Settings › Documents
Document Profiles
Several versions of the same document, ready for the job at hand: a gift slip with no prices, a drop-ship slip with a partner’s logo, an invoice for the books. 7 parts.
Quick links
Where to find it:WP Admin › EasyCart › Settings › Customize › Documents
The idea
Profiles
What a profile is and the ones every store starts with.
What a profile is
One document, several versions of it
no stored settingsA profile is a named set of show and hide switches for one document. The receipt, the shipped email, the packing slip and the invoice PDF each have their own profiles, so a packing slip profile never affects a receipt.
Every document has a default profile, marked with a Default chip on its tab. Automatic emails and printing use the default. A different profile goes out only when you pick it: in the Email attachments grid, or for a single send from an order.
A profile can also carry its own logo and footer image, and on the invoice PDF its own heading, Invoice or Receipt.
💡 Note: The switches themselves are listed, document by document, in Settings › Documents.
The profiles you start with
Ready-made versions for the usual jobs
no stored settingsStandard, on every document, is the one used unless you choose another. It is the only profile without PRO, and it reads the settings your store already had, so an upgrade changes nothing.
With PRO or Premium, each document adds ready-made profiles:
Receipt · Minimal: no images or SKUs.
Shipping confirmation · Gift: no prices, no billing address.
Packing slip · With prices: prices and every total.
Packing slip · Gift: no prices, billing address, contact details or order notes.
Packing slip · Drop-ship: your branding and SKUs, no prices or images.
Invoice PDF · Receipt: headed Receipt, for orders already paid.
Invoice PDF · Bookkeeping: an invoice without the greeting, thank-you lines or product images.
Built-in profiles can be changed and reset, but not renamed or deleted.
Making them yours
Managing and branding
Creating, defaulting and resetting profiles, their own logo, and the words they print.
Creating and managing profiles
New, rename, delete, make default and reset
no stored settings+ New profile copies the profile you are looking at, switches, branding and heading included, under the name you give it (up to 60 characters). That makes it the quickest way to duplicate a profile: open the one closest to what you want, then create.
Rename and Delete work on your own profiles. Deleting one sends anything that used it back to the default: attachment cells switch to the default, and if it was the default itself, Standard takes over.
Make default decides what automatic emails and printing use from then on. Reset puts a built-in profile back the way it ships, store logo and footer image included. Without PRO, the Standard profiles of the receipt, shipped email and packing slip can still be reset.
⚠️ Careful: Changing the default profile changes every automatic email and print from that moment, including attachment cells set to Attach · default. Check the preview first.
Logo and footer image per profile
Different branding for different paperwork
no stored settingsLogo & footer, beside the preview, gives the profile you are editing its own logo and footer image. Only that profile changes; every other profile and every other email keeps the store’s. A dot on the button means the profile already has its own.
For each image choose the store’s or a different one from the Media Library, and either the store size or its own: a width as a share of the page, from 5 to 100 per cent, and a height limit in pixels where 0 means no limit. The logo also takes a position, left, center or right. The store’s own images, sizes and position are set on Settings › Email › Sender, linked from the drawer as Manage store defaults.
The typical use is drop-shipping: a packing slip profile carrying a partner’s logo instead of yours. If the profile hides its logo, the drawer says so and offers to show it. The receipt’s drawer changes the receipt email only; the PDF attached to it is the invoice PDF, with profiles and branding of its own.
Editing the wording
Headings and phrases, without touching a template
no stored settingsEdit wording opens the headings and phrases the document prints, such as Packing Slip, Order number: and To follow in a separate shipment, in your store language. Pick a language when more than one is installed, and Use the original puts any phrase back.
A phrase marked Also on is shared, so changing it changes it on those documents too. Wording is store-wide, not per profile. The same phrases are in the language editor under Order Documents.
Checking your work
Preview and special cases
Seeing a real order before it goes out, and what happens with custom templates or a lapsed licence.
The live preview
A real order, exactly as it goes out
no stored settingsThe preview renders a real order with the switches as they are on screen, the actual email for the receipt and shipped email and the page itself for the packing slip and PDF. It refreshes about half a second after each change, and after switching profile, changing the heading, saving branding or saving wording.
It starts on your newest order each visit; type another number in the Order # box to check a harder case. A store with no orders yet shows a message instead, and the preview needs access to orders as well as settings.
Custom templates and licences
Two situations worth knowing about
no stored settingsIf your store uses its own copy of a document template in the data folder, the editor says so. The copy keeps working and the Standard profile still sets the options it reads, but switches added since it was copied do not change it, and the preview shows your copy. The PDF is no longer built from a copied printable receipt; Print receipt still uses it.
If a PRO licence lapses, every document goes back to its Standard profile, whatever the default was. Your other profiles are not deleted.
💡 Note: The invoice PDF, extra profiles, per-profile branding and the attachments grid need WP EasyCart PRO 6.0.1 or later. An older PRO shows an Update WP EasyCart PRO link instead.
Keep going
Related panels
Every switch on every document, with its default.
Choosing a profile for one email from an order.
The store logo, footer image and their sizes.
All document phrases, in every store language.
Try the PRO features free for 14 days
Anything marked PRO comes with WP EasyCart PRO or Premium. Take the whole thing for a run on your own store before you decide.