Set up WooCommerce Credit Note

WooCommerce PDF Invoices, Packing Slip, Delivery Notes, and Shipping Labels allow you to print, download and customize credit notes for your store very easily.

• Create credit notes for partial or fully refunded orders.
• Set up a custom credit note number with prefix/suffix/number series.
• Append additional order or product meta details into the credit note.
• Customize the credit note using the inbuilt templates and modify them to suit your needs.

• First of all, install and activate the plugin.
• From the WordPress dashboard, go to Invoice/Packing > Credit Note.
  OR
• Invoice/Packing > General Settings > Documents tab > Credit Note Settings.

You can configure the general settings required for the credit note.

• Sort products either on the basis of Name or on the basis of SKU.
• Order meta fields:
  • Append additional order information in the credit note by selecting the required item from the drop-down.
  • You can select a field from the list of default fields or click the Add/Edit Existing Order Meta Field button to create custom meta fields by providing a custom Field Name and the respective meta key for the field. Get the order meta keys from the custom field section of the WooCommerce Order page.

• Product meta fields: Select/add additional product information in the credit note.
  • Click the Add/Edit Product Meta to add a new product meta field by providing a custom Field Name and the respective Meta Key for the field.

• Product attributes: Displays additional product details beneath the product.
• Enable variation data: To include variation data of the product in the credit note, enable this option.
• Attach credit note PDF in the email: Enable to attach PDF version of the currently active packing slip template in the order email.

Click on the Update Settings button to save the settings.

Next, you can set up a custom credit note number with prefix/suffix/number series or even mirror the order number as a credit note number respectively.

• Credit note number format: Specify the format in which the credit note has to be generated. For example: [prefix][number][suffix]
• Use the order number as credit note number: Choose Yes to use the order number as the credit note number. If you want to generate a custom credit note number then select No and input the necessary details into the populated fields.
  • Credit Note Start Number: Enter the Credit Note Start Number in the field provided.
• Prefix: Enter a prefix that will be added at the beginning of the credit note number. You can use any of the date formats or alphanumeric characters in this field as shown in the popup.

Suffix: Enter the suffix which will be added at the end of the credit note number. You can use any of the date formats or alphanumeric characters as a suffix as shown in the image above.

Credit Note Number Length: Indicates the total length of the credit note number. If the length of the generated credit note number is less than the provided, it will be padded with ‘0’. E.g if you specify 7 as credit note number length and your credit note number is 8009, it will be represented as 0008009 in the respective documents.

Update and reset the credit note number format settings by clicking on the Update and Reset button.

Customize the credit note using the inbuilt templates and modify them to suit your needs.

To create a new credit note template,

• Select a template from the Create new template option.
• From the inbuilt templates that pop up, choose a layout.

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your credit note.
• You can even switch to the code editor, to make additional customizations other than the one listed in the visual editor.
• While making changes via code editor it would be better for you to refer to the help which briefs about placeholders, alternate classes for RTL support, etc as shown below:

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your proforma invoice

You can even print/download the credit note for refunded orders from the WooCommerce Orders page as shown below:

A sample credit note will be as shown below: