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WooCommerce PDF Invoicing and Packing Slips

Invoices, Credit Notes and Packing Slips for WooCommerce Stores

Description

With the WooCommerce PDF Invoices and Packing Slips feature, you can:

  • Easily generate branded and custom invoices and other packing documents for all your WooCommerce store orders.
  • Create invoices, proforma invoices, credit notes, packing slips and custom docs, as well as add PDF invoice attachments to orders.
  • Fully customize templates, styling, page settings, header/footer, display and emailing options on each document type (which has its own numbering system).

General

In this setting, you can select which type of document you need and when those documents should be created. You can also disable unwanted documents.

Standard document creation settings will create a proforma invoice and packing slip on a new order, but invoice creation is delayed until the order is complete. Credit notes will be created on order refunds.

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, a document is created only once (when the order is updated to any selected status).

Report Tool

In this section, you can set Colums setting for while you Generate the Invoice Report. What type of column should be display in CSV file you can set from here.

Also You can setting the Tax precission from here like how much Digit showing after currency

Numbering

In this section, you can set the numbering 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 another), such as [wcj_order_date]. If you need the month and year of the order to be included in the 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 the Renumerate Invoices tool, accessible through WooCommerce > Booster Tools > Renumerate Invoices.

Templates

HTML templates should be extended by Booster for WooCommerce Shortcodes.

You can use the default template as-is, but keep in mind that you need to enter your 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 the `billing_country` parameter 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 – create a 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 the full multilingual invoice template example here.

  • To add a page break to the invoice, just insert the [wcj_tcpdf_pagebreak] shortcode.

Styling

In this section, you can use some basic CSS to style your invoices, but keep in mind that not all CSS features are available

You can also set the default font family and properties. However, the invoice font can also be changed by adding the `font-family` property to CSS, e.g. `p { font-family: “Times New Roman”, Georgia, Serif; }`.

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

In this section, you can enable or disable the header for each document type.

You can add an image to the header, but please note 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).

Rather than setting the image in the header, you can alternatively use the standard `` tag in the HTML Template. Header title, header text and header image can contain shortcodes, but HTML tags will not be processed. For example, this way you can create different headers for different countries by using the `[wcj_text]` shortcode with the `billing_country` attribute (see example in “Templates” section above).

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

In this section, you can enable add custom HTML template or you can use Wordpress Shortcode.

You can Set Different HTML Code or Wordpress Shortcode on Proforma Invoice,Packing Slip,Credit Note ,Custom Document

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 to ensure that your WooCommerce invoice is neat and aligned.

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 your browser or saving them to your hard drive.

Developers Modifying Cell Output

If you wish to modify the table cell output for the `[wcj_order_items_table]` shortcode, you can use the `wcj_pdf_invoicing_cell_data` filter.

For example, if you want to embolden item names in a table, add this snippet to your (child) theme’s functions.php file:

Parameters in `$args` array are:

add_filter( ‘wcj_pdf_invoicing_cell_data’, ‘make_bold_title_in_booster_pdf_invoice’, 10, 2 );
if ( ! function_exists( ‘make_bold_title_in_booster_pdf_invoice’ ) ) {
function make_bold_title_in_booster_pdf_invoice( $cell_data, $args ) {
if ( ‘item_name’ === $args[‘column’] ) {
$cell_data = ‘‘ . $cell_data . ‘‘;
}
return $cell_data;
}
}
array(
‘column’,
‘column_param’,
‘item’,
‘item_id’,
‘item_counter’,
‘product’,
‘order’,
);

Adding Custom Fonts

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

  • Prepare TCPDF font files (you can do so with this tool).
  • Upload your custom fonts files to the …/wp-content/uploads/woocommerce_uploads/wcj_uploads/tcpdf_fonts folder on your server.
  • 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’ );
function add_custom_fonts_to_booster_pdf_invoices( $fonts ) {
$fonts[‘font_id’] = ‘Label’;
$fonts[‘another_font_id’] = ‘Another label’;
return $fonts;
}

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

Include Paid Stamp in your invoice. Paid Stamp indicates that the bill is already paid.

