Each document type (e.g., Invoice) has its own dedicated settings tab for fine-tuning its behavior and appearance.
Document Creation Triggers #
You can define precisely when a document is automatically generated:
| Trigger Option | Description |
|---|---|
| Manually | The document is only generated when you manually trigger it from the WooCommerce order edit screen. |
| On new order | The document is generated immediately upon order creation. |
| On payment complete | The document is generated only after the order payment has been successfully processed. |
| On order status | The document is generated when the order status changes to a selected value (e.g., “Processing”, “Completed”). |
Numbering and Format #
The Number format field is crucial for setting up your
document numbering sequence.
- Default Format Example:
INV-[doc_counter format="%06d"]- This format results in an invoice number like
INV-000001. The[doc_counter]shortcode
automatically increments the number, and
format="%06d"ensures it is padded with leading zeros to
a length of six digits.
- This format results in an invoice number like
- Date-Based Example:
INV-[Y]-[doc_counter format="%04d"]- This format results in a number like
INV-2026-0001, resetting the counter annually.
- This format results in a number like
The Counters section allows you to view and reset the
current counter value for each document type, which is essential for
starting a new fiscal year or correcting numbering errors.
Customer Access and Bulk Actions #
- Emails:
Select which WooCommerce email notifications should include the generated
PDF as an attachment. - My Account:
Enabling this option allows customers to view and download their documents
directly from the My Account > Orders page. - Bulk actions:
Adds options to the WooCommerce order list screen, allowing administrators
to view or download multiple PDFs at once.