How to Customize Billing and Shipping Information in WooCommerce

Want to offer customers the flexibility to choose different billing and shipping addresses? Looking to offer multiple shipping options to cater to different customer requirements? The default options for billing and shipping in WooCommerce don’t provide a great checkout experience. But they’re easy to adjust, and you can optimize your checkout in a matter of minutes. In this post, we are going to show you how to customize WooCommerce shipping information.

Apart from a streamlined checkout process, an efficient order fulfillment process and high order accuracy rate help you win and keep customers. We also explain how to improve the WooCommerce order fulfillment process with the help of BizPrint, an all-in-one automatic printing solution.

Why should you customize billing and shipping information in WooCommerce?

According to Accenture, 87% of online shoppers will abandon their carts if the checkout process is complex. A straightforward checkout offers a 1-click checkout option, a guest checkout option, and a clear cost breakdown, among other functions. The more flexibility shoppers have to complete checkout as they please, the higher the chances of a successful sale. Customizing WooCommerce shipping information – in addition to other checkout functions – will give your online store an edge over competitors that offer fewer options at checkout.

You may already be aware that WooCommerce offers customers the option to enter their billing address but not a separate shipping address. The assumption is that the billing and shipping addresses are the same. This becomes tricky when customers want to order products to a location other than their billing address, such as their office, or to send them as gifts. The solution is to add an option to include a separate shipping address to the base WooCommerce shipping settings.

Customizing your WooCommerce billing and shipping options also allows you to provide different shipping methods. Customers that want faster or cheaper shipping will be able to select the option that works for them. For example, sending smaller packages domestically using USPS or Canada Post is typically cheaper than FedEx or DHL. Setting USPS or Canada Post as the default shipping carrier makes sense when most of your customers use either of these shipping methods. If you need to default to a different shipping option in the future, you can just as easily make the switch.

Your checkout fields can be as unique as your eCommerce store. When you know how to work with the base shipping settings in WooCommerce, you’ll be able to customize your WooCommerce shipping information and add more options to broaden your store’s appeal to a wider audience.

How do you customize WooCommerce shipping information?

You can customize billing and shipping information right from your WordPress dashboard. Say you want to enter prices inclusive of tax or have additional tax classes. You have to make changes in your WooCommerce settings under ‘Tax options’.

Customize taxes

You can also set up shipping options to meet the needs of your business. Here are the steps to follow:

1.  Navigate to WooCommerce > Settings > Shipping.

Add shipping zones under 'Shipping' tab

2. From here, you can add and customize new shipping zones. You need to have at least one shipping zone active for your customers to be able to add a dedicated shipping address when they place their order, rather than just using their provided billing address. For each shipping zone you can:

  • Add regions included within the zone. This can be as broad as the entire world, or restricted to specific countries, states, or ZIP/postcodes.
  • Add shipping methods available in that zone. Choose between a flat rate (a set cost for that particular shipping method), free shipping, or local pickup.
  • If you want to offer takeout, delivery, curbside pickup, or pick up at your store (e.g., click and collect), you can use Pickup Delivery Scheduler (which, like BizPrint, is developed by BizSwoop) to add these extra checkout fulfillment features, as well as shipping options by time slots. If you’re a retailer of physical goods or you run a restaurant, customizing your WooCommerce shipping information in this way will serve you well.
Set shipping methods

3. Add and customize your shipping methods:

  • Add requirements to your ‘Free shipping’ option. For example, a coupon code or a minimum order requirement.
  • Add costs or enable/disable tax on your ‘Local pickup’ option.
Add or exclude tax for local pickup
  • Customize your flat rate costs for different shipping methods. You can set percentage-based flat-rate shipping, and base the cost on the quantity of items or the value of the order. For example, a flat rate fee for a shipping service that costs 10% of the order value, or a $0.50 shipping charge for every item in the cart.
Set flat rate cost
  • You can edit the titles of your shipping methods based on how you want them to show up on your store’s front end. Use familiar phrases to avoid confusing buyers.

4. Add and customize shipping classes. From WooCommerce > Settings > Shipping, navigate to ‘Shipping classes’. From here, you can add a shipping class, based on which flat-rate shipping rules can be determined.

Add shipping classes

For example, you could a class of ‘fragile’ that adds $2.00 to the shipping cost to account for the extra time spent packing the order. This WooCommerce shipping information will appear on the checkout page and can be included on the delivery receipt you enclose in the order package.

Add a charge based on shipping class

5. Adjust your shipping options. Navigate back to WooCommerce > Settings > Shipping. Then click ‘Shipping options’. From here, you can set various options for how shipping costs are displayed, which address will be used as default, and more.

