Create credit notes from returns and refunds in your Shopify store

Credit notes are tax documents that verify you have processed the refund and are sending money back to the payer’s account. For customers, they serve as accounting documents that evidence the finances arriving in their bank accounts.

Sufio can automatically create credit notes for refunded orders—even for one or multiple partial refunds. In this article, we explain how Sufio automatically creates and sends credit notes.

• Automatic creation of credit notes
  • Incremental creation mode
  • Cancellation mode
• Manual creation of credit notes

To enable the Multiple documents per order creation mode:

1. In your Sufio app, go to the Settings → Document settings page.
2. In the Creating documents section, click on the Multiple documents per order button.
3. You may turn the Create new documents incrementally toggle on or off to select the setting you need.
4. Click on the Update settings at the top of the page button to apply the changes.

Now, Sufio creates a series of documents that reflect changes made to the order in your online store.

This affects the way Sufio handles creating additional documents for updated orders, and two settings are available: Incremental credit notes or Cancellation credit notes.

When the Create new documents incrementally toggle is disabled, Sufio will create credit notes for returns and refunds.

If an order is edited and new items are added, an additional invoice with the new items (only) will be created.

The advantage of this setting is that for each change to the order, an additional invoice or credit note is created, and together they represent the status of the order. Typically, this also means fewer documents are created than when using the cancellation setting.

For every change made to an order—such as a return, refund, or edit—Sufio will create a cancellation credit note that will cancel the original invoice in full.

It will then create a new invoice that will reflect the state of the order.

The advantage of the setting is that after each change to the order, both you and your customer end up with one summary invoice that reflects the latest state of their order.

You can always create credit notes manually, too.

1. In your Sufio account, go to the Documents → Invoices page and select an invoice for which you want to create a credit note.
2. In the invoice view, click the More → Create credit note button.
3. Edit the information and click Save.

The credit note is now created and saved in your account. You can click Send credit note to send it to the customer.