> For the complete documentation index, see [llms.txt](https://docs.solutioo.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.solutioo.de/shopware/shopware6_en_us/frequently-asked-questions-faq/faq-pdf-documents.md). # FAQ – PDF Documents With the PDF document module, you transfer sales documents as PDFs directly into the Shopware customer portal. The following questions explain in detail how to set up and use the module. ### Which document types can I upload to Shopware as PDFs? The posted sales documents **invoice**, **credit memo**, and **shipment** are supported. The document type is determined automatically during the upload (for a posted sales invoice, for example, "invoice") and the assignment to the customer is made via the customer number or email address. In addition, you can also upload your own PDF attachments. The page [Document Types (Invoice, Credit Memo, Shipment)](/shopware/shopware6_en_us/pdf-documents/document-types-invoice-credit-memo-shipment.md) provides an overview. ### What are the prerequisites for the PDF upload? Two conditions must be met: first, the **solutioo Invoice Documents** plugin must be installed in your Shopware shop – it provides the API endpoints and the customer portal view. Second, the PDF module must be enabled in the Business Central configuration. Without the Shopware plugin, the PDF upload does not work. For details, see [Shopware Plugin Installation](/shopware/shopware6_en_us/pdf-documents/shopware-plugin.md) and the [Overview](/shopware/shopware6_en_us/pdf-documents/overview.md). ### How do I enable the PDF module in Business Central? Open the Shopware configuration, switch to edit mode, and enable the options for the document upload or **PDF generation** in the **Shopware Modules** area. Only then are the upload actions available on the documents and cards. You will find the exact procedure, including screenshots, in the [Overview](/shopware/shopware6_en_us/pdf-documents/overview.md). ### How do I upload a single document? Open the posted sales invoice, credit memo, or shipment and select the **Upload PDF to Shopware** action. The document is generated automatically as a PDF and transferred to the customer portal. Alternatively, you can upload a manually created PDF via "Actions → Shopware Documents". For details, see [Single Upload of Documents](/shopware/shopware6_en_us/pdf-documents/single-upload-of-documents.md). ### How do I upload several documents at once? Open a document list (for example "Posted Sales Invoices"), select several documents, and choose **Upload Selected to Shopware**. A summary then shows the upload status for each document. For details, see [Bulk Upload of Documents](/shopware/shopware6_en_us/pdf-documents/bulk-upload-of-documents.md). ### Can I upload all documents of a particular customer? Yes. Open the customer card and, under "Actions → PDF Documents", select the option you want – for example all invoices, credit memos, or shipments of this customer. You then select the specific documents in the selection window. This is particularly practical for retroactively providing a customer with all documents. For details, see [Bulk Upload of Documents](/shopware/shopware6_en_us/pdf-documents/bulk-upload-of-documents.md). ### Are the PDFs generated automatically? Yes. If **PDF generation** is enabled, the connector generates the PDF for the posted document automatically and transfers it to Shopware. In combination with a Job Queue, documents can thus be provided fully automatically after posting. For details, see [Automatic PDF Generation](/shopware/shopware6_en_us/pdf-documents/automatic-pdf-generation.md). ### Can I also upload my own, externally created PDF? Yes. Using the "Upload Manual PDF" action, you can select your own PDF file from your computer. It is assigned automatically to the corresponding document number and transmitted to Shopware. It must be a valid PDF file – other file types are not accepted. For details, see [Single Upload of Documents](/shopware/shopware6_en_us/pdf-documents/single-upload-of-documents.md). ### Where do my customers see the uploaded documents? The transferred documents appear in the **Shopware customer portal** of the respective customer and can be downloaded there at any time. This requires the correct assignment via the customer number or email address. ### Why does a PDF upload fail? Common causes are: the customer does not exist in Shopware (check the customer number/email address), the report layout for the PDF generation is missing or faulty, the API connection has been interrupted, or the PDF module is not enabled. In such cases, check the Activity Log and the API response. You will find a table of errors on the page [Common Problems and Solutions](/shopware/shopware6_en_us/troubleshooting-and-support/common-problems-and-solutions.md). ### Can I transfer product documents from SharePoint? Yes, with the corresponding Premium module. The connector can automatically transfer product documents (for example data sheets or manuals) from a SharePoint document library to Shopware – controlled by folder patterns and file filters, with Microsoft 365 authorization. For details, see [SharePoint Documents](/shopware/shopware6_en_us/pdf-documents/sharepoint-documents.md). ### How do I check whether a document has already been uploaded? An action is available on the posted document that checks whether the document already exists in the Shopware customer portal. This helps you avoid duplicate uploads and identify failed transfers. For details, see [Check Document Status](/shopware/shopware6_en_us/pdf-documents/check-document-status.md). ### Which Shopware plugin is required for the PDF upload? Uploading PDF documents to the customer account requires the corresponding Shopware plugin, which receives the documents and assigns them to the respective customer or order. For details, see [Shopware Plugin Installation](/shopware/shopware6_en_us/pdf-documents/shopware-plugin.md). ### Which document types can I upload? In particular, **invoice**, **credit memo**, and **shipment** are supported. These documents generated from Business Central are made available to the customer in the Shopware account. For details, see [Document Types (Invoice, Credit Memo, Shipment)](/shopware/shopware6_en_us/pdf-documents/document-types-invoice-credit-memo-shipment.md). ### Can I upload documents individually and in batches? Yes. You can upload individual documents directly from the document or perform a bulk upload for many documents. For details, see [Single Upload of Documents](/shopware/shopware6_en_us/pdf-documents/single-upload-of-documents.md) and [Bulk Upload of Documents](/shopware/shopware6_en_us/pdf-documents/bulk-upload-of-documents.md). ### Are PDFs generated and uploaded automatically? Yes, the connector can automatically generate invoices, shipments, and credit memos as PDFs and upload them to the Shopware customer account. For details, see [Automatic PDF Generation](/shopware/shopware6_en_us/pdf-documents/automatic-pdf-generation.md). ### How do I check whether a document was uploaded successfully? The document status shows you which documents were transferred successfully and which failed, so that you can process the latter again. For details, see [Check Document Status](/shopware/shopware6_en_us/pdf-documents/check-document-status.md). ### Can I process documents from SharePoint? Yes. Documents from SharePoint can be integrated via the connector and uploaded to the Shopware customer account. For details, see [SharePoint Documents](/shopware/shopware6_en_us/pdf-documents/sharepoint-documents.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.solutioo.de/shopware/shopware6_en_us/frequently-asked-questions-faq/faq-pdf-documents.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.