{"id":8832,"date":"2025-04-29T08:19:34","date_gmt":"2025-04-29T08:19:34","guid":{"rendered":"https:\/\/addify.store\/documentation\/?page_id=8832"},"modified":"2025-04-29T08:19:35","modified_gmt":"2025-04-29T08:19:35","slug":"setting-up-invoices-packing-slips-for-woocommerce","status":"publish","type":"page","link":"https:\/\/addify.store\/documentation\/woocommerce\/pdf-invoices-packing-slips-for-woocommerce\/setting-up-invoices-packing-slips-for-woocommerce\/","title":{"rendered":"Setting Up Invoices &amp; packing Slips for WooCommerce"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">PDF Invoice Settings<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Layout Settings<\/h3>\n\n\n\n<p><strong>Choose PDF Design: <\/strong>Select the style\/layout you prefer for the PDF invoice.<\/p>\n\n\n\n<p><strong>Invoice Heading: <\/strong>Enter the text for the invoice heading. If left blank, the default value &#8220;INVOICE&#8221; will be used.<\/p>\n\n\n\n<p><strong>Upload Logo: <\/strong>Upload your company logo to appear on the PDF invoice.<\/p>\n\n\n\n<p><strong>Logo Height: <\/strong>Set the height of the logo in pixels to adjust its display size on the invoice.<\/p>\n\n\n\n<p><strong>Company Details:<\/strong> Choose between Default Store Details or Custom.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Default Store Details:<\/strong> Automatically uses your store&#8217;s default information.<\/li>\n\n\n\n<li><strong>Custom:<\/strong> Allows you to manually enter your company details.<\/li>\n<\/ul>\n\n\n\n<p><strong>Add Company Details:<\/strong> Enter your custom company details you want the user to see<\/p>\n\n\n\n<p><strong>Preview: <\/strong>A preview of how the entered company details will appear on the invoice or document is available here.<\/p>\n\n\n\n<p><strong>Enable Invoice Number: <\/strong>Enable or turn off the display of the invoice number on the invoice.<\/p>\n\n\n\n<p><strong>Invoice Number Format: <\/strong>Customize the format for the invoice number.<\/p>\n\n\n\n<p><strong>Enable Invoice Date:<\/strong> Choose whether to display the invoice date on the invoice.<\/p>\n\n\n\n<p><strong>Enable Order Number:<\/strong> Enable or disable the display of the order number on the invoice.<\/p>\n\n\n\n<p><strong>Enable Order Date: <\/strong>Enable or disable the display of the order date on the invoice.<\/p>\n\n\n\n<p><strong>Enable Payment Method: <\/strong>Enable or disable the display of the payment method used for the order on the invoice.<\/p>\n\n\n\n<p><strong>Enable Email Address: <\/strong>Enable or disable the display of the customer\u2019s email address on the invoice.<\/p>\n\n\n\n<p><strong>Enable Contact Number:<\/strong> Enable or disable the display of the customer&#8217;s phone number on the invoice.<\/p>\n\n\n\n<p><strong>Enable Shipping Data:<\/strong> Enable or disable the display of shipping data (shipping address) on the invoice.<\/p>\n\n\n\n<p><strong>Table Header Text Color:<\/strong> Choose the text color for the table header on the invoice.<\/p>\n\n\n\n<p><strong>Table Header Background Color:<\/strong> Choose the background color for the table header on the invoice.<\/p>\n\n\n\n<p><strong>Enable Footer Color: <\/strong>Enable or disable the customization of the text and background color of the footer.<\/p>\n\n\n\n<p><strong>Footer Text Color: <\/strong>Choose the text color for the footer.<\/p>\n\n\n\n<p><strong>Footer Background Color:<\/strong> Choose the background color for the footer.<\/p>\n\n\n\n<p><strong>Note Text<\/strong>: Add a custom note to appear on the PDF invoice.<\/p>\n\n\n\n<p><strong>Terms and Conditions:<\/strong> Add your terms and conditions to appear on the invoice.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfonWpicxMq6Gp9GgSpzP7hGqmxE6mVmyhs4qQjhLWtnz7ba2TnIh4kX72Hoy4Wu-Ys842xWW9Bm_cQ7DYbXuyE6hqpu6jRTupo5DH1ORh-l12FfkBjtFATv1xm2fFDMa_Av97u?key=o6x86ha5iRc-h1ctW6J87yyW\" alt=\"\" style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Data Settings<\/h3>\n\n\n\n<p><strong>Select Order Status for PDF Download: <\/strong>Choose the order statuses that will allow customers to download the PDF invoice from &#8220;My Account.