Collaborate on Woocommerce Invoice Template for Higher Education with Ease Using airSlate SignNow

Woocommerce invoice template for Higher Education

hello creative designers and welcome on today's story my name is peter and on today's tutorial we're just going to see how we can be able to add invoice shipping label and other documents like parking strip terrified not dispatch note to our e-commerce website we're just going to do this using a free plugin and the result will be like this this is the just a sample of the invoice that you're going to be creating today to have a heading for your company and your website name here we have the the billing address the shipping address and also the invoice lead invoice number and order number that can be default uh the reference tool and we also even have these date audited number and the best thing about this to have this highlight it also have this image the sku number the product how many quantity surprise and the total price and we have even the summary for even to add the shipping fee to cut discount and order discount and even the fee if you have one and it will have this total here the other thing you'll be going to have is these uh footer text that you can add maybe your terms and condition maybe that policy and not that and the best thing about the plugin that we're going to use in this tutorial it is fully customizable you can decide to ah it has this it is free customizable you can be able to customize whatever be in the invoice or any other form that you're going to click on in this story it will have this uh this stamp i'll show you how you can add it and how you can customize it another thing we're just going to learn how to create is that the shipping label the shipping label this can be on the top of the envelope the one that you're going to deliver with to have this from the address and to which we are housed into we haven't have these honor number within the shipping date it also have this tracking number and this scan card that can be scanned for maybe reference or maybe whatever you will be using it for and you can also add some terms and condition for the delivery and i also show you how you can be able to add this parking strip delivery note and dispatch node and all that is going to happen using a free plugin so without further ado let's just get into action and i show you how [Music] first thing we need to do we need to go to the dashboard another dashboard menu scroll to here you have the plugin and on offer we see we have this three option select the second option add new because we need to add a new plugin if you have already sold it you can use the timestamp on the description to skip it so come here and search woocommerce invoice so many options that are going to be available but the one you're going to use is from webtrophy you can see who commas pdf invoice parking strip delivery node and shipping label it will just generate the pdf for you and you can be able to send to the customers so the first thing you need to do will be installed and as your you can be able to view all the other features you can see out of the 107 people who has taken time to read this plugin gave it a five star it has a 20 000 active installation last updated six days ago and you can see it is fully cast compatible with my version for wordpress so after successful installation we activate the plugin here we have it you can see that's fully activated you're not going to use the plugin uh premium okay we are not going to use the premium version you're only going to use it as a free version so after now you have installed it you can decide to you can decide now to do the configuration setting from the program uh dashboard but if you want to find it you can find it in the dashboard menu here we have now the button for the invoice and you can see on how far it has these three options the first one is the general setting that we're going to check it for now and on the general setting you just now want to activate those all the other things setting those or the pdf form you just want to create if you want our invoice you just turn this on or you can turn off you don't if you don't want the invoice to be sent you have the parking strip you have the shipping label you have the delivery not the dispatch table if you don't want either of these you just toggle this button off and click save but i'm just going to use all of them so i click setting save here from there we go to the legend so we need to just fill some few information about our company this that will be included here so you can see it do just look the same so the first one i just need to just fill in here is my name uh my name of the company and my logo i need to include a logo here i have a link already all else i can just click here and come to the file and select what i'll go here but i'm just going to too much on it but you just need to select either of this picture here always you can upload and select select file and after that you have your logo here so i have my logo here the other thing is company tax id i don't have one but i can just fill up that like my name we have dax id just in field here we have those terms and conditions here these ones here you can include them here so i can say my return policy once you say you need to have a few highlighted point here so yes let me light up them and i come back i may not add many but i have just two for the purpose of the tutorial so from there now we need to fill all the other information about the address if you do have the address just fill in them here so i am from kenya i'm from kenya nairobi so i just need to just select one of my county which is naomi county the postal address my phone number not that so from there is the display stat name i can just turn this on and yeah [Music] uh preview before printing yeah it's good to end up with this one before printing the pdf you can just be able to preview enable rts output if you have rts if you're using rts you can just turn this on show tags you can see include