Transactions: Credit Notes

There are 2 'modes' for credit notes set via Company Settings > Event Defaults

1

   Create partial credit notes only for adjusted amounts (Default)

In this mode the credit notes will reflect only the amount to be credited.

2

    Create full credit notes with new invoices for adjustments

In this mode, all changes to a transaction which increase, decrease or alter items but leave the total the same will generate a credit note for the FULL amount of the transaction + generate a new invoice

Credit notes are automatically generated when transactions are modified and:

• The total value of a transaction is reduced
• The value is unchanged but products are switched or pricing allocations change
• The total is increased or items are added (depending on credit note behaviour setting)
• Cancellation (full or partial)
• Refunds - for Credit Card transactions or Invoiced transactions which are Paid, PartiallyPaid or PartiallyRefunded

Credit notes are not automatically sent to the customer but can be sent via:

• "Send credit note" checkbox in the modify transactions screen when saving
• "Send Latest Credit Note" ACTION
• "Cancel + Notify" ACTION

Credit notes and Invoices are always available via the transaction history