How to add WooCommerce PDF Invoice and Packing Slip?

Do you have a WordPress eCommerce website and want to add WooCommerce PDF Invoice and Packing Slip to your website?

How-to-add-woocommerce-pdf-invoice-and-packing-slip

In the world of e-commerce, providing a seamless and professional experience for customers is crucial to building trust. One essential aspect of this experience is the professional-looking invoices and packing slip. WooCommerce, one of the most popular e-commerce platforms, offers lots of plugins and extensions to enhance its functionality. 

By default, WooCommerce does not provide PDF Invoice and Packing Slip features for your customer. But this is very essential and it also builds trust in your customer on your brand. Besides, PDF Invoice and Packing Slip make your store more professional.

There are many plugins available to add  PDF Invoice and Packing Slip. Here I will use PDF Invoices & Packing Slips for the WooCommerce plugin, which enables you to automate the generation of invoices and packing slips in PDF format.

In this guide, I will explore all the steps to enable the WooCommerce PDF Invoice and Packing Slip Plugin on your WooCommerce online store. So, without wasting time, let’s dive in deep.

You can check out another article on How to remove shipping from checkout in WooCommerce Website? 

Add WooCommerce PDF Invoice and Packing Slip

Adding WooCommerce PDF Invoice and Packing slip to the WordPress website is easy if you have proper guidelines. In this guide, I will cover all the steps clearly. So let’s set up the plugin fast.

Step 1: Installing the plugin

  • Go to WordPress DashboardPluginsAdd New
  • Search PDF Invoice and Packing Slip plugin in the search box at the top right.
  • Click on Install and Activate the plugin.
 installing PDF Invoices & Packing Slips for WooCommerce

So our plugin installations are done. Let’s move to configure options.

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Step 2: Configure General settings

Now let’s set up the plugin’s general settings. Go to DashboardWooCommercePDF Invoices. You will be redirected to WooCommerce PDF Invoice & Packing Slip plugin’s general settings. Here you will see some options and fields to set pdf viewing settings, paper size, templates, shop logo, Address, etc. So, provide the information and click on the save changes button at the bottom.

WooCommerce to PDF Invoice

Step 3: Configure Document settings

Now click on the Documents tab and here you can see two options: Invoice and Packing slip. Let’s configure the invoice first. 

Under the invoice, you will get some options to configure information that you can attach to your invoice such as date, address, email, phone number, etc. After configuring settings, click on save changes at the bottom.

To configure the packing slip, first, you need to select the packing slip from the top drop-down menu. Here you will see the same settings that you already configured in document settings. But there is a restriction. If you want to create packing slip automatically, you need to upgrade their professional extension. But you can create it manually. I will see you later.

Packing slip

Also Check: How to Install/Setup WooCommerce in WordPress?

Step 4: Configure Status settings

Now let’s configure our last tab “Status“. Here you will get some options that are not mandatory. If you want you can configure but you do not need to configure them. 

At the bottom, you can see some tools to reinstall fonts, yearly reset, file removal, access setup widger, export and import tool, etc. You can also see the System Configuration form here.

How to create WooCommerce PDF Invoice & Packing Slip manually?

WooCommerce PDF Invoice & Packing Slip plugin automatically creates invoice but the Packing slip will not be created automatically. So now let’s see how to create invoice and packing slop manually. 

  • Go to DashboardWooCommerceOrders
  • Click on an order where you want to create an invoice and packing slip.
  • You will see Create PDF box with Create Invoice and Create Packing slip options.
  • Just simply click on a button to create an invoice and packing slip.
create pdf manually

Your user can able to see and download invoices from their own account page.

Download invoice form my account page

Also Check: How to enable maintenance mode in WordPress?

Conclusion

Enabling WooCommerce PDF Invoice and Packing Slip is a valuable step to enhance the order fulfillment process and provide a professional touch to your e-commerce business. By automating the generation of PDF invoices and packing slips, you can improve efficiency, and elevate the customer experience.

Throughout this guide, I have covered the necessary steps to enable and configure the PDF Invoice and Packing Slip Plugin.  Since you have learned how to enable WooCommerce PDF Invoice and Packing Slip, it’s time to implement it in your WooCommerce store and witness the benefits firsthand. Embrace automation and professionalism, and enjoy the positive impact it has on your order fulfillment process and customer satisfaction.

If you face any problem to configure this plugin don’t forget to let us know. Countinue reading from our Blog

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