Issue an invoice or a credit note

Before you start

Set your invoice details once in Settings: the Invoice prefix under Orders & invoices, and your tax under Currency & tax. Changing these affects new invoices only.

Issue an invoice

1. Open the order

   The order needs at least one item.

2. Issue it

   Select More actions, then Issue invoice…, and confirm. The invoice number and tax are fixed at this point.

3. Send it

   On the invoice, select Email to customer to send the PDF, or Download PDF to save it. Replies go to your team's contact email.

Issue a credit note

1. Open the invoice

   From the order, select View invoice.

2. Start the credit note

   Select Issue credit note.

3. Enter the refund

   Type the Amount you returned, up to what's been paid, and choose the Method. Select Issue credit note.

The credit note gets its own number and sits under Payments on the invoice. The invoice itself stays as issued.

If something goes wrong

• If Issue credit note says nothing has been paid, there's nothing to credit yet.
• For a card payment taken through Stripe, owners and admins can use Refund via Stripe on the order. The credit note is issued for it.
• Orders paid on Shopify are refunded in Shopify, and their credit notes appear automatically.