If you have a WooCommerce Store, then you might know the importance of the final impression of your customers. From product browsing to order confirmation, you need to maintain customer satisfaction at every level.
One essential feature during order confirmation is to generate PDF invoice. But the crucial problem is, WooCommerce doesn’t have this default feature. Now, you may ask a question about how to generate pdf invoice for WooCommerce.
In this article, we’ll guide you through a simple process of generating PDF invoice for WooCommerce. Let’s get started.
Understanding WooCommerce PDF Invoice
Basically, PDF invoice is the digital version of the traditional invoice. It contains key details of orders and the company.
Company Details: Company’s name, logo, and further information.
Customers’ Name: The detailed identity of the purchaser.
Order Number & Date: A unique identifier of the purchased products with the transaction date.
Purchased Item’s Details: Summary of the ordered item with short description and quantity.
Billing Information: Contains details of where the order was billed.
Total Amount: The overall price of the order, including shipping cost and taxes.
PDF invoice is crucial to maintain a professional, automated and customizable way of invoicing process in an online store.
Benefits of PDF Invoice on WooCommerce Store
A PDF invoice ensures professionalism, customer trust and legal compliance. A streamlined order invoice is essential for online store management, no matter what types of products or services you offer. You can enjoy certain benefits by using this feature. These are
Legal Compliance
In most countries, businesses must showcase a proper invoice containing order number, order details, taxes, customer’s details and many other important information. PDF invoice acts as a digital format to ensure proper recording of all purchases.
This system is beneficial to both sellers and buyers as it obeys certain tax laws and maintains accurate financial recordings. So, you don’t need to manage manual tracking of all your purchased orders.
Customer Satisfaction
Customers always prefer to have a detailed invoice of their purchased items. A confirmation with an invoice after a successful purchase can have a positive impact on a customer’s buying experience.
On the other hand, customers can directly download pdf invoice from their My Account dashboard. This will reduce the need for a support system.
Boosts Professionalism & Branding
In the PDF invoice, you can incorporate your company’s logo, colour, and branding to reinforce your brand identity and showcase a polished, branded invoice. This professional experience helps customers build trust and creates a positive perception among shoppers.
Moreover, a clear and well-structured pdf invoice streamlines the communication process by providing transparent purchase details. This clarification reduces confusion and establishes the professionalism of your business.
Order Management
Manual invoice preparation is time-consuming and can include human error. Automated invoicing eliminates both of these risks. This ensures the order details, tax information and customer’s details remain accurate consistently.
This digital invoicing helps you to stay organized and simplifies your financial records management.
Generate PDF Invoice For WooCommerce Using a Plugin
As you know, WooCommerce doesn’t come with a built-in PDF invoice system. So, you need to use a third-party plugin to incorporate this feature on your website.
Basically, there are many plugins available. But you need to focus on certain criteria before choosing a plugin for WooCommerce’s PDF invoice generation. These are
– When a customer places the order, the plugin should automatically generate the invoice.
– The plugin should give download access to the customers from their My Account page.
– Investigate if the plugin provides professional pre-built templates to ease your work process.
– You should personalize the invoice with your logo, company name, and brand color.
– The plugin should offer a customizable numbering system with prefixes, suffixes, or starting numbers.
– The customization process should be developer-friendly and free of coding requirements.
Now, you’ve got a clear idea of what to look for in a plugin to generate a PDF invoice for your WooCommerce store.
To ease your searching process, we’ll suggest that you use the ShopBuilder Plugin. This is a top-tier WooCommerce store builder and seamlessly integrates with Elementor.
ShopBuilder comes with both free and pro versions. However, the free version will give you different customization freedom for your WooCommerce store. You’ll get the PDF invoice module in the pro version.
So, get ShopBuilder Pro with 100+ widgets and 25+ modules that enhance your WooCommerce store’s functionality and boost your sales. Follow the steps below to generate a PDF invoice for your WooCommerce store.
Step 1: Install & Activate ShopBuilder
From the WordPress Admin Panel, navigate to Plugins > Add Plugins.
