Online credit memo with Magento

You can create a credit memo, provided an invoice has been created.
This action will update the transaction in Trust Payments system. Please follow the steps below:

  1. When an invoice has been generated, on the Order detail page, click the "Invoices" tab in "Order View" section.

    magento-onlinecreditmemo-1310-01-en.jpg

  2. After that, select the invoice you want to refund.

    magento-onlinecreditmemo-1310-02-en.png

  3. When the invoice detail page is shown, click "Credit Memo" on the action bar.

    magento-onlinecreditmemo-1310-03-en.png

  4. You will be redirected to a new credit memo page. Scroll down to the "Refund Totals" section. Enter the Adjustment Fee if performing a Partial Refund, otherwise leave as 0 if you need to perform a full refund. To process a refund, you must click the “Refund” button and NOT the “Refund Offline” button, as this transaction will not be processed through the gateway and will not be settled.

    magento-onlinecreditmemo-1310-04-en.png

 

Once a refund has been performed, a note is added to the order in the "Comment" section. To view the note, access the Order detail page, and scroll down to the “Comment” section.

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  If the transaction has not yet been settled, it will be cancelled instead of being refunded, after which a comment will be added to order ("We voided the transaction because it has not settled yet").

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