Hi guys,
Today we are going to see
how to generate invoices on your e-commerce website.
Now let’s say you have an E-commerce website,
And when a customer purchases a product from your website,
you want to send them to receive an invoice,
on their via email.
You can do that easily by watching this video,
So after watching this video
Your website will be able to automatically generate Invoices…
like this,
for every new order.
and then
your customers can get a proof of their purchase.
And you can keep track of your orders
Okay!
So all you need to have to follow this tutorial is an E-commerce website.
Now if you don’t have an E-commerce website,
You can easily create one, by watching this video.
Okay
So I am Bryan from Website learners,
And let’s generate invoices on our E-commerce website.
So first, let’s see the our website, where we want to add the invoices
So here it is
This is the site which I have built-in WordPress
Now to generate invoices,
We are going to do 3 steps
The first step
is to install the invoice plugin in WordPress
So to install the plugin
Let’s go to our WordPress dashboard
Now go to ‘Plugins’
And click ‘Add new’
Now search for ‘Invoice’
And you will get this plugin,
Now, this is the plugin which will help us to generate the invoice
for the products purchased.
So to install the plugin,
Let’s click ‘Install’
And then click ‘Activate’
And now we have successfully installed the plugin.
Once you’ve installed the plugin
We can go to step 2
which is to add your company details to the Invoice.
So to add your details,
Just Click ‘settings’
and it will take you to this page
Now let’s say, you want to add your logo in the Invoice
like this.
All you have to do is
Just scroll down
And click ‘Set image’,
And then drag and drop your logo here.
As you can see, our logo has been added here.
Now, if you don’t have a logo,
you can make one by watching this video
on ‘How to make logo’
So, once you have uploaded your logo,
Next, if you want to add your company details on your invoice like this
Just enter your company name here,
So I’m going to add the company name,
And then your company address here,
I’m going to add the address,
And finally, you can enter a message which you want to add in your invoice,
I'm going to enter this message
So once you have done that
To save the changes,
click ‘Save changes’
So we have successfully added our company details to our Invoice
Once you’ve added your company details
Next,
let’s go to the third step which is to enable the Invoice.
So to enable the Invoice
Let’s Go to ‘Document’
And then enable this option,
Once you’ve enabled the invoice
Next,
you need to select
when you want to send the Invoice to your customers
Here you can see that
we have a list of options
when we can send the invoice.
So Let’s say you want your customers to get the invoice
as soon as they place the order.
Then you need to select this option.
Now you want your customers to get the invoice
only after the order is complete,
then you can select this option.
Since I want to send invoice only after the order is complete,
I’m going to select this option.
So once you have selected when you want to send the invoice
Next,
you need to select the details of the customer which you want to display on your Invoice.
I’m going to select these 3 options
So now these details will be shown on your invoice like this.
Now to save the changes,
Just Scroll down
And click ‘Save changes’
And now,
Your Invoice is now enabled!
And can be seen by your customers,
For all the new orders placed on your site.
so to check it
lets try buying a product from your site
Let's go to our website
Now Lets say a customer selects this product
And click add to cart
And then click proceed to checkout
And now if they click place order
You can see that the order has been placed
once the order is placed
you need to ship your product
And then mark the order as ‘Complete’
So next let’s see how you can complete the order,
Let’s go back to our WordPress dashboard.
And go to ‘Orders’
Here, You can see the order
which the customer has made
Now, to complete this order
just select the order
here you can see the order details
now once you have shipped the product
Just click here
And set the status of the order to ‘Complete’
Now to update this,
click ‘Update’
And as soon as you click update,
the invoice will be generated.
And the Invoice will be sent to the customer’s email
So now if we go to customer’s inbox,
You can see here, we have got an email
so let’s open it
As you can see we have the details of the order
Now if we scroll down
You can see that,
The invoice is attached, here
Now if we click it
You can see that we have the invoice of the order,
So this is how you can automatically send an invoice to your customers.
The customers can also get a copy of the invoice
from their account page on your website,
So, if the customer goes to your website,
And now if they go to account
And then go to orders
You can see that, they now get an Invoice button
Now if we click it,
you can see that we’ve got the same invoice here.
So this is how your customers can get the invoice of their orders.
Next, let’s say you want a copy of the invoice,
How do you get it?
So to get the invoice,
Let’s go back to our WordPress dashboard
And go to ‘Woocommerce’
And then click ‘Orders’
Here just select the order for which you want to get the invoice
Now on the right side, you can see that we have a button called ‘ Invoice’
Now to get the invoice,
just click this button
And as you can see we have got our invoice.
And now, you can keep a copy of this invoice when you ship the product.
So this is how you can get a copy of the Invoice form the orders on your e-commerce website.
So Next, let’s go to the bonus part of this tutorial,
Where we see
how you can get a packing slip for the orders
A packing slip is a document that contains the customer’s name & address
which you can paste on your package, before shipping it.
Now let’s say you want a packing slip of the product,
So to get the packing slip,
Let’s go back to the WordPress dashboard,
Now go to ‘Woocommerce’
And click ‘PDF Invoices’
And it will take you to this page
Here go to documents
And select ‘Packing slip’
Now enable this option,
And then select the details which you want on the slip
I’m going to select these details
Now to save the changes,
click ‘Save changes’
And as soon as you click ‘save changes’
your packing slip will be generated,
So to get that,
Let’s go to ‘Orders’
And select the order for which you want the packing slip,
Now here as you can see we have a button called ‘ Packing slip’
So to get the packing slip
Just click this button
And as you can see that we have now got the packing slip.
And you can download or print the slip from here,
Now you can paste this slip on the package,
Before you ship this product to your customer.
So this is how you can generate the packing slip for the orders.
That’s it, guys
So now you know
how you can to generate an invoices for the orders on your e-commerce website.
Now if you want to learn to create an E-commerce website [with
Next, if you want to create an E-commerce website, you can watch this video,
And if you want to get more useful tools like this for your website,
you can click this link
Also, make sure you subscribe to website learners
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Thanks for watching,
I’ll see you in the next video,
Take care
Bye bye!