📄 Available document types (WHAT to create)

1	Invoice
2	Proforma
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.

Trigger 8 » When order is canceled

If the entire order is cancelled, a credit note is created automatically for all items.

Additional notes:

POS
1. We handle both POS and Online Store orders
  1. POS Buyer Name Logic:
    Customer → use customer name
    No customer, email present → use email
    No customer or email → use "Shopify POS"
2. For POS-type orders, document creation runs with a 60-second delay, using the order data available at that point.
Proforma » Invoice linking
1. If a proforma document was created earlier for the order, the final invoice will be linked to that proforma.
For the “When unpaid order is created” and “When any order is created” triggers, additional logic applies:
1. If the order is not COD, the trigger runs immediately. If the order is COD, we wait 30 seconds and create the document using the order information available at that time.