This article explains which SuperFaktúra documents the app creates and when: document types, triggers, exceptions, email sending and linked documents. The app always uses the Shopify order data as it is when the document is created.
📄 Available document types (WHAT to generate)
The app can create these documents in SuperFaktúra:
1 | Invoice |
2 | Proforma Invoice |
3 | Credit note |
✅ What a document needs
A document is created only if your SuperFaktúra account is connected and the trigger of that document isn’t Never.
If something is missing, the Monitor shows an error code with the fix. See Looking up an error code.
⚡ Triggers (WHEN to generate)
For each document type, choose the event that creates it.
Manual generation: you can also create documents one by one from your Shopify orders. Learn more
Document triggers
For invoice and proforma invoice:
⚡ Trigger 1 » Never
The document is never created automatically.
⚡ Trigger 2 » When unpaid order is created
The document is created when an unpaid order (payment status: Pending) is created or imported. Authorized or partially paid orders don’t start it.
⚡ Trigger 3 » When order is paid
The document is created when
a paid order is created or imported, or
an unpaid order becomes paid.
⚡ Trigger 4 » When order is fulfilled
The document is created when
a fulfilled order is created or imported, or
an unfulfilled order becomes fulfilled.
⚡ Trigger 5 » When any order is created
The document is created when any order is created or imported.
Credit note triggers
⚡ Trigger 1 » Never
No credit note is 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.
Full refund: every item is refunded.
Partial refund: only some items are refunded. An order can have several partial refunds, so several credit notes.
Items that didn’t change aren’t on the credit note.
⚡ Trigger 3 » When order is canceled
When the whole order is cancelled, the app creates a credit note for every item of the order.
Set it up
Open SuperFaktúra | Integration app » Settings menu » Triggers section » Invoice field (or Proforma invoice, Credit note) » choose a trigger » Save
Good to know
On a new install: Invoice » When order is paid, Proforma invoice » Never, Credit note » When order is canceled.
Paid status is synced automatically, whatever the trigger. See Paid status syncing.
To create a document again for the same order, use manual generation.
✅ POS orders
POS orders (sales in your Shopify POS) get documents like web orders: the same triggers, document types and settings apply.
The document is created about 1 minute after the sale, so Shopify can add the customer to the order first.
With a customer on the order, the document uses the customer’s details, like a web order.
Without a customer, the buyer is the order’s email address. With no email either, the buyer is Shopify POS, with your store’s country.
✅ Credit note details
A SuperFaktúra credit note corrects an invoice the app created. The corrected items show with negative amounts.
How it works
Credit notes are created only for invoices created by the app (the latest invoice of the order). Proformas don’t get one.
For a refund, the refunded items and shipping are on it, with the refunded quantity. For a cancellation, every item of the order.
A full refund or a cancellation is credited only once per order. An order can have several partial credit notes.
A refund that moves no money (for example, from an order edit) creates no credit note.
The customer details come from the Shopify order, not from the invoice. If you changed the invoice in SuperFaktúra later, the credit note still shows the Shopify details.
The payment method comes from the order, matched like on invoices.
Numbering comes from SuperFaktúra. See Numbering sequences.
If Email this document to the customer is ticked for credit notes, SuperFaktúra emails it.
Order adjustment limitation
If you refund in Shopify only an amount, without picking a product or shipping, the app doesn’t create a credit note. SuperFaktúra credit notes don’t support this.
✅ Orders where documents are not created
The app doesn’t check the order status: a document is created only when its trigger happens (order created, paid or fulfilled).
Draft orders never get a document, because they aren’t orders yet.
Cancelled or archived orders aren’t skipped automatically: if the trigger happens after that, the document is created. To keep such orders out, tag them and add a tag exception.
Shopify test orders aren’t skipped either: they get a document like any other order, automatically and by hand.
Manual generation works for every order.
🚫 Skip orders and Generate for
Choose which orders never get an automatic document, and whether the invoice and proforma are made for everyone, only companies or only individuals.
Skip these orders
Pick orders that never get an automatic document, whether the customer is a company (B2B) or an individual (B2C). You find it at the bottom of the Triggers card in Settings. You can skip orders when:
Order has a tag: one of your tags, exact match (upper or lower case doesn’t matter),
Order comes from POS (in-store),
Order is paid with a selected payment method: Cash on delivery (COD), PayPal or Bank transfer,
Order contains only gift cards (an order paid with a gift card isn’t skipped),
Order total is 0.
If one of them matches, the Monitor shows No document with the reason, for example Skipped by your exception: order is paid with …. You can still create the document by hand with Generate document.
Payment method
Cash on delivery and Bank transfer mean Shopify’s built-in manual payment methods (Cash on Delivery, Bank Deposit). A manual payment method you created with your own name can’t be recognised.
PayPal means PayPal Express. PayPal paid through Shopify Payments can’t be recognised, so the document is created.
Card payments (also Apple Pay, Google Pay and Shop Pay) can’t be chosen: Shopify shows them all as Shopify Payments.
An order paid in parts is skipped only if every part was paid with a selected method. If any part was paid another way (for example gift card + COD), the document is created. The Monitor lists all the methods.
Tags
With a tag exception, the automatic document is created about 60 seconds after the trigger, and the tags are read again, so a tag you add right after the order still counts. A tag added after the document was created doesn’t change it.
0-value orders
Orders with a total of 0 are skipped by default, on new and existing stores. This also covers POS and cash on delivery orders with a total of 0. This is the Order total is 0 exception; remove it if you want documents for them.
Generate for
For invoice and proforma invoice, choose who gets it: Everyone (default), Companies or Individuals.
A company (B2B) is a customer whose order has a valid VAT ID (IČ DPH). See B2B handling.
For a Slovak customer, a DIČ (10 digits) also counts as a VAT ID, so the customer is a company (B2B). With only an IČO, the customer is an individual (B2C).
It only decides whether the document is created. Email sending stays as you set it for each document.
When a document is skipped because of Generate for, the Monitor doesn’t show a separate reason for it.
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: you can skip orders paid with a selected payment method (see above). Different triggers per payment method aren’t available.
Set it up
Open SuperFaktúra | Integration app » Settings menu » Triggers section » Skip these orders » Add exception
In Skip orders when, choose the exception (for tags, enter them separated by commas; for payment methods, tick the ones to skip) » Add exception » Save
For Generate for: choose Everyone, Companies or Individuals under Invoice and Proforma invoice » Save
Good to know
By default there’s no exception except Order total is 0, and every document is for Everyone.
Skipped orders get no credit note. Generate for doesn’t apply to credit notes.
If two settings clash, you see a warning, but you can still save.
Documents you create by hand ignore these settings.
A change only affects new orders. Issued documents don’t change.
✅ Trigger delays
Some triggers wait a little before the document is created. The document is always made from the latest order data, after the wait.
Trigger delay for COD orders
Only for the When unpaid order is created and When any order is created triggers.
Cash on Delivery (COD): the trigger runs after about 30 seconds (about 35 seconds with When unpaid order is created).
Any other payment method: the trigger runs right away.
Trigger delay for POS orders
For POS orders, every trigger runs after 60 seconds.
Trigger delay with a tag exception
If you have a tag exception, every automatic document waits 60 seconds and the tags are read again. See Tags.
✉️ Send documents in email
Tick Email this document to the customer to send the document through SuperFaktúra, right after it’s created. You can turn it off anytime.
How it works
It goes to the order’s email address (or the customer’s, if the order has none).
SuperFaktúra sends it from its own sender, or from your own SMTP server if you set one up in SuperFaktúra (Profile » Application » Emails and SMS).
The document is created first, then the email is sent. These are two separate steps.
If the email isn’t sent, the document is still created and saved. It isn’t created again, so there’s no duplicate.
An email is never sent twice for the same document.
If you fix a setting later, earlier emails aren’t sent automatically.
The Monitor shows under every created document what happened to its email. See Success.
Set it up
Open SuperFaktúra | Integration app » Settings menu » Triggers section » document type » tick Email this document to the customer » Save
By default it’s on for invoices, and off for proforma invoices and credit notes.
🔗 Linked documents
If the order already has a proforma invoice created by the app, the invoice is created from it, so the two are linked in SuperFaktúra.
It doesn’t matter which trigger creates the invoice, or if you create it by hand.
The order doesn’t have to be paid for this.
Important linking 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.