A credit note is a document issued by a seller to a buyer, indicating that the buyer is entitled to a credit or refund for goods or services that have been returned or not delivered as agreed.

Note: This feature is only supported for Equotix POS.

To manage your Credit Notes, open your Dashboard and head over to

Sales > Credit Notes

 

Adding New Credit Notes

To add a new credit note, click on the '+' button

You will need to provide the details for the following fields

The breakdown of the fields are as follow

General

Field	Usage
Related Order ID	The order ID of the order that you would like to create the credit note for. You can search for the order ID and it will populate the fields accordingly
Channel Order ID	The order ID based on the channel that this order belongs to
Channel	The Equotix POS sales channel to create the credit note
Customer	The customer account that you would like to create the credit not for
First Name	The first name of the customer
Last name	The last name of the customer
Company	The company of the customer (if any)
Email	The email of the customer
Telephone	The telephone number of the customer
Telephone 2	The second telephone number for the customer
Product	Select the products to create the credit note for

 

Payment

Field	Usage
Currency	The currency in which the credit note is created in
Currency Value	The currency value for the selected currency

Upon clicking 'Refund', you will have to select the refund payment method to complete the process.

 

Updating Credit Note Status

You can update the credit note's status by clicking on the view icon

You can then select the credit note status that you would like to update to as well as add any order comments necessary.

 

Deleting of Credit Notes

To delete existing credit notes, select the credit notes that you want to delete, followed by the "trash" icon. This will remove the selected credit notes from the system.

In the example above, the credit note #2 will be removed from the system.

 

Printing Credit Notes Receipts

You can print the credit notes receipt. To do so, select the credit notes that you would like to have the receipt printed, followed by Print Receipts.

You will have to choose the invoice template in which you would like to have the receipt printed in. The invoice templates can be configured in the extensions section.

 

Email Credit Notes Receipt

You can email the credit notes receipt to the customer. To do so, select the credit notes that you would like to have the receipt emailed, followed by Email Receipts.

You will have to choose the invoice template in which you would like to have the receipt emailed in. The invoice templates can be configured in the extensions.

 

Note: You are required to have at least 1 invoice template to perform print or email. To create the invoice template, open Integration > Extensions > Invoice Template > Add