How can I automatically create credit notes?

Generating credit notes is effortless with the Invoice Wizard. Just follow these simple steps.

  • Click on the “Settings“ section in the navigation bar.
  • Start by navigating to the “Settings” section on the navigation bar. Next, click on the “Credit Note Conditions” button.
  • Choose the one that suits you among the credit note formation conditions.
  • Click on the “Save Button” at the right top.

Additionally, you have the option to create a manual credit note by following these straightforward steps.

  • Click on the “Orders” section in the navigation bar.
  • Choose the order for which you want to create a credit note, and then click the “Convert” button at the top right.
  • Click on the converted order and proceed with the operation you intend to perform.

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. 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.

Please be aware that Shopify lacks built-in functionality for credit notes. Consequently, exercising prudence in handling refund-related transactions becomes essential. 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.

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