&#8221; Options include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pending payment<\/li>\n\n\n\n<li>Processing<\/li>\n\n\n\n<li>On hold<\/li>\n\n\n\n<li>Completed<\/li>\n\n\n\n<li>Cancelled<\/li>\n\n\n\n<li>Failed<\/li>\n\n\n\n<li>Draft<\/li>\n<\/ul>\n\n\n\n<p><strong>Select Email Template to Attach PDF Invoice: <\/strong>Choose the email template where the PDF invoice will be attached. Available options are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New order<\/li>\n\n\n\n<li>Cancelled order<\/li>\n\n\n\n<li>Failed order (admin)<\/li>\n\n\n\n<li>Failed order (customer)<\/li>\n\n\n\n<li>Order on hold<\/li>\n\n\n\n<li>Processing order<\/li>\n\n\n\n<li>Completed order<\/li>\n\n\n\n<li>Order details<\/li>\n\n\n\n<li>Customer note<\/li>\n\n\n\n<li>Reset password<\/li>\n\n\n\n<li>New account<\/li>\n<\/ul>\n\n\n\n<p><strong>Note:<\/strong> If you want the PDF invoice to be included in the &#8220;new order&#8221; email, select the corresponding order status (e.g., &#8216;on hold&#8217;) to ensure the invoice is attached to the email sent to the customer.<\/p>\n\n\n\n<p><strong>Enable PDF Download from Order Page:<\/strong> Enable this setting to allow customers to download their PDF invoices directly from the order page under the actions column.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXftdelIOfWjl24gmVuDbSSYlIAwLYmnUMQvhMlyEp6Esh4crBRkBQJfF9UQEHhuxjNy7uL3eCp4WRLNptu21hhRCV9u42pjGnHI4s_fsRvE-4KejW8lKdlgIMvVsDUbT6sdgiL6Cg?key=o6x86ha5iRc-h1ctW6J87yyW\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Credit Note Settings<\/h3>\n\n\n\n<p><strong>Select Credit Note Option: <\/strong>Choose how to generate the credit note:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Use default PDF invoices:<\/strong> Automatically uses the standard invoice layout.<\/li>\n\n\n\n<li><strong>Customize template: <\/strong>This allows you to personalize the credit note layout.<\/li>\n<\/ul>\n\n\n\n<p><strong>Credit Note Heading: <\/strong>Enter a custom heading for the credit note.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Default:<\/strong> &#8220;Credit Note&#8221;\n<ul class=\"wp-block-list\">\n<li>If left blank, the default heading will be used.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong>Header Text Color: <\/strong>Select the text color for the credit note header.<\/p>\n\n\n\n<p><strong>Header Background Color:<\/strong> Select the background color for the credit note header.<\/p>\n\n\n\n<p><strong>Upload Logo: <\/strong>Upload a company logo to be shown on the credit note.<\/p>\n\n\n\n<p><strong>Logo Height:<\/strong> Define the height of the logo in pixels.<\/p>\n\n\n\n<p><strong>Company Details:<\/strong> Choose to display either:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Default store detail: <\/strong>Uses your WooCommerce store info automatically.<\/li>\n\n\n\n<li><strong>Custom:<\/strong> Allows manual input of company information.<\/li>\n<\/ul>\n\n\n\n<p><strong>Enable Invoice Number: <\/strong>Enable this to show an invoice number on the credit note.<\/p>\n\n\n\n<p><strong>Invoice Number Format:<\/strong> Customize the invoice number format.<\/p>\n\n\n\n<p><strong>Enable Invoice Date:<\/strong> Show or hide the invoice date on the credit note.<\/p>\n\n\n\n<p><strong>Enable Order Number:<\/strong> Enable to display the order number on the credit note.<\/p>\n\n\n\n<p><strong>Enable Order Date:<\/strong> Enable to display the order date on the credit note.<\/p>\n\n\n\n<p><strong>Enable Payment Method:<\/strong> Enable to show the payment method used on the credit note.<\/p>\n\n\n\n<p><strong>Enable Email Address:<\/strong> Enable to display the customer&#8217;s email address on the credit note.<\/p>\n\n\n\n<p><strong>Enable Contact Number:<\/strong> Enable to show the customer&#8217;s phone number on the credit note.<\/p>\n\n\n\n<p><strong>Enable Shipping Data:<\/strong> Enable to display the shipping details on the credit note.<\/p>\n\n\n\n<p><strong>Table Header Text Color: <\/strong>Choose the text color for the credit note\u2019s table headers.