tags or you can add root tags so from there i just update the setting so we just thought now there's no other thing that you're going to set here so we just only need to go to the first one which is invoice how about now we enable the invoice yeah we just download these on uh i use order date as the invoice order all the data is in way so that you can just turn this off or you just can turn this on that's mean that if you use ordered it as invoice date it is it means that for the day it was the day the order was present was confirmed that would be the invoice date so i may turn this off for the purpose of uh [Music] it will depend on how i just want to there's no effect on it much but it would be know how you see it good but out and i'll just give it yes generate invoice for other status which is the oldest theater that can just develop you just generate invoice invoice so i only use complete orders i don't click you have so many options here i have a tutorial on my channel which is explaining how you can add more unlimited more unlimited order status or for free without using a plugin i could link on the description kindly check that check it out attach invoice in order mail yes i want it to be attached enable printing invoice option for customer air customers can pretty invoice show print button only for status which is completed order meta field where you have the order contact number and contact number and we have email number here let me see the invoice here we have um yeah we have the email start so after that now we go to custom logo for invoice you can have a custom logo if you do have one so let me select one here i have just uploaded one this should be used as a logo here for the invoice we'll be able to see how it looks like and then we select advanced option here we generate invoice for free orders select yes display free line item and voice yes now pdf name format i want it to be prefix or number you can also use prefix all invoice number i use invoice number and custom pdf name prefix i would say you are what will be like before phase one you have like for this invoice number so i want to change that and i can add something to like involve like that so from there i just update setting so from there now we go to customize you can be able to see the first one this is how to look like but we're just going to change it i think this look really i think this will they look fine more than this one or when you haven't currently so if you just want to change it comment select this button here and select change layout and use the standard layout and you can see it just look fine and awesome so let's now how it can be able to customize here so the first thing is you can be able to change this button here it's called invoice or layers if you want it to be there if you don't want it just click here but i want it to be available for invoice i can be able to change this text here i can able to even add some pixel and i can even be able to set wherever i want it to but i won't even want it to be on the center text alignment to be on the center and i also want its front size to be something like 40 you can see now it's good it can be able even to set the text depending on the name of your camera how high you want to produce it you can select one of them and from there you can include the company logo yeah invoice number if you don't want anything of that but you can cancel that order number if you want to just customize from there you can if you want to customize either of these just click like for the inverse number i want some to be something like red color like that and i want it to be dark like that a dark red if you want maybe on a date you can also change the color here to something like red yeah and hold a number here let me just change it here although invoice number so let me close here all the number i just select also red like that invoice they do know that you can just be able to customize it is fully customizable you can customize from uh from text here and you can be able to select so many things that you can be able to customize some of these other you can be able to customize them when i use it only premium fashion if you want to have this footer here you can just turn off if you don't need it but if you need it turn it all but i think it's good when you can have those thumbs in condition for uh for your company after that once you're done with changing the changing everything here you can just click here save and you can just give a name and click save so let me test one and i save the setting from there now you go to the inverse number the format that you just want to i can use the inverse number here i just want to use prefix number so i want to have a prefix number use order number as inverse number yes uh our so i can see now and i want to say i want the inverse number to be different to the order number so i want my of inverse number to start from zero one or one is good one is good and i want my prefix number to be like invoice and i also want to be the inverse length number i want it to be six so the prefix i just want to use this is one one two three four five like that and i can reset it from here so i have it it has the reset button here so from there just save the setting that will be our prefix number it will be invoice zero zero zero zero one from there if someone press another one and please send an invoice to b02 it will be like that it will just progress like that so from there now go to the shipping label here on the ship enable i want it to be a custom full page if you want custom you need a pro version so do you want to add a footer you can add yes or no but i don't want to have a footer for the shipping table this ship enable the one that will be including the on the front page of the envelope or the packaging or the large table so i don't want to have it footer but you can add another footer you can you can decide to add the footer and update the setting depending on how you want to you can be able to customize like the one