OrderFlow PDF Documents

Streamline your order workflow with OrderFlow PDF Documents for WooCommerce. Automatically generate professional PDF invoices, packing slips, and credit notes for every order, and deliver them exactly where they’re needed — in the admin, via email, or directly to your customers’ accounts. Customise document layouts, branding, and content to match your store, while keeping everything organised and easy to manage behind the scenes. OrderFlow PDF Documents integrates seamlessly with WooCommerce and helps you create a smoother, more professional experience for both your team and your customers.

Setup and Configuration

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OrderFlow PDF Documents integrates seamlessly with WooCommerce to automatically generate and manage PDF documents for your orders. Once installed and activated, you can configure how documents are created, customised, and delivered — all from a single settings page.

All global settings are available under WooCommerce → Settings → OrderFlow PDF Documents. From here, you can control which document types are enabled, how they appear, where they are available, and how they are delivered to both admins and customers.

The plugin is designed to be flexible and easy to use. You can configure each document type independently, ensuring that invoices, packing slips, and credit notes all match your store’s workflow and requirements.

Accessing the settings

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After activating the plugin, navigate to:

WooCommerce → Settings → OrderFlow PDF Documents

Here you’ll find all configuration options, including global branding and per-document settings.

Global settings

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Global settings apply to all document types and control how your documents look and behave across your store.

Logo and branding

You can upload your store logo to appear at the top of all generated documents. If no logo is set, the site name will be used instead.

You can also control which store details are displayed beneath the header, including:

• Store/site name
• Tagline
• Website URL
• Store address (from WooCommerce settings)

This allows you to match your documents to your store’s branding and preferred level of detail.

Logo size

You can adjust the maximum width of your logo (in millimetres) to ensure it fits cleanly within your document layout.

This is useful for fine-tuning the appearance of your PDFs, especially if your logo has a wide or tall aspect ratio.

Clean up on uninstall

You can choose whether to delete all plugin data when uninstalling.

If enabled, this will remove:

• Plugin settings
• All generated PDF files

This is useful if you want to completely reset the plugin or remove all stored documents.

Document settings

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Each document type (Invoice, Packing Slip, Credit Note) can be configured independently, giving you full control over how each one behaves.

Enable or disable document types

You can enable or disable each document type individually.

Disabled documents will not be generated or available for download, and related features (such as email attachments or test emails) will also be inactive.

Document labels

You can customise the label for each document type.

This label is used for:

• Document titles
• Download buttons
• Email attachments

For example, you can rename “Invoice” to “Tax Invoice” if needed.

Where documents are available

You can control where each document appears:

• Admin order screen – adds download buttons in the order sidebar
• Customer account page – allows customers to download documents

This lets you tailor access depending on your workflow and customer needs.

Customising document content

You can choose which columns appear in each document:

• Product
• SKU
• Quantity
• Price
• Line total

For example:

• Packing slips typically use Product + Quantity
• Invoices include pricing and totals

You can also enable or disable the totals section (subtotal, shipping, tax, total, etc.).

Email attachments

You can automatically attach documents to WooCommerce emails.

Options include:

• Attach to admin “New order” emails
• Attach to customer emails (processing, completed, etc.)

This helps automate your workflow and ensures documents are delivered without manual steps.

Sending test emails

You can send test emails with PDF attachments directly from the settings page, once the document type in question is enabled.

To use this feature:

1. Enter one or more email addresses (comma-separated)
2. Click Send test email
3. The plugin will generate a document using your most recent order and send it as an attachment

This allows you to verify formatting, layout, and email delivery before going live.

Using documents

Once configured, documents are automatically generated and available where you’ve enabled them.

Admin access

In the WooCommerce admin order screen, download buttons appear in the sidebar for each enabled document.

This allows you to quickly access invoices, packing slips, or credit notes for any order.

Customer access

Customers can download documents from their My Account → Orders page (if enabled).

This improves the customer experience by allowing them to access invoices and documents without contacting support.

Usage

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Once configured, OrderFlow PDF Documents works automatically in the background, generating and delivering documents wherever you’ve enabled them. This section walks through how documents are accessed by both store admins and customers, and how they are delivered via email.

Downloading documents in the admin

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In the WooCommerce admin, document download buttons appear directly on the order screen for each enabled document type.

