Navigate to WooCommerce → Settings → SemiAuto Invoicing → A4 Documents:

• Generation Trigger: Select the WooCommerce order status that automatically creates the A4 Invoice PDF (default: Completed).
• Attach to Emails: Select which outgoing WooCommerce customer or admin emails should automatically include the A4 Invoice PDF attachment (such as Completed order, Processing order, or Customer invoice / Order details).
• PRO Credit Note Triggers: When PRO is active, this section also includes Credit Note Generation Trigger (default: Refunded) and Credit Note Attach to Emails.

In the Payment Terms & Due Dates section of the A4 Documents tab:

• Show Due Date: Displays the calculated payment due date in the invoice summary bar.
• Show Payment Terms: Displays the payment terms label alongside the due date.
• Payment Terms (Days): Enter the number of days allowed for payment (default: 30 days). The Due Date is automatically calculated by adding your payment terms to the invoice issue date.
• Payment Terms Format: Choose between Net 30 style or 30 Days style.

In the Payment Gateway & Bank Details section of the A4 Documents tab:

• Show Bank Details: Prints a structured Bank Transfer instruction box on the A4 Invoice showing your Account Name, Bank Name, Account Number, Sort Code, IBAN, and BIC/SWIFT.
• Always Show Bank Details: By default, WooCommerce only displays bank details for Direct Bank Transfer (BACS) orders. Enable this checkbox to display your bank accounts on all invoices regardless of payment method.
• Select Bank Accounts: Choose specific BACS bank accounts configured in WooCommerce → Settings → Payments → Direct bank transfer, or leave empty to display all of them.

Under Additional Display Options on the A4 Documents tab:

• Show Product EAN/GTIN & Show Product SKU: Prints product barcode numbers and SKUs directly beneath each item title.
• Show Coupon Codes: Displays applied coupon code names alongside the discount total.
• Custom Terms & Conditions: Adds plain-text legal terms, bank notes, or return policies to the bottom of your A4 invoices.
• Show Tax per Line (PRO): Adds per-item tax rate and tax amount columns either when required by the e-invoicing profile (such as Malaysia) or on every invoice and credit note.
• Language of VAT Mentions (PRO): Prints official European Union wording for Reverse charge and Margin scheme notices in your chosen EU official language.

Switch to the Packaging Slip sub-tab:

• Generation Trigger: Defaults to Processing so warehouse and fulfillment teams have a packing slip as soon as payment is received.
• Attach to Emails: Optionally attach the packaging slip PDF to internal staff emails (such as the New order admin email).
• 100% Price-Free Layout: Displays shipping address, billing contact, Shipping Location Number (if provided), items, quantities, variations, SKUs, and weights with all prices omitted.

• Admin Orders List (WooCommerce → Orders): Quick download buttons appear in the Actions column for every generated document format.
• Admin Order Edit Screen: Use the SemiAuto Invoicing box in the right sidebar to click Generate / Regenerate, Download, or tick Send email to customer.
• Customer My Account & Thank You Page: Logged-in customers can download their invoices anytime from My Account → Orders, the dedicated My Account → Smart Receipts tab, or the Order Received confirmation page. Unauthenticated visitors are automatically blocked from accessing private order documents unless they have a valid, secure order download link.

Navigate to WooCommerce → Settings → SemiAuto Invoicing → Thermal Receipt:

• Generation Trigger: Select the order status that automatically creates the thermal receipt (default: Processing).
• Attach to Emails: Choose which emails receive the thermal receipt PDF attachment (default: New order).
• Paper Width: Select your printer’s exact physical paper roll width:
  • 80mm — Standard wide retail and hospitality POS receipt roll
  • 76mm — Impact / dot-matrix POS printer roll
  • 58mm — Compact desktop thermal printer roll
  • 57mm — Credit card terminal and handheld mobile roll (default)
  • 44mm — Ultra-narrow mobile receipt roll
• Continuous Roll Height: The receipt height adjusts automatically to fit your order’s items, variations, add-ons, taxes, and barcodes on a single continuous strip without awkward page breaks.
• Header Text, Footer Text & Custom Terms: Add custom store greetings, thank-you messages, and plain-text return policies.
• Show “All prices include Tax” & Show Coupon Codes: Toggle tax-inclusion notices and coupon code names above the totals block.

