PDF Invoice & Packing Slip Generator Lite For WooCommerce vs Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin

The PDF Invoice & Packing Slip Generator Lite For WooCommerce is a robust plugin for WooCommerce online stores. Developed with a range of eminent features that automatically create invoices when customers place an order. The plugin automatically adds a PDF invoice to the order confirmation email sent to your customers. This all-purpose plugin is easy to install, understand, and use on your online shopping website. This user-friendly, integrated and comprehensive plugin fulfils all major invoicing extensions important for your business compliance with accounting regulations, customizable layouts, and a professional look. Make a smart move with PRO Version WooCommerce PDF Invoice & Packing Slip with Credit Note FRONT-END DEMO | INVOICE DEMO | VIDEO TOTURIALS | PRO WITH 50% DISCOUNT | DOCUMENTATION Automated Invoice Generation PDF invoice is generated automatically immediately after placing an order. Highly functional and compatible with WooCommerce sites Each PDF invoice document gets attached automatically to the corresponding WooCommerce emails. Automatically detects currency and settings on your online store. Highly functional and perfectly works on your system- quick installation and easy to use and understand. Two Invoicing Modes Normal Invoice: The normal invoice is generated automatically upon marking the order as completed. The invoice is safely stored in PDF file format in your system Proforma Invoice: This is a default, advanced and automatic functionality for generating a new PDF invoice for every new order. The data in the proforma invoice changes whenever any change is made for the concerned order Note: The users may choose to generate invoices for in both modes or may disable any one as per convenience. Efficient Invoice Management Simple and easy invoice management system. Admin can view and download PDF invoices from the order list tables, or take any act* on the single order page Admin can choose any mode of invoice and attach it with the ‘New Order Email’ and send it to the concerned shop manager for further processing. Download and safely store multiple invoices within any chosen data range in a single ZIP file. Manual Invoicing Included : The admin can manually generate normal invoices before even before marking the order complete Delete or regenerate an invoice manually for any changes made to the order from single order details page. Buyer & Seller Information Customization Customize and store company name, address, contact and other details of the seller in your database. Use the seller’s information in the PDF invoice using WP editor. Upload a new logo or choose an existing logo from the image library to set as the shop logo header on your PDF invoice. Resize the shop logo image depending on the required perfect size to fit on the invoice. Use WP editor to customize buyer’s details- name, address, shipping information and others to match the chosen invoice format. Proficient Invoice Numbering This plugin system comes with built-in automated PDF invoice documentation and numbering system. Advanced program coding to prevent invoice number duplication or gaping in the numbering sequences. Choose order numbering options from the drop down menu- add any preset next number/date, month or year as prefix or suffix to the order number Enable or disable the numbering options at anytime in case you choose to set the order number as the invoice number. Customizable Tax Support Included Allows admin to configure tax formats (as per required accounting standards) in WooCommerce. Automatically calculates and displays tax figures in totals block as well as in the order details table. Displays details including tax rate, tax amount with the net amount applicable for each product on the invoice document. Choose to display or not ‘Total Amount excluding tax’ row on the PDF invoice. Mutiple tax classes supported (as required depending on the country’s tax regulations) Multiple Advanced Control Options Enable or disable sending automated PDF invoices via WooCommerce email to the shop manager. Choose to Show/Hide download link for invoices on the ‘View Order’ page. Display or not option for information such as product category, product ID, SKU, and short description on the invoice. Display/Hide option for adding product thumbnails (can be added below the main row of the item data). Show/Hide the total amount in words (below the totals row) on the PDF invoice. Additional Customization Features Customizable PDF Invoice Header/Footer Easy to design header and footer section of the PDF invoice using WP Editor. Change header and footer content, CSS, fonts, font size and add margins WP Editor Tool for Enhanced PDF Invoice Customization Structure and customize invoice contents using the WP Editor. Admin can add/remove fields on the invoice as per requirement Add/Customize Watermark Image or Text Add a refine look and increase value with watermark images or texts on the PDF invoice document. Add watermark text or image, change the opacity of the watermark objects. Set watermark image and text dimension as desired from the settings. Choose to place the watermark image/text at any desired position of the PDF invoice. Adjustable PDF Invoice Page Size and Orientation Depending on your requirements, choose from 266 available invoice page sizes . Page orientation in portrait and landscape mode available. FURTHER READINGS For more information about WooCommerce PDF Invoice & Packing Slip with Credit Note in documentation form visit here. 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Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more at crmperks.com. Woocommerce Zoho Connector Setup Go to WooCommerce -> Settings -> Zoho tab then add new account. Go to WooCommerce -> Zoho Feeds tab then create new feed. Map required Zoho fields to WooCommerce Order fields. Send your test entry to Zoho(CRM, Books, Inventory, Invoice). Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice). View screenshots for creating Contact/Account and assign it to SalesOrder. Assigning Contact to SalesOrder is available in pro version only. Connect Zoho Account Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts. Fields Mapping Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields. Export Event Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). For example , send WooCommerce Order to Zoho on Order Completion. Primary Key Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field. Error Reporting If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address. Zoho(CRM, Books, Inventory, Invoice) Logs Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice). Send Historical Orders/Customers to Zoho Easily export all old woocommerce orders and Customers to zoho in just one click. This feature is available in pro version only. Full Synchronization All Woocommerce Orders/Customers/Products are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice). Filter orders By default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho. For example sending Orders from specific city to Zoho. Send Data As Notes Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice). Assign Contact to Order A module(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the module created/updated by other feed. Premium Version. Following features are available in Premium version only.WooCommerce Zoho Integration Add WooCommerce Order Items to Zoho. All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc. Zoho Custom fields. Zoho Phone Number fields. Select Zoho Object Layout. Add a lead to campaign in Zoho CRM. Assign owner to any object(Contact, lead , account etc) in Zoho CRM. Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object. Track Google Analytics Parameters and Geolocation of a WooCommerce customer. Lookup lead’s email and phone number using popular email and phone lookup services. Premium Addons We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons Need Zoho Plugin for Gravity Forms and Contact form 7 ? We have Zoho add-on for Gravity Forms. Gravity Forms Zoho We have Zoho add-on for Contact Form 7. Contact Form 7 Zoho Want to send data to other crm We have Premium Extensions for 20+ CRMs.View All CRM Extensions