In this article, you'll learn how to credit an invoice in Plug&Pay. You do this when a customer wants to cancel an order, or when a mistake has been made on an invoice that has already been sent. By crediting, you create a credit note. The amount on a credit note is negative, which means the customer doesn't have to pay anything. You can only credit a complete order, not part of one.
ℹ️ Crediting in Plug&Pay is purely administrative. Any actual refund is something you arrange yourself via Mollie, Stripe or Whop.
Crediting an order
Navigate to Sales > Orders and find the order you want to credit. Click the invoice number to open the order.
In the overview of the order, you'll find the Credit button. Click it to start the credit process.
A pop-up appears. Here you can choose to send an email with the credit note straight to the customer. Click Credit order to confirm the credit.
❗️ Please note: Crediting an invoice cannot be undone.
The confirmation message is shown and the payment status of the order changes immediately to Credited. At the same time, a separate order is created that contains the credit invoice.
To the right of the order, under Actions > Payment status, you can see that the order has been credited. By clicking this message, you go to the credit note.
Sending the credit invoice
If you didn't choose to have the credit note automatically sent to the customer when crediting, you can still do this yourself later. To do so, navigate to the credit invoice, open the PDF invoice dropdown and choose to download the credit invoice to send it yourself, or to email it directly.
Refunding an amount
Crediting in Plug&Pay is purely administrative. No money is refunded to the customer. Refunding an amount is something you arrange via Mollie, Stripe or Whop. For this, consult the Mollie guide, the Stripe guide or the Whop guide.