You can use the default design or can upload any custom design for the Paid Stamp as well.

How To Add Extra Columns(Info) To PDF

How to add extra columns(info) to pdf

On Templates tab you can customize HTML Template code and display extra column,information to pdf using shortcodes.

Display product image on pdf

Follow below steps to display product image on pdf.

  1. Find wcj_order_items_table shortcode on Template code
  2. Using “|” separator add “product_thumbnail” on “columns” argument.
  3. same add product image column title on “columns_titles” argument.
  4. same add product image column styles on “columns_styles” argument.

[wcj_order_items_table table_class="pdf_invoice_items_table"
columns="item_number|item_name|item_quantity|line_total_tax_excl|product_thumbnail"
columns_titles="|Product|Qty|Total|Productthumbnail"
columns_styles="width:5%;|width:75%;|width:5%;|width:15%;text-align:right;"]
							
Display product addons on pdf

Follow below steps to display product image on pdf.

  1. Find wcj_order_items_table shortcode on Template code
  2. Using “|” separator add “item_product_addons” on “columns” argument.
  3. same add product addon column title on “columns_titles” argument.
  4. same add product addon column styles on “columns_styles” argument.

[wcj_order_items_table table_class="pdf_invoice_items_table"
columns="item_number|item_name|item_quantity|line_total_tax_excl|wcj_order_items_table"
columns_titles="|Product|Qty|Total|ProductAddon"
columns_styles="width:5%;|width:75%;|width:5%;|width:15%;text-align:right;"]
						
Display product input fields on pdf

Follow below steps to display product input fields on pdf.

  1. Find wcj_order_items_table shortcode on Template code
  2. Using “|” separator add “item_product_input_fields_with_titles” on “columns” argument.
  3. same add product input field column title on “columns_titles” argument.
  4. same add product input field column styles on “columns_styles” argument.

List of predefined table columns you need to display

List of predefined table columns you need to display. please check document from here

[wcj_order_items_table table_class="pdf_invoice_items_table"
columns="item_number|item_name|item_quantity|line_total_tax_excl|item_product_input_fields_with_titles"
columns_titles="|Product|Qty|Total|ProductInputfield"
columns_styles="width:5%;|width:75%;|width:5%;|width:15%;text-align:right;"]
						
Display checkout custom fields on pdf

Using [wcj_order_checkout_field] shortcode you can display checkout custom fields on pdf.

For example : [wcj_order_checkout_field field_id="billing_wcj_checkout_field_1"] please replace field _id with custom checkout field key.


Total (excl. TAX)[wcj_order_total_excl_tax]
Taxes[wcj_order_total_tax hide_if_zero="no"]
Order Total[wcj_order_total]
Product Input Feild [wcj_order_checkout_field field_id="billing_wcj_checkout_field_1"] 

						
Display WooCommerce order’s meta on pdf

Using [wcj_order_meta] shortcode you can display WooCommerce order’s meta on pdf.

For example : [wcj_order_meta meta_key="_your_key"]

All order related shortcodes

All order related shortcodes please check from here


Total (excl. TAX)[wcj_order_total_excl_tax]
Taxes[wcj_order_total_tax hide_if_zero="no"]
Order Total[wcj_order_total]
Product Addon  [wcj_order_meta meta_key="_your_key"] 

						

Total (excl. TAX)[wcj_order_total_excl_tax]
Taxes[wcj_order_total_tax hide_if_zero="no"]
Order Total[wcj_order_total]
Subscription plans Start  [wcj_order_subscription_get_date subscription_date_type=”start”] 
Subscription plans Start  [wcj_order_subscription_get_date subscription_date_type=”end”] 

						
Display WooCommerce subscription order details on pdf

If you are using this features on your pdf invoice then you need install woocommerce subscription plugin

Using [wcj_order_subscription_get_date] shortcode you can display WooCommerce subscription order details.

For example : [wcj_order_subscription_get_date subscription_date_type=”start”]

The type of subscription_date_type to get, can be “start”, “trial_end”, “next_payment”, “last_payment” or “end”