---
title: "PDF Invoicing, Packing Slip & Credit Notes"
description: "## Description The PDF Invoicing, Packing Slip & Credit Notes plugin for WooCommerce automates creating and managing essential e-commerce documents like invoices, packing slips, and credit notes. It offers customizable templates, automatic PDF generation, and seamless integration with WooCommerce for…"
url: "https://store.wpexperts.io/docs/pdf-invoicing-packing-slip-credit-notes/"
updated: "2026-09-28"
category: "PDF Invoicing, Packing Slip & Credit Notes"
---

# PDF Invoicing, Packing Slip & Credit Notes

## Description

The PDF Invoicing, Packing Slip & Credit Notes plugin for WooCommerce automates creating and managing essential e-commerce documents like invoices, packing slips, and credit notes. It offers customizable templates, automatic PDF generation, and seamless integration with WooCommerce for improved efficiency and professional branding.

## Features

- Default PDF Templates
- Custom PDF Template
- Enable Debited Notes
- PDF Access To
- PDF Download
- PDF Attachments In Emails.

## Installation

- **Download **the .zip file from your [WooCommerce account](https://www.google.com/url?q=https://woo.com/my-account/downloads/&sa=D&source=editors&ust=1731589441685978&usg=AOvVaw29XL0pFurp8fBtaK4IHxHt).
- Go to **WordPress AdminDashboard **> **Plugins** > **Upload Plugin **> **Choose File**.
- **Install Now** and **Activate Plugin**.

## Getting Started

## General Settings

### Enable Default Template

- Go to **WordPress Admin Dashboard **> **WooCommerce **> **Settings **> **PDF Invoices and Packing Slips **> **General Settings to enable the default email templates**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image13.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image13.png)

- Check the **Enable Default Template** option to activate the default template.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image26.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image26.png)

**PLEASE NOTE: If both Default and Custom Templates are enabled, priority will be given to the Default Templates.**

- Select the email templates for the default emails from the **Templates** option. Three types of templates are available:

- **Invoice** - This email is sent to the customer when an **order is placed**.
- **Packing Slip** - This email is sent when the order is marked as **completed**.
- **Credit Note** - Sent when a customer sends a debit note or when the admin cannot deliver the product for any reason.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image11-4.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image11-4.png)

- Use the **Preview Template on Email** option to preview the selected email templates. Enter an email address and click **Submit**. The default templates will be sent to the specified address.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image36-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image36-2.png)

#### Front End Impact

#### Preview of Templates on Email

- The email with the templates will be sent to the email specified in the **Preview Template in the Emai**l field.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image21-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image21-2.png)

#### Invoice Default Email Template.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image49-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image49-2.png)

**PLEASE NOTE: The invoice slip template will be sent once the user places the order.**

#### Packing Default Email Template.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image9-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image9-2.png)

**PLEASE NOTE: The Packing Slip template will be sent once the order is Completed.**

#### Credit Note Default Email Template.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image20.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image20.png)

**PLEASE NOTE: The Credit Note Slip template will be sent once the admin refund failed or the order is cancelled.**

## Enable Custom Template

- The admin can add **Custom Email templates **for the **Invoice**, **Packing**, and **Credit Note** slips.
- Go to **WordPress Admin Dashboard **> **WooCommerce **> **Settings **> **PDF Invoices and Packing Slips **> **General Settings**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image13-1.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image13-1.png)

- Check the **Enable Custom Template** option to activate the custom template.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image38-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image38-2.png)

- Once the custom template is enabled, a **Custom PDF** tab will appear in the **WooCommerce **sidebar menu. Navigate to the **Custom PDF** tab.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image43-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image43-2.png)

- A **Custom PDF** list page will open. Click on the **Add New Custom PDF** button.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image18-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image18-2.png)

- A **Custom PDF Builder** tab will appear and can be set up with Gutenberg blocks. Add a **title **to the custom template.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image40-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image40-2.png)

- Click on the **Toggle Block Inserter**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image37-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image37-2.png)

- For ease, there is a dedicated section for the **PDF **with default templates for users to add and modify as needed. Search for **PDF **in the search bar and Navigate to the **Patterns**. There will be default templates for** Invoice PDF**, **Packing Slip PDF**, and **Credit Note PDF**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image34.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image34.png)

- The admin can select a **template **and access additional customization options on the side tab. They can also drag and drop blocks as needed.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image22-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image22-2.png)

- For the **Invoice **template, search for Invoice in the search bar. The options available for the Invoice Custom template will appear. Drag and drop the option for the side tab to the template.

![](https://store.wpexperts.io/wp-content/uploads/2024/11/image6.png)

**PLEASE NOTE: When a user searches for a Packing Slip or Debit Note, all related options for packing slips and debit notes will appear in the search results.**

- The selected option will appear on the template.

