Managing orders in a WooCommerce store can quickly become overwhelming if you’re manually creating and attaching invoices and packing slips for each WooCommerce order. Automating this process not only saves valuable time but also improves the accuracy and professionalism of your store’s operations.
PDF invoices offer your
customers a clear, downloadable proof of purchase and request for payment,
making the record-keeping and accounting simpler. On the fulfillment side,
packing slips guide your team to pick and ship orders accurately, reducing the
chances of mistakes and returns.
Here, we’ll walk you
through the exact steps to create and automate invoice PDFs and packing slips
in your WooCommerce store using the free version of the WooCommerce PDF Invoices and Packing Slips Plugin
from WebToffee.
Ready to get started on
generating branded WooCommerce order invoices? Let’s begin!
How to Generate WooCommerce PDF
Invoices for Your Orders?
First, let’s see how you can set up PDF invoices in WooCommerce.
Step 1: Install and Activate WebToffee PDF Invoices Plugin for WooCommerce
From your WordPress dashboard,
●
Go to Plugins > Add New Plugin.
●
Search for “WooCommerce PDF
Invoices” by WebToffee.
●
Next, install and activate the
plugin.
Step
2: Configure General Settings of WooCommerce PDF Invoices
After installation, your next step is to configure
the basic details for your invoices. You'll need to enter your business
details, like the address and tax settings. You can also update or change these
anytime right from the plugin’s general settings page.
●
Go to Invoice/Packing > General
tab.
● Enter the company details such as Name, Logo, Tax ID, etc.
● Next, complete the Address details section to include your business address and country-specific details.
In the Advanced options, you can customize additional settings:
●
Enable RTL support if needed for
right-to-left languages.
●
Provide real-time preview before
printing.
● Add a print button to WooCommerce invoices and packing slips for easy printing.
Once everything is configured, click Update Settings to save your changes.
Step
3: Enable PDF Invoices for WooCommerce
Go to Invoice/Packing > Invoice
to enable WooCommerce invoice PDFs.
●
Click the Enable Invoice button.
●
Next, select a start date from
which invoices should be created.
●
Define the order statuses that
will trigger automatic WooCommerce invoice PDF creation.
● Choose an order status email to attach PDF invoices to customer emails.
Step
4: Set an Invoice Number
Next, select a number format for your invoice
PDFs, including custom prefixes and suffixes.
●
You can either use a custom
invoice number or set the order number as the invoice number.
● Choose a desired length for the invoice number.
Step
5: Enable Additional Fields and Advanced Settings
You can further customize
your invoices:
●
Add extra fields, such as order
metadata, to provide more detailed information.
●
Generate invoices for free orders
if needed.
●
Set a custom file name format for
the PDF invoice.
● Click Update Settings once done to apply your preferences.
Step
6: Customize WooCommerce PDF Invoices
Finally, navigate to the Customize tab to personalize your WooCommerce PDF invoice template.
●
Add or edit fields in the invoice
document.
●
From the right side menu,
customize the text, colors, and font sizes to match your branding.
● Click Update template to apply the changes immediately and make them live.
That’s it! You’ve successfully generated your
WooCommerce invoice PDF, which will be automatically shared with your customers
after each purchase.
Next, let’s explore how to create packing slips in
WooCommerce using the same plugin.
How to Create Packing Slips for WooCommerce?
●
Go to Invoice/Packing > Packing
slip.
●
Choose whether to include product
images, customer notes, and the footer.
● Click Update Settings to apply changes.
You’ve successfully created packing slips for your
WooCommerce orders!
The free version of this WooCommerce PDF invoice
plugin includes only the essential features needed to generate invoices and
packing slips. If you're looking for more advanced functionality, you can
upgrade to the premium add-on.
Why Upgrade to Premium?
While the free version of
the WooCommerce PDF Invoices and Packing Slips plugin handles the basics,
upgrading to the premium PDF Invoices and Packing Slips plugin unlocks a more
powerful solution for your growing store.
With advanced
customization, automation, and integration features, the premium plugin caters
to store owners who need more than just a simple WooCommerce invoice generator.
Here’s what you can unlock
with the premium version:
●
Auto-generate and email PDF
invoices, packing slips, and credit notes
●
Supports UBL/XML electronic
invoicing formats
●
Customizable templates with logo,
tax info, and footer text
●
Print WooCommerce invoices and
packing slips
●
Option to add custom meta fields
to invoice PDFs
●
Bulk document download,
multilingual, and RTL support
Additionally, WebToffee
offers a Customizer for WooCommerce Invoice PDFs and Packing Slips.
This handy add-on transforms the customization tab into a user-friendly
drag-and-drop interface, giving you advanced control over layout, design, and
fields.
Other Invoicing and Documentation
Plugins
Here are a few other
plugins that can help you in generating and printing WooCommerce invoices and
labels.
Print Invoice & Delivery Notes for WooCommerce
For store owners who prefer simplicity, the Print
Invoice & Delivery Notes plugin offers a basic solution to print invoices
and delivery notes from the WooCommerce orders page. It’s ideal for small
stores that need a lightweight option for adding physical documentation to
shipments.
WooCommerce Shipping Labels, Dispatch Labels and Delivery Notes
When your WooCommerce store starts shipping at
scale, staying organized behind the scenes is as important as delivering a
great front-end experience. Mislabeling packages, missing delivery notes, or
manual paperwork can quickly become costly as order volume increases.
WebToffee’s Shipping Labels and Delivery Notes plugin
simplifies the entire dispatch process by letting you automatically generate
shipping labels, dispatch slips, and delivery notes straight from your
WooCommerce dashboard. It works seamlessly with your order data, pulling in
customer addresses, product info, and order status without the need for
copy-pasting or third-party tools.
Challan – PDF Invoice & Packing Slip for WooCommerce
Challan offers a straightforward way to generate
PDF invoices and packing slips in WooCommerce. It is for users who want a
plug-and-play experience with minimal setup and just enough customization to
meet standard needs. While it lacks some of the advanced business features
found in premium solutions, it’s a decent option for stores that require only
basic invoicing functionality.
Wrapping Up
Automating PDF invoices and packing slips in your
WooCommerce store helps you stay organized while delivering a better experience
for customers. No more manual invoice creation or misplaced packing slips -
everything runs smoothly behind the scenes.
The WooCommerce PDF Invoices and Packing Slips
Plugin by WebToffee offers a user-friendly way to streamline your order
fulfillment process, even with the free version.
We hope this tutorial has made it simple for you to set up and automate PDF invoices and packing slips in your WooCommerce store. If you have any questions or need assistance, feel free to ask in the comments below!
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