You can issue credit notes in two different ways. You can create a credit note from the Orders section or with the Advanced Credit Note feature.
Please follow the simple steps below.
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Select the order you wish to create a credit note, select print, download, or upload, and select the Credit Note option from the dropdown menu.
Important Note: You can only print, download, or upload documents. It is not possible to directly send a Credit Note. You can manually download and send it to your customer.
Also, you can automatically create credit notes upon the conditions you choose. The conditions 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.
Please follow the simple steps below in order to set automatically create conditions.
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 click on the conditions in which your credit notes will be created.
Step 4: Click on the Save button.