In your orders, you may come across two types of documents: a payment receipt and a credit note. This article explains the difference, when to use each one, and how to avoid mistakes when exporting for accounting.
What's the difference
Payment receipt
Confirms a received payment for an order.
Orders paid with a pass or membership don't have a payment receipt, because it was already issued when the pass or membership was purchased.
Credit note
Used for orders that were paid and then cancelled and refunded. Each credit note references the original payment receipt.
When to download which document
The order is paid without cancellation: download the payment receipt.
The order was cancelled: download the credit note.
The order is awaiting a manual refund: complete the refund process first, then download the appropriate document.
Tip: Before downloading a document, always verify the current payment and cancellation status in the order detail.
FAQ
Why can't I see the option to download a credit note?
The order hasn't been cancelled, so the credit note is not available.
Which document should I send to my accountant?
It depends on the order's current status: a payment receipt for a paid order, a credit note for a cancelled one.
Should I download a new document after a refund?
Yes, whenever the financial status of an order changes, always verify that you have the correct final document.
Related articles