It may happen that a customer wants to cancel an order. If you want to cancel an order in Plug&Pay, you need to credit the invoice. In this article I will explain how to sort this out.
What does crediting mean?
You credit when:
A customer wants to cancel an order
A mistake has been made on the invoice of a placed order. Once created and sent, an invoice can no longer be modified.
By crediting an order, you create a credit invoice, also known as a credit note. A credit invoice is an invoice used to write off an invoice amount. The amount is therefore negative, meaning there is a minus sign before the invoice amount. Your customer therefore does not need to pay this amount.
How do I credit an order?
First of all, it is important to know that you can only credit an entire order. You cannot credit part of an order.
Once you open an order, you will see the full information about this order. At the bottom you will see the button for crediting. By clicking this button you credit an order:
By default, after clicking the button, a message will appear asking whether you are sure about the crediting. Crediting an invoice cannot be undone.
To confirm the crediting, click Save. A notification will appear in the top right indicating that the crediting was successful - the payment status will change!
After refreshing the order page, you will see a link to the credit invoice appear below the order heading with the invoice number:
You can click on this link to directly open the order with the credit invoice. Via the credit invoice you can go back to the original order via the link.
A credit invoice is not automatically sent to the customer. You can send it manually by opening the order of the credit invoice and emailing the credit invoice via the PDF invoice button:
When you go back to the orders overview, you will see that the status of the original order has changed to credited:
And a credited order has been added with the status credit invoice:
Refunding the money to the customer
Crediting in Plug&Pay is purely administrative. This means that after clicking the credit button, only a credit invoice is created. The money is not refunded to the customer. If you still need to refund money to the customer, you can arrange this via Mollie. If you need help with refunding an amount to the customer, you can consult Mollie's following article.