Credit notes

Credit note on refund

When you issue a refund in Shopify, the app creates a separate credit note that references the original invoice – as a PDF/A-3 with embedded e-invoice, just like the invoice. Credit notes have their own number range.

Requirements:

• Under Settings › Automatic documents, Create a credit note when you refund in Shopify is on and the refund is on or after For refunds from.
• The order has a finished invoice from the app.
• The refund can be attributed clearly.

Cases the app shows for review

If the app cannot attribute a case safely, it creates no credit note and shows the case in the history instead. Typical cases:

• The order was invoiced elsewhere, for example in your previous invoicing tool, so the original invoice from the app is missing.
• A partial refund without details on lines, shipping or adjustments, so the tax split cannot be derived.
• A refund without money, for example a pure exchange.

Clear such cases with your accountant or in your previous tool.

Cancellations and order changes

Optionally the app also creates credit notes for cancellations and later changes. Turn on Create a credit note when an order is cancelled or changed later under Advanced › Cancellations and order changes:

• Cancellation: a full credit note when no money remains with the shop.
• Change: a correction credit note when an order that was already invoiced was clearly reduced.

The app shows unclear cases for review. The date For refunds from applies. If the app already covered a reduction with such a cancellation or correction credit note, the later refund gets no second credit note.