PDF Invoice Settings
Layout Settings
Choose PDF Design: Select the style/layout you prefer for the PDF invoice.
Invoice Heading: Enter the text for the invoice heading. If left blank, the default value “INVOICE” will be used.
Upload Logo: Upload your company logo to appear on the PDF invoice.
Logo Height: Set the height of the logo in pixels to adjust its display size on the invoice.
Company Details: Choose between Default Store Details or Custom.
- Default Store Details: Automatically uses your store’s default information.
- Custom: Allows you to manually enter your company details.
Add Company Details: Enter your custom company details you want the user to see
Preview: A preview of how the entered company details will appear on the invoice or document is available here.
Enable Invoice Number: Enable or turn off the display of the invoice number on the invoice.
Invoice Number Format: Customize the format for the invoice number.
Enable Invoice Date: Choose whether to display the invoice date on the invoice.
Enable Order Number: Enable or disable the display of the order number on the invoice.
Enable Order Date: Enable or disable the display of the order date on the invoice.
Enable Payment Method: Enable or disable the display of the payment method used for the order on the invoice.
Enable Email Address: Enable or disable the display of the customer’s email address on the invoice.
Enable Contact Number: Enable or disable the display of the customer’s phone number on the invoice.
Enable Shipping Data: Enable or disable the display of shipping data (shipping address) on the invoice.
Table Header Text Color: Choose the text color for the table header on the invoice.
Table Header Background Color: Choose the background color for the table header on the invoice.
Enable Footer Color: Enable or disable the customization of the text and background color of the footer.
Footer Text Color: Choose the text color for the footer.
Footer Background Color: Choose the background color for the footer.
Note Text: Add a custom note to appear on the PDF invoice.
Terms and Conditions: Add your terms and conditions to appear on the invoice.
Data Settings
Select Order Status for PDF Download: Choose the order statuses that will allow customers to download the PDF invoice from “My Account.” Options include:
- Pending payment
- Processing
- On hold
- Completed
- Cancelled
- Failed
- Draft
Select Email Template to Attach PDF Invoice: Choose the email template where the PDF invoice will be attached. Available options are:
- New order
- Cancelled order
- Failed order (admin)
- Failed order (customer)
- Order on hold
- Processing order
- Completed order
- Order details
- Customer note
- Reset password
- New account
Note: If you want the PDF invoice to be included in the “new order” email, select the corresponding order status (e.g., ‘on hold’) to ensure the invoice is attached to the email sent to the customer.
Enable PDF Download from Order Page: Enable this setting to allow customers to download their PDF invoices directly from the order page under the actions column.
Credit Note Settings
Select Credit Note Option: Choose how to generate the credit note:
- Use default PDF invoices: Automatically uses the standard invoice layout.
- Customize template: This allows you to personalize the credit note layout.
Credit Note Heading: Enter a custom heading for the credit note.
- Default: “Credit Note”
- If left blank, the default heading will be used.
Header Text Color: Select the text color for the credit note header.
Header Background Color: Select the background color for the credit note header.
Upload Logo: Upload a company logo to be shown on the credit note.
Logo Height: Define the height of the logo in pixels.
Company Details: Choose to display either:
- Default store detail: Uses your WooCommerce store info automatically.
- Custom: Allows manual input of company information.
Enable Invoice Number: Enable this to show an invoice number on the credit note.
Invoice Number Format: Customize the invoice number format.
Enable Invoice Date: Show or hide the invoice date on the credit note.
Enable Order Number: Enable to display the order number on the credit note.
Enable Order Date: Enable to display the order date on the credit note.
Enable Payment Method: Enable to show the payment method used on the credit note.
Enable Email Address: Enable to display the customer’s email address on the credit note.
Enable Contact Number: Enable to show the customer’s phone number on the credit note.
Enable Shipping Data: Enable to display the shipping details on the credit note.
Table Header Text Color: Choose the text color for the credit note’s table headers.
Table Header Background Color: Choose the background color for the credit note’s table headers.
Enable Footer Color: Enable to customize the text and background colors for the footer section.
Footer Text Color: Select the text color for the footer.
Footer Background Color: Select the background color for the footer.
Note Text: Add a custom note that will appear at the bottom of the credit note.
Terms and Conditions: Include your terms and conditions text to appear on the credit note.
Packing Slip Settings
Select Design for Packing Slips: Choose the layout style for the packing slip from the available templates.
Packing Slip Heading: Enter a custom heading for the packing slip.
- Default: “Packing Slip”
- If left blank, the default heading will be used.
Header Text Color: Select the color for the text in the packing slip header.
Header Background Color: Choose a background color for the header area of the packing slip.
Upload Logo: Upload your store’s logo to display on the packing slip.
Logo Height: Set the height of the logo in pixels for proper display.
Company Details: Display your company information.
- Default store detail: Uses store info from WooCommerce settings.
Enable Order Number: Show the customer’s order number on the packing slip.
Enable Order Date: Show the order date on the packing slip.
Enable Payment Method: Display the payment method used for the order.
Enable Email Address: Show the customer’s email address on the packing slip.
Enable Contact Number: Display the customer’s phone number.
Enable Billing Data: Show the billing details of the customer on the packing slip.
Show Price: Enable this to show product prices on the packing slip.
Table Header Text Color: Select a text color for the table headers in the packing slip.
Table Header Background Color: Choose a background color for the table headers.
Enable Footer Color: Enable this setting to customize both text and background colors for the footer.
Footer Text Color: Select the text color for the footer section.
Footer Background Color: Choose a background color for the footer.
Note Text: Add a custom footer note to display at the bottom of the packing slip.
Terms and Conditions: Enter any terms and conditions to be shown on the packing slip.