Now, click on the Upload Plugin button.
Hit the Choose File button. Upload the ZIP file of ShopBuilder Pro, which you received in your email after completing the purchase.
After that, click on the Install Now button.
Click on the Activate Plugin button.
If you don’t have the ShopBuilder free version pre-installed, you’ll notice this pop-up. You need to click on the Install ShopBuilder button. After installing, you need to activate the ShopBuilder free version.
Note: To fully utilize ShopBuilder’s functionalities you need to have the Elementor & WooCommerce WordPress plugins pre-installed.
Step 2: Enable PDF Invoice Module
1. Navigate to ShopBuilder> Settings.
2. After that, you need to click on the Modules section.
3. Locate the PDF Invoice module and hit the button to enable it.
After clicking, you’ll see the pop-up section with Enable PDF Invoice? Now, toggle this button to activate the module. After activating, click on the ‘Save Changes’ button.
Now, you can independently customize the module according to your preferences.
Step 3: Customize PDF Invoice Module
Now, the fun part begins. Start customizing the PDF Invoice to match your brand’s style.
1. Upload logo: Upload your customized logo in this section. Remember, only the .jpg, .jpeg and .png files are allowed to be uploaded.
2. Logo Width: Adjust the logo width to enhance the visual appearance of the logo in the PDF file.
3. Store Name: Enter the store name so that customers can directly notice and enjoy a branded shopping experience.
4. Store Address: Moreover, you can mention your shop address to notify customers about your location
1. Template Layout: You;ll get three different layouts to choose from. You can override the default PDF layout by copying the template to your theme and customizing it.
2. Paper Size: Choose your preferred paper size. You can pick Letter or A4 size.
1. Enable the option to generate invoice numbers automatically. However, you can personalize the starting invoice number.
2. Freely set the invoice prefix and suffix numbers according to your choice.
3. Switch on the options to display Shipping Address and Customer Note. This is important to track the customer details and their preferences. This process also maintains transparency.
1. The most important part is that you can select the order statuses where the PDF button will be visible to customers, and they can view and download the pdf invoices.
There are in total 11 order statuses (Pending payment, Processing, On hold, Completed, Cancelled, Refunded, Failed, Draft, Backordered, Pre-Ordered, Partially Paid). You can either choose all of them or pick the selected one according to your choices.
1. You can select the options for how the customers or you want to view the PDF. You can either select Download the PDF or Open The PDF in a New Browser Tab/Window.
2. You can write personalized text in the footer section. This text will be shown at the bottom of the PDF. If you want to enable linking, then use https:////: Or www.
3. Toggle this button to show page numbers automatically when the PDF has more than one page.
Now, move to the Styles section of the PDF Invoice module.
1. Here, you can modify the PDF body font size to your preference.
2. Also, customize the heading background to match your store’s theme and brand guidelines.
Front End of PDF Invoice
Customers can effortlessly view and download the invoice from their My Account Dashboard.
Navigate to My Account> Orders.
Now, click on the Download Invoice button.
Hurray! All done. Below, you can see the newly customized PDF invoice.
This ShopBuilder plugin isn’t just any normal tool; it comes with a complete solution to deliver a branded PDF invoice without any coding requirements. This ensures a seamless shopping experience for your customers.
Frequently Asked Questions (FAQs)
The default system of WooCommerce doesn’t come with any built-in PDF Invoice system. To incorporate this feature, you need to rely on a third-party plugin.
You need to implement a PDF invoice in your store to enhance customer experience, improve the order management system, and maintain professionalism. This system is also helpful in maintaining tax compliance.
Final Thoughts
PDF invoice is a crucial element for any WooCommerce store. If you want to enhance your online store’s functionalities and provide a top-notch customer experience, you should incorporate this feature in your store.
In this article, you learned how to generate pdf invoice for WooCommerce. Basically, ShopBuilder provides the most straightforward way to implement and customize pdf invoice for WooCommerce.
