How to Add Customers Invoices for Easy Digital Downloads in WordPress

When you’re selling digital products, your customers often need invoices for their business records, tax purposes, or expense tracking.

Easy Digital Downloads has a fantastic built-in invoice feature that many store owners overlook, but our partner brands like WPForms and Duplicator have been using it successfully for years. 

These invoices help your business look more professional and make it easier for customers to manage their purchases.

What we like about EDD’s invoice system is how easy it is to set up, yet it handles all your invoicing needs properly.

In this guide, we will show you how to easily add customer invoices for Easy Digital Downloads in WordPress.

Why Add Customer Invoices for Easy Digital Downloads?

Easy Digital Downloads is the best eCommerce WordPress plugin that makes it super easy to sell digital products online, such as plugins, software, eBooks, PDFs, and other digital files.

We’ve covered it in detail in our Easy Digital Downloads review, highlighting why it’s a top choice for selling digital goods.

When customers purchase a product from your online store, they may want an invoice for their purchase.

It could be for value-added tax (VAT) compliance, accounting purposes, or additional detail they require but couldn’t get on checkout.

However, many business owners manually send purchase receipts to their customers, which can be time-consuming. Plus, it could also lead to errors if you have several customers requesting invoices.

This is where the Easy Digital Downloads Invoices extension comes in handy. It automates the process and allows customers to generate invoices, which they can download and print.

Let’s take a look at how you can add invoices to Easy Digital Downloads in WordPress.

Adding Invoices for Easy Digital Downloads Store

You can start by downloading the free Easy Digital Downloads plugin on your WordPress website. For more details, you can follow our guide on how to install a WordPress plugin.

After downloading the Invoices extension, you’ll need to install and activate it on your WordPress site, just like adding a new WordPress plugin.

Easy Digital Downloads will automatically create an invoice page on your website. However, you can create a new page or edit an existing one to display invoices to your customers.

If you want to show purchase invoices on a different page, then simply create a new page in WordPress by going to Pages » Add New from the admin panel.

Once you’re in the WordPress editor, enter an appropriate title and then click the ‘+’ button to add a shortcode block.

Next, you can enter the following code in the shortcode block.

[edd_invoices]

After entering the shortcode, go ahead and publish your page.

Now, it’s time to configure the invoice settings.

To start, head over to Downloads » Settings » Payments from your WordPress dashboard and click the ‘Invoices’ tab.

Here, you can toggle the ‘ Disable Address Editing’ switch if you want to prevent users from changing their billing address. You can also toggle the ‘Disable Invoices for Free Purchases’ option if you don’t want to send invoices for free items.

The plugin also offers multiple options for displaying invoices to your customers on your WordPress website.

You can select the page you created earlier from the dropdown menu or show invoices on another page, such as on checkout, purchase confirmation, purchase history, or more.

After that, you can upload an image from the media library for your logo and also select a theme color for your invoice.

Next, you’ll need to fill out your company details, including company name, address, registration number, and VAT number.

You can also add additional text if you like.

Once you are done, just click the ‘Save Changes’ button to store your settings.

Your customers will now be able to see a ‘Generate Invoice’ link on the purchase history page.

When a customer clicks on the link, they’ll see an invoice form and will need to fill out their purchase details, such as name, address, city, and tax/VAT number.

After entering these details, users can click the ‘Save Billing Details & Generate Invoice’ button.

They can then view the purchase invoice in WordPress and save the invoice.

Bonus: Properly Set Up eCommerce Tracking In WordPress

After setting up customer invoices with Easy Digital Downloads, it’s essential to track your store’s performance for continued growth. That’s where eCommerce tracking in WordPress can make a big difference.

With eCommerce tracking, you gain insights into customer behavior and store performance. This data-driven approach helps you optimize your sales strategies and boost revenue.

We recommend using MonsterInsights, the leading analytics plugin for WordPress. It simplifies the process of connecting your online store to Google Analytics, without the need to code.

MonsterInsights provides you with valuable reports directly in your WordPress dashboard, including metrics like conversion rates and top-performing products.

At WPBeginner, we’ve extensively tested it and find it incredibly useful for understanding customer interactions and improving sales outcomes.

To get started, read our guide on how to properly set up eCommerce tracking in WordPress.

We hope this article helped you add invoices to Easy Digital Downloads in WordPress. You may also want to check out our tutorial on how to add rotating testimonials in WordPress and our top picks for the best homemade things to make and sell online.

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