You can watch the video tutorial, which provides a step-by-step guide through the process.
You can automatically create credit notes with the ‘Advanced Credit Notes’ feature by following the simple steps below:
Creating a ‘Credit Note’ involves many details, which increases the chances of making mistakes. For this reason, the ‘Advanced Credit Notes’ feature allows you to create a credit note automatically; however, it cannot be sent automatically.
It is essential to review automatically generated credit notes before sending them to your customers.
With ‘Advanced Credit Notes’, you can auto-create credit notes for your refunded, partially refunded, and canceled orders.
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Settings” in the Simple Invoice dashboard.
Step 3: Scroll down to the ‘Advanced Credit Notes’ section, and select one or all of the three options for creating credit notes. The options are:
- Auto on cancel: An advanced credit note will be generated when you cancel an order.
- Auto on refund: An advanced credit note will be generated when you make a full refund.
- Auto on partially refund: An advanced credit note will be generated when you partially make a refund.
Step 4: Please click the “Save” button to confirm your changes.
