Tax Invoice Requests for WooCommerce

Description

YoOhw Tax Invoice Requests for WooCommerce adds a simple, customer-friendly tax invoice request workflow to your WooCommerce store.

Instead of handling invoice requests manually through support tickets or back-and-forth emails, customers can request a tax invoice directly from their order details page. The plugin collects the required invoice details, generates a PDF tax invoice, stores it securely, attaches it to a customer email, and makes it available for download from the customer account.

The plugin is designed for stores that need a lightweight, practical way to collect VAT, GST, ABN, TRN, tax ID, or other regional tax registration details after checkout.

Key features

• Allow customers to request a tax invoice from My Account > Orders.
• Show a tax invoice request form on the order details page.
• Support guest customers through the order received page when a valid order key is available.
• Automatically prefill invoice fields from billing details and previously saved customer invoice details.
• Collect company/customer name, tax ID label, tax ID number, country/region, billing address, invoice email, and invoice note.
• Generate a PDF tax invoice automatically after a valid request is submitted.
• Send the generated tax invoice PDF to the customer by email.
• Add a downloadable tax invoice action to the My Account orders list after generation.
• Display invoice request details in the WooCommerce order admin screen.
• Configure allowed order statuses for tax invoice requests.
• Configure seller legal name, seller tax ID, seller address, and seller email.
• Configure invoice number prefix and next invoice number.
• Show or hide the tax summary by rate in the generated PDF.
• Show or hide the tax rate column for order items.
• Add a custom footer/legal note to the PDF invoice.
• Optionally add a tax invoice request link to WooCommerce customer order emails.
• Compatible with WooCommerce High-Performance Order Storage (HPOS) order screens.

Customer workflow

1. The customer opens an eligible order from My Account > Orders, or opens the order received page with a valid order key.
2. The customer clicks Request tax invoice.
3. A modal form opens with prefilled invoice details when possible.
4. The customer submits the invoice details.
5. The plugin validates the request, saves the invoice details to the order, and stores reusable invoice details for logged-in customers.
6. A PDF tax invoice is generated automatically.
7. The customer receives a WooCommerce-styled email with the PDF attached.
8. The customer can download the PDF again from the order list or the tax invoice section on the order details page.

Store manager workflow

Store managers can view the tax invoice request from the WooCommerce order edit screen. The order metabox shows the invoice status, invoice number, company/customer name, tax ID, country/region, invoice email, billing address, invoice note, and a download button when the PDF is available.

PDF invoice details

Generated PDF invoices include:

• Invoice title.
• Invoice number and invoice date.
• WooCommerce order number and order date.
• Currency and payment method.
• Seller details.
• Customer invoice details.
• Order items, quantities, subtotals, tax amounts, and totals.
• Optional tax rate column.
• Optional tax summary grouped by tax rate.
• Optional invoice note from the customer.
• Optional footer/legal note configured by the store.

Email behavior

When a tax invoice PDF is generated, the plugin sends a dedicated customer email with the PDF attached. The email can use WooCommerce email templates and includes the order number and invoice number when available.

You can also enable a request link in customer order emails. When enabled, supported customer emails can include a Request tax invoice button that sends customers to the order page and opens the invoice request form.

Invoice numbering

New invoices use the configured invoice number prefix and the next invoice number setting. The default format is:

PREFIX-YEAR-000001

For example:

TAX-2026-000001

Existing invoice numbers are preserved and are not regenerated when settings change.

Security and access control

The plugin validates invoice requests with WordPress nonces and WooCommerce order permissions. Downloads are protected and only available to authorized users, store managers, or guests with a valid order key. PDF files are generated inside a dedicated uploads folder and served through a permission-checked download handler.

Where to configure

Go to:

WooCommerce > Settings > Tax > Tax invoice

Settings are grouped into:

• General
• Seller details
• Invoice numbering
• PDF display
• Customer emails