{"id":289799,"date":"2026-04-15T18:35:00","date_gmt":"2026-04-15T18:35:00","guid":{"rendered":"https:\/\/de.wordpress.org\/plugins\/dokumentenpilot-lieferscheine-angebote-gutschriften\/"},"modified":"2026-04-15T18:34:29","modified_gmt":"2026-04-15T18:34:29","slug":"dokumentenpilot","status":"publish","type":"plugin","link":"https:\/\/li.wordpress.org\/plugins\/dokumentenpilot\/","author":23465547,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"1.0.0","stable_tag":"1.0.0","tested":"6.9.4","requires":"6.0","requires_php":"8.0","requires_plugins":null,"header_name":"DokumentenPilot - Delivery Notes, Quotes & Credit Notes for WooCommerce","header_author":"ModulDeck","header_description":"Alle Gesch\u00e4ftsdokumente f\u00fcr WooCommerce: Lieferscheine (auch Teil-Lieferscheine), Angebote, Gutschriften, Proforma-Rechnungen & Packzettel \u2013 rechtssicher, Made in Germany.","assets_banners_color":"0d8e6e","last_updated":"2026-04-15 18:34:29","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"https:\/\/moduldeck.de\/dokumentenpilot","header_author_uri":"https:\/\/moduldeck.de","rating":0,"author_block_rating":0,"active_installs":0,"downloads":26,"num_ratings":0,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","faq","changelog"],"tags":{"1.0.0":{"tag":"1.0.0","author":"lernmitki","date":"2026-04-15 18:34:29"}},"upgrade_notice":{"1.0.0":"

Initial release. Install and complete the Setup Wizard.<\/p>"},"ratings":[],"assets_icons":{"icon-128x128.png":{"filename":"icon-128x128.png","revision":3507369,"resolution":"128x128","location":"assets","locale":""},"icon-256x256.png":{"filename":"icon-256x256.png","revision":3507369,"resolution":"256x256","location":"assets","locale":""}},"assets_banners":{"banner-1544x500.png":{"filename":"banner-1544x500.png","revision":3507369,"resolution":"1544x500","location":"assets","locale":""},"banner-772x250.png":{"filename":"banner-772x250.png","revision":3507369,"resolution":"772x250","location":"assets","locale":""}},"assets_blueprints":{},"all_blocks":[],"tagged_versions":["1.0.0"],"block_files":[],"assets_screenshots":{"screenshot-1.png":{"filename":"screenshot-1.png","revision":3507369,"resolution":"1","location":"assets","locale":""},"screenshot-2.png":{"filename":"screenshot-2.png","revision":3507369,"resolution":"2","location":"assets","locale":""},"screenshot-3.png":{"filename":"screenshot-3.png","revision":3507369,"resolution":"3","location":"assets","locale":""},"screenshot-4.png":{"filename":"screenshot-4.png","revision":3507369,"resolution":"4","location":"assets","locale":""},"screenshot-5.png":{"filename":"screenshot-5.png","revision":3507369,"resolution":"5","location":"assets","locale":""},"screenshot-6.png":{"filename":"screenshot-6.png","revision":3507369,"resolution":"6","location":"assets","locale":""},"screenshot-7.png":{"filename":"screenshot-7.png","revision":3507369,"resolution":"7","location":"assets","locale":""}},"screenshots":{"1":"Dashboard<\/strong> \u2013 All documents at a glance, filterable by type: delivery notes, quotes, credit notes","2":"Partial delivery note<\/strong> \u2013 Select items and quantities, create a separate PDF per shipment","3":"Quote editor<\/strong> \u2013 Add items from the WooCommerce catalogue, generate PDF, convert to order with one click","4":"Credit note PDF<\/strong> \u2013 Professional German-market layout with negative amounts and invoice reference","5":"Settings<\/strong> \u2013 Number format per document type, automation, email attachments","6":"Setup Wizard<\/strong> \u2013 Configured in 2\u20133 steps (automatically detects RechnungsPilot)","7":"WooCommerce integration<\/strong> \u2013 Create and manage all documents directly in the order view"},"jetpack_post_was_ever_published":false},"plugin_section":[],"plugin_tags":[181403,21477,51080,5055,286],"plugin_category":[45],"plugin_contributors":[260315],"plugin_business_model":[],"class_list":["post-289799","plugin","type-plugin","status-publish","hentry","plugin_tags-credit-note","plugin_tags-delivery-note","plugin_tags-packing-slip","plugin_tags-quote","plugin_tags-woocommerce","plugin_category-ecommerce","plugin_contributors-lernmitki","plugin_committers-lernmitki"],"banners":{"banner":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/banner-772x250.png?rev=3507369","banner_2x":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/banner-1544x500.png?rev=3507369","banner_rtl":false,"banner_2x_rtl":false},"icons":{"svg":false,"icon":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/icon-128x128.png?rev=3507369","icon_2x":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/icon-256x256.png?rev=3507369","generated":false},"screenshots":[{"src":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/screenshot-1.png?rev=3507369","caption":"Dashboard<\/strong> \u2013 All documents at a glance, filterable by type: delivery notes, quotes, credit notes"},{"src":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/screenshot-2.png?rev=3507369","caption":"Partial delivery note<\/strong> \u2013 Select items and quantities, create a separate PDF per shipment"},{"src":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/screenshot-3.png?rev=3507369","caption":"Quote editor<\/strong> \u2013 Add items from the WooCommerce catalogue, generate PDF, convert to order with one click"},{"src":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/screenshot-4.png?rev=3507369","caption":"Credit note PDF<\/strong> \u2013 Professional German-market layout with negative amounts and invoice reference"},{"src":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/screenshot-5.png?rev=3507369","caption":"Settings<\/strong> \u2013 Number format per document type, automation, email attachments"},{"src":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/screenshot-6.png?rev=3507369","caption":"Setup Wizard<\/strong> \u2013 Configured in 2\u20133 steps (automatically detects RechnungsPilot)"},{"src":"https:\/\/ps.w.org\/dokumentenpilot\/assets\/screenshot-7.png?rev=3507369","caption":"WooCommerce integration<\/strong> \u2013 Create and manage all documents directly in the order view"}],"raw_content":"\n

