Invoices and refunds
Permalink Invoices
As already mentioned in the “Create voucher product” section, value vouchers automatically receive the tax status “None”, as there is no immediate taxation when these vouchers are sold. Taxation only takes place when the voucher is redeemed, i.e. when a delivery or other service is actually provided.
We strongly recommend that you consult your tax consultant in advance to ensure the correct tax treatment in your specific case.
Example of invoicing when purchasing a voucher
The voucher is sold without tax:
Example of invoicing when redeeming a voucher
So if a voucher is sold in the shop without tax, the tax must be paid in full when the voucher is redeemed. A corresponding invoice would look something like this:
Note on accounting software
As tax is paid in full for purchases made with vouchers, automatic transfer to accounting programs such as Lexware Office or sevdesk is not possible. If you use our interfaces, for example, you may have to enter such orders manually in your accounting software. Please discuss the procedure with your tax consultant.
Beispiel zur Unterscheidung eines Kaufs mit einem Gutschein, welcher kein Wertgutschein ist
In this case, a normal WooCommerce voucher is used to make purchases in your online store, and the order then also contains reduced VAT, which is not the case with value vouchers, as described above:
Permalink Refunds for orders with redeemed vouchers
If you would like to refund or change orders for which vouchers have been redeemed, there are several things to bear in mind.
The voucher is fixed in the order, the value cannot be changed, nor can the voucher be deleted from the order.
When you make the refund, please follow our instructions:
Please note that only the amount actually paid after deduction of the voucher can be refunded. This must be entered manually. A coupon was used for this order, after a refund, a new coupon may have to be created for the customer via POS-Vouchers.
This means that only the amount actually paid, which is shown in the “Available refund amount” field, can be refunded; you must reduce the items accordingly by this value, see the following example:
This is what the order now looks like after the refund:
The refund PDF looks like this:
The voucher is still visible on this, but cannot be automatically refunded or reactivated. You must now manually create and send the customer a voucher via POS-Vouchers for the amount of the redeemed voucher value.
Please also note that the tax must now be offset in your accounting software.
