Since 28th December 2022, this plugin version has been discontinued for purchase. However, support will be continued for existing users. Post the aforementioned date, users who purchase the plugin, which now is made available as multiple add-ons, must refer to their corresponding setup guides. The drag-and-drop customizer feature is now available for purchase as an add-on.

WooCommerce PDF Invoices, packing slips and credit notes plugin | WooCommerce Shipping labels, Dispatch labels and Delivery notes plugin | WooCommerce Address labels plugin | WooCommerce Picklists plugin | WooCommerce Proforma invoices plugin | Customizer for WooCommerce PDF Invoices

Since 28th December 2022, this plugin version has been discontinued for purchase. However, support will be continued for existing users.

Set up WooCommerce Credit Note

Last updated on June 18, 2024

WooCommerce PDF Invoices, Packing Slip, Delivery Notes(Pro), 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.

Get Started

General Settings

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

WooCommerce Credit Note-General Settings
  • 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.
WooCommerce Invoice:Pack Slip-Invoice Advanced-Order meta fields
WooCommerce Invoice/Pack Slip-Invoice Advanced-Order meta fields
WooCommerce Invoice:Pack Slip-Invoice Advanced-Add Order meta fields
WooCommerce Invoice/Pack Slip-Invoice Advanced-Add Order meta fields
  • 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.
WooCommerce Invoice:Pack Slip-Invoice Advanced-Product meta fields
WooCommerce Invoice/Pack Slip-Invoice Advanced-Product meta fields
  • 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.

Credit Note Number

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.

WooCommerce Credit Note-Configure Number
  • Use the order number as credit note number: Choose Woocommerce order number to use the order number as the credit note number. If you want to generate a custom credit note number, then select Custom number series and input the necessary details into the populated fields. Credit Note Start Number: Enter the Credit Note Start Number in the field provided.
  • Credit note number format: Specify the format in which the credit note has to be generated. For example: [prefix][number][suffix]. You can use any of the date formats or alphanumeric characters in this field as shown in the popup.
Date formats
Date formats

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 Credit Note

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

WooCommerce Credit Note-Customize

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.
Credit note theme
  • 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:
WooCommerce Invoice or packing-Invoice Settings- Customize-Code Editor-Help
WooCommerce Invoice or packing-Invoice Settings- Customize-Code Editor-Help
  • Make the necessary modifications to the layout and save it.
  • After saving, activate the template to use it further for your proforma invoice

Bulk print Credit Note

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

WooCommerce Credit Note-Print from orders
WooCommerce Credit Note-Print from orders

Sample Credit Note

A sample credit note will be as shown below:

Sample WooCommerce Credit note
Sample WooCommerce Credit note