Skip to main content

Triggers

Create X type of document when Y order event happens

Updated over a week ago

📄 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:

  1. 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.

  2. A Tax Document checkbox is linked to the Proforma Invoice. It can/must be issued if the Proforma Invoice is paid.

  3. If an Order is created with a cancelled or closed status (e.g., during import), no document will be generated for it.

  4. 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.

  5. Credit notes:

    1. Credit Note Numbering: Follows the default numbering settings of iDoklad.

    2. Invoice Limitation: Credit notes can only be generated for invoices originally created through our system.

Did this answer your question?