Managing an online store can be challenging. One important part is handling customer invoices. If you use Easy Digital Downloads (EDD) in WordPress, you can manage this easily. This guide will help you add customer invoices step by step.

What is Easy Digital Downloads?

Easy Digital Downloads is a popular WordPress plugin. It helps you sell digital products online. With this plugin, you can sell eBooks, music, software, and more. It is easy to use and has many features.

Why Do You Need Invoices?

Invoices are important for many reasons. They help you keep track of sales. They are also useful for your customers. Invoices show what they bought and how much they paid. This can help avoid misunderstandings.

Credit: www.wpbeginner.com

Steps to Add Customer Invoices

Follow these steps to add customer invoices in Easy Digital Downloads:

Step 1: Install And Activate Easy Digital Downloads

1. Go to your WordPress dashboard.
2. Click on “Plugins” then “Add New”.
3. Search for “Easy Digital Downloads”.
4. Click “Install Now” and then “Activate”.

Step 2: Set Up Easy Digital Downloads

1. Go to “Downloads” in your WordPress dashboard.
2. Click on “Settings”.
3. Fill in the necessary details like your store name and address.

Step 3: Install The Invoices Extension

To add invoices, you need an extension. The “EDD Invoices” extension is recommended. Follow these steps:

1. Go to the Easy Digital Downloads website.
2. Find the “EDD Invoices” extension.
3. Purchase and download the extension.
4. Go back to your WordPress dashboard.
5. Click on “Plugins” then “Add New”.
6. Upload the downloaded extension file.
7. Click “Install Now” and then “Activate”.

Step 4: Configure The Invoices Extension

Now that you have installed the extension, you need to configure it:

1. Go to “Downloads” in your WordPress dashboard.
2. Click on “Settings”.
3. Find the “Invoices” tab and click on it.
4. Fill in your invoice details like logo, company name, and address.
5. Click “Save Changes”.

Step 5: Generate Invoices

After setting up the extension, you can start generating invoices:

1. Go to “Downloads” in your WordPress dashboard.
2. Click on “Payment History”.
3. Find the payment you want to generate an invoice for.
4. Click on the “View Details” link.
5. Click on “Generate Invoice”.

Benefits of Using Invoices

Using invoices has many benefits. Here are a few:

• Helps keep track of sales
• Provides clear records for customers
• Useful for tax purposes
• Improves business professionalism

Credit: wordpress.org

Frequently Asked Questions

How Do I Add Customer Invoices In Easy Digital Downloads?

Install the Easy Digital Downloads plugin. Go to Downloads > Settings > Emails. Configure the invoices.

Can I Customize Customer Invoices In Easy Digital Downloads?

Yes, you can customize invoices. Go to Downloads > Settings > Emails. Adjust the template settings.

Is Easy Digital Downloads Free To Use?

Easy Digital Downloads offers a free version. Premium extensions are available for advanced features.

What Payment Gateways Does Easy Digital Downloads Support?

Easy Digital Downloads supports PayPal, Stripe, and other popular payment gateways.

Conclusion

Adding customer invoices in Easy Digital Downloads is simple. Follow these steps to manage your online store better. Invoices help you and your customers. They keep records clear and professional.

We hope this guide helps you. Happy selling!