Creating a credit invoice [NB]

Once an order is processed, you can use the Create a credit invoice option to issue a full or partial credit on specific items in an order, including a credit for shipping costs. 

To create a credit invoice

  1. On the left menu of the Back Office click Orders, then click the order number for the order you want to work with.
  2. In the Payment method area click Add credit memo. The Create a credit invoice pop-up opens: 

To issue a full credit for a specific product:

  1. Under Quantity, specify the quantity (number of items) to be credited for the given product. For example, if the quantity ordered is 2, and only 1 is to be credited, specify 1. The quantity to be credited cannot exceed the quantity ordered.
  2. You can optionally change the Status of the invoice: Paid or Not Paid.
  3. You can optionally toggle on/off Update stock and Notify customer.
  4. Click Add.

To issue a credit on Shipping costs:

  1. On the Shipping costs line, enter the amount to be credited. You can enter a partial amount to credit, or credit the full cost of shipping. The amount to be credited cannot exceed the total cost of shipping.
  2. You can optionally change the Status of the invoice: Paid or Not Paid.
  3. You can optionally toggle on/off Update stock and Notify customer.
  4. Click Add.

To issue a Custom credit:

A custom credit allows you to add a custom line to the credit invoice, with a customized dollar amount to be credited to the customer. For example, if a customer wants to return a product past the return date, you can still issue a custom or partial credit to the customer by creating a custom credit.

  1. Click Add a custom credit; a new line appears above the Shipping costs line.
  2. Specify a description/title for the credit.
  3. Select a tax rate, if more than one tax rate exists.
  4. Enter the amount to be credited. The amount to be credited cannot exceed the total cost of the product.
  5. Under Quantity, specify the quantity (number of items) to be credited for the given product. For example, if the quantity ordered is 2, and only 1 is to be credited, specify 1. The quantity to be credited cannot exceed the quantity ordered.
  6. You can optionally change the Status of the invoice: Paid or Not Paid.
  7. You can optionally toggle on/off Update stock and Notify customer.
  8. Click Add.
Have more questions? Submit a request