DokumentenPilot generates all common business documents directly from your WooCommerce orders. It supports partial deliveries, a full B2B quote workflow, and legally compliant credit notes \u2013 all from a single interface.<\/p>\n\n

Five Document Types<\/h4>\n\n
    \n
  • Delivery Notes<\/strong> \u2013 Including partial delivery notes: select which items and quantities are shipped per parcel, and DokumentenPilot tracks the delivery status automatically<\/li>\n
  • Quotes \/ Estimates<\/strong> \u2013 Create quotes, generate a PDF, send it to the customer, and convert it to a WooCommerce order with one click<\/li>\n
  • Credit Notes<\/strong> \u2013 \u00a714 UStG-compliant with negative amounts and invoice reference<\/li>\n
  • Proforma Invoices<\/strong> \u2013 For customs and advance payments<\/li>\n
  • Packing Slips<\/strong> \u2013 Warehouse-optimized with large font, checkboxes and order number in large print<\/li>\n<\/ul>\n\n

    Partial Delivery Notes<\/h4>\n\n

    When you ship an order in multiple parcels, you can create a separate delivery note for each shipment. Select which items in which quantities are shipped \u2013 DokumentenPilot tracks what has already been delivered.<\/p>\n\n

    B2B Quote Workflow<\/h4>\n\n
      \n
    1. Create a quote in the admin area (add products from the catalogue or enter line items manually)<\/li>\n
    2. Generate a PDF and send it to the customer by email<\/li>\n
    3. On acceptance: convert to a WooCommerce order with one click<\/li>\n
    4. All further documents (delivery note, packing slip) are generated automatically<\/li>\n<\/ol>\n\n

      Highlights<\/h4>\n\n
        \n
      • Partial delivery notes<\/strong> \u2013 Per-shipment PDFs with position-accurate tracking<\/li>\n
      • Quote \u2192 Order<\/strong> \u2013 Full B2B workflow: create \u2192 send PDF \u2192 convert with one click<\/li>\n
      • Legally compliant credit notes<\/strong> \u2013 \u00a714 UStG, with negative amounts and invoice reference<\/li>\n
      • RechnungsPilot integration<\/strong> \u2013 Shares company data, logo and colour automatically<\/li>\n
      • Automatic generation<\/strong> \u2013 Triggered by order status changes or refunds<\/li>\n
      • PDF email attachments<\/strong> \u2013 Automatically attached to WooCommerce emails<\/li>\n
      • Customer download<\/strong> \u2013 Available in the \"My Account\" area<\/li>\n
      • ZIP export<\/strong> \u2013 All documents with SHA-256 integrity log<\/li>\n
      • HPOS compatible<\/strong> \u2013 Supports WooCommerce High Performance Order Storage<\/li>\n
      • Small business mode<\/strong> \u2013 \u00a719 UStG (Kleinunternehmer)<\/li>\n
      • Made in Germany<\/strong> \u2013 Built for the DACH market<\/li>\n<\/ul>\n\n

