A Credit Note is a document issued to the customer to record a refund or credit for goods/services that were returned, cancelled, or not delivered as agreed.

Note:
This feature is only supported for Equotix POS.

Accessing Credit Notes

Open your Dashboard
Navigate to Sales > Credit Notes

Add New Credit Notes

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

The following fields are required to create a credit note

General

Field	Required	Usage
Related Order ID	Yes	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	Optional	The order ID based on the channel that this order belongs to
Channel	Yes	The sales channel to create the credit not for
Currency	Yes	The currency in which the credit note is created in
Currency Value	Yes	The currency value for the selected currency

Customer

Field	Required	Usage
Customer	Yes	Used to search for the customer details
First Name	Yes	The first name of the customer
Last Name	Yes	The last name of the customer
Company	Optional	The company name of the customer
Email	Yes	The email address of the customer
Telephone	Yes	The telephone number of the customer
Telephone 2	Optional	The secondary telephone number of the customer (if applicable)

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

Note:
Credit note uses the credit not statuses created under Settings > Credit Note Statuses. You can configure the default credit note status for each of your payment methods under Settings > Payment Methods.

Update 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.

Delete Credit Notes

To remove a credit note:

Select the credit note(s) to delete
Click on More Actions
Select Delete Selected

In the example above, the credit note #5 will be removed from the system.

Print Credit Notes Receipts

To print a credit note receipt:

Select the credit note(s) to print
Click on More Actions
Select Print Receipts

Select the receipt template that you would like to print the receipt in.

Email Credit Notes Receipt

To email a credit not receipt:

Select the credit note(s) to email
Click on More Actions
Select Email Receipts

You will have to choose the invoice template in which you would like to have the receipt emailed in.

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

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Credit Notes