Easify Forums

Re: Credit Notes

Hi pedalpower,

Raise a new order, write in the comments that this is a credit note, add the item(s) to be refunded, mark that line item(s) as 'Returned', (if you intend to resale the item, you will need to add it back into stock manually). At this point I'd print out an invoice and give that to your customer, (save a copy in the documents section, if you have enabled it), this will show the amount owed and could be used when the customer comes back to claim their credit.

Re: Credit Notes

Just an update,

In the latest version of Easify (V3.63) you are now asked if you'd like to return a product back to stock if it is returned.

Re: Credit Notes

Thanks you. This is working very well.

Re: Credit Notes

I was looking for a solution for a credit note and this worked very well. I just need to edit the current Statement to a new Statement with credit notes so that the overdue amount doesn't mix up with the total amount that needs to be paid by the customer.

Thanks a lot.