Streamline Your Invoicing with the Woocommerce Invoice Template for Financial Services

Woocommerce invoice template for Financial Services

in the world of e-commerce maintaining transparency between a seller and a buyer is crucial the proforma invoice is a document that ensures transparency by citing the important details of an order but how will you create a proforma invoice for an order that's where web tof's woocommerce performa invoices plugin comes into play the plugin provides a variety of features that include layout customization attaching proforma invoices to order emails provision to print proforma invoices from customers my account page adding custom performa invoice numbers grouping products by category and more without further Ado let's explore this gamechanging plugin the woocommerce performa invoices plugin is an add-on to web tof's free woocommerce pdf invoices packing slips delivery notes and shipping labels plugin upon installing and activating the free plugin and its Pro add-on head to invoice slacking from the WordPress dashboard then click on performa invoice the performa invoice settings page will open up here you can configure the overall settings of the performa invoice under the general section you first get the option to select the proforma invoice date choose between the order date or the date of proforma invoice generation to automatically generate proforma invoices based on order statuses select the preferred order statuses from the dropdown enabling this option will attach a PDF copy of the performa invoice to the order email this option allows store owners to add a print button to the customers my account page in order email the print button can be added to the my account order listing page the order Details page and the order email here you can select the language preference for the proforma invoice this section helps you to customize the proforma invoice number here you can add a prefix choose between the order number or a custom number and also add a suffix to the performant invoice number to select a date format as the prefix click on this three dot menu then click on choose date and select a suitable date format you can also manually type in your preferred prefix similarly you can add a suitable suffix as well on selecting custom numbers for performa invoices an additional field appears where you can input your starting number here specify the length of the proforma invoice number furthermore here you can view a live preview of the proforma invoice number under the product display section you can group products within a proforma invoice based on category sort products based on the name and SKU and even show variation data under each product in the advanced section you can add metadata and custom data to your woocommerce performa invoices to add an order meta to performa invoices select one from the dropdown or add one by clicking here similarly you can add a product meta and a product attribute as well here you can add a custom footer exclusively for proforma invoices you can also add special notes transport terms and sale terms to the proforma invoices if you wish to customize the PDF name of proforma invoices you can achieve this under the other section here you can first select the PDF name format for the proforma invoices it can be a prefix in the order number or a prefix in the proforma invoice number then input a custom prefix for the PDF name the custom prefix will appear at the beginning of the name finally click on the update settings button to save all the configurations made now let's explore the features offered by the customized tab the customize tab offers additional customization features that can change the look and feel of the proforma invoice upon clicking the customized tab you can see a preview of how the proforma invoice will look like click here to select a template for the performa invoice after choosing the template you can customize it by moving to the editor panel on the right using the toggle button you can enable or disable elements from the proforma invoice by clicking on the right pointing Arrow of an element you get additional customization options for example by clicking on the right pointing Arrow of the product table you can add additional labels remove existing labels rename them and more if if you wish to edit the proforma invoice template via codes use the code editor enter the order number and click here to generate a sample PDF preview of the performa invoice for an order when done with the customizations save it with a suitable name if you have existing templates click on Save and activate to activate this template furthermore here you can view previously created templates activate them edit them or even delete them here is a sample performa invoice generator using web tof's woocommerce performa invoices plugin if you found this video helpful please hit the like button and subscribe for more useful content feel free to drop any questions in the comments section below and for personalized assistance reach out to our customer support team