Workflows
Credit notes from refunds
Create a credit note for every refund automatically
The Credit notes from refunds workflow creates a credit note in your invoicing software for every refund of your store.
- Start date: only refunds issued on or after this date are processed.
- Credit note status: Draft, which you validate yourself, or Finalized, validated and numbered automatically. Some software only creates finalized credit notes; with Pennylane, this status needs the invoice numbering to be set up.
- Payment synchronization: see Payment synchronization.
Refunds of orders left out by the invoices' Customers to invoice filter don't create a credit note.