Issuing Credit Notes
Simply hit Create Credit Note to issue a new credit note. Alternatively you can generate it starting from a proforma. In Invoice View Billing Extension adds the new line Document Type. As you can see from the screenshot below, in our example we're viewing a proforma. Click the pencil icon to show the available options. Select Credit Note option to convert the proforma into a credit note.
In both case, the newly created credit note will be empty. Don't forget to add descriptions and define amounts.
Once we completed the refunding process, right below this section the module shows this new panel.
Here we find all the refunded transactions that exist on this invoice. Use the checkboxes to select the specific transactions you want to register in a credit note and press Generate Credit Note. The module now shows the newly generated credit note that can be visited, downloaded and printed in one click.
When you are viewing the credit note you can also find the reference to the related invoice.
First off we use the checkbox to select Beta item then we expand the dropdown menu. Here Billing Extension adds a new option named Generate Credit Note. Select it to generate the credit note for Beta item. That's it. Now you're probably thinking what's the purpose of the blue icons for Alfa and Gamma items. Let's see it together.
Alfa and Gamma items can't be selected because they've been already credited in another document. If you leave the mouse on the icon it says "Line already credited in CN-2018-21-B" (it is the number of the credit note). We can also click the icon to view the document in question. This feature is useful also because it makes sure that you don't accidentally issue multiple credit notes for the same item.