Review of WooCommerce PDF Invoice & Packing Slip with Credit Note
Streamline your WooCommerce order fulfilment with our print packing invoice and slip plugin. Customize templates, batch print, and improve efficiency.
With a score of 4.61 out of 5, I am impressed with the effectiveness and features of WooCommerce PDF Invoice & Packing Slip with Credit Note. This comprehensive plugin provides a seamless and user-friendly experience for businesses to generate and manage their invoices, packing slips, and credit notes.
Key Features
The plugin offers a wide range of features, including:
- Automated Invoice Generation: PDF invoices are generated automatically upon order completion.
- Customizable Templates: Users can edit and customize invoice templates using the WordPress editor.
- Batch Printing: Users can print multiple invoices at once, making it easy to manage large volumes of orders.
- Packing Slip Generation: Users can generate packing slips for each order.
- Credit Note Generation: Users can generate credit notes for orders.
- Compatibility: The plugin is compatible with WooCommerce and other popular WooCommerce plugins, such as Multi-currency and Sequential Order.
- Support: The plugin comes with excellent support and documentation.
Steps for Generating PDF Invoice
- Install and set up the plugin correctly.
- Go to the Normal Invoice Setting Tab and set the order status for which you want to generate a PDF invoice.
- Save the settings.
Steps for Generating Credit Note
- Install and set up the plugin correctly.
- Go to the Credit Note Setting Tab and enable credit note generation.
- Save the settings.
Conclusion
WooCommerce PDF Invoice & Packing Slip with Credit Note is an excellent plugin for businesses looking to streamline their order fulfillment process. With its automated invoice generation, customizable templates, batch printing, and credit note generation features, this plugin is a must-have for any WooCommerce store. Its excellent support and compatibility with other WooCommerce plugins make it a top choice for online businesses. I highly recommend this plugin to anyone looking to improve their order management process.
Rating: 4.61/5
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Introduction
As an online store owner, managing orders and invoices can be a time-consuming and tedious task. WooCommerce PDF Invoice & Packing Slip is a popular plugin that helps you streamline your order fulfillment process by generating professional-looking invoices and packing slips. With the added feature of Credit Notes, you can now easily create credit notes for your customers. In this tutorial, we will walk you through the step-by-step process of using the WooCommerce PDF Invoice & Packing Slip plugin, including creating credit notes.
Setting up WooCommerce PDF Invoice & Packing Slip
Before we dive into the tutorial, make sure you have the WooCommerce PDF Invoice & Packing Slip plugin installed and activated on your WordPress website. If you haven't installed it yet, you can download it from the WordPress plugin directory or from the official plugin website.
Creating an Invoice
To create an invoice, follow these steps:
- Log in to your WordPress dashboard and navigate to WooCommerce > Orders.
- Find the order you want to generate an invoice for and click on the "View" button.
- Click on the "Invoices" tab and then click on the "Generate Invoice" button.
- Choose the invoice template you want to use from the dropdown menu. You can customize the template by clicking on the "Edit" button.
- Fill in the required information, such as the invoice date, payment method, and notes.
- Click on the "Generate Invoice" button to create the invoice.
Customizing the Invoice Template
You can customize the invoice template by adding your company logo, changing the font and color scheme, and adding or removing fields. To customize the template, follow these steps:
- Click on the "Edit" button next to the template dropdown menu.
- Upload your company logo and add it to the invoice template.
- Use the WYSIWYG editor to change the font and color scheme.
- Add or remove fields as needed.
- Click on the "Save" button to save your changes.
Creating a Packing Slip
To create a packing slip, follow these steps:
- Log in to your WordPress dashboard and navigate to WooCommerce > Orders.
- Find the order you want to generate a packing slip for and click on the "View" button.
- Click on the "Packing Slips" tab and then click on the "Generate Packing Slip" button.
- Choose the packing slip template you want to use from the dropdown menu. You can customize the template by clicking on the "Edit" button.
- Fill in the required information, such as the packing slip date and notes.
- Click on the "Generate Packing Slip" button to create the packing slip.
Customizing the Packing Slip Template
You can customize the packing slip template by adding your company logo, changing the font and color scheme, and adding or removing fields. To customize the template, follow these steps:
- Click on the "Edit" button next to the template dropdown menu.
- Upload your company logo and add it to the packing slip template.
- Use the WYSIWYG editor to change the font and color scheme.
- Add or remove fields as needed.
- Click on the "Save" button to save your changes.
Creating a Credit Note
To create a credit note, follow these steps:
- Log in to your WordPress dashboard and navigate to WooCommerce > Orders.
- Find the order you want to generate a credit note for and click on the "View" button.
- Click on the "Credit Notes" tab and then click on the "Generate Credit Note" button.
- Choose the credit note template you want to use from the dropdown menu. You can customize the template by clicking on the "Edit" button.
- Fill in the required information, such as the credit note date, reason for the credit, and notes.
- Click on the "Generate Credit Note" button to create the credit note.
Customizing the Credit Note Template
You can customize the credit note template by adding your company logo, changing the font and color scheme, and adding or removing fields. To customize the template, follow these steps:
- Click on the "Edit" button next to the template dropdown menu.
- Upload your company logo and add it to the credit note template.
- Use the WYSIWYG editor to change the font and color scheme.
- Add or remove fields as needed.
- Click on the "Save" button to save your changes.
Conclusion
In this tutorial, we have covered how to use the WooCommerce PDF Invoice & Packing Slip plugin, including creating credit notes. With this plugin, you can streamline your order fulfillment process and create professional-looking invoices, packing slips, and credit notes. By customizing the templates, you can add your company logo and branding to your documents, making them more professional and personalized.
