Getting Started
Getting Started
This guide walks you through installing Easy PDF Invoices for WooCommerce and generating your first PDF in under 60 seconds.
Installation
The plugin is currently pending review on WordPress.org. Once approved, you'll have two install options.
Option 1: from your WordPress dashboard (recommended)
- Go to Plugins > Add New in your WordPress admin.
- Search for "Easy PDF Invoices for WooCommerce".
- Click Install Now, then Activate.
Option 2: download from WordPress.org
- Download the plugin zip from WordPress.org.
- Go to Plugins > Add New > Upload Plugin.
- Choose the downloaded zip and click Install Now.
- Click Activate.
The 60-second setup
After activation, a welcome notice appears with a Set up now button. Click it to launch the setup wizard.
Step 1: welcome
The wizard greets you and confirms what's about to happen. Click Continue.
Step 2: branding
- Upload a logo — drag and drop, or click to browse the WordPress media library.
- Company name — pre-filled from your WooCommerce store name. Override if needed.
- Accent color — pick the colour used for the document title and badge accents.
Step 3: legal
- Tax/VAT number — required in many jurisdictions, optional otherwise.
- Company registration number — for jurisdictions that require it on invoices.
- Registered name and registered address — leave blank to use the company name and address from Step 2.
Step 4: done
The wizard confirms setup is complete. Your next order will automatically generate a PDF and attach it to the customer email.
The wizard never returns once dismissed or completed. All wizard steps are also available in the regular settings.
Place a test order
The fastest way to confirm everything works:
- Go to WooCommerce > Orders and click Add order (or place a test order from the storefront).
- Set the order to Processing or Completed.
- Open the order edit screen. The Easy PDF Invoices metabox should show a generated invoice number.
- Click Download to view the PDF.
- Check the email that was sent to the customer — the PDF should be attached.
Where to find things
| Where | What |
|---|---|
| WooCommerce > Settings > Invoices | Plugin settings (six tabs: General, Branding, Legal, Numbering, Emails, Advanced) |
| WooCommerce > Orders | Invoice number column, row download icon, bulk actions |
| WooCommerce > Orders > [order] | Easy PDF Invoices metabox in the order edit sidebar |
| My Account > Orders (frontend) | Customer "Download invoice / receipt / credit note" buttons |
| Order received page (Thank You) | Download button after checkout |
| WooCommerce > Settings > Invoices > Advanced | Backfill tool, CSV export, REST API toggle, debug mode |
What happens automatically
After setup, here's what runs without you doing anything:
- Order moves to Processing → Invoice PDF is generated and attached to the Customer Processing Order email.
- Order moves to Completed → Receipt PDF is generated (with a PAID badge) and attached to the Customer Completed Order email.
- Order is refunded → Credit Note PDF is generated and attached to the Customer Refunded Order email.
- Admin receives a New Order email → A copy of the Invoice is attached.
- Customer logs into My Account → Download buttons appear next to each order.
- Customer lands on the Thank You page → A Download button appears below the order summary.
Common follow-ups
- Read Document Types to understand how the plugin decides between Invoice, Receipt, Credit Note, and Packing Slip.
- Read Sequential Numbering to configure your invoice number format (e.g.,
INV-2026-000042). - Read Templates & Branding to switch between Modern, Classic, Minimal, and Thermal variants.
- Read Settings Reference for every setting in detail.
Troubleshooting
The metabox isn't showing on the order edit screen
Make sure WooCommerce is active and you're using a recent version (8.0+). Try deactivating and reactivating the plugin. Check the WooCommerce log under WooCommerce > Status > Logs for any errors with the source easy-pdf-invoices.
The PDF didn't attach to the customer email
Open the order and click Regenerate in the metabox. Then click Email to customer. If the PDF doesn't arrive, check that Customer Processing Order is enabled in WooCommerce > Settings > Emails, and that the per-email toggle in Settings > Invoices > Emails is on for that email.
The setup wizard didn't appear
Go to WooCommerce > Settings > Invoices and configure each tab manually. The wizard is one-time and dismissible — if you missed it, the regular settings cover the same ground.
For more help, visit Themology Support.