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Triggers

Create X type of document when Y order event happens

Updated yesterday

📄 Available document types (WHAT to create)

1

Invoice

2

Proforma Invoice

3

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. We handle both POS and Online Store orders

  2. 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.

  3. If an Order’s totalPrice is 0, no document will be generated, even if a trigger is activated.

    1. If you want to test, we recommend using "Cash on Delivery" payment method with a total greater than 0.

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

  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.

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