How to change Invoice, Order PDF templates in Magento 2

Changing Invoice, Order PDF template in Magento 2 is not easy now. To start a Magento 2 website, you may need to change the Invoice, Order, Credit Memo, and Shipment PDF design (template), such as Logo, Company name, phone, email, and more. However, to update the Invoice, Order PDF template, you have to understand deeply in the technical field. Moreover, you have to understand how Zend PDF work. That is really hard to work with.

Mageplaza knows It’s important to have an invoice in any business, and they play a crucial role in managing order details and workflow. Mageplaza PDF Invoice extension lets the admin customize and redesign invoices for a better brand image.

This PDF Invoice module for Magento 2 helps with template creation in a few steps. With the drag-and-drop method, you can add your own CSS to redesign your template. In addition, you can download invoices in the form of PDFs.

Here is a sample PDF invoice:

See more PDF invoice templates here!

Changing Invoice, Order in Magento 2

To change Invoice in Magento 2:

• Step 1: Add a new Template
• Step 2: Custom design & company information
• Step 3: Preview
• Step 4: Print a test Invoice

Step 1: Add a new Template

From the Admin Panel, go to Mageplaza > PDF Invoice > Manage Templates

Click the Add New Template Order button and choose the kind of template you want to generate. There will be 4 kinds of templates corresponding to 4 kinds of PDF files:

• Order
• Invoice
• Shipment
• Credit Memo

You’re able to freely design templates in your own style or using available templates in the extension’s configuration.

For example, if you choose to create an Order template, the design form will appear like the below image:

• In Load default template field:
  • Template
    • You can choose one of the available templates. After having it done, the chosen template will show up right your left side to be previewed.
    • If you don’t choose a template form, the default template will be Template = Template 1.
  • Load Template: The selected template’s code will be displayed automatically in the below HTML box.

• In Template Information field:
  • Currently Used for: Click the PDF Invoice link to direct to the configuration section.
  • Template Name
    • This is the place where you name your own template.
    • If you leave it blank, there will be an error message.
  • Insert Variables: Choose a variable to display the value of that variable in the PDF file.

Step 2: Custom design & company information

Keep going from Mageplaza > PDF Invoice: Configuration > General Configuration, expand the section

• Expand Business Information field:
  • In Company Name field:
    • Enter your company/store name, it will be displayed in your PDF invoice.
    • If you leave it blank, the Company Name place won’t have a name.
    • Check Use system value to use it as default.
  • In Logo field:
    • Select your logo file displayed on the PDF file.
    • Only image/video files can be valid; otherwise, there will be an error message.
    • If you leave it blank, the default logo will be displayed.
    • Check Use system value to use it as default.
  • In Logo Width field:
    • Select the size for your logo (pixel)
    • If you leave it blank, the default width is 180px
    • Check Use system value to use 180px as default logo width.
  • In Logo Height field:
    • Select the size for your logo (pixel)
    • If you leave it blank, the default width is 30px
    • Check Use system value to use 30px as default logo width.
  • In Address field:
    • This is the place where you can fill in your company/store’s address, this will be displayed in the PDF invoice file.
    • If you leave it blank, address information won’t be seen.
    • Check Use system value to use it as default.
  • In VAT number field:
    • Enter your company/store’s VAT number to perform it on the PDF file.
    • There won’t be a VAT number displayed if you leave it blank.
    • Check Use system value to use it as default.
  • In Phone field:
    • Enter your company/store’s phone numbers.
    • If you leave it blank, phone numbers won’t be seen.
    • Check Use system value to use it as default.
  • In Email field:
    • Enter your company/store’s official email address.
    • There won’t be an email displayed if you leave it blank.
    • Check Use system value to use it as default.
  • In Registered Number field:
    • Enter your company/store’s business number in this field.
    • If you leave it blank, the PDF invoice file won’t display it.
    • Check Use system value to use it as default.

Step 3: Preview

• Edit HTML: This section allows you to generate a unique PDF form by your own idea.
• Preview: After editing the PDF form, click here to have an overview glance again.

• Link CSS: This will direct you to a detailed CSS support guide on how to learn to design by CSS properly.
• Link HTML Support: Click it to direct to a detailed HTML support guide that points out what HTML tags you can use to create a template.
• Template Style: You can add CSS codes here.

Step 4: Print a test Invoice

Let’s print PDF invoice, order, credit memo, shipment. Remember, you can add Barcode or QRcode in the invoices. So you should test these too.

Conclusion

Even though creating or editing PDF templates for orders and invoices can be difficult for Magento builders as it requires a lot of technical knowledge, this task seems much simpler with the PDF Invoice extension. With just some drag-and-drop actions or mouse clicks and a variety of example template designs already available, any Magento developer can quickly customize the order/ invoice PDF templates to match their desired branding.

Related topics

• Create Custom Order Status
• Order Status Workflow
• Add Order ID, Customer IP Address in Invoice
• RSS Feed: Order Status Notification
• Orders and Returns Widget
• Free Magento Delete Orders extension