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Woocommerce invoice template for Technical Support

in this video I will show you how you can automatically generate invoices in Google Docs for multiple woocommerce products so yes whenever your customer place an order in woocommerce store and that order consist of multiple products I will show you how with multiple products data you can create invoice automatically in your Google Docs application and any non-technical person can automate this process very easily simply set this automation once and after that you do not have to do anything manually want to learn how you can also automate this process come with me and I will show you everything step by step so this is my woocommerce store and in front of you I will place an order and that order will consist of multiple products with multiple quantity and you will see how an invoice will be generated automatically for the respective order for that firstly you will have to create an invoice template in your Google dogs application you can see I have already created this template and you can notice these values packed with the curly braces these are called as variables so whatever the values you want to keep on changing automatically you can add those values in this particular way simply add the name of your variable along with the curly braces and in this way you can add as many as variables as you want in your Google dogs invoice template okay so this is my template where I have added few things predefined and and these details will be changed automatically and once this invoice is ready now we will be connecting our Google Docs application with our woocommerce application and for this connection I will use another software called as P connect which is an amazing integration and automation software yes using this software I'm going to connect my applications and this is how I'm going to automate my task I am an existing user of P connect so I'm already logged in here you can create create your free account in P connect in Just 2 minutes from this sign up free button and in the free account you will also get free task to test these kind of amazing automation now once you will log in and reach out to the dashboard of P connect click on this blue button that is create workflow and then provide a random name to your workflow to your automation okay so I have directly pasted the name as generate invoices and Google dogs for multiple vcommerce products now it will ask you to select the folder in which you want to create this automation workflow so I will be selecting this main workflow folder now clicking on Create and after that you will find two boxes so these boxes are called as trigger and action and here the trigger means when this happens and action means do this so whenever something happen in your first application then automatically do this in your next application okay so in this way you need to always choose your applications in this trigger and the action window in which you are building an automation okay so ing to our use case I want that whenever any new order is placed by a customer in woocommerce application then automatically invoice should be created in this Google Docs application okay so in this way I have selected both the applications in the trigger and the action window and by clicking on this plus icon you can add as many as applications as you want basically you can connect to multiple applications and in this way you can automate the complex business processes okay okay and now the idea here is I will be connecting these two applications one by one with the p connect okay so let's connect this wo Commerce with the p connect okay so selecting the trigger even that is whenever a new order is created so searching for the same all right New Order is created you can also read the instructions triggers when a new order is created and as soon as I do that you will notice a webbook URL along with few instructions will be given here here so basically with the help of this URL only we are going to build a connection in our wo Commerce store and in P connect so simply copy this webbook URL and kindly follow these instructions carefully okay so going back to my woocommerce dashboard and firstly I'll click on the settings option and after that search for the Advan option at the top give me a second it is getting loaded all right so this is the advanced option and after that you will find web hook option here okay so I have already clicked this webbook option and here two webbook URL are already created but these were for testing purpose okay I will be creating I will be adding one more webbook here so I have already clicked on that button and firstly it will ask you to provide a name to your Web book so I am providing the name something like connection with connect okay now it will ask you to select the status so I will keep it as active the topic will be the the same which you have selected in the trigger event that is order created okay so coming back and searching for the same that is order created all right it is done and in this delivery URL you will have to paste the same webbook URL which you have just got via pabbly connect okay finally I'll click on that save button and in this way this webbook URL will be saved here successfully and the connection will be done in our woocommerce and P connect okay so here you can notice webbook up dated successfully okay coming back and here you can notice the ID is also received as a response that means the webbook is added successfully now clicking on this recapture webbook response button once again and now read the instructions it is saying log to the application where you have added the webbook URL and do a test submission record so that the data can be recorded here in the webbook response okay so basically it is asking to do a test submission or record and here the test submission means place ing of a new order in wo Commerce so yes I am going to do the same and let me tell you this important thing I'm not going to capture this response into the simple response I will be capturing the same response into the advanced response so I have disabled that button and have enabled the advanced option finally I