PDF Packing Slips and Invoice Builder

The PDF Invoicing, Packing Slip & Credit Notes plugin for WooCommerce automates creating and managing essential e-commerce documents like invoices, packing slips, and credit notes. It offers customizable templates, automatic PDF generation, and seamless integration with WooCommerce for improved efficiency and professional branding.

• Default PDF Templates
• Custom PDF Template
• Enable Debited Notes
• PDF Access To
• PDF Download
• PDF Attachments In Emails.

• Download the .zip file from your WooCommerce account.
• Go to WordPress AdminDashboard > Plugins > Upload Plugin > Choose File.
• Install Now and Activate Plugin.

• Go to WordPress Admin Dashboard > WooCommerce > Settings > PDF Invoices and Packing Slips > General Settings to enable the default email templates.

• Check the Enable Default Template option to activate the default template.

PLEASE NOTE: If both Default and Custom Templates are enabled, priority will be given to the Default Templates.

• Select the email templates for the default emails from the Templates option. Three types of templates are available:

• Invoice – This email is sent to the customer when an order is placed.
• Packing Slip – This email is sent when the order is marked as completed.
• Credit Note – Sent when a customer sends a debit note or when the admin cannot deliver the product for any reason.

• Use the Preview Template on Email option to preview the selected email templates. Enter an email address and click Submit. The default templates will be sent to the specified address.

Front End Impact

Preview of Templates on Email

• The email with the templates will be sent to the email specified in the Preview Template in the Email field.

Invoice Default Email Template.

PLEASE NOTE: The invoice slip template will be sent once the user places the order.

Packing Default Email Template.

PLEASE NOTE: The Packing Slip template will be sent once the order is Completed.

Credit Note Default Email Template.

PLEASE NOTE: The Credit Note Slip template will be sent once the admin refund failed or the order is cancelled.

• The admin can add Custom Email templates for the Invoice, Packing, and Credit Note slips.
• Go to WordPress Admin Dashboard > WooCommerce > Settings > PDF Invoices and Packing Slips > General Settings.

• Check the Enable Custom Template option to activate the custom template.

• Once the custom template is enabled, a Custom PDF tab will appear in the WooCommerce sidebar menu. Navigate to the Custom PDF tab.

• A Custom PDF list page will open. Click on the Add New Custom PDF button.

• A Custom PDF Builder tab will appear and can be set up with Gutenberg blocks. Add a title to the custom template.

• Click on the Toggle Block Inserter.

• For ease, there is a dedicated section for the PDF with default templates for users to add and modify as needed. Search for PDF in the search bar and Navigate to the Patterns. There will be default templates for Invoice PDF, Packing Slip PDF, and Credit Note PDF.

• The admin can select a template and access additional customization options on the side tab. They can also drag and drop blocks as needed.

• For the Invoice template, search for Invoice in the search bar. The options available for the Invoice Custom template will appear. Drag and drop the option for the side tab to the template.

PLEASE NOTE: When a user searches for a Packing Slip or Debit Note, all related options for packing slips and debit notes will appear in the search results.

• The selected option will appear on the template.

• The following options are available in the side tab for each template:

• Shop Branding: Header/logo, shop name, tagline
• Order Details: Order number, order date
• Contact Details: Admin and customer information
• Product Table: Includes columns for thumbnail, name, SKU, quantity, price, tax, and subtotal
• Financial Totals: Item subtotal, shipping, tax, total
• Footer Information: Footer, terms and conditions, page number
• Other Elements: Signatures, stamps, watermarks
• Shipping Information: Shipping from/to addresses, shipment number, order weight

PLEASE NOTE: These options are also available for the Packing Slip and Credit Notes PDF Template.

• The admin has the flexibility to edit sections within the Custom Template.
• For example, in the Product Table Settings, the admin can modify text labels such as

• Product
• Image
• Quantity
• Price
• Subtotal

• Additionally, the admin can customize the template’s color scheme, such as adjusting the table header background color.

