Create Credit Note

Loyalista processes credit notes similarly to orders, with signs reversed: points earned are deducted, and points redeemed are credited back. For this to take effect, credit notes must be transmitted to Loyalista. For automated credit note setup, refer to our Plugin Setup guide, and for manual transmission, see our best practice Send Orders & Credit Notes Manually to Loyalista.

Inverting points also applies when transmitting returns or warranty claims. While you can customize this workflow, transmitting credit notes is the recommended standard practice.

For general steps on creating credit notes in PlentyONE, consult the PlentyONE manual. This best practice specifically addresses considerations relevant to Loyalista.

1. Create a Credit Note for All Order Items

Credit notes created for all order items (Figure 1) are straightforward: no additional adjustments are needed for Loyalista.

2. Create a Credit Note for Specific Order Items

When creating credit notes for specific order items (Figure 2), distinguish whether points were only earned on the original order or also redeemed. If points were redeemed, handle the voucher code accordingly.

a. Orders Without Redeemed Points

If points were only earned in the original order, no special steps are required. You can identify these orders by the absence of a Loyalista-generated voucher code.

b. Orders Paid Fully with Points

If the original order was paid completely with points, no special adjustment is necessary. You will see a voucher code created by the Loyalista plugin, and the order payment status is at 100 % without external cash payment.

c. Orders Paid Partially with Points

If an order was paid partially with money and partially with points, a Loyalista voucher code is present alongside a recorded monetary payment.

Define in your store policy whether monetary refunds or point reimbursements take precedence.

i. Primary Repayment of the Monetary Amount

The voucher is only included in the credit note if the refund amount exceeds the original cash payment. The voucher amount is adjusted accordingly.

ii. Primary Repayment of Redeemed Points

Here, the voucher code is always added to the credit note. The voucher amount is adjusted to match the credit note amount until it exceeds the original voucher value.