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: Pennylane Settings » Triggers: Skip these orders block with two exceptions (canvas board pennylane-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 (numéro de TVA) at checkout.
A customer with only a SIREN (no numéro de TVA) counts as an individual.
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.
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.