![](https://store.wpexperts.io/wp-content/uploads/2024/11/image15-10.png)

- The following options are available in the side tab for each template:

- **Shop Branding**: Header/logo, shop name, tagline
- **Order Details**: Order number, order date
- **Contact Details**: Admin and customer information
- **Product Table**: Includes columns for thumbnail, name, SKU, quantity, price, tax, and subtotal
- **Financial Totals**: Item subtotal, shipping, tax, total
- **Footer Information**: Footer, terms and conditions, page number
- **Other Elements**: Signatures, stamps, watermarks
- **Shipping Information**: Shipping from/to addresses, shipment number, order weight

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image29-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image29-2.png)

**PLEASE NOTE: These options are also available for the Packing Slip and Credit Notes PDF Template.**

- The admin has the flexibility to edit sections within the Custom Template.
- For example, in the **Product Table** Settings, the admin can modify text labels such as

- Product
- Image
- Quantity
- Price
- Subtotal

- Additionally, the admin can customize the template's color scheme, such as adjusting the table header background color.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image28.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image28.png)

- The following snapshot displays the customization changes made to the Custom Template, including updated **labels, text,** and **header **color adjustments.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image14-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image14-2.png)

- After customizing the template, the admin can assign the template to specific **User Roles**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image2-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image2-2.png)

**PLEASE NOTE: The admin must check all the User Roles if the template is intended to be sent to all users.**

- Select the PDF template type from the** Select PDF Template Type** dropdown.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image46-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image46-2.png)

- Select the particular admin from the **Select Admin** dropdown if multiple admins are available.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image7.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image7.png)

- Click on the **Publish **button to add a Custom PDF template.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image16-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image16-2.png)

**PLEASE NOTE: If both Default and Custom Templates are enabled, priority will be given to the Default Templates.**

- All the created Custom Templates will listed down in the Custom PDF list page.
- Go to the **WordPress Admin Dashboard** > **WooCommerce **> **Custom PDF**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image3-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image3-2.png)

**PLEASE NOTE: When multiple PDF templates of the same type are created (e.g., two Invoice PDFs), the most recently Published/Updated PDF template will be sent to the user in the email.**

### Front End Impact

#### Preview of Custom Templates on Email

#### Invoice Custom Email Template.

- Once the user places an order, they will receive an email with the **Custom Invoice Slip.**

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image10-10.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image10-10.png)

#### Packing Custom Email Template.

- Once the order is **completed**, the user will receive an email with the **Custom Packing Slip.**

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image41-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image41-2.png)

#### Credit Note Custom Email Template.

- Once the admin **refunds **the order, the user will receive an email with the **Custom Credit Note Slip**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image19-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image19-2.png)

## Enable Debited Notes

- This option lets the user send **Debit Notes** to the admin for an **Order**.
- Go to **WordPress Admin Dashboard **> **WooCommerce **> **Settings **> **PDF Invoices and Packing Slips **> **General Settings**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image42-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image42-2.png)

- Check the **Enable Debit Notes** option to activate this feature for the user.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image47-1.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image47-1.png)

### Front End Impact

- Login to your account.
- After Completing the order, Navigate to the **PDF **tab on the **My Account **page.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image24-3.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image24-3.png)

- Navigate to the respective **Order** and click on the **View** button.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image48.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image48.png)

- The Order Details will appear. Navigate to the **Debited Notes**. Add a **Subject **and **Message**, and click on the **Submit** button.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image23-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image23-2.png)

- A message will appear when the user clicks on the submit button.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image8.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image8.png)

- The Debited Notes will be sent to the admin via **Email**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image4-6.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image4-6.png)

## PDF Access To

- This option enables the admin to restrict the PDF access to the specific users.
- Go to **WordPress Admin Dashboard** > **WooCommerce **> **Settings **> **PDF Invoices and Packing Slips **>** General Settings**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image12-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image12-2.png)

- Navigate to the **PDF Access To** option. Three options are provided

- **Login User** - The Login user can only access the PDF slips in the Email.
- **Non-Login User** - The Non-Login user can only access the PDF slips in the Email.
- **Both **- The Login and Non-Login users can access the PDF slips in the Email.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image30.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image30.png)

### Front End Impact

### For Login Users.

- Once logged-in users place an order, they will receive an email with the attached PDF invoice slip. The user can click the **Download** button within the email to download the slip.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image27-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image27-2.png)

#### For Non-Login Users.

- Once a Non-logged-in user places an order, they will receive an email with the attached PDF invoice slip. The user can click the **Download** button within the email to download the slip.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image32-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image32-2.png)

## Enable PDF Download

- This option lets the user download PDF Slips from the** My Account** Page.
- Go to **WordPress Admin Dashboard **> **WooCommerce **> **Settings **> **PDF Invoices and Packing Slips **> **General Settings**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image42-3.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image42-3.png)

