For WooCommerce store owners, managing invoices and documents can be a cumbersome task. Thankfully, there are plugins designed to streamline this process, automating the generation of professional PDFs and ensuring compliance with legal requirements. In this post, we’ll highlight the top PDF invoice and document generation plugins for WooCommerce that can be used to simplify your business operations and enhance your customer experience.
Why are PDF invoice and document generation plugins for WooCommerce necessary?
Professionalism: Automatically generating PDF invoices and documents enhances the professional appearance of your business. Customizable templates allow you to create invoices that reflect your brand’s image.
Efficiency: These plugins save time by automating the invoice generation process. Rather than manually creating and sending invoices, the system does it for you, reducing administrative workload and the chance for human error.
Compliance: Many regions require businesses to provide invoices that meet specific legal standards. PDF invoice plugins help ensure that your invoices comply with these regulations by providing detailed and standardized documentation.
Record Keeping: Digital PDF invoices are easily stored and retrieved, helping with record-keeping and financial management. They can be archived for future reference and used for bookkeeping and tax purposes.
Customer Experience: Offering customers a professional, clear, and easily accessible invoice improves their experience. They receive an immediate confirmation of their purchase in a format that’s easy to read and save.
Best PDF invoice and document generation plugins for WooCommerce
Here are the top PDF invoice and document generation plugins for WooCommerce that are handpicked for their versatility, user-friendliness, and wide range of features.
WooCommerce PDF Invoices, Packing Slips, and Credit Notes Plugin
WooCommerce PDF Invoice and Packing Slips is one of the most popular PDF invoices plugin that allows you to create and manage professional, as well as credit notes, using highly customizable templates. It also automatically generates and attaches PDFs to order emails, offering various options for customization and document management.
The free version of the PDF Invoices plugin is available in the wordpress repository.
Key Features:
- Auto-generates PDFs for Invoices, packing slips, and credit notes.
- Attaches these documents to order emails and refund emails.
- Offers customizable templates that are ready-to-use and adjustable.
- Provides the option for downloading or printing documents individually or in bulk.
- Allows advanced customizations using visual and code editors.
- Generates invoices for old and free orders also.
PDF Invoices for WooCommerce
This is another popular plugin that allows you to automatically generate and attach customizable PDF invoices to completed or processing order emails. Customers can download past invoices from their accounts, and admins have options to resend or download invoices.
Key Features:
- Provides customizable templates for personalize invoice design.
- Allows to include legal info sections on invoices like Tax numbers and more.
- Attaches invoices to completed and processing orders.
- Allows to add logo to the invoice.
- Provides the option to custom date format.
- Offers customizable number format for the invoice.
- Allows to add/remove columns.
WooCommerce Proforma Invoices Plugin
The WooCommerce Proforma Invoice Plugin enables the creation and customization of proforma invoices for WooCommerce orders. This plugin offers the option to automatically generate and attach branded invoices to emails, with options for layout and number customization.
Key Features:
- Automatically generates Invoices for all orders.
- Offers the option to add, edit, or remove components in the invoice.
- Attaches the PDFs to order emails.
- Allows to print invoices from ‘My Account’ page.
- Offers multilingual support and is compatible with WPML.
The WooCommerce Invoices and Packing Lists Plugin by SkyVerge
This plugin allows you to efficiently generate and print invoices, packing slips, and pick lists directly from your WooCommerce Orders page. This plugin streamlines order documentation and improves your fulfillment process with flexible formatting and bulk printing options.
Key Features:
- Generates and prints Invoices, packing slips, and pick lists.
- Allows printing multiple documents at once.
- Provides the option to customize the layout and design.
- Offers real-time document customization.
- Customers can access invoices in “My Account”.
- Sends invoices and packing slips via email.
- Provides the option for sequential Numbering on invoices.
PDF Generator for WP Pro by WP Swings
PDF Generator for WP Pro plugin is like a helpful assistant that takes the content from your WordPress website, such as blog posts, product descriptions, or regular pages and transforms them into downloadable PDF files.
Instead of visitors just reading your content online, they can now save it to their computer or phone as a PDF to read later, even without an internet connection. The plugin gives you control over how these PDFs look, allowing you to add your own branding, headers, footers, and customize the overall design. It can also automate the PDF creation process, so every time you publish a new post, a PDF version is automatically generated.
Key Features
- Design your PDFs with custom headers, footers, and body settings to match your brand.
