Setting Up the Delivery Notes Add-on with WooCommerce

Posted OnOct 30, 2014     CategoryE-commerce     CommentsNo comment

In the next WooCommerce WordPress plugin add-on guide, we will show you how to install and implement the Delivery Notes add-on, which allows you to write delivery notes on your invoices and shipping notes for your customers to read.

Step 1) On the Dashboard, head to ‘WooCommerce’ and click on ‘Add-ons’ from the dropdown.

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Step 2) From the Add-ons section, click on ‘Free’ to bring up the list of free add-ons, and then click on ‘Delivery Notes’ from the list provided.

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Step 3) This will direct you to the WordPress.org plugin page for ‘Delivery Notes’. Give the details a read-through before clicking ‘Download’, which will send a copy of the plugin to your Downloads folder in the form of a .zip file.

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Step 4) Back on your website Dashboard, scroll down your sidebar and click ‘Plugins’, and then ‘Add New’. From the next page, hit ‘Upload’ and then ‘Choose File’, and find the .zip file for your new plugin and click on ‘Install Now’.

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Step 5) Now that the plugin has installed, click on ‘Activate Plugin’ to complete the process.

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Step 6) Go to your Dashboard and scroll down to ‘WooCommerce’. From the settings page, click on ‘Print’. This will bring up details for your invoices and delivery notes.

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Step 7) You can upload a photo or logo to your delivery notes to make them look more professional. Simply upload them using the button provided.

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Step 8) Add your company name and address in the boxes provided. This will show up at the top of your invoice/delivery note.

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Step 9) The Complimentary Close box enables you to write personal details to your customers, including ‘Thanks for your order’ and anything particular to that sale that customers might need to read.

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Step 10) Enter your Returns Policy/Conditions in the box provided. This will inform customers about your policies regarding returning items, refunds, etc.

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Step 11) The Footer can be used to write copyright details, disclaimers and any legal notes/fine prints that need to be entered on the delivery notes but aren’t as important or necessary as the more obvious stuff like order details, addresses, etc.

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Step 12) The front-end options are the options that show on the website itself. For example, you can add print buttons to the ‘View Order’ and ‘My Account’ page, as well as creating a print page end-point which means that a completed order will have a unique URL to print from.

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Step 13) Tick the box marked ‘Invoice Number’ to enable invoice numbers. You can also get a plugin that enables you to create sequential order numbers to your invoice. Simply follow the link and download the plugin.

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