Refunds and credit notes
If you refund a customer in Shopify, Boekvogel turns that into a credit note. That also works for a partial refund.
Linked to the original or not
That depends on your document type:
1
Regular sales invoice If the whole order is refunded, Boekvogel credits the original invoice in Moneybird and the two documents stay linked. A partial refund becomes a separate credit note with the order number as its reference (for example #1001-R1).
2
External sales invoice Moneybird does not know that relationship there. The credit note gets the order number with a suffix as its reference, so you can put them side by side.
Cancelling without a refund
If an order is cancelled after it has been booked, without any money going back, Boekvogel leaves the invoice alone. You get this message:
This order was cancelled after it was booked, without a refund. Check in Moneybird whether a credit note is needed.
Whether a credit note is needed depends on what actually happened. That judgement stays with you.
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