Manual Issuing Proforma and Invoices

Invoices for WooCommerce Orders#

Issuing Invoices#

Go to the WooCommerce → Orders list. Next to each order, there is an invoice action icon with the plus sign. Click the icon to issue the invoice. After the invoice has been issued, additional icons will appear. You can use them to download the invoice or send it by e-mail.

Issuing Invoices and Proforma#

1. Go to the order details.
2. In the Invoice metabox, click Issue Invoice or Issue Proforma.
3. Next, you can:
   • download the document by clicking Download,
   • send the document by clicking Send email,
   • go to document editing by clicking the document link.

Invoices for WordPress & outside a WooCommerce order#

In the Invoices menu, select Add New. Fill in the document fields and products, and then issue the invoice by clicking Publish.

Remember to fill in all required information, such as the product name, issue date, due date, seller details, and customer details.

The invoice will be available for download. You can also send it by e-mail if the document has a valid customer e-mail address.

The plugin also allows you to fetch customer data, such as Client name and E-mail, when editing the document. Downloading all customer data is available in the PRO version.