cancel order with refunding

[corine57]

Hi,

we are using your product since 2009 and are still very happy with it, so first of all thanks for all your hard work on this. :-)

we have a particular question as we can't figure out if we are missing something or if this feature just isn't possible with nBill (yet).


- lets say somebody orders two products in one go, so I have two order records and one invoice with two items. All is paid for. So far so good.

now client cancels one product.

What I want is:  to cancel one order and create a credit invoice for that product.


- first of all, I can change the order status of the product to "cancelled".
- second of all, I can find two ways to create a credit invoice, either by simply generating a new one from the credit invoice menu, or go to the invoices overview, and hit the little refund icon.

Somewhere along the line I am missing the following:

->the credit invoice is NOT related to the cancelled order in any way, is it?

and this is where it is confusing to my customer.

When I look up the orders of a client, I get a cancelled one and a completed one.
This is linked to an invoice with two items, marked as paid.
The credit invoice is not linked, as far as we can see, and since credit invoices don't show up when asking a list of invoices for a particular client, it gets a bit confusing.

I was hoping that by using the little refund icon and selecting the specific order that you are refunding, that the credit invoice would somehow be linked to the cancelled product and thus easier to detect.

Am I missing something?
Or is this a feature that is planned in an upcoming release?

kind regards,

Corine

[netshine]

The option to refund an invoice is a new feature that was introduced in the last release, so it has not been 'used in anger' yet, and there may well be scope for improvement.

When you use that icon to refund an invoice, the credit note is associated with the invoice but not directly with the order. As an administrator, if you edit the refunded invoice, it will show a link at the top to the related credit note, however, there is no equivalent feature in the front-end at present, so the client never sees a direct link between the two.

It is probably a good idea to output a message on the invoice itself to say that this invoice has been refunded, and perhaps link through somehow to the credit note - I will give it some thought and consider adding something like this in a future release.

[corine57]

Hey,

thanks for replying.

Yeah, I figured the refund icon was a new one, so I am hoping you will consider our thoughts for improvements.

I am aware I can add information for the client regarding his invoice, so it is clear to him.
As a backend administrator, I would need an overview per customer/client, but with the credit/refunds not linked to the cancelled orders and not showing up under invoices per client, I am never sure what I am looking at, I could be missing relevant information.

so yeah, my requests would be:

- link between cancelled order and credit-invoice;
- show credit invoices on overview: invoices per client.

it would be fantastic if those features will be added in the future,

thanks!

Corine