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Credit Note

WowInvoice allows you to generate professional credit notes for WooCommerce orders directly from your store.

You can customize credit note layouts, configure numbering strategies, manage displayed order and refund information, and automate credit note generation and email delivery.

Credit notes help store owners maintain accurate refund and adjustment records while providing customers with clear financial documentation.

In the following sections, we will go through each credit note setting and customization option step by step.

Configuration

WowInvoice makes credit note configuration simple and flexible. Follow the steps below to configure your credit note settings.

Step 1: Configure Layout Size and Credit Note Generation Status

WowInvoice supports multiple credit note layout sizes. You can choose from:

  • A4
  • A5
  • Letter
Credit Note

Next, select the WooCommerce order statuses for which credit notes will be generated automatically. Available order statuses include:

  • Pending Payment
  • Processing
  • On Hold
  • Completed
  • Cancelled
  • Refunded
  • Failed
  • Draft

Credit notes will be generated automatically when an order reaches the selected status.

Step 2: Configure Email Attachments

WowInvoice allows you to automatically send PDF credit notes through WooCommerce emails. You can attach credit notes to different WooCommerce email types, including:

  • New Order (Admin Email)
  • Cancelled Order
  • Failed Order
  • Order On-Hold
  • Processing Order
  • Completed Order
  • Refunded Order
  • Order Details (Manual Email)
  • Customer Note

You can also attach additional files to credit note emails. WowInvoice allows you to upload and attach up to 3 files from the WordPress media library.

Credit Note

Step 3: Configure Credit Note Download Settings

You can control when customers are allowed to download credit note PDFs from the My Account page.

Available options include:

  • Always — Customers can download credit notes anytime
  • Specific Order Status — Downloads are allowed only for selected order statuses
  • Never — Customers cannot download credit notes

If you select Specific Order Status, you must also choose the allowed statuses.

Credit Note

You can also customize the download button label.

Step 4: Configure Numbering Strategy

This section allows you to fully customize the credit note numbering system.

Number Format

You can:

  • Use WooCommerce order numbers as credit note numbers
  • Generate custom credit note numbers

Prefix

Add a custom prefix before the credit note number. Dynamic shortcodes for year, month, and day can also be used.

Suffix

Add a custom suffix after the credit note number.

Minimum Length

Set a minimum character length for credit note numbers. If necessary, leading zeros will automatically be added to match the defined length.

You can preview the next generated credit note number directly from this section.

Credit Note

Customization

WowInvoice provides extensive customization options for WooCommerce credit notes.

You can control the appearance, displayed information, labels, document structure, and additional document elements directly from the customization panel.

The customization settings are divided into multiple sections for easier management.

Header & Logo

This section controls the appearance of the credit note header.

You can customize:

  • Header text
  • Enable or disable logo
  • Adjust logo size
Credit Note

Date, Numbering & Identification

This section allows you to customize document dates, order information, and identification labels. You can:

  • Show order date and change label
  • Show credit note date and change label
  • Show order number and change label
  • Show invoice number and change label
  • Show Payment method and change label
  • Add Custom order meta fields
  • Change the label of the credit note number field
Credit Note

Billing & Shipping Address

This section controls the appearance of billing and shipping information on the credit note.

Billing Address

You can:

  • Show or hide billing address
  • Show or hide customer email
  • Show or hide customer phone number
  • Change billing address label

Shipping Address

You can:

  • Show or hide shipping address
  • Show or hide customer email
  • Show or hide customer phone number
  • Change shipping address label

Field Labels

You can customize:

  • Address field label
  • Email field label
  • Phone field label
Credit Note

Product Table

This section controls the appearance and displayed data inside the product table.

Table Columns

You can customize:

  • Description column label
  • Quantity column label
  • Total column label

You can also:

  • Show product image
  • Show product SKU and Change label
  • Show item’s total tax and change label

Other Product Table Settings

You can also:

  • Change product sorting order
  • Display product metadata
  • Include free or zero-priced items in the table
Credit Note

Totals & Financial Breakdown

This section controls the totals area displayed below the product table. You can show, hide, and customize labels for:

  • Order subtotal
  • Tax / VAT
  • Shipping cost
  • Total amount
Credit Note

Other Settings

Additional credit note customization options include:

  • Show order note and change label
  • Show terms & conditions and change label
  • Add terms & conditions
Credit Note
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