Refund a customer properly
An issued invoice is never erased. Here is what to do instead, case by case.
An issued invoice cannot be altered: neither Fixara nor anyone else can edit or delete it. This is not a limitation of the software, it is the rule that gives your documents their value. Everything is corrected with a credit note.
| Your situation | What you do |
|---|---|
| The whole invoice must be cancelled (error, duplicate) | The Émettre un avoir (Issue a credit note) icon on the invoice’s line, in Invoices & Quotes. The invoice is kept, and a credit note reverses it. |
| I give back part of the money | Credit notes, + Avoir (+ Credit note): the customer, the invoice, the amount to give back. The credit note is numbered and your turnover goes down accordingly. |
| The customer leaves with a credit for another time | The same form, option Le client garde un avoir (The customer keeps a credit): they will use it on their next visit, nothing leaves the till. |
| Goodwill gesture for next time | A voucher, not a credit note: nothing leaves your turnover, it is a deferred discount. |
| An after-sales return to refund | Hand back the return at €0, then create a credit note on the original invoice. |
| Card payment refunded on SumUp | Nothing to do: a full refund issues the credit note automatically. |
| Online shop order not collected | Annuler et rembourser (Cancel and refund) on the order: the refund goes out from your Stripe account and the customer is notified. |
A credit note is created from an invoice, never out of nowhere
The Credit notes screen asks you first for the customer, then the invoice or sale concerned, and refuses to give back more than what is left to give back on it. A free gesture, with no invoice to match, is a voucher.