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.

The Advanced Credit Note feature requires you to subscribe to the Premium Plan.

Please follow the simple steps below in order to create return forms.

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 (Premium Plan only), and select the Credit Note option from the dropdown menu.

Important Note: You can only print, download, or upload (Premium Plan only) documents. It is not possible to directly send 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 condition.

Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.

Step 2: Click on the “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.