Create a Fakturownia document by hand from a Shopify order, for example if a document wasn’t created because of an error. You do it on the order page in Shopify Admin, or from the Monitor.
Create a document by hand
Four steps, one document at a time.
Step 1: Go to Shopify Admin » Orders » open the order
Step 2: Click More actions » ‘Create Fakturownia document’
Step 3: Choose the document type and click Create now
Step 4: You see a success message with the document number
The document is created in Fakturownia, and emailed if email is on for it. If something fails, you see the error message and its error code.
No success message, or an error you can’t fix? Write to us in the chat, and we’ll fix it as soon as we can.
Document types you can create
Invoice
Proforma invoice
Prepayment invoice with new estimate (always a fresh estimate)
Prepayment invoice with existing estimate (the one already on the order, for example to retry a rejected prepayment invoice)
Final invoice
Bill
Receipt
A credit note can’t be created by hand in the app. Create it in your Fakturownia account.
Create from the Monitor
On the Monitor, Generate document (order with no document) and Try again (order with an error) open the same window.
Good to know
Manual creation ignores Skip these orders and Generate for.
It creates the document even if the order already has one of that type.
Email: the document is emailed only if Email this document to the customer is ticked for that document type under Triggers.
Bulk creation isn’t supported yet: you create one document at a time.