Turn every return into a ready-to-review note before it reaches accounting
Generate the matching credit or debit note straight from a sales or purchase return picking, with a preview-before-confirm wizard that keeps prices, taxes, and quantities exactly in sync with the original order.
The problem
Once an invoice or vendor bill is validated, Odoo will not let you edit it — so when a customer returns goods, or you return stock to a vendor, the refund has to be built by hand in a separate screen. Accounting and warehouse staff end up manually cross-referencing the sale or purchase order, the invoice or bill, and the return picking just to create a note that actually matches what was physically returned.
The solution
This app adds a Create Credit Note / Create Debit Note action directly on the return picking. A preview wizard pulls price, discount, and tax straight from the original order line, shows exactly what will be created, and lets you confirm into a draft note linked back to the picking for full audit visibility — with batch support for processing several returns at once.
Everything a return-to-note workflow needs
Every capability below is implemented in the module.
One-Click Notes From Returns
Turn a validated sales or purchase return picking into the matching credit or debit note directly from the transfer, with no manual cross-referencing.
Preview Before You Confirm
Review computed quantities, prices, taxes, and linked documents in a dedicated wizard before any note is created.
Price and Tax Preservation
Price, discount, and taxes are pulled straight from the originating sale or purchase order line, so every note matches the original document.
Partial Return Support
Return only part of what was ordered or delivered, and the generated note reflects exactly the returned quantity.
Batch Note Generation
Select several return transfers in the list view and create one note per picking in a single action.
Notes Direct From Invoices
Create a credit or debit note straight from a posted invoice or vendor bill for price-adjustment scenarios with no physical return involved.
Return Reason Tracking
Capture a custom return reason, backed by dedicated master data, on every note for reporting and audit.
Draft-First for Accounting Review
Every generated note lands in draft, never auto-posted, so accounting always reviews before it is confirmed.
Return Notes Analysis Report
A dedicated list, pivot, and graph report of every generated note by partner, date, type, reason, and amount.
How it works
Validate the return
Complete a sales return delivery or purchase return receipt as usual in Inventory.
Click Create Note
Use the header button on the picking, or select several transfers and use the batch action.
Review the preview
Check the pulled quantities, prices, taxes, and linked documents before confirming.
Confirm to draft
The note is created in draft, linked back to the picking, ready for accounting to review and post.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. One app handles both sides: customer returns generate credit notes, and vendor returns generate debit notes, from the same return picking.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Create Credit/Debit Note While Returning Picking
Turn sales and purchase return pickings into accurate credit and debit notes — previewed before confirmation, price- and tax-preserving, with batch processing and a returns analysis report.
Buy on Odoo App Store