Knowledge Base
Knowledge Base

Step-by-Step Guide to Set Up and Configure WebPlanex: Invoice Plugin

Important Steps Before Using the Plugin

By Ajay
Updated on April 17, 2026

Here, we will guide you step-by-step on how to set up your plugin and app easily. Just follow these simple instructions to get everything configured and start using the app smoothly.

 

πŸ”Ή Step 1: Configure Invoice Settings

After successful authorization, you will be redirected to the Webplanex Invoice Dashboard.
Now, set up your store’s invoice settings for proper billing compliance.

πŸ’‘ Note: The information you enter here will automatically appear on all invoice-related templates — including Invoice, Shipping, and Packing Slip.

 πŸͺ A.  Enter Store Details

  1. From the dashboard, go to Invoice Settings → Store Information.
  2. Fill in the required fields:
     
    • Store Name
    • Brand Name
    • Store Address Line 1
    • Store Address Line 2
    • Store Phone
    • Store Email
    • VAT Number

πŸ–ΌοΈ B. Upload Logo and Signature

    Customize your documents by uploading your store’s branding elements.

πŸ”Ή Steps to Upload:

  1. Navigate to Settings → Upload Logo & Signature.
  2. Upload the following:
  3. Store Logo
    • This logo will appear across the entire application — including invoices, shipping labels, and packing slips.
    • Signature
      The uploaded signature will be used wherever a signature is required, such as on invoices, shipping documents, and other related modules

🧾 C. Invoice & Credit Note Settings

Navigation:
Go to Settings → Invoice & Credit Note Settings

Fields to Fill:

  • Invoice Prefix
  • Invoice Number
  • Credit Note Prefix
  • Credit Note Number

These values will be used in your templates:

  • The Invoice Prefixand Invoice Number will appear on invoice documents.
  • The Credit Note Prefix and Credit Note Number will appear on credit note documents.

Additional Options:

  • Show Round Off:
    Enable this option to display the round-off value in the invoice and credit note templates.
  • Show Footer Message:
    Enable this checkbox to include or hide footer messages in the PDF output.
     

πŸ’± Currency Settings

  • You can customize how currency is displayed on your invoice:

Currency Code (e.g., USD, EUR)

Currency Symbol (e.g., $, €)

  • You can also choose the position of the currency:

Prefix – Example: $4.5 or USD 4.5

; Suffix – Example: 4.5$ or 4.5 USD

πŸ“œ D. Terms & Conditions

You can add your store's Terms & Conditions in this section. These will be used as the description under the "Terms & Conditions" section in your documents (e.g., invoices, credit notes, etc.).
    
          

πŸ“§ E. Automatic Email Sending

Configure automatic email settings for invoice notifications:

Note: All automated emails will be sent from your SMTP email details


  • You can customize how currency is displayed on your invoice:
    • You can also choose the position of the currency:
    • You can also choose the position of the currency:
      • Automatically send email invoices when orders are created
        Enable this option to automatically send invoice emails to customers when a new order is created.
      • Send a copy of all automatic emails
        If checked, a copy of each automatic email will also be sent to the store’s email address.
      • Enter multiple emails
        Use this field to add multiple email addresses (separated by commas). These addresses will be added as CC recipients in the customer's invoice email.
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