When an order is placed through a Point-of-Sale system or in-person card/cash terminal, the receipt automatically detects and prints:

• Amount Tendered (cash handed over by the customer)
• Change Due (change returned to the customer)
• Payment Method / Card Brand & Last 4 Digits

Works out of the box with standard WooCommerce payment gateways as well as Oliver POS, FooSales, YITH POS, and WooCommerce POS.

Under Thermal Receipt Content on the Thermal Receipt tab:

• Default Cashier / Staff Name: Fallback name printed when no specific cashier is selected on an order.
• Show Cashier Name: Toggles the Cashier: line on thermal receipts.
• Staff Roster: Add your team members in the Staff Roster table. On any WooCommerce Order Edit screen, you can then select the serving staff member from the Assigned Cashier dropdown inside the SemiAuto Invoicing sidebar box.
• Show Variation & Add-on Details: Show or hide product variation attributes and item add-ons for a more compact receipt roll.

• Enable Sequential Receipt Numbering: Assigns a dedicated sequential counter to your thermal receipts.
• Receipt Number Prefix & Padding Length: Defaults to REC- with 6 digits (for example, REC-000001).
• Reset Receipt Counter: Displays the current counter value and a one-click Reset Counter button.

Under Restaurant & Kitchen Copy on the Thermal Receipt tab:

• Enable Kitchen Copy & Generation Trigger: Automatically generates a price-free internal preparation slip when an order reaches Processing.
• Show Customer Order Note & Show Product SKU: Highlights customer dietary notes, allergies, or delivery instructions along with optional product SKUs.
• Kitchen Copy Header: Customize the top banner title (default: KITCHEN COPY).
• Dedicated Email Recipient(s): Enter one or more email addresses (such as a kitchen network printer email or prep station inbox) to receive the Kitchen Copy PDF automatically as soon as it is generated.

Under Advanced POS Workflows:

• Enable Reminder Receipt Email & Reminder Delay (Hours): Automatically sends a follow-up email with the receipt PDF attached after 1 to 168 hours (default: 24 hours).
• Embed Cash Drawer Trigger Flag: Marks receipt download links so compatible POS browser extensions can trigger physical cash drawers automatically when a receipt is printed.

Every invoice and credit note displays a live status badge inside the order’s Document Control panel:

Order Deletion Protection: When enabled (default), orders with locked tax documents cannot be permanently deleted from WordPress (they can still be moved to the Trash so your accounting audit trail stays intact).

• Issue the Invoice Automatically (Billing Documents tab):
  • When the order is completed (Default) — Finalizes and locks the invoice when the order reaches Completed.
  • When the payment is completed — Finalizes and locks as soon as payment is received.
  • Manually only (Issue button) — Keeps invoices as a Draft until you click Issue, email the document to the customer, or send it through a Peppol gateway.
• Enable Sequential Numbering (A4 Documents tab): Numbers invoices (such as INV-0001) and credit notes (such as CN-0001) in their own continuous sequences across both PDF and XML.
• Invoice Numbering Moment:
  • Automatic (Default) — Assigns numbers at issue where seller law requires zero gaps (such as France, Spain, and Norway), and at first creation elsewhere.
  • When the document is issued (gap-free: drafts show no number) — Drafts display “Draft (numbered when issued)” so an order cancelled before issue never uses up an invoice number.
  • When the first PDF or e-invoice is created — Assigns a number immediately on first generation.

Open any order in WooCommerce → Orders and look at the Document Control box at the top of the SemiAuto Invoicing sidebar panel:

• Issue (on a Draft): Immediately assigns the sequential number (if numbered at issue), records the issue date, and locks the document.
• Correct invoice (when buyer or order details changed after issue): Edit the buyer name, VAT ID, or address on the WooCommerce order, save the order, and click Correct invoice. The plugin automatically follows the legally required correction workflow for your country:
  • Credit & Rebill Workflow: Issues a full reversal Credit Note (without moving money or changing stock) and issues a new Replacement Invoice on a linked order marked paid by the original payment.
  • Corrected Invoice Workflow: Issues a Corrected Invoice with a new number referencing the original invoice and marks the original as Superseded.
• Price reduction (post-sale discount without stock return): Click Price reduction, enter the tax-included discount per line or as a total along with a reason (such as Volume discount), optionally tick Refund the amount through [Gateway], and click Issue credit note.
• Debit note (extra charges or quantities after issue): Click Debit note, enter extra product quantities or up to 3 custom charge lines, and click Issue debit note. A new linked WooCommerce order is created and the Debit Note is issued, locked, and optionally emailed with a payment link.