will be placing on order give me a second all right so I have added this iron press this white round neck t-shirt and this microphone into my card and here you can notice these two products have the one quantity but this white round neck T-shirt has the two quantity okay so finally I'm placing an order clicking on this proceed to check out button and this order will be placed using some dummy data only yes I'm not using the real information of the customer as a customer I'm adding these details the first name is test the last name is customer the company name is p country is India the street address is premium Orchard random apartment the city is bopal state is madya Pradesh and here I have also added this dummy phone number and this dummy email address finally clicking on this place order button and once the order will be placed here successfully you will notice that the same details will be captured via P connect instantly here you can notice the order has been received coming back to the dashboard of P connect and waiting for the response all right you can notice the response is received immediately now I'll show you the details one by one basically the order as well as the customer details okay so here in the last you will find the customer details okay give me a second all right so this is the email address of the person this is the first name last name the country company City address and all the details are here and now I'm looking for the product details the line item details because using that information only I am going to create my invoice okay so searching for the line items give me a second so so this is the line item section and here you can find all the product details okay so remember we have placed the order for this iron press so this is the ID this is the product name this is the product ID and from the start curly braces up to this end curly braces you can find the details of the first product okay give me a second I'll show you the end curly braces all right so the first product has the details from this curly braces to this curly braces okay and after that we have this white round neck t-shirt we also have the amount we also have the quantity as two and in the same way you can find all the details even the link of your image link of the product image okay so in this way we also have this microphone as well as this white Rong t-shirt as well as this iron press okay so the presence of this data clearly shows that the connection in between P connect and woocommerce is working absolutely fine okay so now onwards what will happen every time someone will place any order in your vcommerce store the details will be captured via P connect instantly because this trigger will instantly capture into incoming data and the workflow execution will start in real time okay so in this way the first step of our automation is done now I wanted to create an invoice using this product and customer related information but currently I have the product related information into this array format so firstly I'm going to convert this line items data into the normal format basically I'm going to convert from a format to a normal format for that I will use this data Transformer which is an amazing feature of P Connect using which you can convert you can transform your data okay here you will find the action even that is line itemizer I have selected the same clicking on connect and in this way it will be connected immediately and now it will ask you to provide the line item array which you would like to transform so the interesting thing here is I'm not going to man copy the above details and paste below again and again for every new order received in woocommerce I'm am going to map these details so that the details can be replaced automatically when our automation will work in real time and mapping is very simple simply click on this field and you will find the above data here in the drop- down okay so I can even directly search for the line items all right so this is my array which I have provided here clicking on this button save and send test request and you will notice that a response will be received and that response will consist of all the product related information so these are the ID of all the products these are the name of all three products these are the product IDs these are the variant ID these are the quantity this is the tax with well I think there is no tax available so it is blank and we also have the subtotal amount and the final amount as well okay so in this way the second step of our automation is also done now moving further I am going to add this data on my invoice okay so currently I have created this specific invoice and here firstly I will have to provide the item name then I will have to provide the quantity of the item basically the quantity of the product and then unit price and then the final amount okay so here I cannot add the product details in this particular way currently I have the data separated via comma okay so this comma will not look good in my invoice okay so firstly I will have to remove these commas and in place of these commas I also want that the product name should be added in separate lines yes this iron press should be available in the first line the second product should be added on the second line and in this way the third product should be added in the third line so in this way I want that all the product details should be added separately basically in the separate state lines in this particular table okay so how I am going to do that simply click on this plus icon once again and search for the text format using which I am going to process this data basically I'm going to remove the comma and will add these product details into the separate line so in the action even go with this replace text click on connect and it will be connected immediately and now you just need to map the data okay that is the text which you would like to replace so I would like to firstly change the line item name well remember we have to provide the data from this data Transformer feature not from this particular step okay so I have selected the same and firstly I'm adding the product name yes I have mapped the product name and again telling you