📄 Available document types (WHAT to create)
1 | Common invoice |
2 | Proforma Invoice |
3 | Sales receipt |
4 | Credit note |
🔫 Triggers (WHEN to create)
✉️ Email this document to the customer (optional): You can also check "Email this document to the customer" in order to send the generated document to the customer. You can also disable it anytime.
Trigger 0 » Manual creation
You can create any type of document directly from your Shopify Admin » Orders page. Learn more about this feature
Trigger 1 » When order is paid
The document using this trigger will be created, if
paid order is created (or imported)
unpaid order is set to paid
Trigger 2 » When any order is created
The document using this trigger will be created, if
any type of order is created (or imported)
Trigger 3 » When unpaid order is created
The document using this trigger will be created, if
unpaid order is created (or imported)
Trigger 4 » When order is fulfilled
The document using this trigger will be created, if
fulfilled order is created (or imported)
unfulfilled order is set to fulfilled
Trigger 5 » Never
The document using this trigger will never be created
🔙📃🚫 Triggers for Credit notes work like this:
Trigger 6 » Never
No credit notes will ever be created automatically, regardless of refunds or cancellations.
Trigger 7 » When order is partially or fully refunded
A credit note is automatically created when an item (product or shipping) from the order is refunded.
Details:
Partial Refund: If only some items are refunded, the credit note includes only the refunded items.
Full Refund: If all items are refunded, a credit note for the full order is created.
Important: Items that are not modified (refunded) will not appear on the credit note.
Trigger 8 » When order is canceled
If the entire order is cancelled, a credit note is created automatically for all items.
Additional notes:
We handle both POS and Online Store orders
POS Buyer Name Logic:
Customer → use customer name
No customer, email present → use email
No customer or email → use "Shopify POS"
When an Invoice is issued after a Proforma Invoice (prerequisite: the order is paid), the two will be linked. However, OSS cannot be set on a Proforma Invoice, and discounts will appear as separate line items on the Invoice. As a result, the Invoice layout will reflect the Proforma Invoice.
A Tax Document checkbox is linked to the Proforma Invoice. It can/must be issued if the Proforma Invoice is paid.
If an Order is created with a cancelled or closed status (e.g., during import), no document will be generated for it.
When the trigger is 'When an unpaid order is created', or 'When any order is created' » If the order's payment method is COD (Cash On Delivery), we wait 30 seconds and then create the document using the information available at that time.
Credit notes:
Credit Note Numbering: Follows the default numbering settings of iDoklad.
Invoice Limitation: Credit notes can only be generated for invoices originally created through our system.