To use the default template for your PDF documents, go to YITH > PFD Invoices > PDF Templates and select Use the default template in the option PDF template to use.
Settings
This section includes different options based on the PDF template you decide to use.By selecting Use the default template, you will be able to configure your company information: company name, logo, and details, and choose whether to show them or not by selecting the related checkboxes.
Invoice and pro-forma invoice – template settings
In this section, you can configure other settings that should appear on the invoice and on the pro-forma invoice.
Choose the order info to show from the order number, order date, order amount, and order payment method.
You can also print the customer’s details related to the invoice or the pro-forma using the placeholders provided (check the complete placeholders list here).
You can choose 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
Pro-forma invoice footer
Show footer only on the last page
You can also decide to show shipping details in the invoices and pro-forma documents.
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 configure the settings that should show 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:
Notes on credit 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 configure other settings that should appear on the packing slip.
Print the customer’s details related to the packing slip using the placeholders provided (check the complete placeholders list here).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:
Packing slip notes
Packing slip footer
Show order totals: decide to show or not show the order total.
If you have chosen to use the default template, you can change the template of your documents through the Style section.
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:
To create custom templates for your PDF documents, go to YITH > PFD Invoices > PDF Templates and select Create and choose a custom templates.
Now, a new tab, Templates, will show where you will find the default PDF template included in the plugin: Simple template.
Please note – to use the other 8 templates available in the plugin library, you need to have a valid and active license.
To edit the default PDF template and create new ones, make sure to enable Gutenberg first.
How to create a new template
Click on the button +Add new template then select one of the available templates and enter a title to identify it.
You can upload a background image and enter your company name in the Footer, and, if the template will have more than one page, use the placeholder {PAGENO} to show the number of the page in the PDF.
If you want to show the customer details in the PDF template, you can take advantage of the Customer info block. When adding this block, you will find a set of options and you will be able to rename “customer info” as you prefer.
Customer data will be added through the following placeholders:
{{billing_first_name}}
{{billing_last_name}}
{{billing_vat_number}}
{{billing_vat_ssn}}
{{billing_receiver_type}}
{{billing_invoice_type}}
{{billing_company}}
{{billing_country}}
{{billing_address_1}}
{{billing_address_2}}
{{billing_city}}
{{billing_state}}
{{billing_receiver_id}}
{{billing_postcode}}
{{billing_phone}}
{{billing_receiver_pec}}
{{billing_email}}g_postcode}}
Dimensions: set the margin (right, top, bottom, left) and padding (in px).
Color: set the color for the text and/or background.
Typography: set the size, appearance, line height, letter spacing.
Advanced: here, you can enter additional CSS classes.
Shipping info
To show the shipping info in the PDF template, you can use the Shipping info block. When adding this block, you will find the following set of options.
Shipping info will be added through the following placeholders:
{{shipping_first_name}}
{{shipping_last_name}}
{{shipping_company}}
{{shipping_country}}
{{shipping_address_1}}
{{shipping_address_2}}
{{shipping_city}}
{{shipping_state}}
{{shipping_postcode}}
Color: set the color for the text and/or background.
Typography: set the size, appearance, line height, and letter spacing.
Advanced: here, you can enter additional CSS classes.
Product table
To show the product table in the PDF template, you can use the Product table block. When adding this block, you will find the following set of options.
Invoice
Enable/disable the info you want to show in the PDF:
product thumbnail
product name
product SKU
description
weight
dimensions
quantity
regular price
sale price
price
discount percentage
tax
show percentage tax
total
total with taxes
Show/Hide additional items: choose whether to show
Fees
Shipping
Titles:
color
border color
size
letter case
Items
color
border color
size
letter case
Advanced: here, you can enter HTML anchor and additional CSS classes.
Credit note
Enable/disable the info to show by choosing among:
product thumbnail
product name
product SKU
description
refund description
total
Show/Hide additional items: choose whether to show
Fees
Shipping
Date
To show the date in the PDF template, you can use the Date block. When adding this block, you will find the following set of options.
Order date type: choose the date to show from
order creation date
order completed date
invoice creation date
current date
Dimensions: set the margin (right, top, bottom, left) and padding (in px).
Color: set the color for the text and/or background.
Typography: set the size, line height, letter case, and letter spacing.
Advanced: here, you can enter additional CSS classes.
Order number
To show the order number in the PDF template, you can use the Order number block. The available placeholder is {{order_number}}. When adding this block, you will find the following set of options.
Dimensions: set the margin (right, top, bottom, left) and padding (in px).
Color: set the color for the text and/or background.
Typography: set the size, line height, letter case, and letter spacing.
Advanced: here, you can enter additional CSS classes.
Document number
To show the document number in the PDF template, you can use the Document number block. The available placeholder is {{document_number}}. When adding this block, you will find the following set of options.
Dimensions: set the margin (right, top, bottom, left) and padding (in px).
Color: set the color for the text and/or background.
Typography: set the size, line height, letter case, and letter spacing.
Advanced: here, you can enter additional CSS classes.
Order amount
To show the order amount in the PDF template, you can use the Order amount block. The available placeholders are: {{order_amount}} and {{refunded_amount}} (for the credit note). When adding this block, you will find the following set of options.
Invoice/Credit note
Dimensions: set the margin (right, top, bottom, left) and padding (in px).
Color: set the color for the text and/or background.
Typography: set the size, line height, letter case, and letter spacing.
Advanced: here, you can enter additional CSS classes.
Once created your custom templates as described here, they will be added to the PDF templates list.
From this list, you will be able to edit, duplicate, and delete every single PDF template.
Let’s now see how to use and set templates for your documents.
From the Settings tab, select Create and choose a custom template.
Now new options will show through which you can choose a different template for each document: invoice, pro-forma, packing slip, and credit note. Select one from the dropdown to set it as the default template for that specific document.
Finally, if you need to show positive amount values in your credit notes, enable the option Show positive amounts on Credit note.
To insert any information related to the user, for either the customer invoice and/or the 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.)
Below, the complete list of placeholders that you can use:
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.
Please note. Plugin updates will be ignored in your site for the files you have overwritten.
For the Black & White template or the Modern Stripes template, dedicated folders are added.
By selecting Use the default template, you will be able to configure your company information: company name, logo, and details, and choose whether to show them or not by selecting the related checkboxes.
There are extra options to decide whether you want to show or hide certain information.Total section:
Print the customer’s details related to the packing slip using the placeholders provided (check the complete placeholders list here).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:
