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 view (Sales > Credit Memos) lists the credit memos that have been issued to customers.

Credit Memos

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:

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

1 Payment action config 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 to Authorize and Capture, an invoice has already been generated—proceed to step 3.
2 Generate invoice Create an invoice for the order, so that you can send a refund to the customer via credit memo.
3 Create credit memo Issue a credit memo in the Admin for a credit purchase, or a check or money order.

Column descriptions

Column Description
Select Select the checkbox to select the Credit Memo item(s) to be subject to an action, or use the selection control in the column header. Options: Select All / Deselect All
Credit Memo A unique numeric identifier that is assigned when a request for a Credit Memo is submitted.
Created The date and time the buyer first submitted the request for a Credit Memo.
Order# Order ID of the order whose products are being returned.
Order Date The date and time the buyer placed an order.
Bill-to Name The name of the person who is responsible to pay for the order.
Status Indicates the current state of a Credit Memo request.
Actions View - Opens the request for a Credit Memo and maintains a record of the negotiation between buyer and seller.