PrestaShop credit slip

How to Manage Credit Slip in PrestaShop

PrestaShop credit slip serves as a confirmation to customer that products returned by them has been received and refunded.  A credit slip can also be referred as credit note or credit memo.

When a customer returns one or more products and you mark the products as returned in the order on the order details page. There is an option to create credit slip for the customer for the amount of products returned.  You can view and download credit slip form order details page in PrestaShop admin panel. You can learn more about product return on our tutorial Managing Orders in PrestaShop.

There’s also a separate  section for managing credit slip in PrestaShop admin panel from where you can view and download any of the credit slips, change the prefix used for the credit slips, print multiple credit slips in one PDF etc. Also customers can view and download credit slips for the accounts page of PrestaShop frontend.

Generate a Credit Slip

A credit slip is created for a order from the order details page in PrestaShop admin panel. If a customer returns one or more products from the order then you can mark the products as returned in the order. This option is only available when merchandise returns are enabled from Customer Service -> Merchandise Returns and order status is set to Shipped or delivered. 

To do so, navigate to Orders ->Orders and select a particular order to view its order details and on order details page click on the button Return Products in the order details section on the top of the page. When you will click this button, you will be brought down the same page to the Products block. A check box to return product will be available for each ordered products also there will be text box to specify the quantity of product returned.

To mark a product returned, check the checkbox of a particular product in the list and also enter the number of products returned in the text field next to the check boxes. There will be some options available at the bottom with check boxes. Mark the check box Re-stock products to put the returned products back in stock and mark the check box Generate a voucher to generate a discount voucher and mark the check box Generate a credit slip to create a credit slip.

return products

After that click on the button Return products, this will mark the product as returned and a credit slip will be created. PrestaShop will automatically send a mail to customer regarding credit slip. Customers can view their credit slips from PrestaShop frontend on their accounts page.

Download Credit Slip from the Order Details Page

You can view and download credit slips in a couple of ways. You can download the credit slip for a particular order from the order details page. To do so, navigate to Orders -> Orders and select the particular order to view its order details and on the order details page you can download the credit slip from Documents tab in order detail section.

PrestaShop order credit slip

Click on the credit slip number to download the credit slip in PDF format from the popup window.

Download Credit Slip

The other way to download credit slip is from the credit slip page in PrestaShop admin. To do so , navigate to Orders -> Credit Slips, on this page all the existing credit slips are listed in Credit Slips section. You can download the existing credit slip by clicking the button Download credit slip for a particular credit slip in the list.

PrestaShop credit slip page

A .window will popup from which you can download the credit slip in your local computer.

You can also download more than one credit slips in a single PDF from the credit slips section of the PrestaShop admin panel. From there you can generate a PDF file containing more than one credit slips. You can specify a date range between which all credit slips will be combined and generated in single PDF file.

To do so, navigate to  Orders -> Credit Slips in the PrestaShop admin panel.  If you want, you can specify the date range to generate a PDF file of the invoices from the section Print A PDF.

PrestaShop credit slip pdf

Select the date in the field From and To, by selecting the date from the drop-down calendar and click on the button Generate PDF. A window will pop up using which you can download the generated credit slip in PDF file in your local computer. A generated file will contain all the credit slips in the date range specified arranged according to date from oldest to newest.

Change the Credit Slip Prefix

On the same page below there are credit slip option that you can configure the prefix for the credit slip. To do so, navigate to  Orders -> Credit Slips in the PrestaShop admin panel and on the page go to the section Credit slip options.

PrestaShop credit slip options

There is an option named Credit slip prefix, which is blank by default which means no prefix will be used. If you want to use any prefix, just fill the prefix name for this option.

The prefix will be added to the number of each credit slip. For example,  without a prefix the credit slip name will be 000001, 000002 etc. If you put some text for prefix like #CS, then the name of credit slips will be #CS000001, #CS000002 etc.

If you will change the credit slip prefix then not only it will affect all new credit slip that will be created but it will also affect the name of existing credit slips.

Credit Slips on the Frontend

When you create a credit slip PrestaShop automatically sends and email to the customer regarding credit slips. The email usually contains a link to the PrestaShop customer account page on frontend from where the customer can download credit slip.

In PrestaShop frontend on customer accounts page, there’s a section that lists all the credit slip associated with a particular customer. On the customer accounts page there’s a button named Credit Slips, a customer can click on this button to access his /her credit slips.

PrestaShop frontend accounts page

After the customer clicks on the button Credit Slips, they will be navigated to a page which lists all their credit slips.  In the list, there’s a column View Credit Slip,  a customer can click on the PDF icon to view or download credit slip in their local computer.

PrestaShop fronend credit slip

 

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