PDF Invoice and Credit Notes for WooCommerce allows your WooCommerce store to to automatically generate, manage, and send professional PDF invoices and credit notes for every order.
Installation
↑ Back to topThe simplest way to start using a product from WooCommerce.com is to use the “Add to store” functionality on the order confirmation page or the My subscriptions section in your account.
- Navigate to My subscriptions.
- Find the Add to store button next to the product you’re planning to install.
- Follow the instructions on the screen, and the product will be automatically added to your store.
Alternative options and more information at:
Managing WooCommerce.com subscriptions.
Setup and Configuration
↑ Back to topGetting started
↑ Back to topTo set up your store with PDF Invoice and Credit Notes for WooCommerce:
- Getting Started
- To set up your store with PDF Invoices:
- Go to: WooCommerce > Settings > Invoices.
- Fill in the required fields:
- Company Name
- Full Address
- Phone Number
- Email Address
- (Optional) Upload your Company Logo.
- Choose when you want to send the invoice or credit note:
- Send the invoice when the order is completed
- Send the invoice when the order is processing
- Send a credit note when the order is refunded
- Choose a theme under Choose a theme for your invoice section.
- Finally, click Save changes.
Advanced configuration
↑ Back to topAdd notes in the invoices
To add notes to your invoices, go to WooCommerce > Settings > Invoices. Under the Add Field section, enter the desired name for your notes in the Field Label input, then click Add Field. Confirm the popup by clicking Yes.
A new field will be created with the name you entered. You can now enter any value you want in this field and then click Save Changes.
To delete a field, go to the “Delete Custom Fields” section and click on the one you want to remove.
Enable customers to see theirs invoices and credits notes
To enable customers to see their invoices and credit note , go to WooCommerce > Settings > Invoices, then scroll to Simplify customer access to documents. Check the box labeled “Enable this to show download buttons for invoices and credit notes in the Orders section of the customer’s My Account page.“
Finally, click Save changes.
Change credit note prefix
To change the credit note prefix, , go to WooCommerce > Settings > Invoices , In the “Credit Note Prefix” section, enter the desired prefix, then click Save changes.
Usage
↑ Back to topCustomers will see invoices and credit notes in the “Orders” section of their My Account page, if the option
“Enable this to show download buttons for invoices and credit notes in the Orders section of the customer’s My Account page” is enabled.
Additionally, invoices and credit notes will be sent by email if the corresponding options are enabled, such as:
Send a credit note when the order is refunded
Send the invoice when the order is completed
Send the invoice when the order is processing
FAQs
↑ Back to topHelp customers by answering commonly asked questions.
