Adding Meta Fields to WooCommerce PDF Invoices

Adding custom fields to WooCommerce invoices might seem like a lot of customization and editing work. But, WebToffee’s PDF Invoice and Packing Slip plugin for WooCommerce makes the process a whole lot easier.

Let’s take a look at the steps for adding custom fields to WooCommerce invoices.

• Install PDF Invoice/Packing plugin for WooCommerce on your site.
• Go to WooCommerce >Invoice/ Packing > Invoice from WordPress dashboard.
• You can add metadata in two ways:
  1. Invoice Settings > Customizer. To add metadata from the customizer.
  2. Invoice Settings > Advanced tab.

Advanced settings

From the invoice settings window, move on to the Advanced tab. You can add:

• Order meta
• Product meta
• Product attribute

Add order meta

The plugin allows adding additional order information like Delivery date, Payment date, Place of supply, VAT, GSTIN, ABN, etc., or any other company tax ID as order meta in the invoice. You can add order meta in two ways:

Method 1: Select a required item from the Order meta field drop-down. The list of default order metadata populated in the drop-down are as shown below:

Method 2: To add other custom order meta details (probably from another third-party plugin) other than the ones displayed in the drop-down,

1. Click on Add/Edit Order Meta Field.
2. Into the popup that appears, from Add New tab section, key in custom Field Name and its corresponding Meta Key.
3. Then, click on the Save button.

Note: The order meta key, if configured, can be found in the custom field section of WooCommerce Order page.

For example, to add a custom VAT number in the invoice populated from the plugin EU VAT Number for WooCommerce, you will have to key in an appropriate field name and its corresponding meta key in the checkout meta key fetcher pop up as shown below:

Get the meta key for the VAT Number (_vat_value) from the respective plugin’s documentation.

Sample invoice with the VAT

The invoice with its order meta EU VAT Number will be as shown below:

Add product meta

From Product meta fields,

• Click the Add/Edit Product Meta button.
• Into the popup that appears, key in with field name and the respective meta key.
• Then, click on the Save button.

For example, the WooCommerce product meta for weight is ‘_weight’. Let us see how we can display it in our invoice.

Insert the field name and meta key in the following manner:

A sample invoice with a product metadata Weight will be as shown below:

Add product attribute

1. From the product attribute, click the Add/Edit Product Attribute button.
2. Into the popup that appears, from Add New tab section, key in with field name and the respective meta key.
3. Then, click on the Save button.

For example, let’s create a custom product attribute for a product. Go to Products from your WordPress dashboard. From the product data panel, move on to the Attributes section.

The string entered for the field ‘Name‘ must be added as the Meta Key in the invoice settings. Upon adding the attribute, the screen will be as shown below:

A sample invoice with product attribute will be as shown below:

• Choosing ‘Yes’ applies the most recent settings to the invoices. This will match the previous invoices with the upcoming invoices.
• If you choose No, the previous invoices will not be updated to the latest settings. Caution: Changing the company address, name or any other settings in the future may overwrite previously created invoices with the most up-to-date information.

• How to add:
  • Customer note in the invoice
  • Tax columns in the invoice
  • Custom checkout field in the invoice