Getting Started With Paid Memberships Pro PDF Invoices

Paid Memberships Pro PDF Invoices

In this getting started guide, you will learn how easy it is to send PDF invoices with Paid Memberships Pro. Once installed, PDF invoices will automatically be generated and attached to checkout emails for members.

Installation

1. Upload the plugin files to the ‘/wp-content/plugins’ directory, or install the plugin through the WordPress plugins screen directly.
2. Activate the plugin through the ‘Plugins’ screen in WordPress.
3. New checkouts will automatically get PDF invoices attached when they signup for a membership level.

Settings

The settings for Paid Memberships Pro – PDF Invoices may be found under the “Settings” option of WordPress within the admin area of your WordPress website.

Paid Memberships Pro PDF Invoices Settings.

The following settings are available within the Paid Memberships Pro – PDF Invoices plugin:

  • Template Editor – A visual editor to drag and drop your PDF design.
  • Download Sample PDF – See a sample PDF of your designed PDF (with dummy data)
  • Generate Missing Invoices – The ability to generate any missing PDF invoices, including past orders that existed before installing the Paid Memberships Pro – PDF Invoices plugin.
  • Zip & Download – Download all existing PDF’s from your WordPress site.
  • Invoice Logo – The ability to upload a global logo specifically for your PDF’s, to use with the {{logo_image}} and display this image on all PDF’s.
  • Attach PDF’s to admin checkout emails – Attaches the PDF invoice file to the checkout emails that admin’s receive.
  • Regenerate Rewrite Rules – Ensure that the file structure on your server is correctly setup to serve the PDF file system.

Using The PDF Template Editor

You may use the PDF template editor to create a custom invoice PDF or choose an existing PDF template that comes available with Paid Memberships Pro PDF Invoices.

You may navigate to “Settings” and select “PMPro PDF Invoices” option. Once the settings page is open, navigate to “Tools” and select the “Create Template” (or if you have an existing template already, you may see the “Edit Template” option. instead).

PMPro PDF Invoices tools settings page.
PMPro PDF Invoices Tools page.

Template Tags

Template tags for Paid Memberships Pro PDF Invoices plugin allows you to customize the HTML invoice template and replace these tags with actual data. Creating dynamic invoices for each member as they signup for a membership level on your WordPress site.

  • {{logo_image}} – Your global PDF logo.
  • {{site}} – The site’s name, this is set inside the general settings of WordPress.
  • {{site_url}} – The site’s URL.
  • {{invoice_code}} – The invoice number generated by Paid Memberships Pro.
  • {{invoice_date}} – The date of the invoice.
  • {{user_email}} – The user’s email address.
  • {{membership_level}} – The membership level’s name.
  • {{ID}} – The membership level’s ID.
  • {{billing_address}} – A list of the user’s billing address details, this won’t show for free membership levels.
  • {{payment_method}} – The payment method used for the order. (i.e. PayPal Express)
  • {{subtotal}} – The subtotal amount billed, excluding taxes.
  • {{tax}} – The amount taxed for the order.
  • {{total}} – The total amount billed.
Example of PMPro PDF Invoices template editor.
PMPro PDF Template Editor screen with template tag examples.

Shortcodes

The following shortcodes are available for frontend pages for your members:

  • [pmpropdf_download_list] – Show a table on the frontend with order data and a PDF download link.
  • [pmpropdf_download_all_zip] – Show a download link to zip and download all of the current member’s PDF invoices.
PMPro PDF Invoices download table
Example of the frontend shortcodes on a default WordPress theme.

General Notes

  • The Paid Memberships Pro PDF Invoices plugin stores files locally on your site under wp-content/uploads/pmpro-invoices.
  • The generated template can be edited directly, by a developer that is familiar with HTML by navigating to wp-content/uploads/pmpro-invoices-template/order.html
  • Admins may download PDF’s for any member, but members may only download PDF’s that belong to them.
  • Due to libraries used, some functionality is limited on local hosts (due to paths and structures on local machines). To test this fully, please setup a staging site that is hosted online.