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 "Convert 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.
Delay before invoicing
Some apps edit the order just after checkout, under the same number: a post-purchase upsell, for instance, adds a product a few seconds later. If the invoice is created at once, it goes out without that addition.
The Wait before invoicing (minutes) field, in the Advanced options of the Invoices workflow, holds the invoice back. The delay is counted from when the order is received, once the trigger is met. The invoice is created from the order as it stands when the delay ends, and that is the invoice emailed to the customer.
- From 0 (no delay) to 60 minutes. A few minutes are enough for an upsell.
- Only the invoice waits: the connector's other documents are created when triggered.
- A conversion started by hand from the order doesn't wait.
- During the delay, the order shows the "Waiting before invoicing" status.
The delay before invoicing requires the Growth plan or higher.
Deferred payments
Methods configured in Payments → Deferred payments allow conversion before payment, even with the “The order has been paid” trigger. Matching payments are excluded from synchronization to the invoicing software.
See Deferred payments to configure the list from Launch or wait for a bank transfer before invoicing.
By default, the trigger is set to “Fulfilled or paid”. Other triggers require the Launch plan or higher.