To access them:

1. Go to WooCommerce → Orders
2. Open any order
3. Locate the OrderFlow PDF Documents panel in the order sidebar
4. Click a button such as Download Invoice (PDF) or Download Packing Slip (PDF)

The document will open in a new tab and can be viewed, downloaded, or printed.

This makes it quick and easy to access documents during fulfilment, accounting, or customer support.

Customer access in My Account

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If enabled, customers can download their documents directly from their account area.

To access documents as a customer:

1. Go to My Account → Orders
2. Select an order
3. Scroll to the Documents section
4. Click the available document buttons (e.g. Download Invoice (PDF))

This allows customers to retrieve invoices or other documents at any time without needing to contact support.

Documents attached to emails

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OrderFlow PDF Documents can automatically attach PDFs to WooCommerce emails.

Depending on your settings, documents can be included in:

• Admin “New order” emails
• Customer emails (such as processing or completed orders)

When enabled, the PDF is attached to the email and can be downloaded directly by the recipient.

This ensures documents are delivered automatically as part of your existing order workflow.

Example document output

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All documents are generated as clean, professional PDFs using your configured settings.

Each document includes:

• Your logo and store details
• Customer billing information
• Order items with selected columns (e.g. product, SKU, quantity, price)
• Optional totals section

The layout is optimised for printing and digital use, making it suitable for both fulfilment and record-keeping.

Using test emails

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You can preview how documents will look in emails using the built-in test email feature.

From the settings page:

1. Enter one or more email addresses
2. Click Send test email
3. The plugin sends a PDF attachment using your most recent order

This is useful for checking formatting, branding, and email delivery before enabling documents for live orders.

Troubleshooting

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This section covers common issues and how to resolve them when using OrderFlow PDF Documents.

PDF download shows “Invalid document path”

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If you see an “Invalid document path” error when downloading a document:

• Ensure the plugin is fully up to date
• Check that your WordPress uploads directory is writable
• Try regenerating the document by refreshing the page and downloading again

If the issue persists, it may be caused by server restrictions on file access. Contact your hosting provider to ensure PHP can read files from the uploads directory.

Documents are not generating

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If no PDF is generated when downloading or sending emails:

• Make sure the document type is enabled in settings
• Confirm WooCommerce is active and working correctly
• Check that your server supports required PHP functions (such as file handling and iconv)

You can also try sending a test email to confirm whether the document generates successfully.

Settings are not saving correctly

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If changes to settings (such as checkboxes or columns) are not saving:

• Ensure you click Save changes after updating settings
• Clear any caching plugins or server-side cache
• Check for JavaScript errors in your browser console

If the issue continues, temporarily disable other plugins to rule out conflicts.

Test email fails to send

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If the test email feature does not work:

• Ensure the document type is enabled
• Enter at least one valid email address
• Check that your site can send emails (WordPress email delivery is often dependent on server configuration)

If emails are not being delivered, consider using an SMTP plugin to improve email reliability.

PDF formatting looks incorrect

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If your PDF layout looks broken or misaligned:

• Adjust your logo size in settings
• Review which columns are enabled (too many columns can affect layout)
• Ensure your logo is a supported format (JPEG or PNG)

You can use the test email feature to preview changes before using documents in production.

Logo is not displaying

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If your logo does not appear in documents:

• Ensure the selected image is a JPEG or PNG (SVG is not supported)
• Try re-uploading the logo via the media library
• Confirm the image file still exists in your media library

Customers cannot see download buttons

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If customers cannot download documents from their account:

• Ensure “Show in customer account” is enabled for the document type
• Confirm the order belongs to the logged-in user
• Check that the document type is enabled

Documents are not attached to emails

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If PDFs are not being attached to emails:

• Check that email attachment options are enabled in settings
• Confirm the correct email types are selected (admin vs customer)
• Test with a new order to ensure the email is triggered

Special characters not displaying correctly

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PDFs use a limited character set for compatibility.

If you notice unusual characters:

• Avoid unsupported symbols or special formatting in product names or custom fields
• Use standard alphanumeric characters where possible

Still need help?

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If you’re still experiencing issues:

• Check your WooCommerce and WordPress versions are up to date
• Temporarily disable other plugins to check for conflicts
• Contact support with details of the issue, including screenshots and steps to reproduce

FAQs

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Help customers by answering commonly asked questions.