Configuring Template Settings

Table of Contents

Overview #

The Templates option lets you set a template format for the following documents:

  • Invoice
  • Proforma Invoice
  • Packing Slip
  • Credit Note
  • All the customer documents (enabled through the Document Options)

You can create a template format using HTML, text, and shortcodes. Find the shortcodes that can be used with this Booster Plugin here.

To create/modify a PDF Invoicing document’s template:

  • Go to your WordPress dashboard > Booster > Plugins > PDF Invoicing & Packing slips > PDF Invoicing > Templates.
  • Think of the document type for which you want to modify the template, and go to the respective tab.
  • Modify the HTML Template
  • Save settings.


You can use the default templates as-is. However, an important thing to remember is that you must replace COMPANY NAME, COMPANY ADDRESS 1, and COMPANY ADDRESS 2 with the required values.

Wish to create different invoices for users from different billing countries? Just add the parameter billing_country to any shortcode. For example, to create two different invoices – one for customers from France and Belgium, and another for customers from the rest of the world – you can create a template similar to this:

wcj_text billing_country=”FR,BE”]Facture[/wcj_text] <br />

To add a page break to the invoice, just insert the shortcode.

To view a sample multilingual invoice template, click here.

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