You can watch our video tutorial, which will guide you through the process step by step:
Also, you can automatically create credit notes with the Advanced Credit Notes feature by following the simple steps below.
Creating a Credit Note involves a lot of details which increases your chances of making mistakes. Because of this reason, With the Advanced Credit Notes feature, you can automatically create a credit note, however, you can not automatically send it.
It is very important for you to review the automatically generated credit notes before you send 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” on 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: Click on the Save button.
