#dooing-credit-note-event
tender gate
@prisma spruce do you have an example refund I can look at? My guess is that you/your code refunded the charge directly and didn't create a credit note. They are completely separate products
prisma spruce
pi_3JXitqAfQ68zM8an1637cBdY
Yes, I do remember there was a difference between a credit note and a simple refund... I do remember I decided to implement it as a credit note since this was the more "proper way", right?
tender gate
So yeah, you went and manually did a partial refund by hand in the Dashboard
you didn't go and create a credit note from what I can tell, you loaded the payment and refunded it
prisma spruce
So where would I do the credit note / how can I fix it that my system still sees a credit note event, so that my system can create a credit note pdf for the system and store that in the system.
tender gate
You would look at the invoice to create a credit note, not the payment
prisma spruce
how can I fix it that my system still sees a credit note event, so that my system can create a credit note pdf for the system and store that in the system.
What again was the difference from a manual refund vs. a credit note? I do remember I was told here that the credit note was the better / the more modern approach or so, thats why last year I decided to implement as a credit note.
Should I maybe implement both ways?
tender gate
Have you tried creating a credit note in the dashboard for that invoice?
prisma spruce
well I think the customer was given a refund now, so I guess if on top I create a credit note, the customer will get back money twice...
tender gate
A refund is sending money back to the credit card that paid originally. A CreditNote is an accounting term useful for Invoices (which is separate). The latter is not just more modern, it's here for accounting reasons
But you can try and debug all of this in Test mode to reproduce and test without risking refunding the customer twice
For example https://stripe.com/docs/api/credit_notes/create#create_credit_note-refund exists and you should be able to link the existing refund in the API to the credit note you would create
prisma spruce
? Are you saying the credit note is just doing accounting, but not actually giving back money?
tender gate
I'm saying they are a layer on top of refunds. They do support also refunding but they are more than just a refund
and this time you forgot that and went and did a manual refund without doing the credit note approach
prisma spruce
well I need both to give back money to the customer, as well as to write an official document, the opposite of an invoice, which AFAIK is the credit note.
tender gate
Correct it is. But you didn't do this this time, that's what I am explaining. You forgot that decision you took last year and quickly did a one-off partial refund in the Dashboard for the payment, instead of creating the credit note
prisma spruce
Are you saying that, I can still create a credit note, link it to the refund I already did, and that will NOT refund twice, but instead credit just the credit note with no further payment back to the customer?
I am in the dashboard and I am on the credit note, and I see I can select the refund I gave in a checkbox
tender gate
I think so, though I never use this UI. So the safe thing to do is to test this a few times in Test mode first to ensure it does exactly what you want