SleekView Charts for WebToffee PDF Invoices: chart invoice and credit notes
WebToffee PDF Invoices, Packing Slips and Shipping Labels writes _wf_invoice_number, _wf_invoice_date, _wf_credit_note_number, and _wf_packing_slip_number to every WooCommerce order. SleekView Charts reads that meta and builds invoice volume, credit note, and document trend dashboards.
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Read your invoices and credit notes as a chart dashboard
WebToffee PDF Invoices already has the data. Every invoice writes _wf_invoice_number, _wf_invoice_formatted_number, and _wf_invoice_date as order meta. Credit notes from the Pro version add _wf_credit_note_number and _wf_credit_note_date. Packing slips, delivery notes, and shipping labels write similar meta with their own keys. The general invoice settings live in wp_options under wt_pklist_general_settings. The plugin admin renders the documents and lists them per order but never aggregates the document volume.
SleekView Charts reads the same order meta and turns it into chart cards on a single dashboard. A Number card counting orders that have a non null _wf_invoice_number in the current month, a Donut splitting orders into invoice only, invoice plus packing slip, and invoice plus credit note based on which meta keys are present, a Horizontal Bar of top countries by invoice count joined from the billing address, and an Area chart of daily invoice issuance from _wf_invoice_date. Each card is a saved query against the live order meta.
This is not a replacement for the PDF generator. WebToffee still owns the PDF templates, the invoice number sequencing, the UBL and XML output, RTL language support via the mPDF add-on, and bulk printing from the orders list. SleekView Charts adds the reading layer the document generator does not provide: invoice volume KPIs, credit note ratio, and document trends, scoped per role and embeddable on a frontend page.
Workflow
From _wf_invoice_number meta to a dashboard in four steps
Point SleekView at WooCommerce orders
Switch the view to Charts
Add chart cards for documents issued
Save and share the dashboard
Sample dashboard
Charts you can build from WebToffee PDF Invoices data
Invoices issued this month
Count(_wf_invoice_number)
Document type mix
Count
group by document_type
Top countries by invoice count
Count(_wf_invoice_number)
group by billing_country
Daily invoice issuance
Count(_wf_invoice_number)
group by _wf_invoice_date
Comparison
Default WebToffee admin vs SleekView Charts
Default WebToffee admin
- The WebToffee admin generates documents but never aggregates how many it issued
- _wf_invoice_number, _wf_invoice_date, and _wf_credit_note_number are not exposed as chartable dimensions
- No way to see the credit note ratio against issued invoices on one screen
- No saved dashboards per role for finance, ops, and the owner
- No frontend embed for stakeholders who only need the document totals
SleekView Charts
- Configurable chart cards built directly from the _wf_ order meta WebToffee writes
- Mix Number, Pie, Bar, Line, and Area cards on a single PDF documents dashboard
- Group by document type, billing country, _wf_invoice_date, and credit note presence
- Saved chart views scoped per role for finance, ops, and the owner
- Embed any saved chart view on a frontend page with role based access
Features
What SleekView Charts gives you for WebToffee PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels
Chart cards on invoice meta
Number, Pie, Bar, Line, and Area cards built from the _wf_invoice_number and _wf_credit_note_number meta WebToffee already writes for every WooCommerce order it processes.
Complements the PDF engine
WebToffee still owns the PDF templates, the UBL output, the bulk printing, and the email attachments. SleekView Charts adds a reading layer for the document volumes the admin never aggregates.
Role scoped sharing
Save dashboards per role and embed them on frontend pages so finance and ops see only the slice you allow without the WebToffee admin or the orders list.
Audience
Who builds invoice document dashboards with SleekView
Finance teams
Track the invoices issued KPI and the credit note ratio to know whether credit notes are creeping up versus the prior month, an early signal worth catching before close.
Operations teams
Watch the daily invoice issuance area chart to confirm that fulfillment is producing documents at the expected daily cadence, especially during seasonal volume spikes.
Tax compliance leads
Use the top countries by invoice count bar to see where VAT and EU UBL invoicing volumes are highest, helping prioritise UBL XML compliance and tax filings per market.
The bigger picture
Documents issued is a number worth charting
WebToffee PDF Invoices stores plenty of data. Every order that gets an invoice gains _wf_invoice_number, _wf_invoice_date, and the formatted number as order meta, with parallel keys for packing slips, delivery notes, dispatch labels, and credit notes in the Pro version. The plugin admin focuses on generating the documents themselves and bulk printing from the orders list, which is the right scope for a document plugin.
The reading side is mostly absent. The admin never aggregates how many invoices went out, in which countries, or how often credit notes followed. SleekView Charts reads the same order meta and turns it into chart cards on one saved dashboard.
Finance sees the invoices KPI and the credit note ratio. Operations sees the daily issuance trend during a busy seasonal launch. Tax compliance sees the country bar to keep an eye on EU UBL volumes.
WebToffee keeps owning the PDF templates, the UBL output, and the email attachments; SleekView Charts adds the reading layer that an actual team can share, scope per role, and embed on a frontend page without opening the document generator at all.
Questions
Common questions about SleekView Charts for WebToffee PDF Invoices, Packing Slips, Delivery Notes & Shipping Labels
No. WebToffee still owns the PDF templates, the invoice numbering format, the UBL and XML invoice output, RTL language support through the mPDF add-on, bulk printing, and the email attachment workflow. SleekView Charts reads the resulting order meta and renders chart cards on top, so the two plugins are complementary rather than a swap.
 Yes. The free version writes _wf_invoice_number and _wf_invoice_date. The Pro version adds _wf_credit_note_number, _wf_credit_note_date, and more. SleekView Charts simply lists every _wf_ meta key it finds on wc_orders_meta and lets you chart whichever ones your store actually uses.
 Yes. Credit notes carry _wf_credit_note_number. SleekView Charts counts orders with a non null _wf_credit_note_number for a KPI and divides that by the invoices KPI to show the credit note ratio over time as a Line chart, useful for finance closes.
 If the WebToffee Pro version writes a meta key when a UBL or XML invoice is generated, SleekView Charts picks it up automatically and lets you chart UBL volume against PDF only invoices. If not, you can add a tiny hook to set a flag that becomes the chart dimension.
 Yes. WebToffee surfaces VAT meta like _billing_vat_number from the EU VAT plugin in the invoice. SleekView Charts reads that same meta directly from wc_orders_meta, so a dashboard can split invoices by has VAT number versus does not, useful for B2B versus retail reviews.
 Yes in the best way. WebToffee is HPOS compatible. SleekView Charts reads wc_orders_meta when HPOS is on and falls back to wp_postmeta on shop_order posts on legacy stores, so the chart cards stay the same regardless of which storage mode the store actually runs.
 Yes. Packing slips and delivery notes write their own _wf_ meta. SleekView Charts uses presence of each meta key to bucket the order into invoice only, invoice plus packing slip, and so on, so operations sees the document mix and the ratios it actually wants tracked.
 Yes. SleekView ships a frontend embed with role based access, so finance or the owner can land on a private page that shows invoices issued, the document mix, and daily issuance without ever opening wp-admin or running a bulk PDF export.
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