PDF Invoices & Packing Slips

Documentation of PDF Invoices & Packing Slips for WooCommerce by Addify.

Setup and Configuration

After activation of the Addify PDF Invoices & Packing Slips, navigate “WooCommerce > PDF Invoices” to access extension settings for PDF invoices, credit notes and packing slips.

PDF Invoices:

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From WooCommerce > PDF Invoices, you can access complete settings of PDF invoices.

PDF Layout Settings

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From PDF Layout settings tab, you can customize following options

Select PDF Design: Select the PDF template from 3 available templates.
Invoice heading: Add the customized heading for the invoice.
Upload logo: Upload and remove the logo file.
Logo Height: Default height will automatically adjust your logo. You can customize to make small or large if needed.
Company Details: You can add the default and custom company details according to your business needs. Default will inherit your existing store details from WooCommerce > Settings > General.
Enable invoice number: Enable this to generate and show invoice number on PDF.
Invoice Number Format: Customized the invoice number format with order ID, number, and order date, including the year, month, and day. You can use text along with these variables.
Enable Invoice Date: Display the invoice date on the invoice
Enable order number: You can enable or disable the order number on the PDF.
Enable Order Date: Enable the order date on the invoice.
Enable Payment Method: Enable to show payment method on invoice that is being used to place order.
Enable Contact Number: Enable the user’s contact number on the invoice.
Enable email address: You can enable the email address on the PDF invoice.
Enable shipping data: Show the shipping data on the invoice.
Table header text and background color: Add a custom color for the table header text and background.
Enable the footer color: Enable the footer color.
Footer text and background color: Add the custom color for the footer text and background.
Note text: You can add the customizable note text on the invoice.
Terms and conditions: Add the customized terms and conditions on the PDF invoice. Yes, you can include links in PDF file.

Invoice Display Settings:

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Select order status for PDF download: Restrict PDF download settings based on the order status. You can specify the order statuses for which the download option will be available.

Select an email template to attach a PDF invoice: You can attach PDF invoice with any of your existing email created under WooCommerce > Settings > Email. You can select multiple email templates and extension will attach PDF with those emails.

Enable the download of PDF invoices from the order page: You can enable or disable the PDF invoice download button on the admin order page according to your required business needs.

Packing Slip:

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You can generate packing slips for your orders and download from order detail page.

Packing Slip Customization Options:

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You can customize following options of packing slip PDF.

Select the packing slip design: Choose the 3 template designs for the packing slip
Packing slip heading: Add the customized label/heading for the packing slip.
Header text and background color: Add the custom color for the header text and background of the packing slip header.
Upload logo: Upload and remove the logo on the packing slip.
Logo Height: Set the logo height. Default is 20px.
Company Details: You can add the default and custom company details according to your business needs.
Enable order number: Enable the order number on the packing slip.
Enable Order Date: Enable or disable the order date according to your business needs.
Enable Payment Method: Enable the payment method on the packing slip.
Enable Contact Number: Enable the contact number on the packing slip.
Enable email address: Enable the email address on the packing slip.
Enable billing data: Enable the billing data on the packing slip if needed.
Show price: You can choose to show or hide product prices at which the order has been placed from packing slip
Table header text and background color: Add the custom color for the header text and background.
Enable the footer color: Enable the footer color option to add the footer on the packing slip.
Footer text and background color: Add the custom color to the footer text and background.
Note text: Add the note text on the packing slip.
Terms and conditions: Add the customized terms and conditions on the packing slip.

Credit Note:

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The extension will automatically generate credit note as soon as the refund is processed. Your customers can download credit note from My-Account page.

Customization options for Credit note:

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Default PDF Invoice Template:

When you select the default PDF invoice template, the extension will inherit PDF design and its settings to generate credit note. You can only customize following options,

Credit note heading: You can add a customized heading for credit notes.
Note text: Add the note text on the credit invoice.
Terms and conditions: Add the terms and conditions according to your business requirements.

Custom Credit Note Template:

When you select the custom template, you can customize following options,

Select the credit note option: Add the custom template by selecting the given templates.
Credit note heading: Add the customized heading for the credit note.
templates.
Header text and background color: You can set the custom color for header text and background color that matches your business/website.
Upload Logo: Add and remove the custom logo from the gallery.
Logo Height: Set the logo height.
Company Details: You can add the default and custom company details according to your business needs.
Enable Invoice Number: Show the invoice number oncredit notes.
Invoice Number Format: Customize the invoice number format by using order ID, number, and order date, along with the year, month, and day.
Enable Invoice Date: Enable the invoice date on the credit notes if needed.
Enable Order Number: Show the order number oncredit notes.
Enable Order Date: Enable or disable the order date according to your business needs.
Enable Payment Method: You can enable the payment method associated with the invoice.
Enable Contact Number: You can enable or disable the user’s contact number on the credit note.
Enable email address: Enable the email address on the credit notes.
Enable shipping data: Show the shipping data on the credit note if needed.
Table header text and background color: Add the custom color for the header text and background.
Enable the footer color: Adjust the footer color to your preferred setting.
Footer text and background color: Add the custom footer text and background color.
Note text: You can add the customizable note text to the credit notes.
Terms and conditions: Add the customized terms and conditions on the credit notes.