You can issue credit notes if your invoices need to be changed and re-issued.
What is a Credit Note?
A credit note is an official legal document, similar to an invoice, that sellers provide to customers to notify them of refunded, partially refunded, or canceled orders. Credit notes are typically issued when an existing invoice contains an error, such as an incorrect amount, or when a customer requests a change to their original order. In short, credit notes are used in any situation where an invoice needs to be modified and reissued.
How can I issue credit notes?
You can issue credit notes in a couple of ways:
Manual Creation:
Converting Orders to Credit Notes:
Automatic Credit Notes:
Since Shopify does not offer Credit Note functionality, all credit notes should be checked for refunded items and refunded amounts.
Before issuing credit notes, please customize the Credit Note Template according to your needs.
Customizing the Credit Note Template:
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Templates” in the Simple Invoice dashboard.
Step 3: Click on the ‘Template Type’ dropdown menu, Select the ‘Credit Note’, and customize the template according to your needs.
Step 4: Please click the “Save” button to confirm your changes.
How to issue Credit Notes – Process Orders as Credit Notes
You can process your orders as credit notes from the “Orders” section of Simple Invoice by following the simple steps below:
Step 1: Navigate to the “Orders” section and select the order or orders you wish to process as ‘Credit Notes’.
Step 2: Select one of the process options from print, download, or upload, and then 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.
How to issue Credit Notes – Advanced Credit Notes
You can manually or automatically create credit notes by using the ‘Advanced Credit Notes’ functionality of Simple Invoice.
Advanced Credit Notes | Automatic Credit Notes
With the help of ‘Advanced Credit Notes’, you can auto-create credit notes for your refunded, partially refunded, and canceled orders.
Please follow the simple steps below to create automatic credit notes.
Step 1: Click on “Settings” in the Simple Invoice dashboard.
Step 2: Scroll down to ‘Advanced Credit Notes’ and select the conditions under which your credit notes will be created.
These 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.
Step 3: Please click the “Save” button to confirm your changes.
Advanced Credit Notes | Manual Credit Notes
You can manually create credit notes from the Credit Notes section of your Simple Invoice.
Step 1: Click “Credit Notes” in the Simple Invoice dashboard.
Step 2: Click on the “Create Credit Note” button.
Step 3: You can set the main details of the credit note in the “Credit Note Details” section.
Step 4: After setting up the Credit Note Details, click on the “Addresses” section.
You can set your Customer, Billing, and Shipping details. This is an important step since the Credit Note will be sent to this customer. Click “Edit” to select a customer.
Step 5: You can search for a customer or you can fill in the necessary information to add a customer to the Credit Note.
If you wish to add an existing customer, write the customer name or surname to the ‘Search’ field, click the Search button, and click “Select Customer” to add the customer.
After you select your customer, you can also edit the customer information before adding it to the Credit Note.
You have the option of copying the information from the previously added details.
Step 6: After setting up the Addresses Details, click on the “Line Items” section.
You can search for a product or you can fill in the necessary information to add a product to the Credit Note.
If you wish to add an existing product, write the product name to the ‘Search’ field, click the Search button, and click on “Add Product”.
After you select a product, you can also edit the product information before adding it to the Credit Note.
Step 7: After adding the products in the Line Items section, click on the “Pricing And Discount” section, enter the desired amounts, and click the “Save” button to save the Credit Note.
You can also change the currency of the Credit Note here.
Advanced Credit Notes | How to Process a Credit Note?
After creating the credit note, you can print, download, or send it from the Credit Note section of Simple Invoice or the Edit Credit Note section.
You can only send credit notes that are created with the Advanced Credit Notes functionality of Simple Invoice.
Before you process the credit notes, please customize your Advanced Credit Note email template from the ‘Sending Options’ in our app’s ‘Settings’ section.
Step 1: Click on “Settings” in the Simple Invoice dashboard.
Step 2: Scroll down and customize your ‘Advanced Credit Note’ email template from the ‘Sending Options’. Then click on “Save” button.
You can now select one of the process options from the Credit Note section.
You can also click the ‘Actions’ button and process the Credit Notes from the ‘Edit Credit Note’ section.
