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WCMp PDF Invoice

Brief Illustration

WCMp PDF Invoice automatically creates invoices when an order is received and sends it to the admin, vendor and customer as is the case. It allows the vendor to print the packing slip for ease of delivery and that’s not all, WCMp PDF Invoice  let’s the admin/ vendor decide their invoicing template from a range of 5 fully customizable invoice designs.

Installation & Licensing

To know about the installation and licensing of WCMp PDF Invoice please visit our installation and licensing guide.

Note : You must have WooCommerce PDF Invoices & Packing Slips installed in order to use WCMp PDF invoice.

WCMp PDF Invoice Configuration (By the Administrator)

WCMp PDF Invoice is mostly configured by the admin but can be done easily as all the settings related to this extension are under one single roof. Admin can control the appearance and contents of the invoice received by the customer, vendor and the administrator while the vendors can change and customize their invoice style and settings previously set by the admin.

  1. WCMp PDF Invoice creates “Invoice Settings” page on activation having the shortcode “[vendor_invoice_settings]” in it and adds it to the vendor dashboard. Reference 1 will provide a clearer view of the same.Reference 1: WCMp PDF Invoice Configuration (By the Administrator)
  2. The page can be set in the dropdown for “Vendor Edit Invoice Template” under the “Vendor Pages” section, in the “Vendor” tab of WCMp Settings. This page allows the vendor to edit and customize their invoices. By default, the page is pre-selected in the dropdown on activation but you can also assign a custom page to it. Reference 2 will provide a better understanding of the same.Reference 2: WCMp PDF Invoice Configuration (By the Administrator)
  3. Admin can configure the global settings from the “PDF Invoices” tab under WCMp Settings.
    • The admin decides when to generate and send the invoices by selecting option from the “Attach to Email” option. By default, the invoices are sent after the order placed by the customer is completed. See Reference 4 below for clarity.
    • The admin can set the default template for all ( admin, vendor and customer ) invoices from “Select Default Invoice Template” ( Reference 4 ). This determines how the invoice will look if not overridden by the vendor. By default, the invoices are styled according to “template 1”. Vendor can however override the appearance of their invoice from their dashboard about which it has been discussed later in this topic. See Reference 3 to differentiate between the available templates.Reference 3: WCMp PDF Invoice Configuration (By the Administrator)
    • Admin can also set globally the company name, logo ( vendor can instead choose to display their logo on their invoices ), address, email, phone number from their respective sections ( Reference 4 ).
    • And can also add special notes to the invoice from “Special Notes from Admin” section.Reference 4: WCMp PDF Invoice Configuration (By the Administrator)
  4. From the “Admin Template Settings” section you can decide the fields that will show on the admin’s invoice.
    • Check the box for “SKU”, to display the product SKU on the PDF invoice, “Subtotal”, to show the order subtotal, check the box for “Discount”, to show the discount obtained for the order, “Tax”, to display the tax levied on the order ( Reference 5 ).
    • On checking the box for “Shipping”, the invoice will also display the shipping details. while checking “Payment Method”, the payment method used to pay the order with will be displayed on the invoice ( Reference 5 ).
    • Set introductory text and risk conditions from their “Introduction Text” and “Terms and Conditions” section to display the same on the invoice itself ( Reference 5 ).
    • If “Show Customer Note” is enabled, then this will display the note included by the customer at the time of purchase on admin’s invoice ( Reference 5 ). Reference 5: WCMp PDF Invoice Configuration (By the Administrator)
  5. From the “Vendor Template Settings” section you can decide the fields that will show on the vendor’s invoice and set them globally but the fields can be overridden by the vendor from their dashboard.
    • To display the product SKU on the vendor invoice check the box next to “SKU”. Similarly, check the boxes for “Subtotal”, “Discount”, “Tax”, “Shipping”, “Payment Method” to display the order subtotal, discount provided, tax levied, shipping details and payment method used on the invoice ( Reference 6 ).
    • Display an introductory text on the vendor’s invoice by providing a text in “Introduction Text” field. Add “Risk of loss” in the “Terms and Conditions” section ( Reference 6 ).
    • “Show Customer Note” will display the note included by the customer at the time of purchase ( Reference 6 ).Reference 6: WCMp PDF Invoice Configuration (By the Administrator)
  6. From the “Customer Template Settings” section you can decide the fields that will show on the customer’s invoice.
    • You can decide the order status at which the customer will be able to download their invoice from their account by selecting the appropriate option from the “Customer can download invoice at” dropdown ( Reference 7 ).
    • Similar to what had been discussed above, display the product SKU on the customer invoice by checking the box next to “SKU”, display order subtotal, discount obtained, tax levied, shipping details, payment method used to pay by enabling the respective options and you may also add an introductory text and conditions in the corresponding text fields ( Reference 7 ).
    • Enabling “Show Customer Note” will display the note that the customer has provided at the time of purchase in their invoice ( Reference 7 ).Reference 7: WCMp PDF Invoice Configuration (By the Administrator)