        Technical Details<\/h4>\n\n
          \n
        • PDF engine: dompdf<\/li>\n
        • Thread-safe document numbers (race condition safe)<\/li>\n
        • SHA-256 hashes for integrity verification<\/li>\n
        • Security: nonce verification, capability checks, path traversal protection<\/li>\n<\/ul>\n\n

          External Services<\/h3>\n\n

          This plugin does not connect to any external services. All document generation (PDF rendering via dompdf) is performed locally on your server. No data is sent to third-party services.<\/p>\n\n\n

            \n
          1. Upload the plugin to the \/wp-content\/plugins\/<\/code> directory or install it through the WordPress plugin installer<\/li>\n
          2. Activate the plugin through the \"Plugins\" menu in WordPress<\/li>\n
          3. The setup wizard starts automatically \u2013 follow it to configure your company data<\/li>\n
          4. Done! Documents will be generated automatically from now on.<\/li>\n<\/ol>\n\n

            RechnungsPilot Integration<\/h4>\n\n

            If RechnungsPilot is installed, DokumentenPilot automatically uses:\n* Company data (name, address, tax numbers)\n* Logo and primary colour\n* Small business (Kleinunternehmer) setting\n* Invoice number reference in credit notes<\/p>\n\n\n

            \n

            Do I need RechnungsPilot?<\/h3><\/dt>\n

            No. DokumentenPilot works completely standalone. If RechnungsPilot is installed, company data is shared automatically \u2013 this saves you entering it twice.<\/p><\/dd>\n

            What are partial delivery notes?<\/h3><\/dt>\n

            When shipping an order in multiple parcels, you can create a separate delivery note per shipment. You select which items in which quantities are being shipped \u2013 DokumentenPilot automatically tracks the delivery status.<\/p><\/dd>\n

            How does quote conversion work?<\/h3><\/dt>\n

            You create a quote in the admin area, add items (from the WooCommerce product catalogue or manually), generate a PDF and send it to the customer. When the customer accepts, you convert the quote to a WooCommerce order with one click.<\/p><\/dd>\n

            Is the plugin GoBD compliant?<\/h3><\/dt>\n

            DokumentenPilot uses gapless document numbers and calculates SHA-256 hashes for all PDFs. The audit log can be exported. GoBD-compliant invoicing is handled by RechnungsPilot.<\/p><\/dd>\n

            Does it work with HPOS?<\/h3><\/dt>\n

            Yes, DokumentenPilot is fully compatible with WooCommerce High Performance Order Storage.<\/p><\/dd>\n\n<\/dl>\n\n\n

            1.0.0<\/h4>\n\n
              \n
            • Initial release<\/li>\n
            • 5 document types: delivery note, credit note, proforma, quote, packing slip<\/li>\n
            • Partial delivery notes with position-accurate tracking<\/li>\n
            • Quote system with full lifecycle and one-click conversion<\/li>\n
            • Legally compliant credit notes (\u00a714 UStG)<\/li>\n
            • Proforma invoices for customs and advance payments<\/li>\n
            • Warehouse-optimised packing slips with checkboxes and large order number<\/li>\n
            • Automatic generation on order status change<\/li>\n
            • PDF attachment to WooCommerce emails<\/li>\n
            • Customer download in \"My Account\"<\/li>\n
            • ZIP export with SHA-256 audit log<\/li>\n
            • RechnungsPilot integration (company data, colour, logo)<\/li>\n
            • Setup Wizard (2 or 3 steps)<\/li>\n
            • HPOS compatibility<\/li>\n
            • Small business regulation (\u00a719 UStG)<\/li>\n<\/ul>","raw_excerpt":"Delivery notes, quotes, credit notes, proforma invoices and packing slips for WooCommerce. Partial deliveries supported.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/289799","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=289799"}],"author":[{"embeddable":true,"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/lernmitki"}],"wp:attachment":[{"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=289799"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=289799"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=289799"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=289799"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=289799"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/li.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=289799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}