Configuring your E-Documents

Path: WooCommerce > PDF Invoices > E-Documents.

  • Settings
  • Identifiers
  • Taxes
  • Network

Minimum plugin version #

Version 5.0.0 of PDF Invoices and Packing Slips for WooCommerce.

Settings #

Enable Electronic Documents #

Allow your store to generate and send electronic documents.

Document Types #

Select the e-documents that will require the corresponding PDF to be generated first.

Send Attachments #

When sending a document by e-mail, automatically include the electronic version attachment along with the PDF.

Preferred Syntax #

Choose the preferred XML syntax standard for electronic documents.

Check our separate documentation for a full list: Supported E-Document Formats.

Include Item Meta Data #

This setting determines whether product item meta data (such as custom fields or additional information linked to each order line) should be included in the generated e-document. When enabled, the meta data is embedded under each order line, allowing additional product or service details to be transmitted along with the structured document.

Embed Encrypted PDF #

Embed the encrypted PDF invoice file within the e-document. Note that this is only available for the following formats:

  • UBL 2.1
  • PEPPOL BIS 3.0

Enable XML Preview #

Enable the XML preview for electronic documents. Back at the PDF Preview, a new ‘XML‘ button appears.

Click the XML button in order to observe the XML Preview instead of the PDF Preview.

Enable Debug Logs #

Enable logging for debugging purposes.

  • The WooCommerce logs can be found at WooCommerce > Status > Logs.
  • The e-document logs will be titled: wpo-ips-edi.

Identifiers #

Supplier #

This screen will display the required shop supplier information as a table.

Customer #

Requires providing an order ID in order to search for the customer of the order.

The result then appears as a table.

Taxes #

Check our separate documentation here: Configuring Tax Classifications for E-Documents.

You can add custom tax schemes, categories or reasons by following the instructions in our documentation here: E-Documents Tax Classification Filter Hooks.

Network #

Send your documents through supported delivery networks directly from the plugin.

This feature is currently under development.