<\/p>\n\n\n\n<p><strong>Table Header Background Color:<\/strong> Choose the background color for the credit note\u2019s table headers.<\/p>\n\n\n\n<p><strong>Enable Footer Color: <\/strong>Enable to customize the text and background colors for the footer section.<\/p>\n\n\n\n<p><strong>Footer Text Color:<\/strong> Select the text color for the footer.<\/p>\n\n\n\n<p><strong>Footer Background Color:<\/strong> Select the background color for the footer.<\/p>\n\n\n\n<p><strong>Note Text:<\/strong> Add a custom note that will appear at the bottom of the credit note.<\/p>\n\n\n\n<p><strong>Terms and Conditions:<\/strong> Include your terms and conditions text to appear on the credit note.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdJ7Mq6Nk6c-RRElc7DA5_hJOsC5KmMQBWGlzrGDyiPX8lDjV-PTTxG_uWAHglQKz94h7SRIA_52fdTxYiw9mkLqJoD3OYWjNn2-778_MURiACjVtqiflbUe1uqYyc5OOjQvzT7dQ?key=o6x86ha5iRc-h1ctW6J87yyW\" alt=\"\" style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Packing Slip Settings<\/h3>\n\n\n\n<p><strong>Select Design for Packing Slips:<\/strong> Choose the layout style for the packing slip from the available templates.<\/p>\n\n\n\n<p><strong>Packing Slip Heading:<\/strong> Enter a custom heading for the packing slip.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Default:<\/strong> &#8220;Packing Slip&#8221;<\/li>\n\n\n\n<li>If left blank, the default heading will be used.<\/li>\n<\/ul>\n\n\n\n<p><strong>Header Text Color:<\/strong> Select the color for the text in the packing slip header.<\/p>\n\n\n\n<p><strong>Header Background Color: <\/strong>Choose a background color for the header area of the packing slip.<\/p>\n\n\n\n<p><strong>Upload Logo: <\/strong>Upload your store\u2019s logo to display on the packing slip.<\/p>\n\n\n\n<p><strong>Logo Height:<\/strong> Set the height of the logo in pixels for proper display.<\/p>\n\n\n\n<p><strong>Company Details: <\/strong>Display your company information.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Default store detail<\/strong>: Uses store info from WooCommerce settings.<\/li>\n<\/ul>\n\n\n\n<p><strong>Enable Order Number:<\/strong> Show the customer&#8217;s order number on the packing slip.<\/p>\n\n\n\n<p><strong>Enable Order Date: <\/strong>Show the order date on the packing slip.<\/p>\n\n\n\n<p><strong>Enable Payment Method:<\/strong> Display the payment method used for the order.<\/p>\n\n\n\n<p><strong>Enable Email Address<\/strong>: Show the customer&#8217;s email address on the packing slip.<\/p>\n\n\n\n<p><strong>Enable Contact Number:<\/strong> Display the customer&#8217;s phone number.<\/p>\n\n\n\n<p><strong>Enable Billing Data: <\/strong>Show the billing details of the customer on the packing slip.<\/p>\n\n\n\n<p><strong>Show Price:<\/strong> Enable this to show product prices on the packing slip.<\/p>\n\n\n\n<p><strong>Table Header Text Color:<\/strong> Select a text color for the table headers in the packing slip.<\/p>\n\n\n\n<p><strong>Table Header Background Color:<\/strong> Choose a background color for the table headers.<\/p>\n\n\n\n<p><strong>Enable Footer Color: <\/strong>Enable this setting to customize both text and background colors for the footer.<\/p>\n\n\n\n<p><strong>Footer Text Color: <\/strong>Select the text color for the footer section.<\/p>\n\n\n\n<p><strong>Footer Background Color:<\/strong> Choose a background color for the footer.<\/p>\n\n\n\n<p><strong>Note Text:<\/strong> Add a custom footer note to display at the bottom of the packing slip.<\/p>\n\n\n\n<p><strong>Terms and Conditions: <\/strong>Enter any terms and conditions to be shown on the packing slip.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfe4cJ12wExSgFHp70LF_lSrv_r1-mdFuDs8J3yXIRZwF8DS73uEDuPf7MlzJMlGiuSS-3Jb3sAFz_tT2Nuik-wMvZ9_A14CDzZ57eO1wZlvc2w6t7NhogO17e12M0VkN4APRyw?key=o6x86ha5iRc-h1ctW6J87yyW\" alt=\"\" style=\"width:840px;height:auto\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8220;INVOICE&#8221; will be used. Upload Logo: Upload your company logo to appear on the PDF invoice. 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