Be ready for any order workflow with this Ultimate Bundle!

The Professional extension and Premium Templates extension in this bundle supercharge our free plugin: PDF Invoices & Packing Slips for WooCommerce
Together with our Order Proposal and EU VAT Compliance plugins you can take on any invoicing scenario.

Professional

Take invoicing in your store to the next level with the following features:

• Email/print/download PDF Credit Notes, Proforma Invoices and Receipts
• Give custom titles & filenames to the PDF documents
• Send out order notification emails (with or without PDF documents) to specified email addresses (suppliers, warehouse managers, accountants, etc.) at specific order statuses.
• Export PDF documents in bulk by date range, order status and/or customer(s) (save as ZIP with individual files or to Dropbox)
• Export PDF summary of invoices in bulk by date range, order status and/or customer(s).
• Attach up to 3 static files (for example, a terms & conditions document) to the WooCommerce emails of your choice.
• Use separate numbering systems and/or format for credit notes, proforma invoices and receipts or utilize the main invoice numbering system
• Customize the shipping & billing address format to include additional custom fields, font sizes etc. without the need to create a custom template.
• Use the plugin in multilingual WPML and Polylang setups, but also Weglot, TranslatePress, and GTranslate (limited support)
• Save all the documents conveniently in your Dropbox* and on your server by uploading them via FTP/SFTP. All you have to do is activate the plugin, authorize with Dropbox (which takes just 2 clicks) and the invoices will be uploaded automatically. You can choose between uploading all documents that are emailed (to the shop admin or the customer) or uploading the PDF files separately based on the order status, or a combination of both. Additionally, you can export invoices and packing slips directly from the WooCommerce order listing in bulk.
  * If you need to export documents to Google Drive, Amazon S3, Microsoft OneDrive, etc., we can also offer advice for this!

Premium Templates

This extension bundles 2 premium templates for the FREE WooCommerce PDF Invoices & Packing Slips plugin (which can be downloaded here). The content of these templates (all columns and totals) can be completely customized to your taste with an easy to use drag & drop customizer – check out the screenshots below! The customizer also works with the Professional Extension (Proforma Invoices, Credit Notes & more!).

Modern

This stylish template includes 3 additional columns in the footer that can be used to display company & bank information. It also shows product thumbnails in the list of items which sets it apart from more traditional invoices & packing slips.

download example pdf

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Business

Like the Modern template, this template includes additional columns: 2 extra columns in the header that can be used to display company & bank information. By default, all prices are excluding vat, and the percentage of vat is displayed for each product. Different tax classes are split out in the totals. This template aims to be as complete as possible in displaying prices and taxes to meet more strict tax regulations.

download example pdf

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Customizer

These templates can be used out of the box or customized to your needs (prices including, excluding tax, additional columns, etc.).

Available columns:

• Position (line number)
• SKU
• Thumbnail
• Product (name)
• Product Description (short or full)
• Quantity
• Product variation/item meta
• Item meta (single)
• Price (including/excluding tax, single/total, before/after discount)
• Regular price
• Discount
• VAT
• Tax rate (%)
• Weight
• Product Attribute
• Custom Field (product)
• Checkbox
• Static text

Available totals:

• Subtotal (including/excluding tax, before/after discount)
• Discount (including/excluding tax)
• Shipping (including/excluding tax)
• Fees (including/excluding tax)
• VAT/Taxes
• Grand total (including/excluding tax)
• Total weight of order

WooCommerce Order Proposal

Did you ever experience the situation that customers asked you for a quotation or proposal before buying?
A lot of B2B customers need an offer for their internal process or a service quotation upfront.

With the WooCommerce Order Proposal Plugin it’s super simple to create order proposals for your customers.

Simply create an order in the backend and set it to the ‘order proposal’ status.
You have the option to set the proposal’s valid time which will expire automatically at the end.

Proposals can also be created directly by your customer. Let your customer shop and pick Proposal at the checkout.
You can change and adjust the proposal afterwards and send it back to your customer.

Proposals can be sent to the customers via email and also be accessed from their My Account page in the shop itself.
The customer can accept or decline the offer in the My Account page and proceed to the payment process upon acceptance.

The plugin integrates with WPML and WooCommerce PDF Invoices & Packing Slips automatically.

For more details please browse to the corresponding documentation.

WooCommerce European (EU/UK/Norway/Switzerland) VAT Compliance

This plugin gives WooCommerce the ability to cope with the post-2015 EU/UK VAT (IVA) laws for digital goods (including electronic, telecommunications, software downloads, ebook and broadcast services). This is essential for all sellers across EU and/or UK borders.

