Conversion trigger
Choose when an order is converted into a document
The conversion trigger defines the condition an order must meet before it is converted into a document (invoice, sales order, estimate or delivery note).
It is configured per workflow, via the "Trigger the conversion when" field in the Workflows tab of the connector settings.
Available triggers
The order is placed
The conversion happens as soon as the order is recorded, regardless of its payment or fulfillment status. This is the most immediate trigger.
The order has been paid
The conversion waits until the order is paid. Ideal when you only want to issue a document once payment is collected.
The order has been fulfilled
The conversion waits until the order is fulfilled.
The order has been fulfilled and paid
The conversion waits until the order is both paid and fulfilled.
The order has been fulfilled or paid
The conversion happens as soon as either event occurs — payment or fulfillment.
The order is placed and unpaid after some time
The conversion happens if the order is still unpaid after a delay you define. A Number of minutes field appears to set this delay, counted from when the order is finalized.
Useful to automatically chase or invoice orders that remain unpaid.
On the free plan the trigger is fixed to "The order is placed". The other triggers require a paid plan.