Choose which orders never get an automatic document, and whether a document is made for everyone, only companies or only individuals. Both are in Settings » Triggers.
🚫 Skip these orders
Pick orders that never get an automatic document. You find it at the bottom of the Triggers card in Settings.
By tag: the order has one of your tags (exact match, upper or lower case doesn't matter)
POS orders
Orders with only gift cards (an order paid with a gift card is not skipped)
Order total is 0
If one of them matches, no document is created automatically. The Monitor shows No document with the reason, and you can still create it by hand with Generate document.
With a tag exception, the automatic document is created about 60 seconds after the trigger, so a tag you add right after the order still counts. A tag added after the document was created doesn't change it.
Skipping by payment method isn't available yet.
📷 [IMAGE: Oblio Settings » Triggers: Skip these orders block with two exceptions (canvas board oblio-TriggersExceptions)]
👥 Generate for
For the invoice and proforma, choose who gets it: Everyone, Companies or Individuals.
A company is a customer who entered a VAT ID (CUI/CIF) at checkout.
It only decides whether the document is created. Email sending stays as you set it for each document.
If two settings clash, you see a warning, but you can still save.
When a document is skipped because of Generate for, the Monitor doesn't show a separate reason for it.
Documents you create by hand ignore these settings.
Credit notes ignore both settings: a credit note is made whenever the order has an invoice from the app, even one you created by hand.
0️⃣ 0-value orders
Orders with a total of 0 are skipped by default: that's the Order total is 0 exception under Skip these orders. Remove it if you want documents for them.