we did so i don't think these have any out here it doesn't have any other layout so it's only that you can be able to customize the text here you can add some something here you want to add this weight here like let me add make this bold here and bigger so i just could own a number on the number i want to have it ready pixel like that i want it to be bold and i also want a little bit hundred like that and i go to it and also what 30 pixel but you can see they are correct in here so let's go to chase let me use something like 20 and also use something like 20 here they look good and shipping did i also use something like 20 like that you can see it is now visible and they look good you can customize the way you want you have the light in for me i'm just offering some guidance on how you can be able to have it so you want this barcode this barcode is good it can be scanned after those uh countries or maybe on the warehouse for the purpose of the trucking details and all that so after that you're done with it see click here and enter the name to to save it so let's say test one and i save the setting just that now we have been able to set up ah the shipping label and the invoice you can also create a new template here if you're good enough but there's only this layout that is available so from there let's go back to general and see if we can be able to customize other one here so you have the you have been able to say uh select to create the invoice let's see how we can be able to set up the parking strip here they just come to this other document so you want to have a parking strip yes and customer note you can if customers are not you can include it add a footer yes it's good to add your terms and condition policies and that do you want to have a delivery note i would how i would wish to have included an image uh the delivery note and not that and for the dispatch we want to add customer notes now and add a footer now and i update the setting we just not now we have been able to set up everything from scratch now to the end so the first the next thing is that we need to only see how it works so let's go to the orders and see if we have another here so i don't have any other here but i can just try to create one let me add a product here so i don't remember any product so to copy i want something like four of them and i want to also i'm trying to think of the product that are available let me just open it here a hard sanitizer hard sanitizer and i can also add a few of them here red chili red chili here and i have this 10 these i want this to be two and these are going to be one and with that i had all of them and it's just that now you have all these you can be able to uh to print and even see how they look like so from there once you just do that you can decide to say to send the invoice yourself send order notification and the download permission all the this or action you can email the invoice holders you can even see how the invoice look like let's see how so this is how the invoice look like see how it looks like right there invite after now we have our first invoice so the something i just noted you can see how our invoice look like the invoice number we just need to go back here and customize it here seem like here now we go to the invoice here and we go to the invoice number and we just remove this one zero zero one and say a info and after that we reset here and we save the invoice number from there so just that now we're going to have a one very good you can solve for that so from there now we go back to the order here the orders i do have this one will have this number uh but it should gonna contain this one here let's try to get a new order so for this new order here i'm just going to have for this new order here i'm just going to add one product so from there i added here and i just create that order it's now ready and we can see let's go back to the orders and see how the number look like it doesn't have the order and the inverse number so you just come here we try to generate the order we print order generate it manually so you can see the inverse number is now good let me go back here let me just close here and go back to orders and see how the inverse number yeah is the one that we wanted so from there now let's go let's see the parking strip or the preteen you can download it if you want to send it so let's see how the print parking strip will look like this is a printing strip and it will have the products that are available the the logo you have a logo here and you have so many other here shipping entries and all that it doesn't have shipping address because it never filled the return policy here so let me close here and you can be able to see even the return policy is available and one is just the footer text here you can see how it look like and you can see how it looks like well the parking strip let's proceed and see the delivery note this is the delivery note that you just offered to your rider to look more like the same like uh the parking strip is how to look like do you have the total weight you know that quantity and the product the image of the product and from there let's go now to the ship enable this how it look like you can see to have this information and to have this tracking number and the total weight uh the order number and the total weight and not that you can see that how it will look like let's see the this one is the good invoice number let's go to these orders here and we go to this one and we open it and i'll go to this one here truck number you can see the tracking number is for inverse number it is good and that's how you can be able to add it and it's just that few steps that how you can be able to add the invoice packing steep shipping and revenue to your e-commerce website the best thing is that you just learn how you can be able to even add it in the pdf it has even the download the download option you can download it and you can use it and i think that the end of this tutorial until next time thank you [Music]