---
title: "Document-Specific Configuration"
description: "Configure each WooCommerce PDF document type: when it is created, how it is numbered, and customer access."
url: "https://wpfactory.com/docs/document-specific-configuration/"
updated: "2026-09-26"
category: How to
tags:
  - "PDF Invoices & Packing Slips Generator"
---

# Document-Specific Configuration

## Configure a PDF document (Invoice) in WooCommerce

To configure the Invoice document in PDF Invoices & Packing Slips Generator for WooCommerce, go to WPFactory > PDF Invoicing (also reachable at WooCommerce > Settings > PDF Invoicing) and open the Doc: Invoice section. There you control when the document is created, how it is numbered, and where customers and staff can reach it.

Go to **WPFactory > PDF Invoicing** (also reachable at **WooCommerce > Settings > PDF Invoicing**) and open the **Doc: Invoice** section.

![Invoice document general options](https://wpfactory.com/wp-content/uploads/Doc-Invoice-Options.png)

### General options

| Label | Option ID (array key) | Default |
| --- | --- | --- |
| Enable/Disable | `enable` | Yes |
| Title (used in admin and My Account) | `admin_title` | Invoice |
| Create (trigger) | `hooks` | Manually |
| Emails (attach to) | `emails` | (none) |
| Number format | `number_format` | `INV-[doc_counter format="%06d"]` |
| My account | `my_account_orders` | No |
| Bulk actions | `order_bulk_actions` | Download PDFs |

### Document creation triggers

The **Create** option decides when the document is generated. It is a multi-select, so you can choose more than one trigger.

| Trigger | When it fires |
| --- | --- |
| Manually | Only when you click Create on the order edit screen or in the orders list. |
| On new order | As soon as the order is created. |
| On payment complete | After the order payment is completed. |
| On checkout order processed | When the checkout finishes processing the order. |
| On order partially refunded | When a partial refund is recorded on the order. |
| On order status ... | When the order reaches a chosen status (one entry per status, for example Processing or Completed). |

A document is created only once per order per document, so re-firing a trigger will not produce duplicates.

### Numbering and format

The **Number format** field builds the document number using shortcodes. The default is:

```
INV-[doc_counter format="%06d"]
```

This yields numbers like `INV-000001`. The `[doc_counter]` shortcode returns the per-document counter and increments it, and `format="%06d"` pads it with leading zeros to six digits.

To reset the sequence each year, add the year with a date shortcode rather than a bare `[Y]` (there is no `[Y]` shortcode, so it would print literally). Use `[current_time]` or `[doc_formatted_date]` with a `datetime_format` attribute:

```
INV-[current_time datetime_format="Y"]-[doc_counter format="%04d"]
```

This produces a number like `INV-2026-0001`. Keep in mind that the counter itself does not reset automatically; adjust it in the **Counters** section at the start of a new fiscal year. See WooCommerce Invoice Number Format and Counters for the full walkthrough.

**Note:** you cannot use the `doc_nr` property inside **Number format**, because the number is what this field defines.

### Customer access and bulk actions

- **Emails:** choose which WooCommerce email notifications carry the document as an attachment. By default none are selected.
- **My account:** when enabled, customers can open the document from **My Account > Orders**. Off by default.
- **Bulk actions:** adds **View PDFs** and/or **Download PDFs** to the orders list bulk-action menu. Only **Download PDFs** is enabled by default.

For step-by-step guides, see Attach PDF Invoices to WooCommerce Emails, WooCommerce PDF Invoices in My Account, and Bulk View and Download PDF Invoices.

### Get more control

Configuring one document is free. [PDF Invoices & Packing Slips Generator for WooCommerce](https://wpfactory.com/item/pdf-invoicing-for-woocommerce/) Pro lets you add more document types, each with its own triggers, numbering, and emails. [See what Pro unlocks](https://wpfactory.com/item/pdf-invoicing-for-woocommerce/).

Related articles

- [General Settings Configuration](https://wpfactory.com/docs/general-settings-configuration/)
- [How to Add Multiple Document Types (Packing Slip, Credit Note)](https://wpfactory.com/docs/multiple-pdf-document-types/)
- [Advanced TCPDF Configuration and Barcodes](https://wpfactory.com/docs/advanced-tcpdf-configuration/)
- [Let Customers Download PDF Invoices from My Account](https://wpfactory.com/docs/woocommerce-pdf-invoices-my-account/)
- [How to Set the WooCommerce Invoice Number Format and Counters](https://wpfactory.com/docs/woocommerce-invoice-number-format-counters/)