When a refund makes one #
A refund on an order with an issued invoice makes a credit note by itself. It has its own number, names the invoice it reduces, and keeps the rental dates for the record. An order with no invoice gets none, because there’s nothing to credit.
Find it in the order box and on the Issued tab. The refund email carries it. To turn this off for some refunds, a developer can use sidocs_credit_note_for_refund.
Credit notes can run on their own series or share the invoice’s: see Documents > Numbers.
Security deposits #
A deposit was held, never earned, so a credit note for one would look like lost rental income.
- A refund that only returns a deposit makes no credit note. The order box offers a Deposit refund receipt instead.
- A refund of a deposit and something else credits only the something else, and says how much deposit went back with it.
This reads the deposit lines of the Security Deposits plugin. For a deposit on an e-invoice, see the e-invoices page. A deposit refunded as a typed amount, with no line chosen, can’t be told apart, so it credits like any other refund.
When an order changes after its invoice #
The order box says “Changed since INV-0418” and offers two choices. Nothing happens until you pick one.
- Credit note and new invoice takes back the whole invoice with a credit note, marks it Credited, and issues a new one from the order as it stands.
- Keep as it is leaves the invoice alone.
The old invoice and its file stay on record either way.
If a refund is deleted #
A credit note stays when its refund is deleted, because it’s a record. Issue what your accountant advises.