This plugin can help you with satisfying all the criteria of the EU/UK laws:

• Identify your customers’ locations: this plugin will record evidence of your customer’s location, using their billing or shipping address, and their IP address (via a GeoIP lookup).
• Non-contradictory evidences: require two non-contradictory evidences of location (if the customer address and GeoIP lookup contradict, then the customer will be asked to self-certify his location, by choosing between them).
• Evidence is recorded, ready for audit: full information that was used to calculate VAT is displayed in the WooCommerce order screen in the back-end.
• Display prices including correct VAT from the first page: GeoIP information is also used to show the correct VAT from the first time a customer sees a product. A widget and shortcode are also provided allowing the customer to set their own country.
• Entering and maintaining each country’s VAT rates: this plugin assists with entering EU VAT rates accurately by supplying a single button to press in your WooCommerce tax rates settings, to add or update rates for all countries (standard or reduced) with one click.
• Forbid sales for non-VAT exempt customers – for shop owners for whom VAT collection is too burdensome, this feature will allow you to forbid EU and/or UK customers (optionally including or excluding those from your own country) who would be liable to VAT (i.e. those without a VAT number) to purchase. You can have different policies for different VAT regions. (WooCommerce already allows you to forbid *all* EU or UK customers to check-out, using existing settings, if you prefer that). It is also possible to forbid EU sales for all goods subject to digital VAT, even for customers with a VAT number (whilst allowing them to purchase other goods).
• VAT-registered buyers can be exempted, and their numbers validated: a VAT number can be entered at the check-out, and it will be validated (via VIES / HMRC). Optionally, a company name can also be required. Qualifying customers can then be exempted from VAT on their purchase, and their information recorded. Different settings can apply to your shop’s base country. The VAT number will be appended to the billing address on PDF invoices.
• Mixed shops: You can sell goods subject to EU/UK VAT under the 2015- digital goods regulations and other physical goods which are still subject to traditional base-country-based VAT regulations. The plugin supports this via allowing you to identify which tax classes in your WooCommerce configuration are used for 2015- digital goods items.
• Currency conversions: Most users (if not everyone) will be required to report VAT information in a specific currency. This may be a different currency from their shop currency. This feature causes conversion rate information to be stored together with the order, at order time. Currently available exchange rate sources are the official rates from the European Central Bank (ECB), Danish and Czech National Banks, the Central Bank of the Russian Federation, and HM Customs & Revenue (UK). You can also over-ride the currency and rate-provider on a per-country basis.
• Multi-currency compatible: if you are using the “WooCommerce currency switcher” plugin to sell in multiple currencies, then this plugin will maintain and provide its data for each order in both your shop’s base currency and the order currency (if it differs).
• Distinguish VAT from other taxes: if you are in a jurisdiction where you have to apply other taxes also, then this plugin can handle that: it knows which taxes are VAT, and which are not.
• Add lines to invoices: If you are using the free WooCommerce PDF invoices and packing slips plugin, then a configurable line can be added to the footer, on VAT-liable orders. Different messages are available for orders on which VAT was levied, and those which were exempted due to entry of a valid VAT number; and also for non-EU/UK tax-less orders. You can display different VAT numbers for your business depending on the order (i.e. when your business has both a UK VAT number and EU VAT number, use the appropriate one for the order).
• Same prices: Not strictly a VAT compliance issue (different pricing per-country is perfectly legal), but this plugin adds an option to enable WooCommerce’s hidden support for adjusting pre-tax prices to enable the same post-tax (net) price to apply in all customer locations.
• Refund support: Includes information on refunded VAT, on relevant orders.
• Reporting: Advanced reporting capabilities, allowing you to see all the information needed to make a MOSS (mini one-stop shop) VAT report.
• CSV download: A CSV containing all orders with VAT data can be downloaded (including full compliance information). A summary CSV sufficient to make MOSS returns can also be downloaded.
• Exempt customers: Allow shop managers to mark individual customers as always VAT-exempt in their user profile
• Subscriptions: Support for the official WooCommerce subscriptions extension, and for the alternative Subscriptio and Subscriben extensions
• Value-based exemption: An order can have VAT removed if the order value passes a configured value. This features has been developed to support the UK’s 2021 regulations for handling VAT differently on an order depending on whether or not the order passes a £135 threshold value.
• Brexit-ready: The plugin has been audited and appropriately adapted to be usable by both “EU 27” and UK countries after the expiry of the EU and UK’s transitional period (at the end of December 2020). Existing users should take the time to go through their existing settings to adapt to their new situation (e.g. remove tax table entries for countries that they are no longer required to remit taxes to; check that you are using the correct exchange rate provider and reporting currency for each tax region that you remit to), and should make sure that they are running the current version of the plugin.

Note that most EU purchases also require an invoice to be issued to the customer showing the VAT charged on their order. This can be done out-of-the-box with the excellent, free, “WooCommerce PDF Invoices & Packing Slips” plugin, which we recommend (and use!).

After buying this plugin, you should need to purchase nothing more to be able to be EU and/or UK VAT compliant. So, why sign up to some expensive solution that’s going to lock you in for 10 years (the amount of time you need to keep records for), at expensive monthly fees?

Tested and supported with WooCommerce 3.5 up to the current release. (Likely to be compatible with earlier releases too; an earlier plugin release is also available for older WooCommerce versions if needed, though will not be supported to the same level). Native translations available in English, Finnish, French and German – we also have a website where you can easily add further translations.

Frontend checkout field (optional) for VAT exemption:

Customer order details in the back-end, showing VAT information (and more detail is shown if you hover over it):

A single button (the “Add / Update” button) allows you to insert or update all VAT rates for EU countries with one convenient click:

Advanced reporting capabilities:

N.B. You can configure the plugin to record amounts for different destinations in different currencies, with different exchange rate sources.

Downloading all compliance information as a spreadsheet:

All relevant options brought into one convenient location:

Configuring an exchange rate provider, if your VAT-reporting currency is different to any currency that you sell using:

Readiness testing: