fbpx

Description

WooCommerce PDF Invoicing and Packing Slips module adds functionality for PDF invoices, proforma invoices, credit notes, packing slips and custom docs to WooCommerce. Each document type has its own numbering system, comes with a fully customizable template, styling, page settings, a customizable header & footer, display and emailing options. All the invoicing and offline packing documents you need to streamline your WooCommerce orders and paperwork! For more information on the specific settings, read on below.

Settings Sections

General

In this section you can select which of document types do you need and when those documents should be created, and also disable unwanted documents. Standard, though not obligatory, documents creation settings would create a proforma invoice and packing slips on a new order, and invoice creation is delayed till order is complete. Credit notes would be created on order refund. You can also create invoices on custom order statuses if you have created a custom order status (see Booster’s WooCommerce Custom Statuses Module). Documents can be created on multiple statuses. In this case document is created only once, when order is updated to any selected status.

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - General

Report Tool

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - General - Report Tool

Numbering

In this section you can set the number format you want to use for each document. If the sequential checkbox is unchecked, the order ID is used. Prefix and suffix can contain shortcodes (Booster’s or not), such as [wcj_order_date] – if you need order’s year and month to be included in invoice’s number, try [wcj_order_date date_format=”Y-m-“]. These settings will define the number format for all feature orders. If you need to create invoices for existing orders, or if you need to renumber invoices for any other reason, you can use Renumerate Invoices tool, accessible through WooCommerce > Booster Tools > Renumerate Invoices.

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Numbering

Templates

HTML template should be extended by Booster for WooCommerce Shortcodes. Basically you can use the default template as is, except that you need to enter your (i.e. seller) details – replace “COMPANY NAME”, “COMPANY ADDRESS 1” and “COMPANY ADDRESS 2” with required values.

You can create different invoices for users from different billing countries – just add `billing_country` parameter to any shortcode. E.g. to create two different invoices – one for customers from France and Belgium, and another for customers from the rest of the world, you should create template similar to this:
[wcj_text billing_country="FR,BE"]Facture[/wcj_text][wcj_text not_billing_country="FR,BE"]Invoice[/wcj_text]<br />
[wcj_order_number billing_country="FR,BE" before="Numéro de commande: "][wcj_order_number not_billing_country="FR,BE" before="Order number: "]

You can find full multilanguage invoice template example here.
To add page break to the invoice, you just need to insert [wcj_tcpdf_pagebreak] shortcode.

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Templates

Styling

You can use some basic CSS to style your invoices (please note that not all CSS features are available). In this section you can also set the default font family and properties, however invoice font can also be changed by adding `font-family` property to CSS, e.g. `p { font-family: “Times New Roman”, Georgia, Serif; }`.

If you are using some non standard alphabet, e.g. Greek, Cyrillic, and getting question marks or squares instead of symbols in PDF, change “Font Family” option to another font, e.g. “DejaVu Sans (Unicode)”.

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Styling

Header

In this section you can enable or disable the header for each document type. You can add an image to the header, however please notice that this image must be on the same local server. Your image width must be set in millimeters (e.g. A4 page width is 210 mm). Alternatively to setting image in header, you can use the standard `<img>` tag in the HTML Template. Header title, header text and header image can contain shortcodes, however HTML tags will not be processed. For example, this way you can create different headers for different countries by using `[wcj_text]` shortcode with `billing_country` attribute (see example in “Templates” section above).

If you are getting “TCPDF ERROR: [Image] Unable to get the size of the image: …” error – please recheck that header image URL is set correctly, and if that doesn’t help – please try setting different values for “Advanced: Default Images Directory” option in “WooCommerce > Settings > Booster > PDF Invoicing & Packing Slips > General”.

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Header

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Footer

Page Settings

In this section you can choose the page orientation (portrait or landscape) and page format (e.g. A1, A8 etc. paper size). You can also set page margins in this section to ensure your invoice is tidy and aligned.

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Page Settings

Email Options

Choose an action for when you want to attach your invoice to an email. Booster will automatically add all emails to the list. This includes custom emails created with Booster’s Custom Emails module and any other custom emails created with some external plugin. The same document can be attached to multiple emails. Please note, that you must ensure that the document you wish to attach is created before an email. E.g. if you wish to send an invoice on new order, the invoice must be also created on new order and not on e.g. order completed.

You can also select which payment gateways to include when attaching the document to email. For example you may want to attach proforma invoices for direct bank transfer gateways only. If you leave this fields empty – document will be attached for all payment gateways.

Booster for WooCommerce - WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Email Options

Display & Misc.

New invoices will appear in the orders list, with each document in its own Invoice, Proforma Invoice or Packing Slip column. You can disable these columns (for example, if a shop manager were to handle the invoices through email). A link to invoices can also be added to your customers’ My Account page. This section also lets you switch between showing PDF documents in browser, or saving them to your hard drive.

WooCommerce PDF Invoicing and Packing Slips - Admin Settings - Display and Misc

Developers

Modifying Cell Output

If you wish to modify table cell output for `[wcj_order_items_table]` shortcode, you can use `wcj_pdf_invoicing_cell_data` filter. For example, if you need to make item names bold in table, add this snippet to your (child) theme’s functions.php file:

add_filter( ‘wcj_pdf_invoicing_cell_data’, ‘make_bold_title_in_booster_pdf_invoice’, 10, 2 );<br />
if ( ! function_exists( ‘make_bold_title_in_booster_pdf_invoice’ ) ) {<br />
    function make_bold_title_in_booster_pdf_invoice( $cell_data, $args ) {<br />
        if ( ‘item_name’ === $args[‘column’] ) {<br />
            $cell_data = ‘<strong>‘ . $cell_data . ‘</strong>‘;<br />
        }<br />
        return $cell_data;<br />
    }<br />
}

Parameters in `$args` array are:

array(<br />
    ‘column’,<br />
    ‘column_param’,<br />
    ‘item’,<br />
    ‘item_id’,<br />
    ‘item_counter’,<br />
    ‘product’,<br />
    ‘order’,<br />
);

Adding Custom Fonts

In case if you want to add more fonts to Booster’s PDF invoicing module, you can do so with `wcj_pdf_invoicing_fonts` filter. What you need to do is:

1. Prepare TCPDF font files (for example with this tool).

2. Upload your custom fonts files to …/wp-content/uploads/woocommerce_uploads/wcj_uploads/tcpdf_fonts folder on your server.

3. Go to your (child) theme’s functions.php file and add something like this:

add_filter( ‘wcj_pdf_invoicing_fonts’, ‘add_custom_fonts_to_booster_pdf_invoices’ );<br />
function add_custom_fonts_to_booster_pdf_invoices( $fonts ) {<br />
    $fonts[‘font_id’] = ‘Label’;<br />
    $fonts[‘another_font_id’] = ‘Another label’;<br />
    return $fonts;<br />
}

After that new fonts should be available in “WooCommerce > Settings > Booster > PDF Invoicing & Packing Slips > Styling”. You can set `Label` to any value, and `font_id` is filename of your font without extension.

Tips & Tricks

Only logged in users can open PDF documents via link.
Accessible through:
  • WooCommerce > Settings > Booster > PDF Invoicing and Packing Slips
Tested on WooCommerce 4.5.2 and WordPress 5.5.1
Plugin can be downloaded here. If there are any locked fields in the module, you will need to get Booster Plus to unlock them.