Credit notes and refunds

When a customer returns an item or an order needs to be credited, you create a credit note in Shoporama. The credit note documents the refund and can be transferred automatically to your accounting system.

Create a credit note

1. Open the order to be credited
2. Click Credit note in the order menu
3. Select the products and quantity to be credited
4. Optionally, specify if shipping costs should also be refunded
5. Save the credit note

Partial credit note

You don't have to credit the entire order. You can select specific products and specify the quantity to be credited. The rest of the order remains unchanged.

Refund via payment gateway

The credit note handles the documentation. The actual refunding of the money to the customer should typically be done via your payment gateway (e.g. QuickPay, Stripe or OnPay). Log in to your gateway dashboard to refund the amount.

Credit notes and accounting

If you have an integration with an accounting system (e.g. E-conomic, Dinero or Billy), the credit note is automatically transferred as a credit note in the accounting system. Check that the credit note looks correct in your accounting program after creation.

Tips

• Always create the credit note in Shoporama before refunding via the gateway, so the documentation is in place
• The credit note is automatically assigned a credit note number
• You can view all credit notes associated with an order in order details