Refund of an Order Validated by Invoice

This only concerns users with the invoicing module adapted to French accounting. During the reimbursement process for an order validated in invoice, there are two distinct situations to consider:

1. Full Refund

Although rare, this situation can occur. If it occurs, do the following:

• Reopen the affected invoice.

• A credit note will be generated automatically.

• Enter the refund transaction.

• The original invoice will remain accessible but displayed with the status Cancelled.

2. Partial refund

Usually the result of a billing error, follow the steps below to issue a partial refund:

• Reopen the invoice to be corrected.

• Modify the services or adjust the prices according to the error noted.

• Then revalidate the order as an invoice.

• This results in the production of a credit note for the initial invoice and the creation of a new invoice which cancels and replaces the previous one.

Important Note: Be careful with reopening invoices

Reopening an invoice is a significant accounting transaction that results in an increase in the volume of entries in the sales journal. In fact, each reopening followed by an invoice revalidation can triple the number of accounting entries required. It is therefore advisable to limit these actions as much as possible. A good practice is to try to anticipate changes on orders before they are invoiced. To this end, settings are made available to you to defer automatic billing for a few days after the end of the service. This functionality allows you to make adjustments in advance and avoid repeated accounting operations.

Paramètres de Décalage de Facturation:
  - Accédez aux réglages de votre Team. (administration, configuration)
  - Editer la team avec le Menu Trois Petits points
  - Localisez la section facturation.
  - Définissez un délai d'auto-finalisation des commandes.