Invoicing is a critical part of any eCommerce business. Whether you’re just starting out, or you’ve been in business for years, being able to send accurate and professional invoices is essential to keeping your customers happy and your business running smoothly.
Fortunately, WooCommerce makes it easy to send invoices right from your WordPress site. In this article, we’ll show you how to create and send an invoice in WooCommerce.
Step 1: Log into your WordPress site and go to WooCommerce > Orders. Then, find the order you need to invoice and click View.
Step 2: On the Order Details page, click Invoice. If the order has already been invoiced, you’ll see a message saying so.
Note: If you don’t see the Invoice button, it’s likely because the order doesn’t meet the criteria for being invoiced. For example, orders must be paid in full before they can be invoiced.
Step 3: On the next screen, you’ll see a preview of the invoice. You can make any necessary changes at this point, such as adding or removing items from the invoice.
When you’re finished making changes, click Generate PDF.
Note: You can also send the invoice via email by checking the “Send this Invoice via Email” box and entering the customer’s email address. Or, if you prefer, you can click Download PDF, which will allow you to save the invoice to your computer.
Step 4: Finally, on the next screen, you’ll see a message confirming that the invoice has been generated. You can then click View Invoice, which will take you to the PDF version of the invoice. Alternatively, you can click Download PDF, which will allow you to save the invoice to your computer.
