This guide provides all the essential information about automatically generating credit notes.
Please follow the steps below:
Step 1: Log in to your Shopify account.
Step 2:Navigate to the ‘Apps’ section of your Shopify store and click on Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: Click “Design” on the left side panel of Easy Invoice+ and select “Credit Note”.
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. The generation settings are:
- Create when order is canceled: As soon as an order is canceled, the credit note will be created.
- Create when order is refunded: As soon as an order is refunded, the credit note will be created.
- Create when order is partially refunded: As soon as an order is partially refunded, the credit note will be created.
Step 6: Click the “Save Changes” button in the top right corner.
If you have further questions, please go to the “Support” section on your app dashboard and create a ticket, or click here to email us with your query.
We are always here to help.