@dpeyou can you create a documentation for this? I don't think we should promote this for the free users, or even provide zip files for the custom documents.

@alexmigf @MohamadNateqi
Draft 1.
Feedback please!

More Document Types

The Professional extension of our Invoicing plugin offers access to the following new PDF types:

• Proforma Invoice
• Receipt
• Credit Note

Proforma Invoice

This could be used as a secondary or alternate Invoice.
Remember that all document types can be renamed via the plugin settings.

Receipt

Some places require to deliver separate Invoice and Receipt documents. Our plugin is therefore suitable for those cases, as well.

Credit Note

This serves as the Refund document. This could be thought of as an Invoice for refunds, or a Credit Invoice. The reason for the existence of this document, is because we follow GAAP (Generally Accepted Accounting Principles) - which states that:

Administrative changes should be documented separately. This means that an original invoice should never be modified by a refund. In most countries (at least in the EU) this is even considered fraudulent (and illegal).

@dpeyou

The Professional extension of our Invoicing plugin offers access to the following new PDF types:

Maybe "document types" instead of "PDF types".

@alexmigf @dpeyou What do you think about mentioning the documents the Order Proposal plugin adds?

I agree.

@alexmigf @MohamadNateqi

Draft 2

Items Addressed ✔️

• Maybe "document types" instead of "PDF types".
• What do you think about mentioning the documents the Order Proposal plugin adds?

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More Document Types

1. Professional extension

PDF Invoices for WooCommerce - Professional extension offers access to the following new document types:

• Proforma Invoice
• Receipt
• Credit Note

Proforma Invoice

This could be used as a secondary or alternate Invoice.
Remember that all document types can be renamed via the plugin settings.

Receipt

Some places require to deliver separate Invoice and Receipt documents. Our plugin is therefore suitable for those cases, as well.

Credit Note

This serves as the Refund document. This could be thought of as an Invoice for refunds, or a Credit Invoice. The reason for the existence of this document, is because we follow GAAP (Generally Accepted Accounting Principles) - which states that:

Administrative changes should be documented separately. This means that an original invoice should never be modified by a refund. In most countries (at least in the EU) this is even considered fraudulent (and illegal).

2. Order Proposal plugin

WooCommerce Order Proposal plugin is a standalone plugin of its own. In combination with PDF Invoices for WooCommerce - Professional, it offers access to the following additional document types:

• Proposal
• Order Confirmation

Proposal

The document created when an order proposal/quote has been created by either the customer or the site admin.

Order Confirmation

This document could optionally be used to confirm a proposal, as that would mean confirming an order.

@dpeyou Would it be better to put this "Remember that all document types can be renamed via the plugin settings." out of the Proforma section? As it seems to be general for all documents.

@MohamadNateqi yeah, I think that makes sense.

Draft 2.1

Addressed:

• Text moved, image added, text added, based on the comment below:

@dpeyou Would it be better to put this "Remember that all document types can be renamed via the plugin settings." out of the Proforma section? As it seems to be general for all documents.

--

More Document Types

1. Professional extension

PDF Invoices for WooCommerce - Professional extension offers access to the following new document types:

• Proforma Invoice
• Receipt
• Credit Note

Note: Remember that all document types can be renamed via the plugin settings, thanks to this extension
Path: WooCommerce > PDF Invoices > Documents > Document title.

Proforma Invoice

This could be used as a secondary or alternate Invoice.

Receipt

Some places require to deliver separate Invoice and Receipt documents. Our plugin is therefore suitable for those cases, as well.

Credit Note

This serves as the Refund document. This could be thought of as an Invoice for refunds, or a Credit Invoice. The reason for the existence of this document, is because we follow GAAP (Generally Accepted Accounting Principles) - which states that:

Administrative changes should be documented separately. This means that an original invoice should never be modified by a refund. In most countries (at least in the EU) this is even considered fraudulent (and illegal).

2. Order Proposal plugin

WooCommerce Order Proposal plugin is a standalone plugin of its own. In combination with PDF Invoices for WooCommerce - Professional, it offers access to the following additional document types:

• Proposal
• Order Confirmation

Proposal

The document created when an order proposal/quote has been created by either the customer or the site admin.

Order Confirmation

This document could optionally be used to confirm a proposal, as that would mean confirming an order.

Here is Draft 2.1, published:
https://docs.wpovernight.com/woocommerce-pdf-invoices-packing-slips/more-document-types/