In Settings → Credit notes you connect the system Retino issues credit notes to from the ticket detail, and choose what the credit note form prefills. How to issue a credit note is described in the article Credit notes.
Before you start: Credit notes are part of the Retino Returns Standard plan and higher. Roles with the See refunds and credit notes permission can view the page, roles with Refund settings can change it. See Roles and permissions.
Where credit notes are issued
Each system has its own row on the page. Click Configure to set up a connected one, or Connect to connect a new one.
System | How it connects | What you set |
Shoptet | Automatically with your e-shop, one row per shop. | Restocking and number assignment. |
Pohoda via Dativery | With your Dativery credentials. | Credentials and the variable symbol. |
Custom system via webhook | With your endpoint URL. | Webhook URL and the variable symbol. |
If you have more than one system connected, you choose where to issue the credit note on the Credit note tab in the ticket detail.
Shoptet
A Shoptet row appears on its own once you connect your Shoptet e-shop, and it carries the shop's name. You cannot connect or disconnect it here; it follows your Shoptet connection.
Click Configure next to the shop.
Tick what the credit note form should prefill:
Restock the goods – returning the goods to stock in Shoptet is ticked in advance.
Let Shoptet assign the number automatically – you don't fill in the variable symbol; Shoptet assigns it.
Click Save.
Both options are only defaults. You can change them in the form for each credit note.
Pohoda via Dativery
The credit note is issued in the Pohoda accounting system through the Dativery service, and its PDF comes back to the ticket. You need a Dativery account connected to Pohoda; the requirements are described in Credit notes via Dativery.
Click Connect in the Pohoda via Dativery row.
Paste your credentials in the format
<uuid>/<uuid>into Dativery credentials. The How to get Dativery credentials link below the field shows where to find them in Dativery.In Variable symbol prefill, choose what the credit note's variable symbol is prefilled with.
Click Connect.
When connecting, Retino only checks the format of the credentials. Your first issued credit note confirms they work.
For security, saved credentials are never shown again. If you leave the field empty when editing via Configure, they stay unchanged.
Custom system via webhook
We send every credit note issued in Retino to your URL as the retino_credit_note.created event. This suits your own accounting system or ERP. The data format and how to process it are described in Credit note webhooks.
Click Connect in the Custom system via webhook row.
Enter your endpoint's address into Webhook URL.
In Variable symbol prefill, choose what the credit note's variable symbol is prefilled with.
Click Connect.
Once connected, clicking Configure shows the Webhook secret token field. We send it in the X-Retino-Secret header of every request, so you can verify that the request came from Retino. The Delivery history and test webhook link opens the webhook detail with sent requests and the option to send a test one.
If the row shows Webhook URL is missing, the connection has no address. Click Configure and add it.
Variable symbol prefill
For Pohoda via Dativery and for your custom system, you choose what the credit note form prefills as the variable symbol:
Order number – the number of the order the ticket belongs to.
Internal order ID in the e-shop – the ID your e-shop keeps the order under, when it differs from the order number.
Retino ticket code – the code of the ticket you are issuing the credit note for.
You can overwrite the variable symbol in the form for each credit note.
Disconnecting
You disconnect Pohoda via Dativery or your custom system in Configure with the Disconnect button.
Pohoda via Dativery – we delete the saved credentials and you can no longer issue credit notes to Pohoda from tickets.
Custom system via webhook – we delete the webhook including its delivery history. Other webhooks in Settings → Webhooks with the
retino_credit_note.createdevent keep receiving credit notes.
Credit notes you have already issued stay in the ticket history.
Marketplace add-ons
Pohoda via Dativery and credit note webhooks used to be connected as Marketplace add-ons. We have removed those add-ons and you now set both up here. If you used them, your connection and settings have been kept and there is nothing you need to do.