Some of the best will be reviewed and introduced in the next part. There are multiple plugins helping you with this. Then, choose Add New and search for the plugin you want to install. In order to download and install the plugin, simply come to WooCommerce Dashboard, click on Plugins. Thanks to plugins, you can create an invoice for an order, send it to the customer’s email as a PDF attachment, and print the invoice for some special order. In fact, only when using plugins can business owners have full control over the sending invoice process. How to send an Invoice in WooCommerce Step 1: Install and activate the plugin By doing so, an email with the invoice of the order will be sent to the user’s email account. Step 6: Click on Create on the Order Actions pageĪfter adding all the order information, simply go to Order Actions and click on Create. Besides, you can also add the products, quantity, shipping charges, tax, fee, custom fields to the product, or permissions for downloadable products. Step 5: Click on Add itemsĪfter entering all necessary information, let’s click on Add items to add items in the order. Next, you should add the billing information, which includes the address of the giver, and then add the shipping address that means the addresses of the receiver. Customer: In order to fill in this section, you must have added the customer and his or her information on the user page.Date: The exact date when the order is created.The order number: This number has already been generated for you.Then, you can fill in the information of the new order that you are making, which include: Then, click on the Orders section and choose “Add New” Step 3: Enter information of the new order Let’s sign in to your account! Step 2: Go to Orders In order to create an invoice, you first need to “create an order”. How to create an Invoice in WooCommerce Step 1: Go to WooCommerce So, why do we always say that you should create and send invoices? Here’re the reasons: When maintaining this task, you can save a lot of time to spend on other aspects. Let’s get started! Why should you create and send invoices?Ĭreating and generating invoices manually is both beneficial and necessary. In today’s post, we will cover all things you need to know about the importance of creating and sending invoices, an in-depth guide to fulfill the process as well as the best 5 plugins helping you with WooCommerce PDF Invoices. Luckily, WooCommerce is a familiar platform for online businesses to manage everything related to selling online. It is not only an important legal requirement for continuing business but also an important stage to keep track of customers’ transactions. In order to do so, you will need to make the process of creating and sending invoices to customers into account. Selling products or services via an online store requires maintaining store-level performance.
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