Search
×
Log in or create an account
If you have an account with us, please log in.

You have no items in your shopping cart.

Frequently Asked Questions

How can we help you?

banner image

How to create a credit memo in Magento 2?

How to create a credit memo in Magento 2?

When a customer requests a full or partial refund, you need to generate a credit memo. This is a document that illustrates how much money they will get. There are 2 methods of how you can generate a credit memo in Magento 2 depending on the payment method. Let’s consider them closely. 

→ Retain customers who want to refund their purchases by offering store credits. Our Store Credit & Refund plugin will help you to save money and gain customers’ loyalty. 

Method 1. For payments via credit card

Step 1. Go to Sales > Orders, find the needed order on the grief, and click View.

Step 2. For an offline refund, skip this step and move to step 3. If you want to generate a credit memo for an online refund in Magento 2, open the Invoices tab, and find the needed invoice on the grid, click View. Then scroll down to the Order Total section and choose Capture Online from the dropdown. Submit Invoice.

invoice capture online

Step 3. Then, click Credit Memo at the top of the page.

Step 4. In the Items to Refund section, set how many items should be refunded.

credit memo items to refund

Step 5. Select the Return to Stock checkbox if the product will be returned to the shop and will be available for sale. 

Step 6. When ready, click Update Qty’s.

Step 7. Go to the Refund Totals section, and specify the amount of shipping fee would be returned in the Refund Shipping field.

credit memo refund totals

Step 8. In the  Adjustment Refund field, enter any additional fees that would be returned.

Step 9. In the Adjustment Fee field, define the amount that should be subtracted from the refund total.

Step 10. If needed, you can add a comment to the Credit Memo Comments box.

Step 11. Click Refund Offline or Refund, depending on your needs.

Method 2. For payments via check or money

Step 1. Go to Sales > Orders, find the needed order on the grid, and click View.

Step 2. Click Invoice at the top of the page, scroll down, and click Submit Invoice.

Step 3. Then, click Credit Memo at the top of the page.

Step 4. In the Items to Refund section, set how many items should be refunded.

Step 5. Select the Return to Stock checkbox if the product will be returned to the shop and will be available for sale. 

Step 6. When ready, click Update Qty’s.

Step 7. Go to the Refund Totals section, and specify the amount of shipping fee would be returned in the Refund Shipping field.

Step 8. In the  Adjustment Refund field, enter any additional fees that would be returned.

Step 9. In the Adjustment Fee field, define the amount that should be subtracted from the refund total.

Step 10. If needed, you can add a comment to the Credit Memo Comments box.

Step 11. When ready, click Refund Offline, and a credit memo will be generated in the Magento 2 admin panel.

Rate the answer?

Total rating: 5.0

If you didn’t find the answer on your question, please, ask here:

Back to top