SleekView Kanban for WooCommerce PDF Invoices
WooCommerce PDF Invoices stores invoice numbers, dates, and document data in order meta against the parent WooCommerce order. SleekView reads those orders, groups them by status, and renders one card per invoice so finance can drag an order from On hold to Completed without opening it.
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Read your invoices as a board, not a list of orders
WooCommerce PDF Invoices and Packing Slips lives on top of WooCommerce. It does not maintain a separate invoice table. Instead it writes _wcpdf_invoice_number, _wcpdf_invoice_date, and _wcpdf_invoice_settings into wc_orders_meta against the parent order in wc_orders. The invoice is generated on demand from those values plus the order data, so the order status is the invoice status in practice.
SleekView reads wc_orders and joins on wc_orders_meta to pull the invoice number and date onto each row. The natural column to group by is status, which moves through pending, processing, on-hold, completed, and refunded on every invoice. Cards show the invoice number from _wcpdf_invoice_number, the customer name from billing_first_name plus billing_last_name, the total_amount, and a link to the generated PDF.
Dragging a card from On hold to Completed writes wc-completed to wc_orders.status, which triggers the plugin to issue the final invoice and email if you have that automation switched on. Refunded orders stay visible as their own column so the books reconcile cleanly, and orders that have not been invoiced yet show up with an empty invoice number on the card front so finance can spot them.
Workflow
From wc_orders_meta to an invoice board in four steps
Point SleekView at WooCommerce
Pick status as the grouping column
Choose what shows on cards
Enable drag and drop
Sample board
Sample invoice board for a Woo store
Comparison
Default invoice list vs SleekView Kanban
Default invoiced orders list
- Invoices live in the WooCommerce orders list, no dedicated invoice board
- Status changes require opening each order and saving the edit form
- Unpaid and on-hold invoices are hidden behind a status dropdown filter
- No grouped view of invoices by payment method or assigned accountant
- Bulk status edits use a one-shot action with no preview of the result
SleekView Kanban
-
Reads
wc_orderswith invoice numbers fromwc_orders_meta -
Groups by
statusso every invoice shows up as a card - Drag and drop writes through the WooCommerce API and refires PDF Invoices hooks
- Card fronts show invoice number, customer, total, and date
- Refunded and pending invoices stay visible as their own columns
Features
What SleekView Kanban gives you for WooCommerce PDF Invoices & Packing Slips
Invoice number on every card
SleekView pulls _wcpdf_invoice_number from wc_orders_meta onto each card, so finance reads the board the way they read a paper invoice ledger instead of squinting at WooCommerce order IDs. The PDF link is one click away on the card back.
Drag and drop respects PDF Invoices hooks
Cards move with the pointer or arrow keys and SleekView writes the new status through the WooCommerce order API. PDF Invoices listens to those status transitions, so completing an order from the board can issue the final invoice and email exactly like the edit screen would.
Group by payment method or status
Switch the grouping from status to _payment_method on a saved view to read the same invoices grouped by gateway. Useful for stores where bank transfer and card paid invoices follow different reconciliation workflows.
Audience
Where an invoice kanban earns its keep
Daily AR standup
Finance pulls up the Pending payment and On hold columns every morning and works them down. Counts on each column show outstanding receivables without anyone running a report.
Bank transfer chase
On hold collects every invoice that picked manual payment. The team works the column, drags paid invoices to Processing, and leaves the rest visible until they clear or get cancelled.
Month-end reconciliation
Filtering by month puts every invoice issued in the period on one board, which makes reconciling against the bank feed and refund column straightforward at close.
The bigger picture
Why a board beats the WooCommerce orders list for invoices
WooCommerce PDF Invoices does its job well: it generates a clean PDF from order data the moment an order hits the right status. What it does not do is give finance a place to see every invoice at once with state expressed as position. The plugin leans on the WooCommerce orders screen for that, which is fine for ops but awkward for accountants who think in terms of unpaid, on hold, paid, and refunded.
A kanban grouped by status puts every invoiced order on one screen with counts on each column and the invoice number on each card. Pending payment, Processing, On hold, Completed, and Refunded become a working ledger that the team drags through during the day. Dragging a card writes the same wc_orders.status value the edit screen would save, so the PDF Invoices plugin sees the transition and behaves the same way, including issuing the final document and sending the email.
Refunded invoices stay visible as their own column, which is exactly what month-end reconciliation needs.
Questions
Common questions about SleekView Kanban for WooCommerce PDF Invoices & Packing Slips
No. SleekView Kanban is an extra reading layer on the same wc_orders rows. The standard WooCommerce orders screen, the PDF Invoices document settings, and the document tab on each order keep working. The board only changes how finance reads and moves orders day to day.
The columns are the WooCommerce statuses that exist on invoiced orders: Pending payment, Processing, On hold, Completed, Cancelled, Refunded, and Failed. SleekView only renders the ones that actually have rows so a store without refunds will not show an empty Refunded column.
Yes. Any column on wc_orders or any meta key on wc_orders_meta can be the grouping column, including _payment_method or a binned _wcpdf_invoice_date. The drag and drop target then writes that field, which is useful when AR runs separate workflows per gateway.
If you have the PDF Invoices plugin set to issue the final document on the Completed status, then yes. SleekView writes the status change through the WooCommerce order API, the same transition the edit screen would save, so the issuance and email rules the plugin already has run normally.
Yes. The card back can hold a link to the generated PDF URL exposed by WooCommerce PDF Invoices, so opening the card and clicking the link shows the document. The board does not regenerate the PDF, it just links to the URL the plugin already exposes.
Yes. SleekView checks the WordPress capability before writing a status change, the same edit_shop_orders check WooCommerce uses on the edit screen. A view can also be made read-only per role so shop staff see the board without the drag handles.
Yes. SleekView reads from wc_orders and wc_orders_meta when HPOS is on, and PDF Invoices already supports HPOS through the same meta keys. The same board configuration works on legacy stores that still use the shop_order post type without code changes.
Yes. SleekView renders one card per order. Cards with an empty _wcpdf_invoice_number simply show a blank in the invoice number slot, which makes orders waiting on first invoice generation easy to spot in the Pending payment or Processing column.
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