How to Perform an Online Credit Memo in Magento

How to Perform an Online Credit Memo in Magento

Recently, a few of our clients have asked how to perform an online credit memo in Magento. Therefore, we have to put together a step-by-step process for this.

How to Perform an Online Credit Memo

The following is the process to perform an online credit memo in Magento:

  1. Under Sales, go to Invoices.
  2. Then, select the Invoice you want to process the refund. (Note: If a credit memo is already processed for the particular invoice, the Credit Memo button will appear.)
  3. Select the Credit Memo Button.
  4. Then, toward the bottom of the screen in the yellow box, you will see two options:
    • Refund
    • Refund Offline
  5. Next, select Refund.
  6. If you have already processed an Offline Refund, you will need to go through Authorize.net (Payment Gateway) account.
    • Check the transactions section in Authorize.net.
    • Then, find the transaction that has a matching the Order or Transaction ID under the Invoice in Magento.
    • Once you find this, there will be options to process the refund to the card that was used to process the order.

If you have any questions on how to perform an online credit memo in Magento, contact us with the link below!

Leave a Reply