PDF Invoices & Packing Slips

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

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.

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

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.

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. 

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

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. 

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

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.