More documents

Vite Invoice Pro adds five document types next to the invoice. They use the same design as your invoice and appear in the same Invoices list, with a Type column and a Document type filter.

#Set up a document type

1. Go to Vite Invoice → Documents and click Configure on a card, or open it under Settings in the menu.
2. Under When to create it, turn on Make it automatically and choose the status in Create the … when the order becomes.
3. Under Show on the …, pick what to print.
4. Click Save Changes.

Each settings page has its own live preview.

#On the order screen

Open an order. The More documents box lists each document with Generate, View, Download and Regenerate. Credit notes and proforma invoices also have Email. The orders list gets a Documents column with the same links.

#Packing Slip

• Created when an order becomes Processing by default.
• Show prices is off, so the slip lists only items and quantities.
• Options include Billing address (Never, Only when different, Always), Product SKU, Product images, Shipping method, Customer email, Customer phone, Customer notes and Custom fields.
• Packing note: a line printed on every slip, for example "Handle with care".
• Show it in My Account lets customers download it. Everything printed on it is visible to them, including the packing note.

#Delivery Note

• Meant for when an order becomes Completed. Automatic creation is off by default.
• Message for the customer: printed on every note, for example "Thank you for your order".
• Customers can download it from My Account. This is on by default.

#Shipping Label

• Label size: 4 x 6 in (courier standard) or A6.
• Barcode prints the order number as a Code 128 barcode, which couriers scan. QR code prints it as a QR code.
• It is for the courier, so customers don't see it.

#Credit Note

• One credit note per WooCommerce refund, so partial refunds give several notes.
• Created automatically when a refund is created. This is on by default.
• It lists the refunded items or amount, the refund reason and the invoice it belongs to.
• Turn on Email it automatically when it is created to send it with the Credit Note Email template.

Note: On a ZATCA store, credit notes are bilingual, carry the QR code and, in Phase 2, are reported or cleared. See ZATCA overview.

#Proforma Invoice

• For orders waiting for payment. It is created automatically when an order becomes On hold, if you turn that on, or by hand with Generate.
• It shows a "Valid until" date and has its own number series.
• Show it in My Account is on by default. Only the customer who owns the order can open it.
• Under Email the proforma invoice, turn on Email it when it is created automatically to send it once, with the Proforma Invoice Email template.

Once the order has an invoice, the proforma invoice is no longer used: it is not created, emailed or shown to the customer any more.

#Pro options on all documents

Pro: Pro also unlocks Product images and QR code / barcode on your invoice and other documents, five more templates, and custom fields.