Collaborate on Custom Invoice Template for Shipping with Ease Using airSlate SignNow

Custom invoice template for Shipping

Hi, In this video, we will have a quick overview  of the WooCommerce PDF invoice plugin. To download   this plugin navigate through the plugin menu of  your WordPress admin panel and click on add new   now in the search bar let's type WooCommerce PDF  invoice and here appears a list of various PDF   plugins from which we will WooCommerce  PDF invoices packing slips delivery notes and   shipping labels plug-in by webToffee.  Let us and activate the plugin. The plugin will now appear  on the installed plugin page on successful activation a new menu invoice  packing will appear in your WordPress dashboard   first let's look at the general settings from the  documents tab we can enable or disable a document   type and save the settings disabling a document  will remove it entirely from the plugin settings switching to the general tab  here you can add the company info   address details and some additional information. To begin with, you can input the company  name and upload a company logo you can use   this logo across all the documents click on  the upload button and select the company logo   the next option is the company tax id you  can specify the tax ID in any manner you want   some of the examples are vat GST, ABN  etc. additional details like terms   and conditions or any other messages can be  specified in the expandable footer text area input the address details or load the default  address from WooCommerce this will be the   from address shown in the documents to display  the state name and the addresses choose yes if   enabled the user can preview the document before  they print it for better RTL integration in pdf   documents you can use our mPDF addon plugin you  can and activate the add-on from here after that you can opt to include or exclude  tax from the product price or subtotal column   in the documents let's see what difference does it  make on including and excluding tax and invoices   this is a sample invoice with all  price columns inclusive of tax   that is that tax is added with the product price  and is displayed in the price columns whereas if   we have chose to exclude tax from price columns  the tax amount will be displayed in a separate   column not included within the price finally  update the settings next comes the help guide tab   here under filters there are plenty of  filters listed that are used to extend   the plugins functionality we simply have  to copy the sample code from that expanded   area and paste it into the functions.php of  the active theme file to get the work done   however you also have to keep in mind that all  these are just sample codes to make our task   easier and they may need some additional editing  as per the requirements further on moving to   the help links page you can check out the plugin  documentation and support details next is the tab   of free versus pro which lists all the features  of both free and premium versions in detail   so that's all about general settings  now let us walk through the invoice   settings here we have three tabs  general customize and invoice number   by enabling this option we can print download and  attach the generated invoice in the mail and so on   you can use the order date as an  invoice date by setting it to yes   if you choose no then the invoice date will  be the date on which it is generated select   the order statuses from the drop-down for which  the invoice has to be generated automatically   enable attach pdf and email option to attach  currently active invoice in pdf format in the   order email enable print invoice pdf option  in the email this will allow your customers   to print the invoice from their order mail in  this way customers are able to print invoices   and view attached pdf invoices from their order  emails the plugin provides a set of predefined   order metadata that can be shown in the invoice  you can select the contact number email ssn   that or customer note from the drop down this  is how a customer note appears on an invoice   moreover you can add a custom logo in the invoice  other than the one uploaded from general settings   then from the advanced options you can generate an  invoice for free orders and display line items in   the invoice lastly select a pdf name format  from the options enter a custom prefix the   default prefix is in voice underscore now let us  update the setting and move to the customize tab the plugin gives you options to  choose from predefined templates   we can go ahead by choosing the standard template  now you can see the template in the preview pane   in the editor panel you will see several options  for customizing the invoice we can enable or   disable a particular item as required from  the editor panel and also expanded to get more   options for example if you need to have a company  logo instead of a company name simply expand the   drop down and select the company logo please note  that you must have already uploaded a company logo   after making the necessary changes save  the template by giving an appropriate name now to use this template for your company  you will have to activate it furthermore   to view the saved templates go to my templates  it lists down all the saved templates   you can edit an existing template  activate other templates or delete it   click on the link to see a sample customization  demo if you need help customizing your invoice you can have a sample preview of the  recent order's invoice in the pdf format here we have enabled invoice number so you can  see that this number follows a specific pattern   to set up a custom invoice number we can move  to the next tab invoice number by default the   order number is taken as the invoice number  to override this disable the option and set   an invoice starting number you can even  reset the number and assign it ingly additionally, you can set a custom invoice  number based on certain parameters like prefix   suffix and padding in that case you can specify  the corresponding prefix and suffix or even select   one from a predefined date format we will go with  the prefix to be as m referring to the numerical   form of the active month and the suffix as y  referring to the numerical form of the active year   you can specify the total length required for the  invoice in the invoice length field if the length   of the generated invoice number is less than the  provided it will be padded with zeros to maintain   the total length update the settings to save the  changes made let's have a look at the invoice   number with the prefix suffix and order number is  same as the invoice number here 10 is the prefix   the rest of the six numbers indicate the order  number padded with two zeros and the suffix 2021.   now let us place an order and generate an invoice  for that let us add a product to cart and proceed   to checkout now let's fill up the details  on the checkout page and place the order   and then click on print invoice from  the order received page to view the same alternatively to generate an invoice from the  admin panel we can go to WooCommerce orders and   select the order for which you want to generate an  invoice and click on print invoice and here it is   moving to shipping label we can only choose  the full page option as it is a free version   then choose yes to show a footer message in the  label the footer message given in the general   settings will appear in the label finally update  the settings and move on to the customize tab the default shipping label template can be seen  in the preview pane from the editor pane enable   or disable an item also expand an item to  further customize the font size text etc after making the necessary changes save  the template by giving an appropriate name now to use this template for your  company you will have to activate it   to print a shipping label for  order received click on WooCommerce   orders select the one for which we want  to generate the shipping label and print some of the other documents that the plugin offers  are packing slip delivery note and dispatch label   you can get to the respective settings directly  by clicking on the settings button or head on to   other documents you can choose to show the product  image in the packing slip and delivery note   there are also options to display a customer note  or footer in these documents once done update the   settings so now we have gone through all the basic  setup details related to our plugin in a detailed   manner let's have a look at some of the sample  documents generated with this plugin invoice packing slip shipping label delivery note and dispatch label please feel free to  leave your queries in the comment box   we'll definitely get back to you at the earliest  you can even have a look at our premium plugin   that offers a dynamic customizer for invoice pay  via invoice option and many more additionally   it offers document types such  as address label credit note   pick list proforma invoice the link to buy our  premium version is given in the description box   if you like this video make sure to  subscribe for more thank you for watching