforma Invoices, and Decide Lists. Added a number of templates for all doc varieties. Added bulk technology and obtain for all paperwork. Added automated doc technology primarily based on configurable order statuses. Added customized and sequential numbering for invoices, credit score notes, and proforma invoices. Added PDF bill attachments to WooCommerce order emails. Added Google Drive integration to retailer generated PDFs. Added VAT/Tax ID and SSN/Fiscal Code checkout fields. Added role-based PDF entry management. Added buyer controls for doc downloads from My Account.
Model 1.0.3 Suitable with multisite. Suitable with HPOS.
Model 1.0.2 Added bulk technology choice for PDF invoices. Added bulk technology choice for Packing Slips.
Model 1.0.1 Added German, French, Italian, Spanish, and Dutch translations. Added compatibility with the most recent WooCommerce model. Fastened the motion column subject on the order itemizing web page within the new WooCommerce model.
Model 1.0.0 Preliminary launch of the plugin.
