You can start using this feature easily by following the simple steps demonstrated in the instructional video.
With “Invoice Wizard,” it’s possible to generate “Credit Notes” automatically in addition to manual creation.
- Select “Settings” from the navigation bar in our app. Then, scroll down to find the “Credit Note Conditions” section.
- Choose the one that suits you among the “Credit Note” formation conditions.
- Click on the “Save Button” at the right top.
Here is a preview of one of the conditions for “Automatic Credit Note” creation.
- Select “Settings” from the navigation bar in our app. Then, scroll down to find the “Credit Note Conditions” section.
- Choose the one that suits you among the “Credit Note” formation conditions.
- Click on the “Save Button” at the right top.
- Navigate to Shopify’s Orders page and cancel the order from the product’s detail page
- Navigate to the Credit Note page from the “Invoice Wizard” application’s navigation bar.
As a friendly reminder, our system facilitates the automatic creation of credit notes for canceled and refunded orders. However, it’s important to note that the automatic sending of these credit notes is not currently supported. Please be aware that Shopify lacks built-in functionality for credit notes. Consequently, exercising prudence in handling refund-related transactions becomes essential.
Caution is advised during the generation and distribution of credit notes, as it is imperative to thoroughly review the accuracy of refunded items and amounts before initiating the sending process.By diligently reviewing and validating the refunded items and amounts, you can ensure the accuracy and integrity of the credit notes issued to your valued customers.
For additional details on creating manual credit note documents, please click here.