If an order changes in WooCommerce after its invoice was already issued, the Document Control panel displays an automatic notice with a one-click fix button:

• Order Cancelled After Issue: Click Issue cancellation credit note to reverse the locked invoice cleanly.
• WooCommerce Refund Deleted After Credit Note Was Issued: Choose between Restore refund (restores the WooCommerce refund record to match the issued credit note without moving money) or Reverse with debit note.

While an order’s primary invoice is still in Draft state and not yet paid in full, you can issue one or more Advance Invoices for deposits or prepayments received:

1. Open the order in WooCommerce → Orders and locate the Document Control section in the SemiAuto Invoicing sidebar panel.
2. Click Advance invoice to open the prepayment form.
3. Enter the Advance received (tax included), the Date received, and an optional Payment reference (for example, Bank transfer ref #99412).
4. Click Issue advance invoice.

If an advance payment is cancelled before the final invoice is issued, click Credit advance invoice in Document Control to issue a linked Credit Note reversing the advance without changing inventory. Deposit data from WooCommerce Deposits and YITH WooCommerce Deposits is also detected automatically.

For offline gateways like Direct Bank Transfer (BACS), Cheque, or Cash on Delivery, you may move an order to Processing to ship goods while the invoice is still awaiting payment (or partially paid):

1. Go to WooCommerce → Settings → SemiAuto Invoicing → Billing Documents.
2. In Payments Confirmed by the Admin, select the payment methods whose payments you confirm manually (such as Direct bank transfer) and save.
3. On any order using those payment methods, open the Document Control panel and click Record payment received.
4. Enter the Amount received, Date received, and Payment reference, then click Record payment.

All recorded payments are listed in the order’s payment table with a Remove button. The WooCommerce order status is never altered, while generated PDFs and XML e-invoices accurately show the Paid Amount and Remaining Amount Due for Payment. While the invoice is a draft, you can also toggle State the open amount as due on this invoice.

Under European VAT rules and e-invoicing standards like German XRechnung, tax invoices state the Actual Delivery / Supply Date or an Invoicing Period:

• Hold E-invoices Without a Delivery Date (Billing Documents tab):
  • Off (Default): E-invoicing standards that strictly require a delivery date or invoicing period wait automatically; standards where it is optional generate the e-invoice immediately and show a helpful note on the order.
  • On: All e-invoices wait until a delivery date or period is entered (or until the order reaches Completed, which uses the completion date).
• Inline Delivery Date Picker in Order Panel: Inside the order’s Document Control box, select a date in the Delivery date picker and click Save and generate the e-invoice (or Save delivery date).

1. In your WordPress Admin sidebar, go to Users → All Users and click Edit on your B2B customer’s user account.
2. Scroll to the Billing Documents section and tick Invoice this customer with periodic summary invoices.
3. Click Update User.

What Happens on New Orders: Every new order placed by that customer is marked for periodic summary billing. Single-order A4 invoices and XML e-invoices are automatically held back, and WooCommerce order emails automatically attach the order’s Delivery Note (Packaging Slip PDF) instead. (If a specific order ever needs its own standalone invoice, simply untick Invoice this order on the customer’s summary invoice in that order’s Document Control panel.)

At the end of the billing period, navigate to WooCommerce → Settings → SemiAuto Invoicing → Billing Documents and locate the Summary Invoices card:

1. 1. Customer: Select the B2B customer from the dropdown.
2. 2. Period: Choose the start and end dates (defaults to the first and last day of last month) and click Find orders.
3. 3. Orders: Review and select the customer’s Completed orders from that period (amounts are automatically shown net of any refunds recorded before issue, and grouped cleanly by currency).
4. 4. Preview: Verify the consolidated net, tax, and gross totals across all selected orders.
5. 5. Issue: Keep E-mail it to the customer ticked if desired, and click Issue summary invoice.

