Including a pdf link in the orders meta

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You can configure each template to include a link to the pdf in the order meta, you can then use this in conjunction with other plugins to for example create reports that include the pdf link or that send them to other services.

To include a link to the pdf in the meta do the following:

1.- Go to template settings and check “Add pdf link in order meta”

2.- Define a metadata name, this will be the name used in the order’s meta. This name should be in lowercase and include only alphanumeric characters and underscores

Important: If you don’t start the name with a underscore WooCommerce and other plugins might consider the metadata as public and could display it in other places like on the orders page. In the example below the metadata was called ‘pdflink’ and since it didn’t start with an underscore it is shown in the ‘Custom fields’ section of the order page

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Order Actions

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You can configure each pdf template to add a button in the “Orders” page to quickly view or download a template

To add these buttons for a template do the following.

1.- Open the template designer and go to template settings

2.- Go to order actions

3.- Configure the type of button and icon that you want to add in the orders page

And that’s it! now the configured template will add the button in the orders page so you can quickly access the pdf.

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Importing a template

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To import a template (either created by you using the template designer or downloaded in the online gallery you to the wc invoice page and click in import

Then select the template file (.zip file) that you want to import and that’s it! The template will be created.

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Adding a custom font

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To add a custom font please do the following

1.- Go to the template designer and click in Template Settings

2.- Go to Appearance tab and click in “Default Font Family”

3.- Click in add font

4.- Submit the font that you want to use, this font needs to be a ttf file (you can find several fonts like these in sites like https://fonts.google.com/)

5.- That’s it! now your font is installed and you can use it in your template.

Following these steps will make the plugin use the selected font in the whole pdf but if you want you can make the plugin use the font only in specific fields by going to the style tab and changing the font attribute

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Creating a page for each order line

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You can configure a template and repeat it for each order line. This is useful to create for example a certificate or license for each product ordered.

To repeat the template for each line do the following.

1.- Open template settings

2.-Check “Create a new page for each order line”

That’s it! the pdf template will be repeated for each order line and then all the pages will be merged into one pdf.

You could also combine this feature with conditional logic so the generated pdf only contain order lines that match a condition (for example products that belong to an specific category)

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Adding or Removing Taxes

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Most of the fields have an option to add or remove taxes.

To configure which sections of your template have to display taxes (or not), click in your “Invoice Detail” table

Then in the table settings define which fields should display the taxes

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Invoice Numbering

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To configure the way the invoice number is generated go to “Template Settings” Invoice Number Format

There are two types of invoice numbers:

  • Order Number: The invoice number will be the same as the order number.
  • Sequence: A sequenced number, you define the number this sequence start from.

There are three additional configurations:

Prefix: Add a text before the invoice number, this text can contains information of the order like the customer name or order date.

Sufix: Add a text after the invoice number, this text can contains information of the order like the customer name or order date.

Digits: Number of digits that is going to be used, e.g. if the invoice number is 1 and the number of digits is 5 the invoice number will be 00001

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Adding order information to block of texts

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To create a block of text that also has order information do the following:

Add a text field to your template

In the field settings click in “Add Field”

Select the field that you want to add

This feature support custom fields so you can also use it to show information from other plugins.

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Changing Invoice Number Format

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To change the format of the invoice number go to Template settings and then click in “Invoice Number Format”

There are two types of invoice numbers
Order Number: The invoice number will be the same as the Order Number
Sequence: I custom sequence, you define from which number the invoice start from.

Adding fields to the invoice number

With the full version you can also add order information within the invoice number to do so click in the “Tag” icon:

And define which field you want to include from the list:

This tag support custom fields so you can integrate the invoice number format with other plugins.

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Allow customers to download their invoices

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To let your users download their invoices go to Template Settings and check Allow download in “My account” page

And that’s it! Now your users can go to their ‘Orders’ page (inside their woocommerce account) to download the invoices.

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