- Check the **Enable PDF Download **option to activate this feature for the user.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image45-3.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image45-3.png)

### Front End Impact

- Log in to your account.
- Complete an order and navigate to the **PDF **tab on **My Account **Page.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image39.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image39.png)

- Select the** PDF Slip** from the dropdown in the **action **Column.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image44-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image44-2.png)

- Click on the **Download **Button.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image31-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image31-2.png)

- The selected **PDF Slip** will be downloaded.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image1-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image1-2.png)

- The user can view the respective** PDF slip** after downloading it.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image17-3.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image17-3.png)

## Emails

- The admin can customize the **Subject **and **Message **for the emails sent to the user.
- Go to **WordPress Admin Dashboard **> **WooCommerce **> **Settings **> **PDF Invoices and Packing Slips **> **Emails**.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image25-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image25-2.png)

- The admin can specify an email address in the **Admin Email** field. The system will use the default admin email if this field is blank.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image5-1024x777.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image5-1024x777.png)

- The admin can enable customized emails, allowing changes to the email **subject **and **message **for each **Invoice**, **Packing Slip**, and **Credit Note** email. Enabling this option will override **WooCommerce’s **default email subject and message settings.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image35-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image35-2.png)

**PLEASE NOTE: This Subject and body will replace the WoCommerce default Email. It will be triggered on the following Order Status:**

- **Invoice **- Pending Payments, Processing, and On Hold
- **Packing Slip** - Completed
- **Credit Note** - Refund, Failed, and canceled.

### Front End Impact

- Once a user places an order, an order confirmation email will be sent to them. A PDF attachment of the invoice will be sent to the email. The user can download the PDF if needed.

[![](https://store.wpexperts.io/wp-content/uploads/2024/11/image33-2.png)](https://store.wpexperts.io/wp-content/uploads/2024/11/image33-2.png)

## PDF Reports

The **PDF Reports** feature allows administrators to view, search, filter, and export PDF report logs generated by the plugin. Reports can be downloaded in **CSV** or **PDF** format for easier record-keeping and reporting.

- Go to **WordPress Admin Dashboard > WooCommerce > Tools > PDF Reports**.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095056/image23-4.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095056/image23-4.png)

- The **PDF Reports** page displays all generated PDF report logs.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095521/image7-5.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095521/image7-5.png)

- Use the **Search** field to find reports by **Order ID** or **Customer Email/Username**.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095654/image15-5.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095654/image15-5.png)

Below the Search field, the following filters are available:

- **PDF Status** – Select a PDF status from the dropdown. Available options include **All Statuses**, **Invoice**, **Packing Slip**, and **Credit Note**.
- **From** – Select the start date (**dd/mm/yyyy**).
- **To** – Select the end date (**dd/mm/yyyy**).
- **Filter** – Click the **Filter** button to display reports based on the selected criteria.
- **Reset** – Click the **Reset** button to clear all applied filters and display all report logs.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095717/image16-6.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095717/image16-6.png)

- Click **Download CSV Report** to export the filtered report logs in CSV format.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095734/image24-2.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095734/image24-2.png)

- Click **Download PDF Report** to export the filtered report logs in PDF format.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25094906/image5-3.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25094906/image5-3.png)

The report table displays the following information:

- Order ID
- Customer Email/Username
- Order Amount
- PDF Status
- Customer Email
- Date and Time
- Actions

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25094920/image19-2.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25094920/image19-2.png)

The **Actions** column provides the following options:

- **Download PDF** – Download the selected PDF report.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25094953/image17.gif)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25094953/image17.gif)

- **Send via Email** – Send the selected PDF report to an email address.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095015/image8.gif)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25095015/image8.gif)

## Compatibility With WooCommerce Product Bundles

### Installation of WooCommerce Product Bundles

- Download and install the **WooCommerce Product Bundles** plugin.
- Follow the WooCommerce Product Bundles documentation to configure bundled products.

### Getting Started

- Go to **WordPress Admin Dashboard > WooCommerce > Products > Add New**.
- Create a new **Product Bundle**.
- Add the required products to the bundle.
- Configure the bundle pricing, discounts, and other required settings.
- Publish the bundled product.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100456/image10.gif)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100456/image10.gif)

### Front End Impact

- Go to the **Shop** page.
- Select the bundled product and click **Add to Cart**.
- Proceed to the **Checkout** page and place the order.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100436/image11-1.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100436/image11-1.png)

After the order is placed, the **PDF Invoices and Packing Slips Builder** plugin automatically generates the PDF documents.

