This guide provides all the essential information about creating and sending credit notes.
Please follow the steps below:
Step 1: Log in to your Shopify account.
Step 2: Go to the “Apps” section of your Shopify store and select Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: Click on the “Credit Notes”.
Step 4: Click on the “Create Credit Note” button.
If you haven’t customize your template yet, you can get more information about how to customize your template by clicking here.
Step 5: On the “Credit Note Settings” page, click on the “Customer Details” button on the left side of the page, or click on either the “Shipping Details”, “Billing Details” or “Customer Details”.
Step 6: After adding all the customer details, click on “Product Details” on the left side of the page or click on the Product Line to add products.
You can add a custom product to your invoice. On the “Product Details”, click on the “Add Custom Product” button.
You can also make changes to the selected products by clicking on them. After making the necessary changes, click on the “Save Product” button.
Note: After adding all the necessary products, if you want to apply a discount or add shipping to your custom invoice, please follow step 7. Otherwise, proceed to step 8.
Step 7: After adding all the products, click on “Price Details” to apply a discount or add shipping to your credit note.
Step 8: After adding all the necessary information, click on the “Terms and Conditions” to show/hide the options below:
- Issue Date
- Payment Gateway
Step 9: Type your invoice number by simply clicking on the “Credit Note” line.
Step 10: After making the necessary changes, click on the “Save Changes” button in the top right corner.
Step 11: After performing a final check on the Credit Note, you can print, download, or send it.
Template customization is easy, as all text fields are inline-editable. Simply click on any text to change it.
Note: You can also print, download, or send the credit note from the “Credit Notes” section by clicking on the “Actions” button and selecting the desired action.
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.