Select shipping options

6. See how everything looks on the front end of your store.

Check that your minimum order value for free shipping is working as it should. Check also whether your percentage-based shipping fees are being calculated properly, fees based on shipping class have been applied, and each of your shipping options is clearly named. The screenshot below shows the application of a 10% shipping cost for using a carrier (FedEx), with a $2.00 fragile fee added to the order for a total of $131.80 ($118.00 + $11.80 + $2.00 = $131.80).

Shipping cost at checkout

How to improve your WooCommerce shipping experience using BizPrint

Setting up a variety of different shipping options to meet the needs of your customers and make your store more flexible is a great way to improve your customer experience. But you need to be able to manage all of these different shipping options efficiently. For this, you should ensure that your WooCommerce order fulfillment is up to scratch.

There are solutions designed to streamline your order fulfillment process, saving you time and money, and improving the customer experience. Among them, BizPrint is a must-have plugin for faster and smoother fulfillment. The all-in-one auto-printing plugin allows you to print shipping labels, custom picklists, packing slips, and a wide variety of other documents essential to WooCommerce order fulfillment.

Print custom order fulfillment documents with BizPrint

Here are just some of the reasons to use BizPrint to optimize your order processing and shipping:

Auto-printing functionality

BizPrint enables you to automatically print orders in near real-time as soon as a customer completes the checkout process. You can print a wide range of documents, from receipts to address labels and even proforma invoices and delivery notes, directly to your warehouse or fulfillment center as soon as the order is placed, or at any other pre-defined order status. If you pair BizPrint with Flow Notify, another plugin from the BizSwoop suite, you can even set up custom order statuses to give you more control over when your documents are printed in the order fulfillment process. With BizPrint, you avoid the need for manual processing of orders, thus making the process more efficient and less prone to errors.

Product, category, and location mapping

Using BizPrint’s dedicated mapping add-ons, you can trigger automatic printing to set locations based on a specific product, category, shipping zone, or shipping method. This is a game-changer if you fulfill orders from multiple locations. Say you store different products in different warehouses. You can print packing slips for just those products to their respective warehouses. You can also always ensure that you fulfill orders from the location closest to the customer, helping to bring down shipping costs and delivery times.

Customizable templates

BizPrint comes with a range of customizable templates that allow you to adjust the WooCommerce shipping information you include on your order fulfillment documents. This is particularly valuable when it comes to shipping labels – you can add order tracking information, such as a tracking number or barcode. The shipment tracking information is scanned at various stages along the delivery route so that your customers can receive notifications on the status of their orders.

You can also adjust the templates to add company branding or promotions. And if you’re providing VAT invoices with your deliveries, you can even customize these templates to include your or the customer’s VAT number.

BizPrint customizable template

Create a great WooCommerce checkout experience

The checkout experience plays a big role in conversions. Your checkout form shouldn’t give buyers any reason to leave. To simplify purchases on your WooCommerce store, make the checkout faster, more transparent by mentioning taxes and fees, and friendlier by allowing the entry of separate billing and shipping addresses.

For further customization, you’ll need plugins. If you offer in-store pick-up, delivery, or curbside pickup, use Pickup Delivery Scheduler to give customers the flexibility to receive/collect their order during a time slot of their choosing. While you’re improving your store’s checkout, consider making your order fulfillment smoother to continue providing customers with a great experience buying from you. BizPrint is the best WooCommerce plugin for it!

Order processing involves a fair bit of paperwork. Manually printing pick lists, order receipts, shipping labels, and delivery notes is time-consuming. Automatic printing of order fulfillment documents is a huge time saver. BizPrint’s auto-printing functionality adds hours back to your week while still allowing you full control over when your documents are printed (especially when paired with Flow Notify). As the details to create fulfillment documents are pulled straight from your WooCommerce orders, the chances of errors are minimized.

Use the plugin’s customizable templates to collect the WooCommerce shipping information you need to fulfill orders and make returns easy for customers. Create on-brand receipts by adding your company logo, returns policy, and promotional message.

Fulfill orders for different product categories at different stores or warehouses? Map orders to their relevant fulfillment centers and generate pick lists and shipping documents as and when orders are placed. If your fulfillment centers are close to your customers’ locations, you’ll have the necessary documents instantly for expeditious delivery.

BizPrint has flexible pricing plans designed to work for any size and shape of business. Best of all, with pricing based on the number of prints you require, you can scale your BizPrint plan as your business grows or you enter busy seasons. Why not try it out with 50 free prints?

Leave a Reply

Your email address will not be published. Required fields are marked *