A lucid, highlighted refund policy makes the online store more securable and trustworthy through the eye of customers. Magento 2 comes with the Credit Memo function which assists store owners to quickly partial refund the shoppers’ money. A credit memo is a document which shows the amount of money that is owed to the customer. The amount can be used for another purchase or partially refunded to the customers.
In this article, I will show you how to create a credit memo or partial refund through the following steps:
From the admin panel, click to Sales, then choose Orders to view all of your current orders.
In the Order Management grid, find an order which you want to create a credit memo for.
Click directly on that order or click to the View button in the Action column to see all details of the order.
Tap to the Credit Memo button in the upper right corner of the screen.
Note: The button will only appear if an invoice is created for that order.
Now, I will see the New Memo page with the Items to Refund section that lists each item from the invoice.
Please take the following actions:
Note: The Return to Stock checkbox is available only if the inventory Stock Options is set to Decrease Stock When Order Is Placed.
Then, complete the following tasks
Note: The amount to be credited cannot exceed the maximum amount that is available for refund.
The status of a credit memo notification comes up in the completed credit memo beside the credit memo number.
Step 1: In the View Memo page, you need to scroll down to the Comment History section and type the comment in the box. Below the Comment History section is the history of all activities related to the order.
Step 2: Click To The Submit Comment button.
Note: In case you want to check any credit memos related the order, please click to Credit Memos in the left panel.
Above is the detail instructions of how to create a credit memo or partial refund in Magento 2. If you have any questions, don’t hesitate to contact us. It is worthy to note that customer service does not end when the customers make their purchases. At the end of the day, the customers are likely to come back as a returning customer. Hence, e-commerce businesses need to focus on building up great order management policy to ensure the customers feel satisfied during their shopping journeys. If you are looking for a partner to help you accelerate your online business, Mageplaza is here to help you!
It comes to the end of the tutorial: How To Create Credit Memo Or Partial Refund In Magento 2.
Posted by Jacker in Magento 2 Tutorials . May 28, 2019