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How do I create an invoice in WooCommerce?

Last updated on September 24, 2022 @ 9:37 pm

In order to create an invoice in WooCommerce, you first need to create a new invoice document. From the WooCommerce main menu, click on “Invoices” and then click on “New Document.”

Enter the desired information into the following fields and click on the “Create” button.

Name: This is the name of your invoice document.

Description: This is a brief description of your invoice.

Due Date: The due date of your invoice. This is the date by which the payment for your invoice must be received.

Amount: The amount of money that you wish to charge for your invoice. This amount is in USD.

Payment Method: Select the payment method that you wish to use for your invoice. You can choose between “Payment gateway” and “Bank Transfer.”

Click on the “Create” button to create your new WooCommerce invoice document.

Now that you have created your new WooCommerce invoice document, you need to create a new invoice item in your WooCommerce store. From the WooCommerce main menu, click on “Invoices” and then click on “New Item.”

Name: This is the name of your new invoice item.

Description: This is a brief description of your new invoice item.

PRO TIP: When creating an invoice in WooCommerce, be sure to include all pertinent information such as the product or service being billed, the quantity, the price, any discounts or promotions, the shipping charges, and the customer’s name and address. Also be sure to save a copy of the invoice for your records.

Due Date: The due date of your new invoice item. This is the date by which the payment for your new invoice item must be received.

Amount: The amount of money that you wish to charge for your new invoice item.

Payment Method: Select the payment method that you wish to use for your new invoice item.”

Click on the “Create” button to create your new WooCommerce invoice item.

Now that you have created your new WooCommerce invoice item and invoice document, you need to add your new invoice document and invoice item to your WooCommerce store. From the WooCommerce main menu, click on “Invoices” and then click on “Add Item.”

Enter the desired information into the following fields and click on the “Add” button.

Invoices: This is the ID of your newly created invoice document and invoice item.

Items: This is the ID of your newly created invoice item.

Click on the “Add” button to add your new WooCommerce invoice document and invoice item to your WooCommerce store.

You are now ready to start charging your customers for your products and services!

Conclusion

In this article, we have explained how to create an invoice in WooCommerce. By following these steps, you can easily create invoices for your products and services and collect payment from your customers.

Kathy McFarland

Kathy McFarland

Devops woman in trade, tech explorer and problem navigator.