📄 Available document types (WHAT to create)
1 | Invoice |
2 | Proforma Invoice |
3 | 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 a Proforma Invoice has been issued, and the order becomes paid, issuing an Invoice will link the two. Accounting will be based on the Proforma Invoice.
If an Order’s totalPrice is 0, no document will be generated, even if a trigger is activated.
If an Order is created with a cancelled or closed status (e.g., during import), no document will be generated.