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Customizing Templates

This guide explains how to use the Print Invoice & Delivery Notes for WooCommerce plugin, which helps you create customized invoices, delivery notes, and receipts for your business. You can customize document layouts, add your branding, and adjust how they look to fit your needs.

To get started, go to the WooCommerce -> Invoice -> Templates section. Here, you’ll find a dropdown menu that lets you choose between Invoice, Delivery Notes, or Receipt layouts.

Customizing Templates - Tyche Softwares Documentation

When you select an option from the dropdown, you’ll see corresponding options like “Enable Invoice“, “Enable Delivery Notes“, and “Enable Receipt.” If you activate all three, you’ll find the “Print Invoice,” “Print Delivery Note,” and “Print Receipt” buttons in the Actions column on the WooCommerce Orders page and in the “Order Printing” section when editing an order.

Customizing Templates - Tyche Softwares Documentation

Customizing Templates - Tyche Softwares Documentation

Customizing Templates - Tyche Softwares Documentation
If you choose the “Invoice” option from the dropdown, you will find the following options appear there:

Numbering

This feature automatically adds sequential numbers to invoices and delivery notes for easy tracking.
Customizing Templates - Tyche Softwares Documentation
The invoice number will be shown on the invoice.
Customizing Templates - Tyche Softwares Documentation

Email attach to

Select from different WooCommerce order emails where you want to attach the invoices and delivery notes automatically, making communication with customers smoother.

Customizing Templates - Tyche Softwares Documentation

Document title

This will let you change the title of your documents (like “Invoice” or “Delivery Note”) for easy identification.

Customizing Templates - Tyche Softwares Documentation

Company logo

You can enable/disable this option to show or hide the logo of your company to invoices and delivery notes to enhance your brand image.
Customizing Templates - Tyche Softwares Documentation

Company name

Display your official company name on documents for better identification.
Customizing Templates - Tyche Softwares Documentation

Company address

Include your physical address on invoices and delivery notes to meet legal requirements and inform customers.
Customizing Templates - Tyche Softwares Documentation

Below we will see the options we provide to customize the text size, font, and color of the text on your invoice, delivery notes, or receipt according to your needs

Text Align: This option lets you choose how the text is lined up on the page. You can make it start from the left, center it in the middle, or push it to the right side.

Font Size: This option allows you to change how big or small the text appears. You can make it larger for easier reading or smaller to fit more information on the page.

Text Color: This option helps you pick a color for the text. You can choose any color you like to make the text more attractive or to match your brand.

Below, you can see an example of how these customizations will look for the company name and address in the template preview under the Templates tab.Customizing Templates - Tyche Softwares Documentation

Invoice number

Each invoice will have a unique number to help you keep your financial records organized.

Customizing Templates - Tyche Softwares Documentation

Order number

Display the specific order number on documents to help customers easily match their invoices with their purchases.

Customizing Templates - Tyche Softwares Documentation

Order date

Include the date when the order was made to help customers understand when they made their purchase.

Customizing Templates - Tyche Softwares Documentation

Payment method

Specify how the order was paid (e.g., credit card, PayPal), offering transparency and clarity in the transaction.

Customizing Templates - Tyche Softwares Documentation

Billing address

Show the billing address linked to the order to ensure accuracy for invoicing purposes.

Customizing Templates - Tyche Softwares Documentation

Shipping address

Show the shipping address on delivery notes to make sure products are delivered correctly.

Email Address 

This field lets you include the customer’s email on the invoice and delivery notes for easy communication.

Customizing Templates - Tyche Softwares Documentation

Phone Number

Including the customer’s phone number makes it easier to contact them for questions or delivery updates.

Customer Note

This option enables you to include a personalized message or instructions for the customer, enhancing the overall customer experience by providing relevant information or a thank-you note.
Customizing Templates - Tyche Softwares Documentation

Complimentary Close

End the invoice or delivery note with a polite sign-off, like “Best regards” or “Sincerely,” to maintain professionalism.

Customizing Templates - Tyche Softwares Documentation

Policies

This section can highlight important information like return policies or warranties, so customers know their rights and options.

Customizing Templates - Tyche Softwares Documentation

Footer

In the footer, you can add extra details such as your business contact info, social media links, or any necessary disclaimers.

Customizing Templates - Tyche Softwares Documentation

If you choose the “Delivery Notes” option from the dropdown, you will find all the same options as the above with only 1 different option as follows:

Display Price in Product details table

This setting displays the product prices in the product details table on the invoice/delivery notes/receipt. You can enable or disable this setting if you want to show or hide the product prices in the templates.
Customizing Templates - Tyche Softwares Documentation

If you choose the “Receipt” option from the dropdown, you will find all the same options as the above with only 2 different options as follows:

Payment Date

This option allows you to include the exact date when the payment was made on your invoices and delivery notes. It helps both the seller and customer keep accurate records for accounting purposes.
Customizing Templates - Tyche Softwares Documentation

These options help customize your invoices and delivery notes, making them more informative, professional, and user-friendly for your customers.

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