The app creates iDoklad documents from the Shopify order data, as it is when the document is created.
📄 Available document types (WHAT to generate)
1 | Common invoice |
2 | Proforma Invoice |
3 | Sales receipt |
4 | Credit note |
⚡ Triggers (WHEN to generate)
Extra: manual generation
You can create documents one by one from your Shopify orders » Learn more
Normal document triggers:
⚡ Trigger 1 » When order is paid
The document is created when
a paid order is created (or imported)
an unpaid order becomes paid
⚡ Trigger 2 » When any order is created
The document is created when
any order is created (or imported)
⚡ Trigger 3 » When unpaid order is created
The document is created when
an unpaid order (payment status Pending) is created (or imported)
⚡ Trigger 4 » When order is fulfilled
The document is created when
a fulfilled order is created (or imported)
an unfulfilled order becomes fulfilled
⚡ Trigger 5 » Never
The document is never created
Each automatic trigger creates a document type only once per order. You can still create another one by hand.
Credit note triggers:
⚡ Trigger 1 » Never
No credit notes are created automatically, whatever the refunds or cancellations.
⚡ Trigger 2 » When order is partially or fully refunded
When products or shipping are refunded in Shopify, the app creates a credit note with the refunded quantities and prices.
Details:
Full refund: the refunded amount equals the order total. The credit note has every item of the invoice.
Partial refund: a smaller amount. The credit note has only the refunded products (with the refunded quantity) and the refunded shipping.
Important:
An order can have several partial refunds, so also several credit notes.
Items that didn't change aren't on the credit note.
An order edit that moves no money doesn't create a credit note.
⚡ Trigger 3 » When order is canceled
If the whole order is cancelled, a credit note is created for all items automatically.
🚫 Skip these orders
Pick orders that never get an automatic document. You find it at the bottom of the Triggers card in Settings.
By tag: the order has one of your tags (exact match, upper or lower case doesn't matter)
POS orders
Orders with only gift cards (an order paid with a gift card is not skipped)
Order total is 0
If one of them matches, no document is created automatically. The Monitor shows No document with the reason, and you can still create it by hand with Generate document.
With a tag exception, the automatic document is created about 60 seconds after the trigger, so a tag you add right after the order still counts. A tag added after the document was created doesn't change it.
Skipping by payment method isn't available yet.
📷 [IMAGE: iDoklad Settings » Triggers: Skip these orders block with two exceptions (canvas board idoklad-TriggersExceptions)]
👥 Generate for
For the invoice, proforma and sales receipt, choose who gets it: Everyone, Companies or Individuals.
A company is a customer who entered a VAT ID (DIČ) at checkout, or in address line 2 if you collect it there.
It only decides whether the document is created. Email sending stays as you set it for each document.
If two settings clash, you see a warning, but you can still save.
When a document is skipped because of Generate for, the Monitor doesn't show a separate reason for it.
Documents you create by hand ignore these settings.
✉️ Send documents in email
Tick "Email this document to the customer" to send the document to the customer through iDoklad's email server, right after it's created. You can turn it off anytime.
The Monitor shows under every created document what happened to its email.
ℹ️ Additionals
Tax document
Optional: if this checkbox is on and a Proforma gets paid, the app creates a Tax document linked to the Proforma. The Tax document isn't emailed.
Credit note details
Credit notes can only be created for:
Common invoices created by the app
The corrected items show with negative amounts.
Credit note numbering comes from your default iDoklad numbering:
Settings → Sale → Numbering
If email sending is on, the credit note can be sent through iDoklad.
The credit note has the same payment method as the original document.
Order adjustment limitation
iDoklad credit notes don't support order adjustments: if you refund in Shopify only an amount, without picking a product or shipping, the app doesn't create a credit note.
Orders where documents are not created
The app doesn't create documents automatically for orders that are:
Cancelled
Closed
Draft
Even if the trigger would match.
0-value orders
Orders with a total of 0 still get documents. To skip them, add the Order total is 0 exception under Skip these orders. New installs start with it.
Trigger delay for COD orders
Only for these triggers:
When unpaid order is created
When order is created
Not Cash on Delivery: the trigger runs right away.
Cash on Delivery: the trigger runs after 30 seconds.
In the meantime the app waits for the latest order data, and creates the document from it.
Trigger delay for POS orders
For POS orders, the delay applies to every trigger.
For a POS order, the trigger runs after 60 seconds.
In the meantime the app waits for the latest order data, and creates the document from it.
Linked documents
If the app first creates a Proforma and later an invoice for the same order, the two are linked.
If the order is paid, the Proforma gets the payment, and iDoklad turns it into the invoice.
If the order isn't paid yet, a new invoice is created and linked to the Proforma.
Limitation: the app always links to the latest document of the order.
So if an order has several documents, the next related one (an invoice or a credit note) is linked to the latest.
Sales receipt limitation
Sales receipts only work with the When order is paid trigger.
Triggers by payment method, B2B or B2C:
B2B / B2C: use Generate for to create a document only for companies or only for individuals.
Payment method: different triggers or skipping by payment method aren't possible yet.