Here is a complete settings example:
Invoice Layout
In the "Invoice Layout" section, you can configure the layout and design of your invoices. You can choose from pre-designed templates or create your own custom layout.
- Template: Select the "WooCommerce PDF Invoice & Packing Slip with Credit Note" template.
- Header Logo: Upload your company logo to display at the top of the invoice.
- Header Text: Enter the text to display above the company logo.
- Invoice Number Prefix: Enter the prefix for your invoice numbers.
- Invoice Number Start: Enter the starting number for your invoices.
- Invoice Footer Text: Enter the text to display at the bottom of the invoice.
Invoice Content
In the "Invoice Content" section, you can configure the information that appears on your invoices.
- Billing Address: Choose whether to include the billing address on the invoice.
- Shipping Address: Choose whether to include the shipping address on the invoice.
- Customer Name: Choose whether to include the customer name on the invoice.
- Invoice Date: Choose whether to include the invoice date on the invoice.
- Order Date: Choose whether to include the order date on the invoice.
- Products: Choose whether to include a list of products on the invoice.
- Tax: Choose whether to include tax information on the invoice.
- Subtotal: Choose whether to include a subtotal on the invoice.
- Discount: Choose whether to include a discount on the invoice.
- Total: Choose whether to include a total on the invoice.
Packing Slip Layout
In the "Packing Slip Layout" section, you can configure the layout and design of your packing slips.
- Template: Select the "WooCommerce PDF Invoice & Packing Slip with Credit Note" template.
- Header Logo: Upload your company logo to display at the top of the packing slip.
- Header Text: Enter the text to display above the company logo.
- Packing Slip Number Prefix: Enter the prefix for your packing slip numbers.
- Packing Slip Number Start: Enter the starting number for your packing slips.
- Packing Slip Footer Text: Enter the text to display at the bottom of the packing slip.
Packing Slip Content
In the "Packing Slip Content" section, you can configure the information that appears on your packing slips.
- Product List: Choose whether to include a list of products on the packing slip.
- Quantity: Choose whether to include the quantity of each product on the packing slip.
- Unit Price: Choose whether to include the unit price of each product on the packing slip.
- Subtotal: Choose whether to include a subtotal on the packing slip.
- Total: Choose whether to include a total on the packing slip.
Credit Note Layout
In the "Credit Note Layout" section, you can configure the layout and design of your credit notes.
- Template: Select the "WooCommerce PDF Invoice & Packing Slip with Credit Note" template.
- Header Logo: Upload your company logo to display at the top of the credit note.
- Header Text: Enter the text to display above the company logo.
- Credit Note Number Prefix: Enter the prefix for your credit note numbers.
- Credit Note Number Start: Enter the starting number for your credit notes.
- Credit Note Footer Text: Enter the text to display at the bottom of the credit note.
Credit Note Content
In the "Credit Note Content" section, you can configure the information that appears on your credit notes.
- Invoice Number: Choose whether to include the invoice number on the credit note.
- Date: Choose whether to include the date on the credit note.
- Amount: Choose whether to include the amount of the credit note.
- Reason: Choose whether to include a reason for the credit note.
- Products: Choose whether to include a list of products on the credit note.
- Quantity: Choose whether to include the quantity of each product on the credit note.
- Unit Price: Choose whether to include the unit price of each product on the credit note.
- Subtotal: Choose whether to include a subtotal on the credit note.
- Total: Choose whether to include a total on the credit note.
Here are the features extracted from the content:
Customization
- Customize templates
- Customize buyer and seller information
- Upload company logo
- Resize shop logo image
- Customize product metadata on PDF Invoice
- Customize date format on PDF Invoice
Automated Processes
- Automated PDF invoice generation immediately after placing an order
- Automated credit note generation when order status changes to refunded (fully refunded)
- Automated packing slip generation
- Automated shipping label generation
Invoice Generation Modes
- Normal Invoice: generated automatically upon marking the order as completed
- Proforma Invoice: default, advanced, and automatic functionality for generating a new PDF invoice for every new order
Order Fulfillment
- Batch print invoices
- Generate packing slips for all orders
- Delete and regenerate packing slips
Compliance
- Compliant with accounting regulations
- Compliant with EU Vat and B2B plugin
- Compliant with WooCommerce Multi-currency and Sequential Order
Features
- PDF invoice document attachment to corresponding WooCommerce emails
- Option for generate credit note for an order
- Option for download invoices in bulk
- Option for download credit note from edit order page
- Option for show Order meta data on invoice
- Option for show Order status on Invoice
- Option for show HSN Code on the PDF Invoice
- Option for show Order amount in India Number System
- Option for show QR Code on the PDF Invoice
- Option for show Paid Stamp when order is Completed
- Option for set PDF Invoice name
- Option for set date format on PDF Invoice
- Option for show product category on Invoice
Bug Fixes
- Fixed issue with shortcodes not working on credit notes
- Fixed issue with credit note not being sent to users
- Fixed issue with tax names not showing on invoices
- Fixed issue with invoice numbering
- Fixed issue with product variations not showing on invoices
- Fixed issue with packing slips not generating correctly
- Fixed issue with shipping labels not generating correctly
Compatibility
- Compatible with latest WooCommerce version
- Compatible with latest WordPress version
- Compatible with WooCommerce Extra Product Options plugin
- Compatible with Return Replace Refund & Exchange for WooCommerce RMA plugin
- Compatible with WooCommerce Variation Swatches Master
- Compatible with Mercado Pro - Multivendor plugin
- Compatible with WooCommerce Product Bundle plugin
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