Creation of credit notes for returned goods

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10 years 8 months ago #146621

-- url of the page with the problem -- : mywebsite.com/mypage
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How can I create a credit note when customers do return goods back. I see the status refunded, is this the ending situation for a credit note?
Do I have to set up a separate workflow for the credit notes?
Can I use this status to create the credit note.

Thanks in advance

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10 years 8 months ago #146738

Thanks for you quick answer.

As you know in Belgium and in France you need proof that goods did return and that you gave the money back, this is done by the means of a credit note. The goods are back into stock but most important you have a trace for your financial statement that the credit note is the reverse booking for the invoice. This is also important for the customer, he needs also a proof he returned the goods and he got his money back and also they have proof also for their financial statement too.
The refunding is a separate issue and this should be done by the party who is collecting the money for your transaction, in our case we are using in the beginning the manual payment, the customer pays with bank transfer so our refunding will be done by ourselves.
I hope this clarifies my initial question, how can I set up credit notes, can I work with refunded status on a order and can i generate a credit note which linked to the original order.

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10 years 8 months ago #146764

Hi,

I think that what you need is, as you said, change the status of the command to refunded.
Create a custom field in the table order and only visible in backend thanks to the menu Display > Custom fields.
Fill this textarea when changing the status to refunded to add a custom note on the order.

And then send an email to the customer thanks to the button send email to notify him of the refund.

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