• The following snapshot displays the customization changes made to the Custom Template, including updated labels, text, and header color adjustments.

• After customizing the template, the admin can assign the template to specific User Roles.

PLEASE NOTE: The admin must check all the User Roles if the template is intended to be sent to all users.

• Select the PDF template type from the Select PDF Template Type dropdown.

• Select the particular admin from the Select Admin dropdown if multiple admins are available.

• Click on the Publish button to add a Custom PDF template.

PLEASE NOTE: If both Default and Custom Templates are enabled, priority will be given to the Default Templates.

• All the created Custom Templates will listed down in the Custom PDF list page.
• Go to the WordPress Admin Dashboard > WooCommerce > Custom PDF.

PLEASE NOTE: When multiple PDF templates of the same type are created (e.g., two Invoice PDFs), the most recently Published/Updated PDF template will be sent to the user in the email.

Preview of Custom Templates on Email

Invoice Custom Email Template.

• Once the user places an order, they will receive an email with the Custom Invoice Slip.

Packing Custom Email Template.

• Once the order is completed, the user will receive an email with the Custom Packing Slip.

Credit Note Custom Email Template.

• Once the admin refunds the order, the user will receive an email with the Custom Credit Note Slip.

• This option lets the user send Debit Notes to the admin for an Order.
• Go to WordPress Admin Dashboard > WooCommerce > Settings > PDF Invoices and Packing Slips > General Settings.

• Check the Enable Debit Notes option to activate this feature for the user.

• Login to your account.
• After Completing the order, Navigate to the PDF tab on the My Account page.

• Navigate to the respective Order and click on the View button.

• The Order Details will appear. Navigate to the Debited Notes. Add a Subject and Message, and click on the Submit button.

• A message will appear when the user clicks on the submit button.

• The Debited Notes will be sent to the admin via Email.

• This option enables the admin to restrict the PDF access to the specific users.
• Go to WordPress Admin Dashboard > WooCommerce > Settings > PDF Invoices and Packing Slips > General Settings.

• Navigate to the PDF Access To option. Three options are provided

• Login User – The Login user can only access the PDF slips in the Email.
• Non-Login User – The Non-Login user can only access the PDF slips in the Email.
• Both – The Login and Non-Login users can access the PDF slips in the Email.

• Once logged-in users place an order, they will receive an email with the attached PDF invoice slip. The user can click the Download button within the email to download the slip.

For Non-Login Users.

• Once a Non-logged-in user places an order, they will receive an email with the attached PDF invoice slip. The user can click the Download button within the email to download the slip.

• This option lets the user download PDF Slips from the My Account Page.
• Go to WordPress Admin Dashboard > WooCommerce > Settings > PDF Invoices and Packing Slips > General Settings.

• Check the Enable PDF Download option to activate this feature for the user.

• Log in to your account.
• Complete an order and navigate to the PDF tab on My Account Page.

• Select the PDF Slip from the dropdown in the action Column.

• Click on the Download Button.

• The selected PDF Slip will be downloaded.

• The user can view the respective PDF slip after downloading it.

• The admin can customize the Subject and Message for the emails sent to the user.
• Go to WordPress Admin Dashboard > WooCommerce > Settings > PDF Invoices and Packing Slips > Emails.

• The admin can specify an email address in the Admin Email field. The system will use the default admin email if this field is blank.

• The admin can enable customized emails, allowing changes to the email subject and message for each Invoice, Packing Slip, and Credit Note email. Enabling this option will override WooCommerce’s default email subject and message settings.

PLEASE NOTE: This Subject and body will replace the WoCommerce default Email. It will be triggered on the following Order Status:

• Invoice – Pending Payments, Processing, and On Hold
• Packing Slip – Completed
• Credit Note – Refund, Failed, and canceled.

• Once a user places an order, an order confirmation email will be sent to them. A PDF attachment of the invoice will be sent to the email. The user can download the PDF if needed.