The Summary Invoice is immediately numbered from your sequential invoice counter, generated as both a Summary PDF and a Summary XML (with the billing period automatically included), and locked. Every covered order links directly to the Summary Invoice in its Order Edit panel and in the customer’s My Account portal.

In the Summary Invoices table below the wizard, each issued summary invoice provides PDF, XML, and Email buttons. If you need to cancel a summary invoice (for example, if the wrong billing period was selected):

1. Click Cancel with a credit note in the Status column.
2. Enter the cancellation Reason (and UAE FTA reason code if using UAE PINT AE) and click Issue credit note.
3. A sequential Credit Note reversing the summary invoice is issued and locked, and all covered orders are automatically released so you can include them on a new corrected summary invoice.

At the bottom of the Billing Documents tab is the All Documents ledger:

• Instant Browser Filters: Filter recent documents by Type (All types, Invoice, Credit note, Corrected invoice, Services invoice, Advance invoice, Debit note, Replacement invoice) and State (All states, Draft, Issued).
• Accountant CSV Export: Select your Issued from and to dates and click Export CSV for the accountant. The plugin gathers all issued, superseded, and cancelled documents (including Summary Invoices) for that period and downloads a complete spreadsheet for your bookkeeper or accounting software.

Navigate to WooCommerce → Settings → SemiAuto Invoicing → Extras:

• Enable Custom Fee: Activates custom fee calculation on the WooCommerce cart and checkout.
• Is Taxable?: Applies standard store taxes to your custom fees when ticked.
• Custom Fees Repeater: Add multiple custom fees (such as Packaging Fee or Rush Handling) configured as either a Fixed Amount or a dynamic Percentage (%) of the cart subtotal. Every custom fee is automatically included on PDF invoices, thermal receipts, and Peppol/Factur-X XML files.

Switch to the Barcode & QR sub-tab:

• 1D Barcodes:
  • Enabled Document Types: Select A4 Documents, Thermal Receipts, and/or Packaging Slips.
  • Barcode Symbology: Choose Code 128 (Alphanumeric), EAN-13 (13-Digit GS1 GTIN/UPC), or Code 39 (Standard Logistics).
  • Barcode Content & Height: Encode the Order ID, Order Number, Order URL, or Custom Text at your preferred height (10mm to 50mm, default 15mm).
• 2D Vector QR Codes:
  • Enabled Document Types: Select A4 Documents, Thermal Receipts, and/or Packaging Slips.
  • QR Code Content & Size: Encode the Order View URL or a Custom URL at 50px to 300px (default 100px).

In WooCommerce → Settings → SemiAuto Invoicing → XML (Peppol) under Core E-Invoicing Configuration:

• Dual-Currency Totals & Second Currency: Displays a second set of totals on PDF invoices, credit notes, and thermal receipts for orders placed in another currency.
• Automatic Exchange Rate Detection: Reads the exchange rate from your multi-currency plugin (such as WPML/WCML, WOOCS, CURCY, Aelia, Price Based on Country, or WooPayments), from the order’s manual exchange rate field, or from the official central bank rate feed, and permanently records the rate, source, and date on the order.
• Automatic National Tax Currency Enforcement:
  • United Arab Emirates (PINT AE): Automatically states tax amounts in AED.
  • Norway (Peppol BIS 3.0 / EHF): Automatically states VAT in NOK using the Norges Bank official rate of the invoice date or your recorded order exchange rate.
  • Malaysia (PINT Malaysia): Automatically records the MYR exchange rate required by Malaysia LHDNM MyInvois rules.

In WooCommerce → Settings → SemiAuto Invoicing → XML (Peppol), tick Enable XML Invoices and select your XML Standard & Region (set to Automatic (Based on Store Country) or choose any of the 9 standards directly):

Tick Enable Hybrid PDF/A-3 to embed machine-readable XML directly inside the PDF file alongside a calibrated color profile and archival metadata. To keep your PDFs lightweight, hybrid XML embedding runs automatically for Factur-X / ZUGFeRD and German XRechnung profiles, while standard Peppol network profiles remain clean standalone files.