    Note: By default, all the checkboxes included in “Admin Template Settings”, “Vendor Template Settings” and “Customer Template Settings” are checked.

  7. Checking the box for “Enable Packing Slip” will permit the vendor to download the packing slips for each order from their dashboard. Reference 8 shows the setting.Reference 8: WCMp PDF Invoice Configuration (By the Administrator)

WCMp PDF Invoice Configuration (By the Vendor)

  1. From your vendor dashboard, go to “Edit Invoice” under “Stats / Reports”. This will redirect the vendor to the “Invoice Settings” page where the vendor can edit their invoice style and settings. The vendor invoice displays their earnings and invoice components against an order placed.Reference 9: WCMp PDF Invoice Configuration (By the Administrator)
  2. “Select your preferred” template from the dropdown. You can choose from our five template styles. Selecting an option provides an instant preview of the template selected. See screenshot ( Reference 10 ) below for better understanding.
  3. Upload your company logo in the “Logo” section, by default, the logo that will be displayed is the globally set by the admin. Take a look at Reference 10 for better understanding.
  4. Check the boxes for “SKU”, “Subtotal”, “Discount”, “Tax”, “Shipping”, “Show Payment Method” to see the product SKU’s, order subtotal, discount given, tax imposed, shipping details applied and the payment method used by the customer to pay off the order. Reference 10 will provide a clarity on the same.Reference 10: WCMp PDF Invoice Configuration (By the Administrator)
  5. Add introductory text and loss conditions on your invoice from “Introduction Text” and “Terms and Conditions” sections. See Reference 12 for clarity.
  6. Checking the box for  “Show Customer Note” will display the note that the customer has provided at the time of purchase on your invoice. Reference 12 will clear your thoughts on it.
  7. Lastly, click on “Save” to update your preferences.Reference 11: WCMp PDF Invoice Configuration (By the Administrator)

Download Invoices

  1. The admin can download the PDF invoice for an order simply by going to WooCommerce orders and selecting the order whose invoice needs to be downloaded and then clicking on “Create” to generate the invoice and then on “View” to download the same. The invoices can be downloaded on a per order or per vendor basis ( To understand invoice calculations and components refer to the following section ). Any changes made in the Invoice Settings will not reflect unless the previous invoice is cancelled and then created again and lastly viewed. Follow the screen capture below to get vivid understanding of the same.Reference 12: WCMp PDF Invoice Configuration (By the Administrator)
  2. The vendor can download the invoices from the “Orders” tab in the vendor dashboard by clicking on the “PDF icon” as shown in the screenshot below and if admin has enabled packing slip option from the PDF Invoice settings, the vendor will be able to download packing slips as well.Reference 13: Download Invoices
  3. The customer can download their invoices by logging into their account and then browsing to the “Orders” tab in the “My Account” section. The customer will be able to download the invoices only when their order status matches with the one that has been set by the admin. See screenshot below for clearer understanding.Reference 14: Download Invoices
  4. The email provided during checkout by the customer shall receive the invoice by email and can download the same from there.

 Understanding Invoice Components

  1. Vendor PDF Invoice Components / Admin’s PDF ( per vendor ) Invoice ComponentsReference 15: Understanding Invoice Components 
  2. Customer PDF Invoice Components / Admin Invoice ( per order ) Components Reference 16: Understanding Invoice Components 
  3. Vendor Packing Slip Invoice ComponentsReference 17: Understanding Invoice Components 
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