whatever the details we will map here will be replaced automatically when our automation will work in real time but if I will provide any detail manually here that detail will remain same okay so this is the difference in providing the values via mapping and Via manually and that is why mapping plays a major role inside this automation now here I want to find out this comma in this text and I want to replace this comma using a blank space no I'm really sorry not using a blank space I want that a slash and basically a new line should be added in place of these commas okay so clicking on this button waiting for the response fingers crossed and let's check whether we have the same product separated in the separated lines or not and yes we have finally received the same product names in the individual lines okay so with the help of text formatter I'm going to process the other data also into the separate lines for that I will have to add more text form matter feature but in order to avoid any confusion I think I should first rename it okay so text formatter for product name okay let me copy the exact name clicking on update and it is saved successfully it is replaced successfully text formatter for product name now instead of clicking on this plus icon and connecting this text formatter again and again I will do a shortcut clicking on this three dot copying this step and after that I will again click on this three Dot and click on this paste a step directly and in this way the same step will be pasted here automatically so this is for the product name this will be for the product quantity and I also want the same step for the product price okay so let me paste the same one more time and finally I want one more step that is for unit price okay so let me paste the same thing one more time okay so I have added this text formatter feature four number of times now I'm going to rename these text formatter steps in order to avoid any confusion okay so this will be for the product Quant quantity so I have renamed it successfully clicking on update after that I will keep this format step for the product price okay so let me change the same and this is going to be the unit price okay so how about I mention the same in the description in the bracket okay unit price all right so this is also done and finally I'm renaming the last text format step as the final price okay renaming the same product final or we can say total price okay so I have added the same okay don't get confused that what is this unit price or total price so unit price is for the individual product price and this total price is the sum of the quantity also basically multiplication of the quantity also okay so I have successfully renamed all the steps and this step is already done so now I will change the quantity all right so removing this product name and here I will provide the quantity that was all right so this is the quantity clicking on the save and sentence request button once again yes I do not have to do any changes because the step is already cloned and here we have the data again into the separate lines and I'm going to follow the same thing with this particular step also simply replace the value of the product name and here you will have to provide the unit price okay so opening this data form matter step and here we have the total price but I'm looking for the unit price so scrolling down and checking for the same searching for the same all right so this is the price of individual product clicking on the save and sentest request button once again and checking the data and here we have the product prices the individual product prices into the separate lines into the individual lines finally I'm going to follow the same process for the total price as well so simply remove this product data open your data Transformer step and here map the total amount that is this all right it is done finally clicking on this button once again and you will get the last information also okay so in this way we have converted all the data into the new lines finally I'll click on this plus icon and we'll search for the Google Docs application because using the same application I'm about to generate the invoices automatically and the interesting thing here is Google Docs is a free application so yes your invoices will be created using a free tool that to automatically here you will have to go with this action event that is create document from our template remember I have showed you initially that I have already created a template and the same template will be used to create the invoice for all the customer so that is why I'm am calling it as template and the action event is also selected clicking on continue clicking on add a new connection and if you're connecting Google Docs with P connect for the first time directly click on the signin with Google and provide the access but I have connected it already multiple times so I'm going to reuse the existing connection clicking on Save and in this way my Google Docs application will be also connected with the p connect all right it is connected and because we are connected here you can notice whatever the templates whatever the documents are already available in my Google Docs account have started visible here so I will be selecting this specific template the name is final invoice template so I have selected the same and now it is asking for the document name what should be the name of the document what should be the name of the invoice which you are about to generate okay so I want this document name to be changed automatically so that I do not have to do anything manually so what I can do is invoice for Dash and after that I will add the name of the person that was test customer okay I remember it was test customer I have added the first name adding a SP space and let me also search for the last name give me a second all right so I have added the same but you must be thinking that with the same name multiple customers May place the order so I will have to some unique thing also okay so how about I add some order ID so that it will create a unique name okay so opening this woocommerce steps and searching for the data all right so we have this customer ID which is going to be