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.