Print invoices and packing lists

The WooCommerce Print Invoices & Packing Lists extension provies the ability to easily print invoices and packing lists directly from your WooCommerce orders page, helping you save precious time in your order fulfillment process. In this guide, we'll go over how to set up this extension and customize it to get the most out of your printed documents.

• Setup and configuration
  • Installation
• Customize the document template
• Document-specific settings
  • Invoice settings
    • Invoice appearance
    • Invoice number generation
  • Packing list settings
  • Pick list settings
• Email settings
• Printing and emailing order documents

Setup and configuration

Installation

1. Sign in to WordPress.
2. From the left-hand menu, go to WooCommerce and click on Extensions.
3. From the GoDaddy Included Extensions list, scroll to Print Invoices/Packing Lists and click on Install.

After installation, refer to WooCommerce settings in the left side menu and you will have a Invoices/Packing Lists tab you can manage.

Customize the document template

WooCommerce Print Invoices & Packing Lists has many settings available to manage how invoices and packing lists behave, such as customizing the document template, what each document will include, and their associated email notifications.

1. Sign in to WordPress.
2. From the left-side menu, go to WooCommerce and click on Settings.
3. Select the Invoices/Packing Lists tab and click on Customize.

You'll be taken to a visual editor you can use to customize the documents template to your liking with a live preview. From here, several settings are available to adjust your template appearance:

• Company Information: Customize the displayed logo, name, address, URL, VAT number and any extra information like a phone number or email address.
• Typography: Controls heading and body font sizes.
• Colors: Determines the colors of the document's background and text.
• Content: Enter additional content you'd like to appear in the document header and shop policies that will appear in the footer.
• Advanced: Add custom CSS styles that will apply to the document template. You can use the following classes to set document-specific custom styles:
  • Invoices

    .woocommerce-pip.invoice {
      // invoice-specific CSS;
    }
    

  • Packing lists:

    .woocommerce-pip.packing-list {
      // packing list-specific CSS;
    }
    

  • Pick lists:

    .woocommerce-pip.pick-list {
      // pick list-specific CSS;
    }
    

Document-specific settings

The settings that determine which order and product information gets displayed are managed individually for invoices, packing lists, and pick lists.

Invoice settings

1. Go to WooCommerce and click on Settings.
2. Select the Invoices/Packing Lists tab and click on Invoice.

Invoice appearance

Add or remove details from the following settings to determine what gets displayed on invoices:

• Show optional order details:
  • Shipping method
  • Customer details
  • Customer note
  • Applied coupon(s)
• Show optional product details:
  • Product thumbnail
  • SKU
  • Unit price
  • Line taxes
• Show item prices excluding taxes: Select to display item prices exclusive of taxes.
  Note: This setting overrides the store tax display settings for item prices displayed in the invoice.

Invoice number generation

Adjust the following settings to determine how invoice numbers are generated:

Use order number as invoice number: Enabling will set all invoices to use the same number as their corresponding order number.

Disabling will prompt you to set the following:

• Invoice number start: Your starting invoice number.
• Reset counter: Selecting this clears the above starting number to allow you to set a new one.
  Warning: This may cause duplicate invoice numbers, as existing invoice numbers are never changed.
• Invoice number minimum digits: The minimum amount of digits used for order numbers. If needed, leading zeroes are added to meet this count. For example, if set to 4 and the starting invoice number is 1, the first invoice number will appear as 0001.

Invoice number prefix and Invoice number suffix: Add a preferred prefix or suffix to all invoice numbers, which includes support for merge tags in the table below:

Packing list settings

1. Go to WooCommerce and click on Settings.
2. Select the Invoices/Packing Lists tab and click on Packing List.
3. Add or remove details from the following settings to determine what gets displayed in your packing lists:
   • Show optional order details:
     • Customer details
     • Customer note
   • Show optional document fields:
     • Footer
     • Terms and conditions
   • Show optional product details:
     • SKU
     • Total weight
   • Exclude virtual items: Select to exclude virtual items from showing on packing lists.

Pick list settings

1. Go to WooCommerce and click on Settings.
2. Select the Invoices/Packing Lists tab and click on Pick List.
3. Modify the following settings to determine which fields appear on pick list documents:
   • Pick list output: Determine whether to group items by order or group items by category for selected orders in combined pick lists.
   • Show optional fields: Add or remove optional fields
     • SKU
     • Details
     • Total weight
     • Product thumbnail.
   • Exclude virtual items: Select to exclude virtual items from showing on pick lists.

Email settings

WooCommerce Print Invoices / Packing Lists adds three new emails to your store, accessible in your main WooCommerce email settings. Click any of the email names in the table to edit its settings.

• Invoice: Enable to automatically email HTML invoices to your customers once their orders are paid. These will appear the same as a printed invoice.
• Packing List: Enable to have HTML packing lists automatically sent to the site administrator once the order is paid.
  Note: Send to multiple recipients by using a comma-separated list in the Recipient(s) field.
• Pick List: Send manually using the bulk actions on the orders page. If one or more orders are selected, a combined HTML pick list will be sent.

Printing and emailing order documents

You can print and email invoices, packing lists, and pick lists with several different order actions. When viewing the WooCommerce orders list, use the documents icon in the Actions column to view the available document actions for the selected order. You can also use the Bulk Actions menu to perform the following actions for one or more orders:

• Print Invoice: HTML invoice for all selected orders available to open, preview, and print.
• Send Email Invoice: Sends the HTML invoice content via email to the billing email address on all selected orders.
• Print Packing List: HTML packing list for all selected orders available to open, preview, and print. Items in the packing list will be sorted by product category.
• Send Email Packing List: Sends the HTML packing list content in individual emails for each selected order to the admin recipients configured in your email settings.
• Print Pick List: A combined HTML pick list for all selected orders available to open, preview, and print. Items in the pick list will be sorted by product category.
• Send Email Pick List: Sends an email with the HTML pick list content for all selected orders to the admin recipients configured in your email settings.

Once you've applied your bulk action, a modal will appear showing the number of documents and the option to Print Documents. Selecting this option will produce a link to open your document(s) in a new window for printing. You can also access document actions when viewing or editing an order by referring to the Order Actions dropdown.

Related steps

• Refer to the WooCommerce Print Invoices & Packing Lists Developer Reference to see all of the custom actions available.

More info

• WooCommerce Twilio SMS notifications
• View WooCommerce orders