📄 Available document types (WHAT to create)
1 | Invoice |
2 | Proforma Invoice |
3 | Prepayment invoice |
4 | Final invoice |
5 | Bill |
6 | Receipt |
7 | 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:
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.