Credit Note & Refund Reason | Mandatory Refund Reason | POS Refund Reason Picker | Customer Credit Note Audit | Vendor Refund Reason
by The Stella Technolabs https://www.thestellait.com$ 39.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) |
| Lines of code | 515 |
| Technical Name |
star_credit_note_with_reason |
| License | OPL-1 |
| Website | https://www.thestellait.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) |
| Lines of code | 515 |
| Technical Name |
star_credit_note_with_reason |
| License | OPL-1 |
| Website | https://www.thestellait.com |
| Versions | 18.0 19.0 |
Credit Note & Refund Reason
Capture a mandatory reason on every customer credit note, vendor refund and POS refund. Preset reason list plus free-text "Other", with the reason stamped on the credit note and saved back to the original order.
Mandatory Reason Picker
A "Reason" prompt blocks the credit note action until a reason is picked - on customer invoices, vendor bills AND POS refunds.
Preset Reason Library
Admin-managed reasons (Damaged Item, Wrong Item, Missing Item, Quality Issue, Duplicate Payment, Return Accepted...) configured once, used everywhere.
Free-Text "Other" Fallback
When none of the preset reasons fit, cashiers and accountants can type their own reason inline - no manual workaround needed.
Stamped on the Credit Note
The reason is saved on the credit note and visible in the document - so the customer and the finance team can both see exactly why the credit was issued.
Audit Trail on the Order
POS refunds also write the reason back to the original POS order's Extra Info tab - one click to trace any refund back to its source.
Access Right Control
Dedicated "Refund & Credit Note Access" group restricts who can issue credit notes at all - prevent unauthorised refunds at the source.
Compatibility Notice
This module is tested and certified to work with the vanilla (standard, unmodified) edition of Odoo Community and Enterprise. It depends on the standard Accounting and Point of Sale modules.
If your Accounting, Point of Sale or related modules (such as third-party POS refund add-ons, custom credit-note workflows or alternate journal-entry engines) have been modified by another developer, behavior is not guaranteed. Please contact our support team before purchasing if you are running a heavily customized Odoo instance.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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