📄 Available document types (WHAT to create)
1 | Common invoice |
2 | Proforma Invoice |
3 | Sales receipt |
4 | You can also create Credit notes, but it can be configured under Content / Order cancelation section. |
🔫 Triggers (WHEN to create)
Imported orders (for example, from a CSV file) work the same way as explained below. Please, note that you must add customer to the order to trigger documents.
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
✉️ Send the document in email to customer (optional): You can also check "Send the document in email to customer" in order to send the generated document to the customer. You can also disable it anytime.
Additional notes:
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.