Credit note - Full amount paid - Partial refund.

This guide explains how to issue a credit note and partial refund when the customer has paid in full, but one or more items are no longer required.

Scenario

The customer has paid the full invoice amount, but now one product is being cancelled or returned. You’ll refund them only for that item, not the entire order.

Step 1: Ensure the Order Has Been Invoiced

✅ The Credit Note option is only available after an order has been invoiced.

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Step 2: Create the Credit Note

• Open the invoiced order.

• Click the “Credit Note” button.

💡 A new version of the order will be created with the same number but a new version suffix (e.g. .B, .C, .D).

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The order status will automatically update to Credit Note.

Step 3: Edit the Credit Note

• Go to Options > Edit on the new Credit Note version.

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• Remove any items that are not being refunded — leave only the item(s) you're crediting.

✏️ You can also adjust the pricing of the item(s) at this stage, if needed.
💰 Make sure the item total remains as a negative value.

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Step 4: Finalise and Refund

• Once the credit note is correct, click Accept.

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• You’ll now have the option to refund the customer the appropriate amount.

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Important Notes

• The original order (version .A) will not be changed or display any reference to the credit note or refund.

• All refund activity is tracked on the Credit Note version of the order.