Best Practices to Create Invoices on your WooCoomerce Store

best practice pdf invoice

Are you running a WooCommerce store? If you are running, most likely you would want to design PDF invoices too. Industry experts often suggest a few points. It’s good to keep in mind these points. Few compilations are given below:

1. A clear title

When creating an invoice, you should make it clear about what exactly it is. There are different types of invoices such as pro forma invoice, credit memo, self-billing invoice, etc.
It can also be a Commercial Invoice that is customs requirement for any international shipping. You should name it on your store based on the nature of the document.

2. Numbering pattern

Invoices can be essential documents for your bookkeeping requirements. A proper numbering pattern would help you to organize them better. Generally, an eCommerce store owners follow a sequential numbering system to organize chronologically.
Furthermore, you can add prefixes or suffixes to the number to make it more effective. Many WooCommerce plugins to create PDF invoices offers an option to customize the numbering system is mentioned in this article.

3. Company details

You have to include proper information about your business when you generate an invoice on behalf of your WooCommerce store. It means you probably have to mention your address, brand name, registration codes, and any required tax.

4. Customer information

You need to include the information of the customer on the invoice. Most eCommerce stores will list the name, address and the email id’s of their customers in the invoice.

5. A clear description of the price

An invoice includes several details that depict the details of the transaction like the product name, quantity, price, etc. you can mention other information like taxes, shipping charges, handling fees, etc. Coupons, discounts, etc. also need to be specified in the invoice where applicable.

6. Payment methods

You can generate invoices before and after transactions. You should mention all available payment options if an invoice is generated before payment. You can indicate the payment method used by the customer for invoices generated after the payment.

Best Plugin to Create Invoices on your WooCoomerce Store 

Woo Invoice is a PDF Invoice and Packing Slip plugin that helps businesses generate PDF invoices, complete with all the necessary information.

Woo Invoice (PDF Invoice and Packing Slips) plugin generates your invoice when orders are created and includes a template which can be downloaded and printed as needed. You can efficiently manage the process of creating and printing WooCommerce invoices automatically.

There are plenty of features available in Woo Invoice plugin. Main features of this plugin include –

  • Easy Setup

Woo invoice plugin is straightforward to set up. You can install or activate the plugin by following just a few simple steps.

  • Automated Invoicing

Woo Invoice plugin automatically generates PDF invoices when orders are created and sends directly to your valued customers.

  • Invoice Template

In this plugin, you will find different designed templates available. You can choose any model to use for your documents.

  • Packing Slip Template

This plugin has a variety of awesome templates and helps to generate PDF packing slips. You can print generated packing slips or packing list.

  • Multilanguage 

Take advantage of Woo Invoice plugin, as it is WPML compatible. This plugin will help you to translate multiple languages.

  • Fully Customizable

You can customize invoice number, date formats, header image or logo, change the font, and easily add or modify footer content on the invoice and packing slips.

  • Bulk Download

You can download an individual invoice or a specific invoice or complete invoice. You can select from which date to which date you want to download Invoice and Packing Slip.

  •  Email Attachment

Automatically attach PDF invoice to the email address that is used for purchasing a product. When order status changes, it automatically sends updated WooCommerce PDF invoices to customers.

  • Tax

This plugin supports woocommerce multiple tax classes (rates). Some countries require Total Excluding Tax, net amount, tax rate and tax amount, which you can display on the invoice optionally.

  • Paid Stamp

Include Paid Stamp in your invoice. Paid Stamp indicates that the bill is already paid. You can select any of the Paid Stamp design from the list and mark invoices as paid.

Woo Invoice plugin will make your sales and purchasing processes will become more efficient and organized. There are plenty of features that come with the Woo Invoice plugin. The premium version of Woo Invoice plugin is $ 59.00 year for a single site.

Read the linked article to know about some advantages of WooCommerce PDF Invoice for your online store.

 

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