Streamline Your Workflow with the WooCommerce Invoice Template for Production

Woocommerce invoice template for Production

hi in this video we will have a quick overview of how an invoice is generated once the plugin is installed and activated navigate to the invoice packing from the WordPress menu general settings menu contains common information that is used across all shipping documents you can explicitly enable or disable the concerned documents required for your site and configure settings pertaining to each document individually for instance if you don't require the document dispatch label for your store disable and save the settings you can see that it is removed from the menu list some of the common data like the company logo return policy address details that are used across all the shipping documents should be included in the general settings you can even load the default address from WooCommerce the plugin is equipped to resize the logo to fit the plug-in requirement however we recommend not to upload an image of a large size additional information with respect to custom data RTL support Packaging formats etc can be configured from the Advanced tab the plugin consists of a help tab that redirects you to documentation and support as well as lists out additional filters that can be used for extending the plug-in functionality let's walk through the invoice settings window in detail the general tab under invoice provisions the following select enable invoice to activate the invoicing option in your store disabling will remove print or email provisions though admin can customize the template set invoice number pattern 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 the naval attache PDF and email option to attach PDF version of currently active invoice template with the order email if you have chosen yes then specify the order statuses for which the email has to be sent automatically enable print invoice PDF option in the email this will allow your customers to print the invoice from their order mail the naval variation data to include the variation details along with the product choose yes to show the individual tax column in the product table of the invoice such that each tax items will be displayed in separate columns in order to add a signature to the invoice upload a signature from the media library to set a custom logo for the invoice specifically upload it here since it is already uploaded from the general settings it can be left blank update the settings to save the changes made the invoice number pattern can be configured from the invoice number tab 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 pre find date format we will go with the prefix to be as M referring to the numerical form of the active month and the suffix is 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 above configuration in place here 0 9 is the prefix the rest of the six numbers indicates the invoice length padded with two zeros and the suffix 2019 next move on to the customize tab it is in the customize tab where you get more options to configure the look and feel of the invoice you can create new invoice templates from existing layouts each layout differs in its appearance and arrangements of elements and its constituent colors let us go ahead by choosing the layout Riegel and customize it further you can see that as for the settings configured previously the logo as well as other details are already populated in the invoice layout the visibility of each element in the invoice can be controlled by the toggle button incorporated in the stab additionally some generic elements like the font size style color and other specific attributes of each element can also be changed as per your need for example to change the attributes of the invoice number expand the element invoice number and then change the text from invoice to invoice number then its font size from 14 to 16 style from bold to bolder and color from black to red similarly let's change the text align of the shipping address from left to right then table head background color of the product table to blue likewise you can play around the layout and customize the invoice to your desired style prior to activating the layout you can have a sample preview of the recent orders invoice in the PDF format to ensure that everything is properly placed to get the preview of a specific order then key in with the respective order number here you can even switch to the code editor to make additional customizations other than the one listed in the visual editor for instance to give a border for the invoice header you can simply insert the corresponding code and then switch to the visual to view the changes while making changes via code editor it would be better for you to refer the help which briefs about placeholders alternate classes for RTL support etc for instance to display the invoice date under the logo you can simply copy the invoice date placeholder and paste it under the logo in code editor you can see that the invoice date beneath the logo in the visual editor once all the settings are configured specify an appropriate name for the template say my invoice and save it if there are no existing templates saved then the created template will be activated automatically if multiple templates are saved it will be listed under my templates with provisions to activate edit and delete on editing an existing template you will be redirected back to the customized window you can make the necessary changes to the template and save it as usual to activate the edited template click on activate there is an Advanced Options section where you can insert additional order or product metadata into your invoice to add a product meta say weight from the product meta details click on add product meta and into the pop-up that appears key in an appropriate field name which will be displayed on the invoice and enter the meta key as it is the meta key for the parameter weight is underscore weight you can see the product meta weight added under the product in the invoice similarly you can add order meta details also by default you are provided with some of the order meta that can be selected from the drop-down in addition you can add the existing order meta field and key in an appropriate value in the field name and meta key fields use the footer section if you need to set up a custom footer message specifically for your invoice if not specified the plugin will take the content from general settings save your changes by clicking on the update Settings button now that all your general as well as invoice specific settings are configured you can go ahead generate print send us an email or even download the invoice