No matter what products or services you sell, billing and invoicing are integral to every business.
An invoice contains every important piece of information related to a purchase – from the customer’s details to the due amount and agreed-upon mode of payment – and provides a record of the sale for both you and the customer.
Besides being a critical accounting and legal requirement, they also help you track the revenue coming from sales, understand buying patterns and plan your inventory accordingly.
But as important as it is, generating PDF invoices and sending them to every customer manually can be very time-consuming and prone to errors.
Luckily, there are some excellent plugins in the WooCommerce ecosystem that can streamline and automate the invoice generation process for you. These PDF invoice plugins can create professional-looking, foolproof invoices and send them to customers on your behalf, making your business more systematic and efficient.
Last week we saw a list of free WooCommerce invoicing plugins – this time we’ll go through their premium versions, so that you can get a full picture of their full functionalities.
Let’s explore them!
YITH WooCommerce PDF Invoices and Packing Slips
Yith’s PDF Invoice plugin automatically generates and manages invoices for you, so you can focus on revenue-generating business activities than manually creating and sending invoices.
It gives you complete control over when to generate invoices and how to name and number them (sequential numbering or based on the order number).
It offers three invoice templates that you can easily customize to match your store’s branding. You can also choose what content to show on invoices with options to add your company logo, address, product details, break-down of taxes, additional notes, etc.
The plugin also comes with a clean dashboard where you can view and manage invoices or even download, regenerate, or delete them in bulk. Meanwhile, your customers can access and download their PDF invoices from their “My Account” page.
Top feature: It allows you to automatically back up all invoices on your Dropbox or Google Drive account.
Pricing: $79.99/year with 1-year updates and support and a 30-day money-back guarantee.
PDF Invoices
This plugin not only creates PDF invoices but also attaches them to the emails you send to customers. And while it automates invoice generation, you can choose the order status (‘processing’ or ‘complete’) which triggers it.
It also offers pre-made templates that you can customize as per your preferences. So, you can add your store’s logo, modify the font and color, or even add a “Terms & Conditions” section, a footer for bank details, a custom field for mobile number, and more. You can also choose how to display dates on invoices and how to number and name them.
It lets your customers access their invoices from the download link shown after they finalize their order. Moreover, they can also view and even download past invoices from the “My Orders” page. Meanwhile, you have access to all PDF invoices at the backend and can easily resend or download them.
Top feature: You can also create invoices for previously completed orders or those that do not have an invoice number – without sending an email to the customer.
Pricing: $79/year with 1-year updates and support and a 30-day money-back guarantee.
WooCommerce PDF Invoice
RightPress’s WooCommerce PDF Invoice is one of the most professional WooCommerce invoice extensions, which automatically generates invoices for you and ensures they meet accounting standards.
It lets you create both proforma (available before order completion) and regular (issued after the order is marked complete) invoices. Moreover, it also attaches these invoices to “New Order” emails sent to you.
The plugin lets you manually delete or regenerate invoices if order details are changed midway. What’s more, it comes with a built-in numbering system that prevents duplication or gaps in the numbering of invoices.
It too offers great customization features, but what’s interesting is that it also lets you add short product descriptions in invoices – to help customers further and enhance their experience.
Top feature: It gives you options to enable or disable sending invoices by email and showing download links to customers.
Pricing: The license costs $35 with future updates and six months of support.
WooCommerce PDF Invoices & Packing Slips Professional
Having more than 300,000 active installations, WooCommerce PDF Invoices & Packing Slips can automatically create invoices after purchases and mail them to the concerned customer.
Besides providing all the basic features of a PDF invoice plugin, it also offers extensions that further boost its functionality. The Premium Templates add-on, for instance, gives you access to two invoice templates – you can also customize them based on your needs.
Then, with the Professional extension, you can customize the name, titles, and content of invoices, send order notification emails (with or without invoices) to specific email addresses at a time, and export PDFs in bulk.
Apart from regular invoices and packing slips, the add-on also lets you create proforma invoices and credit notes. Moreover, it gives you the option to back up all your invoices on Dropbox safely.
Top feature: The Professional extension lets you attach upto three static files (like Terms & Condition, Refund Policy, User Manual) to the order notification emails sent to clients.
Pricing: Free, but the extensions are chargeable.
Challan Pro
Straightforward and easy-to-use, Challan Pro automatically generates invoices for you as soon as a customer places an order at your store, thus smoothening management.
What’s interesting is that it can support and create invoices for all types of products – simple, bundled, and composite. All you have to do is configure the order status to deliver invoices to customers, and it’ll send automated order emails for you.
It also offers powerful customization features. For example, it lets you add product attributes like a description, image, and category to invoices – so customers can understand their order summary at a glance.
You can also select the size of your invoice (A3, A4, etc.) and attach static files to them. As a cherry on top, it also lets you add your signature and a “Paid” stamp to the document.
Top feature: It’s compatible with WooCommerce Subscriptions, meaning it can also automatically generate and send invoices for recurring payments.
Pricing: Starts at $29/year (single site) with support and a 30-day money-back guarantee.
WooCommerce PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels
As its name suggests, this plugin automates creating invoices and other essential business documents, like packing slips, credit notes, picklists, and shipping labels. The good news is you can enable or disable any of these based on your requirements.
Speaking of invoices, it lets you attach them to the order emails you send to customers – you can also choose to send them only for specific order statuses.
While it offers pre-made invoice templates, it also lets you customize and create your own. With its toggle buttons and drag-and-drop editor, you can easily add elements like your logo, payment, and tax information, product/order descriptions, and create templates hassle-free.
Interestingly, it also lets your customers purchase a product and pay for it later. For this, you can enable the “Pay Later” option at checkout and then add a “Pay Now” link in invoices.
Top feature: It offers a live preview, so you can see what your invoice would look like before sending or printing it.
Pricing: Starts at $69/year (one site) with 1-year updates, ticketed support, and a 30-day money-back guarantee.
WooCommerce PDF Invoice With Packing Slip
Developed by MakeWebBetter, WooCommerce PDF Invoice With Packing Slip is a fantastic plugin that helps you automate bulk invoice generation.
It gives you the flexibility to number your invoices as you want to and choose a date to reset the numbering every year. You can also regenerate past invoices quickly – without having to scour through data.
Now, it offers two fully customizable invoice templates you can instantly start using. But it also lets you design your own templates – using Gutenburg editor – and preview them before putting them to use. You can also add different meta fields to invoices to include more information about the payment and order status.
It offers three naming variations so you can name your invoices in a way that’s convenient for both you and your customers. Moreover, it gives both parties access to invoices – you can download them from the admin page while customers can do so from the “My Account” page. Meanwhile, you can also share individual or bulk invoices with customers via email.
Top feature: It has an invoice log that gives detailed reports on the invoices generated and shared during a given period, along with customer details. This can help you assess sales and purchasing patterns and plan inventory in a better way.
Pricing: $49 (one-time payment) with 1-year support.
Conclusion
Creating and managing invoices and sending them to customers can be a big hassle for store owners, but not anymore. These premium WooCommerce PDF Invoice plugins can automate the whole process for you, so you can focus on running your store and maximizing sales while the mundane tasks are automated.
While all these plugins offer helpful features, make sure to research each one carefully and choose what suits your requirements and budget best. Good luck!
