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Extension to manage partial or full refunds in CiviCRM through credit notes. Credit notes are nothing but -ve payments with a -ve invoice and a different invoice prefix.
The extension provides following support:
- Provides "create credit note" option for all types of payments.
- Supports multiple credit notes.
- Supports and validates credit note creations or updates through FORMs or APIs, to make sure amount matches with that of original payment.
- Modifies invoice-number column in core contribution table, which also makes invoice receipts display invoice-number of that of the credit note e.g CN_234
- Uses Civi's existing invoice settings for credit note prefix. For multiple credit notes invoice numbers are of the format CN_765, CN_765_2, CN_765_3 etc.
- Provides a smarty variable ($isCreditNote) which could be used in invoice receipt template for adjustments per credit note.
You might issue a credit note to your contact / customer if:
- Your customer wasn’t happy with your service and you’re giving them a full or partial refund.
- You overcharged your customer by mistake.
- You issued an invoice by mistake and are happy that your customer doesn’t have to pay.
