When a document isn't created automatically due to an error or unmet requirements or because it was made outside of the online store, you can create it manually from the order detail page.
Step 1
Go to Shopify Admin / Orders » Click on the order without document created
Step 2
Choose More actions » 'SuperFaktúra Integration' option
Step3
Choose the type of the document you want to create and click Create now button
Right now, the bulk action isn't supported, and you can only create one document at a time.
✉️ To send the document via email, ensure the "Send this document in email to customer" option is checked in the app dashboard under the Triggers section.
Step 4
If everything was successful, you see the success message. Document is created in SuperFaktúra and sent out via email.
If you don’t see a success message or encounter errors, contact us via chat, and we’ll investigate and resolve the issue as soon as possible.
Alternative way
Here is an alternative way for creating document for old or imported orders, using triggering logic instead of the manual creation feature mentioned above.
Old orders are in Shopify
(You have orders in you Shopify admin, but no invoice is created for them yet)
Find the correct trigger that will cause the creation process
For example: if these old orders are all in "paid" status, "When order is paid" trigger is NOT a good choice to process these, because these orders are already over this trigger. You cannot set the orders to "paid", beacuse they are already "paid"
Good choice: let's say, these order are "paid", but NOT "fulfilled" yet. So"When order is fullfilled" is the correct trigger for you.
Go to you dashboard » Select "When order is fulfilled" » Click Save
When you set an old order to "Fulfilled" » It will trigger your document creation and the invoice is generated and sent to customer automatically
Importing orders from file
(You import (XLSX, CSV) file to Shopify, and want to create documents for the newly imported orders automatically)
An imported order functions exactly like an order you manually create in the Shopify admin, your documents will be created based on your preset trigger configurations.
Our recommeded steps, before you import orders:
Make sure, your integration is active (you entered your credentials successfully, and you see the green message on the dashboard)
Configure the Triggers on the dashboard and Save your settings.
Import 2-3 test orders, and check it everything works as you want. If you need help, contant us.
After test, import all your old orders. Your documents will be created automatically. Congrats!