Under Checkout & Customer Experience on the XML (Peppol) tab:

• Dynamic Profile Routing: Automatically matches each order to the appropriate e-invoicing standard based on the buyer’s country:
  • Domestic Orders: Uses your store’s home national profile.
  • EU / EEA Cross-Border Orders: Routes to the buyer’s preferred European format (XRechnung, Factur-X / Chorus Pro, PINT EU, or Peppol BIS 3.0).
  • Non-EU Exports: Issues your store profile as a tax-exempt export addressed with the buyer’s identifiers.
• Foreign tax registrations: Add any foreign VAT/GST registrations you hold in other countries (such as Singapore OVR GST, UAE VAT, Japan JCT, Australia/NZ GST, or Malaysia LVG). Orders from buyers in those countries are then issued in that country’s native PINT format using your registered foreign tax number.
• Routing preview: Displays a live summary table showing exactly which e-invoicing profile each customer country will receive based on your saved settings.

In any order’s E-Invoicing (Peppol & Hybrid) sidebar section, select an alternate profile under Generate Additional E-Invoicing Profile XML and click + Generate XML. Each generated card provides a 3-row workflow:

• Row 1: Regenerate · Download XML · Trash
• Row 2: Download Profile PDF — Generates a companion PDF tailored to that specific standard (such as printing the UAE FTA Invoice GUID in the header) without altering your primary order invoice.
• Row 3: Transmit to StoreCove / A-Cube (when a Peppol gateway is active).

Instead of cluttering checkout with every international tax field at once, SemiAuto Invoicing uses an Adaptive Checkout Engine (supporting both Classic WooCommerce Checkout and WooCommerce Checkout Blocks):

• Global B2B Fields: Under XML (Peppol) → Checkout & Customer Experience, enable Enable Tax / VAT ID Field on Checkout, Enable Peppol Endpoint ID on Checkout, and Enable Buyer Reference / PO Number on Checkout.
• Country-Triggered Checkout Visibility: When a customer selects their Billing Country on checkout, the checkout form automatically reveals only the tax and routing fields needed for that country (such as SDI Code & Codice Fiscale for Italy, DIR3 administrative codes for Spain, or Leitweg-ID for Germany).
• Per-Order Country Routing Panels: If a business or government buyer sends their routing codes after placing an order, open the order in WooCommerce and scroll to the SemiAuto Invoicing sidebar panel to edit and save country routing fields directly on the order.

European and Peppol validators require every invoice line to carry a valid tax category (Standard, Zero-rated, Exempt, Reverse Charge, Export, or Outside Scope) and—whenever tax is 0%—a legal exemption reason and exemption code.

• Compliance Shield Banner: At the top of XML (Peppol), the Compliance Shield checks your WooCommerce tax setup against your store’s base country.
• 1-Click Provision Standard Rates: If WooCommerce taxes are disabled or missing standard rates, the banner turns amber and displays the Provision Standard Rates button. Clicking it automatically enables WooCommerce taxes and inserts your country’s official standard and reduced VAT/GST rates.
• Tax Class Mapping & EU Exemption Presets: Map each WooCommerce tax class to its tax category and select an official European exemption reason (such as Reverse Charge, Intra-Community Supply, Export outside the EU, or Small Business Exemption) from the built-in dropdown selector.

Inside any WooCommerce Order Edit screen, the SemiAuto Invoicing sidebar box displays a live Compliance Pulse badge (READY, WARNINGS, or BLOCKED). Clicking Open Pre-Flight Assistant opens an interactive checklist with an in-place [Edit Data] quick-fix bar:

To monitor background e-invoice generation across your entire store without opening orders one by one, go to WooCommerce → Settings → SemiAuto Invoicing → Status → Engine Issues.

