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.

Using The PDF 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.

  • {{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.