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 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

How credit notes are transferred to your accounting system depends on which integration you use:

• Dinero - The credit note is automatically transferred to Dinero, linked to the original invoice
• e-conomic - The new e-conomic app does not transfer credit notes automatically. You need to create the corresponding credit note in e-conomic yourself for refunds
• Billy - Check your specific integration and documentation to know if credit notes are transferred automatically

Regardless of which integration you use, we always recommend checking 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 see all credit notes associated with an order in order details
• For e-conomic users: Save the order number in the e-conomic credit note reference so it can be linked to the original invoice