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How to Generate Invoices on your E Commerce Website

166,939 views September 10, 2020 10:52

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ChannelWebsite Learners

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Learn how to generate invoices for your e-commerce website.

๐ŸŽฌ ๐—ง๐—ฎ๐—ฏ๐—น๐—ฒ ๐—ผ๐—ณ ๐—–๐—ผ๐—ป๐˜๐—ฒ๐—ป๐˜๐˜€
0:00 Intro
1:00 Installing invoice plugin
1:49 Add your company details to the invoice
3:31 Enable the invoice
5:44 How you can complete the order
7:18 To get customerโ€™s copy of invoice
7:53 To get your (website owner) copy of invoice
8:41 How to get packing slip for your orders

๐Ÿ“Œ ๐—™๐—ผ๐—น๐—น๐—ผ๐˜„ ๐˜๐—ต๐—ฒ๐˜€๐—ฒ ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐—ฒ ๐˜€๐˜๐—ฒ๐—ฝ๐˜€


Step 1: Install โ€˜WooCommerce PDF invoices & packing slipsโ€™ plugin
Go to WordPress Dashboard โ–บ Pluginโ€™s โ–บ Add New
search for the โ€˜WooCommerce PDF invoices & packing slipsโ€™ plugin
Click โ€˜Installโ€™ & โ€˜Activateโ€™

Step 2: Add your company details to the Invoice
open the plugin settings which we installed
Add your company details

Step 3: Enable the Invoice
Go to Plugin settings โ–บ Documents
Now enable the invoice option
select when you want to send the Invoice
then select the details that need to be on the invoice
click โ€˜save changes.
After an order is placed,
update the order status to โ€˜completedโ€™ after shipping
the customer will get an email containing an invoice
They can also get a copy of the invoice from their account on your website
Now If you want a copy of the invoice,
Go to WordPress Dashboard โ–บ WooCommerce โ–บ Orders
Now select the order to get the invoice.
Now under โ€˜Create PDFโ€™ click on โ€˜PDF invoiceโ€™ to get a copy of invoice

Bonus part: How to get a packing slip

Go to WordPress Dashboard โ–บ WooCommerce โ–บ PDF invoices
Now click โ€˜Documentsโ€™ and then select โ€˜Packing slipโ€™
Now enable the packing slip option.
And select the details of the customer
Click โ€˜save changesโ€™.
Now to get the packing slip
Go to WordPress Dashboard โ–บ WooCommerce โ–บ Orders
Now select the order for which you want to get the packing slip
Now under โ€˜Create PDFโ€™ click on โ€˜Packing slipโ€™ to get the copy of it
This is how you can generate invoices on your e-commerce website

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About this tutorial

Website Learners published this 10:52 video tutorial on September 10, 2020. It has been watched 166,939 times on YouTube.

Duration
10:52
Published
September 10, 2020
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166,939
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