Open WooCommerce → Settings → SemiAuto Invoicing → Gateways → General. You can enable one or both certified Access Point providers at the same time:

• Active Gateways: Enable StoreCove and/or A-Cube API.
• Default Primary Gateway & Failover: Select your primary gateway and enable Automatic Gateway Fallback so if the primary provider is temporarily unreachable, the plugin automatically retries delivery through the secondary gateway.
• Auto-Transmit on Order Completion: Send invoices automatically when an order reaches Completed status, or send manually from any order’s sidebar panel using the Transmit to StoreCove / A-Cube button.

• Environment & Credentials: Select Sandbox (for testing) or Production (live), enter your StoreCove API Key, and enter your numeric Legal Entity ID.
• Submission Mode:
  • Parsed Mode (JSON): Converts your invoice into StoreCove’s structured format and saves a local audit copy on your server.
  • Enveloped Mode (UBL XML): Sends your exact UBL 2.1 XML document directly inside a secure submission envelope.
• Public Tax Networks & Email Fallback: Supports routing through StoreCove to Italian SDI, French Chorus Pro, Finnish Finvoice, and Spanish FACe, plus optional email fallback when a buyer is not yet connected to Peppol.
• Live Participant Lookup & Inbound Queue: Check whether a buyer’s Peppol ID is registered to receive e-invoices directly from the order screen, and review incoming supplier invoices under Gateways → StoreCove Queue.

The A-Cube integration connects securely to A-Cube’s official Sandbox and Production Peppol endpoints:

• Automatic 24-Hour Token Management: Select Sandbox or Production and enter your A-Cube login credentials or API token. The plugin automatically signs in and refreshes your 24-hour security tokens in the background.
• Legal Entity Selector & Connection Test: Click Sync Legal Entities to load your registered Peppol business profiles into a convenient dropdown menu, and click Test Connection to verify live connectivity.
• Dual Transmission Formats (XML or JSON): Choose whether to send standard UBL 2.1 XML files directly or send structured A-Cube JSON payloads.

Both gateways provide real-time delivery status updates back to your WooCommerce orders when you configure a Webhook Secret (minimum 16 characters):

All generated PDFs, e-invoices, and gateway files are stored privately inside your WordPress uploads folder under semiauto-invoicing:

• Organized Subfolders: Documents are neatly separated into dedicated folders for Invoices (A4/Letter Invoices, Companion PDFs, XML E-Invoices, Advance & Summary Invoices), Receipts (Thermal POS Rolls), Packagings (Packing Slips), Credit Notes (Refund Credit Notes & Cancellations), Kitchen Slips (Kitchen Copies), and Gateways.
• Automatic Apache, LiteSpeed & IIS Protection: The plugin automatically places security rules inside your storage folders so direct browser links to private invoice files are blocked on Apache, LiteSpeed, and Windows IIS servers.
• Nginx Server Rule: If your host runs Nginx, you can copy the ready-to-use Nginx protection snippet shown under Status → System Status.
• Verified Download Links Only: Every download link checks that the visitor is either an authorized store administrator, the logged-in customer who placed the order, or someone holding a valid, cryptographically signed order download link.

Open WooCommerce → Settings → SemiAuto Invoicing → Storage to browse, search, and bulk-export every generated PDF and XML file:

• Parent / Child Order Grouping: Primary Order Invoices and Credit Notes appear as main rows. Any Companion Profile PDFs (such as a Factur-X PDF or UAE PINT AE PDF) or Alternate XML files created for that same order are grouped neatly underneath as indented sub-rows (↳).
• Filter & Bulk Download ZIP Archive: Filter by Document Type or search keyword, tick the checkboxes next to the files you want, and click Download Selected as ZIP to download a single .zip archive for your accountant.

Tax authorities require businesses to keep issued tax invoices for 5 to 10 years. Configure your retention rules on the Storage tab:

• System Status (Status → System Status): Checks your server’s PHP version, memory limit, required extensions, folder write permissions, and directory security status at a glance.
• Purge Temporary Cache: One-click button in System Status to clear temporary font and rendering caches without deleting any of your stored order invoices.
• WordPress GDPR Privacy Integration: Adds suggested privacy policy text under Settings → Privacy → Policy Guide and integrates with WordPress’s Tools → Export Personal Data and Tools → Erase Personal Data tools while respecting mandatory tax retention periods.