View Product Page

Invoice options

From the General Options tab you can configure the plugin’s general options. Here, we’re going to focus on the Invoice options section:

Invoice general options
  • Invoice creation: either manually or automatically. For more details on how to generate an invoice, refer to this post.
  • Date of invoice creation: this option only appears when choosing ‘Automatic’ invoice creation. It consists of the following options:
    • Date of order creation.
    • Date of the invoice, when the order changes to processing status.
    • Date of the invoice, when the order changes to completed status.
  • Date to show in the invoice: date to show on the invoice:
    • Date of order creation.
    • Date the order is completed.
    • Date of invoice creation.
  • Invoice numbers: how to generate invoice numbers:
    • Use order number.
    • Use order ID.
    • Start sequential numbering from a specific number.
  • Enforce minimum invoice number length: set a minimum invoice number length. In case the invoice number won’t match this value, a prefix with zeros will apply.
  • Number of digits: minimum number of digits for the invoice number.
  • Avoid invoice generation for orders with value “0”: This prevents invoices from being generated if the order value is “0”.
  • Enable electronic invoice (Italian customers): specific options for Italian customers that comply with the Italian standards to sell goods online. For more details regarding this option, you can refer to this post.
  • Viewing generated documents: decide if the customer can:
    • Download the files as a PDF.
    • Open the file in the same browser tab.
    • Open the file in a new browser tab.

Sequential numbering

Sequential numbering options

When selecting “Start sequential numbering from a specific number” in the “invoice numbers” dropdown, you will see a set of new options.

  • Start invoice number from: the invoice numeration is sequential and begins from the value specified in this field (if empty, the first invoice will be “1”).
  • Reset on 1st January: reset the numeration and restart its cycle at the beginning of the new calendar year.
  • Avoid duplicate invoices: old invoice numbers will be checked before creating a new one, to avoid duplication.

The value specified in the image automatically increases and shows the next invoice number that will be generated.
If you change the value and save new settings, the first new invoice will no longer follow the previous numeration, but it will begin from the new specified value.

Ways to generate an invoice

Manual generation

To generate an invoice manually, go to the Order edit page and create the PDF from the metabox.

create pdf from order edit

Automatic generation

If you choose to generate invoices automatically, the document will be created at the moment of your choice, when:

  • order is created
  • order acquires the “processing” status
  • order acquires the “completed” status

Bulk generation

Use the option to generate or regenerate the packing slip and/or invoice.Generate invoices and packing slips with bulk actions

Pro-forma options

From YITH > PDF Invoices & Packing Slips > General options > “Pro-forma options” you can enable the pro-forma options.

Pro-forma options
  • Allow users to download pro-forma document in my account: users can find and download pro-forma from their My Account page.
  • Allow pro-forma in new orders emails: pro-forma will be sent as an attachment to their order emails.

Download from My Account

Proforma download in My Account

The pro-forma document is automatically generated by the system. The user is able to see it on their My Account page, and the admin can see it from the edit order page.

Pro-forma example

It differs from a normal invoice for not having an invoice number.

Example of a proforma

Receipt options

You can let your customers choose whether they need an invoice or a receipt for their order during the checkout.

To make sure they can choose, just go to YITH > PDF Invoices & Packing Slips> General options > “Receipts options”

Receipts options

On checkout, the user is able to select the option of his choice.

In the orders list, the admin will be able to see “View receipt” if the user selected that option.

view receipt

Credit notes options

The credit notes can be generated when an order refund is granted.

Go to YITH > PDF Invoices & Packing Slips > General Options > “Credit notes options”.

Credit notes options
  • Credit note sequential numbers start from: number for next credit note (if empty, the first credit note will be 1)
  • Reset on January 1st: reset and restart sequential numbering from “1” each 1st January.

Now you can regenerate, create XML or remove a credit note for each applied refund directly from the order detail page.

Credit note for refunded orders

The customer will be able to see and download the credit note from the orders section on their account.

Credit note on My Account

Packing slip options

Go to YITH > PDF Invoices & Packing Slips > General options > “Packing slip options”.

Packing slip options
  • Packing slip generation: it can be generated automatically or manually.

Manual packing slip generation

The site administrator can only manually generate the document through the specific button on the order detail page.

create packing slip order edit
Packing slip example
Packing slip example

How to enable SSN/VAT fields

In YITH > PDF Invoices > General options > “Checkout options” you will find the SSN (Social Security Number) and VAT field options.

Checkout options

You can decide to show/hide them on the checkout page, and to make them  mandatory or not.

(Making the fields mandatory applies to ALL users).

vat and ssn in checkout

The VAT and SSN fields can be shown in PDF documents generated by the plugin, as explained on this page of documentation.

Actions on order page

Each generated document can be viewed, removed and regenerated at any time. To apply an action on the invoice/credit note/packing slip/proforma, go to the right side of the order detail page and click on the specific button(s).

Actions on documents