Credit invoices on refunds: how it works in Modulus
Updated Available on every plan
Short answer
Yes, Modulus issues credit invoices automatically: when you set an order’s status to "Refunded", a credit invoice is issued against the original invoice through the same invoicing service that issued it (Morning, EZcount, iCount, or Rivhit). The refund itself is made with your payment provider, because changing the status doesn’t move money.
Before you start
- A connected invoicing service (Morning, EZcount, iCount, or Rivhit) that issued an invoice for the order. Connect an invoicing service
- A paid order.
A refund and its credit invoice, step by step
Step 1: Refund the money with your payment provider
Make the refund in your provider’s dashboard (or by transfer, if the buyer paid you directly). Modulus doesn’t return money.
Step 2: Open the order and set its status to "Refunded"
Where: Orders›The order›Status›Refunded
You see: "The customer gets an email that the order was refunded. Note: the status doesn’t return money itself; refund it with your payment provider."
Step 3: The credit invoice is issued
Modulus issues a credit invoice for the amount not yet credited on the order, against the original invoice, and it appears under "Documents" on the order page. The buyer gets an email that the order was refunded.
What gets credited, and what doesn’t
| Situation | What happens |
|---|---|
| The original is a tax invoice-receipt or a tax invoice | A credit invoice is issued for the amount not yet credited |
| The original is a receipt (an exempt dealer, for example) | No credit invoice. Handle the refund in the invoicing service |
| "Issue automatically after payment" is off | The credit invoice waits on the order page until you issue it |
| No invoice was issued for the order | There’s nothing to credit, and no document is issued |
| Invoices are issued "Another way" | Modulus issues no documents, credits included |
| The order wasn’t paid | It can’t be marked "Refunded". To cancel it, choose "Cancelled" |
Partial refunds
The "Refunded" status credits everything not yet credited on the order. For a partial refund, issue the credit invoice directly in your invoicing service, for the amount you refunded.
Frequently asked questions
Does Modulus issue credit invoices automatically?
Yes. When you set an order to "Refunded" and "Issue automatically after payment" is on, the credit invoice is issued on its own against the original invoice.
Does setting the status to "Refunded" return the customer’s money?
No. The status emails the customer and issues a credit invoice. You return the money with your payment provider.
Why wasn’t a credit invoice issued?
Check "Documents" on the order page: if the original is a receipt, no credit invoice is issued; if automatic issuing is off, the document waits there; and if the invoicing service was disconnected, reconnect it and click "Retry issuance".
Is the credit invoice sent to the buyer?
The buyer gets an email from the store that the order was refunded. If you turned on "Also email the document from the invoicing service", the service sends them the credit invoice too.