Save invoice

Invoices are saved in the “Invoices” folder by default. You can find this folder in “wp-content > uploads >ywpi-pdf-invoice” of your WordPress installation.

In case you want to set a custom path for saving, you can use [year], [month] and [day] as placeholders (according bu the date that is generated).

invoice sub-folder name

Path example

If you gave in: “Invoices/[year]/[month]” an invoice generated on “17 February 2016” will be save in the path “invoices/2016/02”.

Invoice folder

Dropbox

You can automatically backup all generated PDF documents on Dropbox. The backup is immediate.

Following we analyse each individual step for the saving process to work correctly.

dropbox invoice storage

Step 1

Click on the link below “Dropbox authorization code” you will be redirected to a login screen.

sign in dropbox

Step 2

Enter your Dropbox account credentials, or if you don’t have one yet, create a new Dropbox account.

Step 3

Now, you have to allow data save on your Dropbox. All documents generated will be saved in the folder “Apps” in your Dropbox archive.

dropbox storage folder name

You can change the folder in the plugin settings after following the steps below.

Step 4

An authorization code will appear that has to be entered into the input field in the plugin settings “Dropbox authorization code”.

Dropbox Code

Step 5

The code has to be entered within a minute since its generation. If you exceed this time, you will have to generate the code again.

dropbox authorization code

step 6

An example of how the invoice is saved in Dropbox.

Dropbox example

Step 7 – disabling dropbox

You can easily disable the Dropbox storrage option by using the toggle.

disable dropbox storage

Google Drive

You can automatically backup all generated PDF documents in Google Drive. The backup is immediate.

Following we analyse each individual step for the saving process to work correctly.

enable google storage

Step 1

Create a project into the API Manager, your screen should look similar to this:

api services

Step 2

Start off by clicking on the project selection link and click on the “New Project” button:

Select project api

Step 3

In the next step, add a Project name and create it.

new project api

Step 4 Creating a Client ID

The Client ID is mandatory for Google. To get one:

Go to the API Manager > Credentials:
All your API Keys are displayed in the API Manager

api credentials

Step 5

Create new OAuth client ID credentials:

request consent api

Step 6

You must configure a Consent Screen:

configure consent screen api

Step 7

Pick external, because you are going to use your Google account for authentication.

api auth consent screen exteral

Step 8

On the consent screen provide the “Application Name” and the Email Address
You can skip Scopes and Test Users for now.

Go back to Credentials → Create Credentials → OAuth client ID. In the resultant screen, you can pick one of two options:

credentials external consent screen api

Step 9

After continue, you will see the Client ID and the password that you will use in our plugin fields.

api auth client is created (1)

Step 10 Enabling the Client ID for Google Drive

Navigate to the API Library page and search for Google Drive API.
Click on “Enable” to enable the API service.

enable google drive api

Step 11 publish your project

Go to the “OAuth Consent Screen” in your Google Console, and click on the button “Publish App” and that’s all:

Publish App api google

Step 12 Add your Redirect URI

Go to Credentials > Open your credentials configuration and add the Redirect URI in the Authorised redirect URIs section.

authorize redirect urls api google drive

Step 13

You can find the Redirect URI in the “Google Drive Authorization Code” option of the plugin.

google drive authorization code (1)

Step 14 change storage folder name

Google drive storage folder name

Step 15 disable google drive storage

You can easily disable the Dropbox storrage option by using the toggle.

disable google sorage