Credit Memo, Returns and Refunds

After an order has been paid and invoiced, all of the order, or a portion of it, can be refunded by issuing a Credit Memo.

Create A Credit Memo

  1. From the Control Panel, select Orders
  2. Locate the Order in the list and click to open.
  3. Under Order View, in the upper left, click the Credit Memo button. (The button appears only if an invoice has been generated for the order.)

The Credit Memo page looks similar to the Invoice page, with a Refund Items section that lists each item from the invoice.

Select the Invoice payment was captured with. Usually this is your first and only invoice for the order.

Return To Inventory

If the product is to be returned to inventory, check the Return to Stock check box.
If the Product will not be returned to inventory, leave the check box blank.

In the Qty to Refund box, type the number of items to be returned.

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The Return to Stock check box appears only if you have set the inventory stock options to Decrease Stock When Order Is Placed.

Refund Amount

You may choose to issue a refund without the return of products. In the top left corner of the Refunds page, click on Refund Amount. On the right side of the page, you may enter a Custom Refund Amount.

Here you also have the option to refund the Shipping amount, or charge a Re-stocking fee, which will reduce the amount of the refund total.

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Learn More About Issuing Refunds

Refund Totals and Completing the Process