This guide provides all the essential information on automatically generating credit notes.
Please follow the steps below:
Step 1: Log in to your Shopify account.
Step 2: Go to your Shopify store’s “Apps” section and select Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: Click “Template Design” on the left side panel of Easy Invoice+ and select “Invoice” from the “Change Template” dropdown menu.
Step 4: Click the “Automatic Generation Settings”.
Step 5: Select the setting or settings from “Automatic Generation Settings”. There are three settings you can choose from:
- Create when order is canceled: The credit note will be created as soon as an order is canceled.
- Create when order is refunded: The credit note will be created as soon as an order is refunded.
- Create when order is partially refunded: The credit note will be created as soon as an order is partially refunded.
Step 6: Click the “Save Changes” button in the top right corner.
If you have any additional questions, please visit the “Support” section in your app dashboard to create a ticket, or click here to email us with your query.
We are always here to help.