**Invoice**

The generated Invoice will:

- Display the bundle product name.
- List all bundled products with their quantities.
- Display the bundle pricing correctly.
- Include accurate tax calculations and order totals.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100441/image12-3.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100441/image12-3.png)

**Packing Slip**

The generated Packing Slip will:

- Display the bundle name.
- List all bundled products.
- Display the quantity of each bundled item.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100447/image25-3.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100447/image25-3.png)

**Credit Note**

If the order is refunded, the Credit Note will:

- Indicate that the refunded items belong to a product bundle.
- Display the correct refund amount and applied discounts.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100657/image4-4.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25100657/image4-4.png)

## Compatibility With WooCommerce Product Addons

### Installation of WooCommerce Product Addons

- Download and install the **WooCommerce Product Addons** plugin.
- Follow the WooCommerce Product Addons documentation to configure product add-ons.

### Getting Started

- Go to **WordPress Admin Dashboard > WooCommerce > Products > Add New**.
- Create a new product.
- Navigate to **Product Data > Add-ons**.
- Add the required add-ons and configure their pricing.
- Publish the product.

### Front End Impact

- Go to the **Shop** page.
- Select a product with add-ons.
- Choose the required add-ons.
- Click **Add to Cart** and complete the checkout process.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101049/image1-5.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101049/image1-5.png)

After the order is placed, the **PDF Invoices and Packing Slips Builder** plugin automatically generates the PDF documents.

**Invoice**

The generated Invoice will:

- Display the main product.
- Display all selected add-ons.
- Show the add-on descriptions.
- Display individual add-on prices.
- Include the final order total.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101130/image21-2.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101130/image21-2.png)

**Packing Slip**

The generated Packing Slip will:

- Display the product name.
- List all selected add-ons.
- Display the quantity of each selected add-on.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101146/image14-2.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101146/image14-2.png)

**Credit Note**

If the order is refunded, the Credit Note will:

- Display the refunded add-ons.
- Show the add-on pricing.
- Support both partial and full refunds.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101159/image9-4.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101159/image9-4.png)

## Compatibility With WooCommerce Subscriptions

### Installation of WooCommerce Subscriptions

- Download and install the **WooCommerce Subscriptions** plugin.
- Follow the WooCommerce Subscriptions documentation to configure subscription products.

### Getting Started

- Go to **WordPress Admin Dashboard > WooCommerce > Products > Add New**.
- Create a new Subscription product.
- Configure the billing schedule, subscription price, and other subscription settings.
- Publish the product.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101353/image20.gif)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101353/image20.gif)

### Front End Impact

- Go to the **Shop** page.
- Select the Subscription product.
- Click **Sign Up** and complete the checkout process.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101332/image13-2.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101332/image13-2.png)

- After the purchase, the **PDF Invoices and Packing Slips Builder** plugin automatically generates PDF documents.

**Invoice**

The generated Invoice will:

- Display the subscription product.
- Show the billing cycle.
- Display the subscription price.
- Generate renewal invoices automatically.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101340/image22-3.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101340/image22-3.png)

**Packing Slip**

The generated Packing Slip will:

- Display the subscription product.
- Show the subscription details.
- Display the billing schedule.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101355/image22-4.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101355/image22-4.png)

**Credit Note**

If the subscription is refunded, the Credit Note will:

- Display the refund amount.
- Show the subscription period.
- Include the refund details.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101408/image26-2.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101408/image26-2.png)

## Compatibility With WooCommerce Bookings

### Installation of WooCommerce Bookings

- Download and install the **WooCommerce Bookings** plugin.
- Follow the WooCommerce Bookings documentation to configure bookable products.

### Getting Started

- Go to **WordPress Admin Dashboard > WooCommerce > Products > Add New**.
- Create a new Bookable product.
- Configure the booking duration, availability, pricing, and booking rules.
- Publish the product.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101506/image6.gif)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101506/image6.gif)

### Front End Impact

- Go to the **Shop** page.
- Select the Bookable product.
- Choose the preferred booking date and time.
- Click **Add to Cart** and complete the checkout process.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101442/image18-3.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101442/image18-3.png)

- After the purchase, the **PDF Invoices and Packing Slips Builder** plugin automatically generates PDF documents containing the booking details.

**Invoice**

The generated Invoice will:

- Display the booking product.
- Show the booking date.
- Display the booking details.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101454/image2-4.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101454/image2-4.png)

**Packing Slip**

The generated Packing Slip will:

- Display the booked product or service.
- Show the booking date.
- Display the booking time.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101508/image3-4.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101508/image3-4.png)

**Credit Note**

If the booking is canceled or refunded, the Credit Note will:

- Display the original booking date.
- Show the refund details.
- Indicate that the booking has been canceled.

[![](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101518/image27-1.png)](https://wpexperts.s3.amazonaws.com/wp-content/uploads/store/2026/09/25101518/image27-1.png)
