Refund Manager

État de développement
Stable
Sites actifs
Développé par
Téléchargement

Dernière mise à jour: 2019-11-04

Conçue pour CiviCRM 5.0 et plus.

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.