Credit Notes

A credit note is the document for a refund. It is created automatically when you refund in an order, with its own sequential number and as PDF to the customer. You do not create anything by hand.

How a credit note is created

The path always leads through the order.

Credit note list with number, customer, reference, date, amount and PDF

Open the order, click “Refund” in the payment overview.

Choose items, plus shipping costs or sitting fee. Give a reason.

With Stripe and PayPal the refund goes out automatically. With bank transfer and cash you transfer yourself and confirm it in the dialog.

Pixalo creates the credit note as PDF, attaches it to an email to the customer and shows it in the order history.

If the refund fails

If Stripe or PayPal reject the refund, no credit note is created. The order shows the error, you can try again.

The credit note list

Under Orders → Credit notes. Number, customer, reference to invoice and order, date, amount, PDF.

Search

By credit note number, customer or invoice number.

PDF

The same file the customer received. Also in the order under refund documents.

Number and content

Credit notes follow their own number range from the invoice settings, default CN-2026-0001. The PDF shows the original invoice with date, the refunded items with tax rate, the reason and the amount.

Heading

Invoice correction or credit note, set under Settings → Invoice.

Partial and multiple

Several refunds per order are possible, each with its own credit note. Each item can be refunded only once, the sum never above the total.

Immutable

Like invoices, credit notes are locked after creation and kept for ten years.

Accounting

Invoice and credit note belong together. For accounting, export both PDFs from the respective list. Orders with an invoice remain archived even if you remove them from the list.

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