- Automatically generate PDFs from new posts and save them for easy access.
- Download multiple pages or posts as PDFs simultaneously, saving you time and effort.
- Send PDFs directly to users via email, perfect for newsletters or delivering exclusive content.
- Create professional PDF invoices and payslips for customers after purchases.
- Add scannable QR codes to your PDFs, linking back to your website or specific pages.
- Protect your content by adding image or text watermarks to your PDFs.
- User Role-Based PDF Generation: Tailor PDF generation based on user roles, offering customized content access.
- Track PDF downloads, including post name, user email, and date, to monitor usage.
PDF Invoices & Packing Slips for WooCommerce By WP Overnight
WPOvernight invoice plugin automatically attaches PDF or UBL invoices to order confirmation emails and customizes templates. This plugin lets you to easily manage and print invoices and packing slips directly from the WooCommerce admin.
Key Features:
- Automatically attaches PDF Invoices or UBL to emails.
- Offers bulk generation of the PDFs.
- Provides custom templates.
- Allows to download/print documents from the order admin page.
- Offers multilingual support for over 20+ languages.
Challan – PDF Invoice & Packing Slip for WooCommerce
Challan simplifies the process of generating and managing PDF invoices and packing slips for WooCommerce. It automatically attaches invoices to order emails, customizes templates, and handles bulk downloads with ease.
Key Features:
- Automatically attaches PDFs to order emails.
- Offers bulk downloading of invoices and packing slips.
- Provides customizable templates that can be modified with CSS.
- Allows to adjust PDF size.
- Offers multiple Paper Sizes like A3, A4, A5, Letter.
- Offers regional formats for date formats.
- Includes detailed product info. in the documents.
Sliced Invoices – WordPress Invoice Plugin
Sliced Invoices offers a flexible and user-friendly solution for creating and managing professional quotes and invoices on WordPress. With this plugin, you can easily customize, send, and get paid for invoices and quotes online with numerous features and settings.
Key Features:
- Extensive customization options are available.
- Provides filters and actions.
- Clones the quotes and invoices for references.
- Offers 3 customizable templates.
- Logo & other details can be added to invoices/quotes.
- Provides the option for bulk import of data.
- Offers multisite support.
PeproDev Ultimate Invoice
The PeproDev Ultimate Invoice plugin offers advanced options for creating and managing HTML and PDF invoices in WooCommerce. With this plugin, you can customize, attach, and download invoices with ease, and integrate seamlessly with your email and order processes.
Key Features:
- Offers customizable Invoices in PDF and HTML formats.
- Allows to download invoices: directly from WooCommerce.
- Offers custom templates for the documents.
- Allows to control visibility and access of the documents to customers.
- Offers action/filter hooks for plugin customizations.
What to look for while choosing a PDF invoice and document generation plugins?
When evaluating PDF invoice and document generation plugins for WooCommerce, here are some major features to look for:
- Customizable Templates: Ability to customize invoice templates with your company’s branding, including logos, colors, and fonts. This ensures that the invoices match your brand identity.
- Automatic Generation: The plugin should automatically generate PDF invoices upon order completion, reducing the need for manual intervention.
- Email Integration: Option to automatically attach PDF invoices to order confirmation emails or other transactional emails sent to customers.
- Multi-Language and Multi-Currency Support: The ability to handle different languages and currencies is crucial for stores that operate internationally.
- Custom Fields and Dynamic Data: Support for adding custom fields and dynamically including data such as order details, customer information, and payment terms.
- Invoice Layout and Design Options: Flexibility in adjusting the layout and design of the invoices, such as including tables, footers, and additional notes.
- Document Management: Features for storing and managing generated PDFs, including options for organizing, searching, and retrieving documents.
- Bulk Actions: Ability to generate and download invoices in bulk, which is useful for handling multiple orders at once.
- Legal Compliance: Ensure the plugin adheres to regional legal requirements for invoicing, including compliance with VAT/GST rules and proper formatting.
- Performance and Reliability: Efficient and reliable generation of invoices without affecting the performance of your WooCommerce store.
Conclusion
Choosing the right PDF invoice and document generation plugin for WooCommerce can significantly enhance your store’s efficiency and professionalism. Whether you need basic invoice functionality or advanced document management, these plugins offer a range of features to suit various business needs. By implementing any of these solutions, you can ensure that your documentation process is smooth, professional, and automated.
