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

1. Prerequisites

Before using the plugin, ensure the following:

• ✅ WooCommerce is installed and active on your WordPress website.
   
• ✅ You have Administrator access to your WordPress dashboard.

2. Install and Set Up the Plugin

🔹 Step 1: Install the Plugin

💡 Skip this step if the plugin is already installed.

1. Go to your WordPress admin dashboard.
    
2. Navigate to Plugins > Add New.
    
3. Search for “WebPlanex: Invoice”.
    
4. Click Install Now, then click Activate once the installation is complete.
    

🔹 Step 2: Open the Plugin

1. In the WordPress dashboard menu (left side), find and click “WebPlanex: Invoice”.
2. This will open the plugin's main page.
3. Click the Login button to connect your store.

🔹 Step 3: Authorize WooCommerce API Access

1. After clicking Dashboard, you’ll be redirected to the WooCommerce authorization page (only for first-time users).
    
2. Click Approve to allow the plugin to access your WooCommerce store securely.

🔐 Step 4: Approve Permissions

Once you're redirected to the WooCommerce authorization page:

1. Review the requested permissions — the plugin may ask for access to your:
   • Orders
   • Customers
   • Store data
2. Click the “Approve” button to grant access.
   💡 Why is this required?

The plugin needs API access to securely retrieve order information and generate invoices automatically from your WooCommerce store.

🔹 Step 5: 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.

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

 🏪 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

🖼️ B. Upload Logo and Signature

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

🔹 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 Prefix and 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.
   

📜 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.).
    
          

📧 E. Automatic Email Sending

Configure automatic email settings for invoice notifications:

• 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.

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