This guide provides all the essential information on creating refund invoices.
In Easy Invoice+, refund invoices are referred to as Credit Notes.
There are three ways you can create a credit note: manually, automatically, or by converting an order to a credit note.
Important Note: Easy Invoice+ supports most refund policies. If your store has a unique refund policy not covered by Easy Invoice+, please visit the “Support” section in your app dashboard to create a ticket, or click here to email us about your refund policy.
How to Create a Credit Note Manually
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 on “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 the “Customer Details” button on the left side of the page, or 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 product by clicking on the product. 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 credit note please follow step 7. Otherwise please 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 or 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.
How to Create a Credit Note Automatically
Please follow the steps below:
Step 1: Click on “Design” on the Easy Invoice+ dashboard and select “Credit Note”.
Step 2: Click on “Automatic Generation Settings”.
Step 3: Select the setting or settings from “Automatic Generation Settings”. There are three settings you can choose from:
- 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 4: Click on the “Save Changes” button in the top right corner.
How to Convert an Order to a Credit Note
Please follow the steps below:
Step 1: Click on the “Order” button on the Easy Invoice+ dashboard.
Step 2: Click on the “Actions” button on the right side of the Order you wish to convert and click on the “Convert” button.
Step 3: By default, the Credit Note is selected, click on the “Yes, convert it!” button.
Alternatively, you can convert an order to a credit note from Easy Invoice+’s Order Details page for the same order. After selecting the order you want to convert, click on the “Convert” button.
By default, the Credit Note is selected. Click on the “Yes, convert it!” button.
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.