Credit memos
A credit memo is a document that shows the amount that is due the customer for a full or partial refund. The amount can be applied toward a purchase or refunded to the customer. You can print a credit memo for a single order, or for multiple orders as a batch. Before a credit memo can be printed, it must first be generated for the order. The Credit Memos page lists the credit memos that have been issued to customers.
Refund method
The payment method for the order determines, to an extent, the method by which you refund an order.
You can refund orders in three ways:
-
Account credit—Orders paid using a credit account can be refunded as an account credit:
-
-
-
-
-
Online refund—Orders paid by credit card through a payment gateway, such as PayPal or Braintree, are refunded online via the payment processor.
-
Offline refund—Orders that are paid by Cash on Delivery (COD) or by check or money order are refunded offline.
You can issue an offline refund or account credit (if enabled) for any payment method.
An order that was paid by Cash on Delivery (COD) or by check or money order is refunded offline.
Refund workflow
-
Payment action - If the Payment Action configuration is set to
Authorize, you must generate an invoice before creating a credit memo—proceed to step 2. If set toAuthorize and Capture, an invoice has already been generated—proceed to step 3. -
Generate invoice - Create an invoice for the order, so that you can send a refund to the customer via credit memo.
-
Create credit memo - Issue a credit memo in the Admin for a credit purchase, or a check or money order.
Column descriptions
Select All / Deselect All