Automation

Setting it up

1. Go to Settings → Automation and pick the Invoice or Estimate tab.
2. Switch the automation on.
3. Choose the Trigger: for invoices, order created, paid, fulfilled or edited; for estimates, draft order created or edited.
4. Choose the Action: send (generate and email) or generate only.
5. Choose the policy: first time only (one document per order, the default) or every time (again on each matching event; honours your regenerate rule).
6. Optionally add conditions and save.

Conditions

Groups combined with AND or OR, each group a list of rules: sales channel, customer tag, order tag, payment gateway (several, comma-separated), note attribute, and, on Enterprise Plus, order and customer metafields. Operators: equals, contains, exists, missing. Matching is case-sensitive. Up to 20 rules.

Good to know

• Automation respects your plan's document limit: when the limit is reached the run is skipped and recorded in the order's history.
• Draft-order edits fire on every save in Shopify; with "every time" an edit saved while the previous estimate is still being sent is skipped.
• Automatic runs show as "Auto · sent on order paid" in the document's history.