unique for every new customer so I can map this thing okay invoice for 648 test customer okay so in this way the document name will be created will be provided new document location basically in which particular folder you want to save your invoices okay so I have already created a folder with the name invoices let me show you give me a second so under this invoices folder I would like to save all the invoices currently I'm deleting this existing one coming back and the same has got selected already and automatically and here you can find lot of blank Fields so from where these fields have came from so whatever the variables you have added inside your invoice template all these variables are visible here as the field as the blank field so you just need to provide the details here in these fields and in this way the details will be replaced automatically and in this way a new invoice will be created using our customer and product data so so firstly it is asking for the customer name so again I'm going to map the name remember we have the customer name as test and searching for the last name which was customer all right so I have added the same okay so in the same way I'm going to map the data in other fields Also let's say it is asking for the email address which I have mapped successfully okay so give me a second let me map all the details very quickly okay asking for the phone number which again I have mapped it successfully asking for for the product okay so here we have the product as the name of the product so give me a second let me map the product name and the product name should not be mapped from this vomer step neither from this data Transformer step you will have to map the product name from your text format feature because we have added the product names into the separate lines okay so in the same way I will map the quantity also from this text format of feature only so scrolling down and I have added the quantity as well and the same way I'm going to provide the unit price as well it is also ma successfully asking for the total price so again I'm going to map the same and here we have the total price asking for the total amount all right why we have two Fields well this is for the total price of the product individually okay so give me a second and this is the total price of all the products which I have mapped successfully and this is the final invoice amount this is the final in invoice amount basically the total of all the product as well as the quantity okay so I will have to check the final billing amount from this vmer step okay give me a second and here we have the total price of $2,399 so I have mapped it successfully clicking on this button save and sendest request waiting for the response to be received okay fingers crossed so the response is received that means the invoice has been generated here and did you notice one document has been added here into my folder opening the same and did you notice it is with the same name that is invoice for 648 test a customer well this name is not looking good so you can also do some changes coming back to the dashboard of P connect and taking you up and what you can do is first of all you can give a space before this hyphone and remove this Force okay invoice 168 will look more good okay for test customer okay how about I click on this button once again and this time I'm expecting a better name so the response is received once again so here I'm expecting one more document and we have this document okay closing this particular document and opening the same and this is looking good that is invoice 648 for test a customer okay so this is the title of our invoice here we have the name of the person well I'm really sorry I think I have forgot to provide the space in between the first name name and last name well it is very easy simply take your cursor here and give a space and in this way you can provide the spaces in between the mapped values okay now it will look good clicking on this button save and send test request okay let's check other details also here we have the email address of the person the phone number here we have the name of the product in separated lines first one is the iron press the second one is the white round neck t-shirt and the third one is microphone this is the quantity of these products these are the unit price of these products these are the total price of the product and here we have the final amount of the invoice okay so coming back to the dashboard and let me first correct the name that was test customer okay so I'll have to click on this button once again checking the Google drive folder waiting for new document to be created so the document is ready and I'm not sure why two documents are ready because I think I have clicked on that button twice opening the same but before that I am going to delete the existing documents okay this is going to be the final invoice for the customer okay and yes we have the space Also in between the first name and last name so in this way with the help of P connect you can automate the process of invoice creation very easily you just need to create this automation workflow inside P connect once after that you can sit back and relax because P connect will take care of all the task in the back in you do not have to do anything manually once this automation is ready you can even close PDC connect because everything will work in the back end again I am telling you and just in case if you want to access the seven step automation workflow inside your P connect account I will also attach the link of my automation workflow into the description box so simply click on this link sign up for free into the P connect and then you will be able to access the same automation work FL inside your own P connect account that to for free okay waiting for that link to be generated all right so it is loaded and I was talking about this specific link of the workflow not just these applications you can integrate multiple applications and automate your business with P connect you can ask your queries at forum. p.com my team will surely answer to your questions this is the website of P connect and for the latest updates 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