Process a Refund

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Important

For an online (API call) refund, a Credit Memo has to be created against the invoice (from the invoice screen) and not from the order screen.

In the Order View in the backend, click on the Invoice button on the left.

Open the invoice with the View button.

Click on the Credit Memo button

Refund Options:

Within the Credit Memo, there are a few ways here to adjust the refund:

• Leaving everything the same will command a full refund including shipment.
• On the items table, the quantity of each item to refund can be adjusted (make sure the Update Qty button is click after changing the number), and the Return to Stock box can be checked to return the quantity amount back to inventory.

In the refund totals table at the bottom:

• Refund Shipping amount can adjust
• Adjustment Refund can further increase the refund amount (adds to total to be refund)
• Adjustment Fee can decrease the amount of the refund as a fee (subtracts from the total)
• Click the Update Total button after adjusting the above. Please note though that the total refund amount cannot exceed the Invoice total.

To confirm and make the online refund. click on the refund button at the bottom.

The order will be updated once the refund is completed: