📄 Available document types (WHAT to create)
1 | Invoice |
2 | Proforma Invoice |
3 | Prepayment invoice |
4 | Final invoice |
5 | Bill |
6 | Receipt |
7 | 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
🚫 Trigger 6 » Never (only for Credit notes)
No credit notes will ever be created automatically, regardless of refunds or cancellations.
🚫 Trigger 7 » When order is partially or fully refunded (only for Credit notes)
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 (only for Credit notes)
If the entire order is cancelled, a credit note is created automatically for all items.
Additional notes:
If a Proforma Invoice was previously issued, the Common Invoice will be generated based on it.
If a Prepayment was previously made, the Final Invoice will be generated accordingly.
Credit notes:
Credit Note Numbering: Follows the default numbering settings of iDoklad.
Invoice Limitation: Credit notes can only be generated for invoices originally created through our system.