WooCommerce Plugins tested: Creating Invoices and Delivery Notes

For many shop operators, the ability to print invoices complete with all order information from within WooCommerce would be a great help. The plugin WooCommerce Print Invoice & Delivery Note promises exactly that. But does it comply with all the legal requirements?

The free to download plugin (available here) will allow you to create not only invoices and delivery notes, but also receipts – and that from within the WooCommerce order process:

print receipt

Important: Print Invoice & Delivery Note will generate a print order directly, which means the invoice cannot be saved in PDF format. Most operating systems, however, offer the option to reroute a file print command if you want to digitally archive the document. Right-click the icon “Print Invoice” and select the item “Open in new tab” from the context menu to display the invoice in an HTML preview.

What’s really exciting is this: The customer can print his own invoice after completing the order process. A button “Print” is integrated in his order confirmation for that purpose (this is optional, and can be enabled or disabled in the plugin settings). The same function is also available on the “Edit Account” page. You can even optionally include your company logo in the invoice.

Shop operators using our plugin WooCommerce German Market will have taxes listed separately, which is particularly important for German-speaking market regions. You should, however, still consult your tax advisor to ensure the invoice complies with your own bookkeeping requirements, and whether all relevant information is included (these may vary from case to case).

Advantages and Drawbacks of Print Invoice & Delivery Note

The plugin offers a host of configuration options. You will find these in the new tab “Print”, which is added under WooCommerce → Settings. These include:

  • The company name, address, and a footer text can be adapted individually.
  • The same applies to the “closing formula” (“Complimentary Close”) below the order details (e.g. “Thank you.”), or the inclusion of payment and account information.
  • The returns policy or the Terms & Conditions can be included in other sections. You therefore have plenty of space to customize the invoice with individual text elements.
  • Invoices, delivery notes, and/or receipts can be released individually at any time as needed.
  • For the function, i.e. the page “Print Order” you can define a custom end point, for example as a basis for analysis for page visits.
  • The plugin will also generate a unique invoice number where required. You specify the starting point of your number series, which means your invoice numbers don’t have to start with “1”. You can also assign a prefix or suffix, which will create entirely unique number or character sequences.
  • The plugin WooCommerce Sequential Order Numbers may also be really helpful.

Important for you to note:

  • In the standard version, the plugin does not differentiate the payment method selected (the payment method will be stated on the invoice, but does not have any logic backing it up). For example: a customer chooses the payment method “Invoice”. The invoice will not automatically offer information regarding the outstanding amount. Here and here are some tips from developers, how to modify the plugin. These modifications will require advanced programming skills.
  • That is why – if you are unable to do the modifications yourself – this solution would make sense mainly for shops that sell their products and services using the payment methods “Prepayment”, “Direct Debit”, “Cash on Delivery”, etc.
  • Here you can read up on some individual cases of incompatibilities of the plugin with other add-on tools. It is therefore very important to test everything thoroughly – and preferably on a separate test system.

If you can live without “intelligent” payment information, however, then WooCommerce Print Invoice & Delivery Note is a good choice.

Users with experience in the adaptation of plugins can use the tool as a basis for their requirements. The developer offers useful tips for the layout of the CSS, and how individual invoice fields can be removed or added in his FAQ.

You have already had some experience working with the plugin? Or maybe you are using a different solution to create invoices? We would really like to hear from you!

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Editor at MarketPress. Passionate blogger, corporate blog expert and book author (e.g. "Blog Boosting"). Co-organizer of WP Camp Berlin.

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