Template

Go to YITH > PDF Invoices > Template > “Content” in order to change the content of all documents that you generate.

This tab is divided into sections:

• Template settings
• Invoice and Pro-forma template settings
• Credit note template settings
• Packing slip template settings

Template settings

This section consists of company information settings.

Here you can enter Company name, logo, company details and choose whether to show them or not by selecting the related checkboxes.

You can also print customer’s details related to the invoice or the packing slip using the placeholders provided (check the complete placeholders list here).

Invoice and pro-forma invoice – template settings

Here you can control other settings that should appear on the invoice and on the pro-forma invoice.

Decide to enable notes and a footer on the invoice and the proforma invoice. When you enable these options, you will see the according fields where you can add your text:

• Invoice notes
• Pro-forma invoice notes
• Invoice footer
• Show footer only on the last page
• Pro-forma invoice footer
• Show shipping details

There are extra options to decide whether you want to show or hide certain information.

Total section:

• Show order subtotal inclusive of order discount.
• Show the order discount in the invoice summary accounts.
• Show broken down taxes in the invoice summary.

Visible columns:

• Product picture
• Product SKU
• Product short description
• Product variation
• Quantity
• Regular price
• On sale price
• Product price
• Line total
• Tax
• Tax percentage
• Total (incl. tax).
• Show discount percentage

Credit note – template settings

Here you can control other settings that should appear on the credit note.

Decide to enable notes and a footer on the credit note. When you enable these options, you will see the according fields where you can add your text:

• Credit note notes
• Credit note footer

• Info to show: decide to show or hide this information on the credit note:
  • Product name
  • Product SKU
  • Product Image
• Show subtotal
• Show total tax
• Show positive amounts: Show amounts with positive values (if necessary for your country).

Packing slip – template settings

Here you can control other settings that should appear on the packing slip.

Decide to enable notes and a footer on the packing slip. When you enable these options, you will see the according fields where you can add your text:

• Notes
• Footer

• Show order totals: decide to show or not show the order total.

Visible columns:

• Product picture
• Product SKU
• Weight and dimension
• Product short description
• Product variation
• Quantity
• Regular price
• On sale price
• Product price
• Line total
• Tax
• Tax percentage
• Total (incl. tax).
• Show discount percentage

In the YITH > PDF Invoices > Template > “Style” section, you can change the template of your documents.

There are 3 styles available that come with the plugin.

• Default
• Black & White
• Modern stripes

Based on the selection you make here, the options below will change. These options allow you to change the colors of your selected template. (It is not possible to get a live preview of the changes).

Depending on the template you choose, you can change the following colors:

• Background color(s)
• Borders color
• Invoice number color
• Table header color
• Table header font color
• Data section color
• Total section color

Example default template

Example Black & White template

Example Modern stripes template

Within the “Template settings” you can insert any of the information related to user, for either the Customer invoice details and/or the Customer packing slip details.

Use the postmeta metakeys as placeholders within double curly brackets, for example {{_shipping_first_name}} to show the order shipping first name.

Following the complete list of placeholders that you can use:

• {{_customer_note}}
• {{_customer_user}}
• {{_order_key}}
• {{_order_currency}}
• {{_billing_first_name}}
• {{_billing_last_name}}
• {{_billing_company}}
• {{_billing_address_1}}
• {{_billing_address_2}}
• {{_billing_city}}
• {{_billing_state}}
• {{_billing_postcode}}
• {{_billing_country}}
• {{_billing_email}}
• {{_billing_phone}}
• {{_shipping_first_name}}
• {{_shipping_last_name}}
• {{_shipping_company}}
• {{_shipping_address_1}}
• {{_shipping_address_2}}
• {{_shipping_city}}
• {{_shipping_state}}
• {{_shipping_postcode}}
• {{_shipping_country}}
• {{_completed_date}}
• {{_paid_date}}
• {{_edit_lock}}
• {{_edit_last}}
• {{_cart_discount}}
• {{_cart_discount_tax}}
• {{_order_shipping}}
• {{_order_shipping_tax}}
• {{_order_tax}}
• {{_order_total}}
• {{_payment_method}}
• {{_payment_method_title}}
• {{_transaction_id}}
• {{_customer_ip_address}}
• {{_customer_user_agent}}
• {{_created_via}}
• {{_order_version}}
• {{_prices_include_tax}}
• {{_date_completed}}
• {{_date_paid}}
• {{_payment_tokens}}
• {{_billing_address_index}}
• {{_shipping_address_index}}
• {{_recorded_sales}}
• {{_recorded_coupon_usage_count}}

All the templates used by the plugin are available in the templates path templates > yith-pdf-invoice.

To overwrite each document template it is essential to repeat the specific files in your theme “woocommerce” folder (in case it is not included, you must create it).

Copy and paste files in your theme “woocommerce” folder, by including them in the “yith-pdf-invoice” folder.