Skip to main content

Fakturoid invoice creation rules

Set up the application to issue invoices exactly when you need them.

Martin Zima avatar
Written by Martin Zima
Updated this week

Our application allows for the automatic generation of invoices for Shopify orders in Fakturoid based on pre-defined rules.

These rules can be configured individually for each payment method.

All related settings can be found in the Fakturoid app under the Invoicing RulesInvoice Creation Rules section:


Below are all the events during which an invoice can be automatically generated:

  1. Upon Order Creation 

    Once an order is submitted from Shopify, an invoice is immediately generated in Fakturoid. After the order is paid, the status will be updated to "paid" in both Shopify and Fakturoid.

  2. After Payment of the Order 

    As soon as an order is marked as paid in Shopify, the application will automatically generate an invoice in Fakturoid.

  3. Proforma Invoice 

    When an order is created in Shopify, a proforma invoice is issued. After the payment is received, a final (regular) invoice is issued, which is then marked as paid.

  4. Upon Order Fulfillment 

    An invoice is generated as soon as the order is marked as fulfilled in Shopify.

Tips for Optimal Setup

  • Invoice Issuance Delay:
    If your Shopify store uses apps that modify the order after its completion (for example, in Cash on Delivery situations), we recommend setting a delay of a few minutes before creating the invoice. This ensures that all additional modifications, such as the incorporation of Cash on Delivery payment details, are accurately reflected on the final invoice.

  • Cash on Delivery and Bank Transfers:
    We particularly recommend issuing a proforma invoice for orders paid by Cash on Delivery and bank transfer.
    If you face a significant number of unpaid orders, you might want to try our Payster app, which reminds customers to make payments or even automatically cancels unpaid orders.

  • Proforma Invoice:
    If you choose to generate a proforma invoice immediately after the order is created, Fakturoid will first issue the proforma invoice. After payment is received, a final invoice is automatically generated. For this process to work correctly, it is essential to correctly pair your bank account with your account on Fakturoid.cz.


Have any questions? We're here to help!

Feel free to email us at [email protected] or use the in-app chat, and our support team will be happy to assist you.

Did this answer your question?