💰 Create Refund Notes

If a customer requests a refund, WooCommerce and JomeInvoice will stay in sync automatically.

To create a refund in WooCommerce:

1. Open the order you want to refund (for example: Order #212).

2. Scroll down to the Items section and click Refund.

   

3. Enter the refund amount and the reason for the refund.

   

4. Choose Refund Manually.

5. Update the Order Status to Refunded.

   

Once this is done:

• The refund details will automatically sync to JomeInvoice.

• A new Refund Note (for example: Refund Note #214) will appear under:
  Sales > Refund Notes > WooCommerce > Consolidated

🧩 Reviewing Refund Notes in JomeInvoice

To review the refund and its related invoice:

1. First, go to Sales > Refund Notes > WooCommerce > Consolidated.

   

2. You’ll find the Refund Note #214 at the top of the list.

   

3. Click View to open it.

4. Review all item details — including quantity, unit price, subtotal, and tax breakdown.

   

5. Click "Offsets Invoice" to view the attached offset number referenced by this invoice.

   

Inside the refund note, you’ll see:

• The refunded item details

• The refund amount and reason

• The offset number, which links back to the original invoice (e.g., Invoice #212)

This cross-reference ensures you can always trace which invoice the refund originated from.