Hello friends,

You may know about Magento 2 credit memo but actually, not all of us understand what is it’s application and how to apply on your online Webstore. We have to create Magento 2 credit memo when customers require the refund. This is a simple map that shows how store owners refund customers.

Magento 2 Credit Memo
Magento 2 Credit Memo

You can see how to go to Magento 2 Credit memo management dashboard like this screenshot from Magestore Magento 2 demo:

Magento 2 Credit Memo
Magento 2 Credit Memo

To create Magento 2 credit memo, you need to follow these steps:

  1. Step 1: How to create Magento 2 credit memo
  2. Step 2: How to print Magento 2 credit memo

How to create Magento 2 credit memo

Step 1: Go go to admin sidebar, click on Sales and then choose Orders to see all of your current orders.

Step 2: Choose a completed order in the table in Order management view and click View in the Action column to see all detail information of that order.

Step 3: Now you can see that click Credit Memo, but you have to remember that the Credit Memo will only appear if that order is invoiced.

You can see in this screenshot from Magestore Magento 2 demo:

Magento 2 credit memo 2
Magento 2 Credit Memo

You can see that the New memo page is quite the same with completed order page, with an Items to Refund section that lists each item from the invoice.

Step 4. You have to follow tasks:

If product returns the inventory, you have to mark on Return to Stock checkbox

If the product will not be returned to inventory, leave the checkbox blank.

The Return to Stock checkbox appears only if inventory Stock Options are set to “Decrease Stock When Order Is Placed.”

Step 5. In this step 5, you need to do 3 things that related to Magento 2 credit memo refund:

a. In the Qty to Refund box, enter the number of items to be returned. Then, press the Enter key to record the change. You will se that the Update Qty’s button becomes active.

b. Enter 0 for the Qty to Refund of any items that are not to be refunded.

c. Tap Update Qty’s to recalculate the total. (The amount to be credited cannot exceed the maximum amount that is available for refund.)

Step 6. In the Refund Totals section, do the following, as applicable:

a. In the Refund Shipping field, enter any amount that is to be refunded from the shipping fee. This field initially displays the total shipping amount from the order that is available for refund. It is equal to the full shipping amount from the order, less any shipping amount that has already been refunded. Like the quantity, the amount can be reduced, but not increased.

b. In the Adjustment Refund field, enter a value to be added to the total amount refunded as an additional refund that does not apply to any particular part of the order (shipping, items, or tax). The amount entered cannot raise the total refund higher than the paid amount.

c. In the Adjustment Fee field, enter a value to be subtracted from the total amount refunded. This amount is not subtracted from a specific section of the order such as  shipping, items, or tax.

d. If the purchase was paid with store credit, mark the Refund to Store Credit checkbox. The amount will be credited to the customer’s account balance.

e. To add a comment, enter the text in the Credit Memo Comments box.

f. To send an email notification to the customer, mark the Email Copy of Credit Memo check box. On the Internet, there are a lot of Magento 2 credit memo email templates for you to use, with a clean design, your notification email will look more professional!

g. To include the comments you have entered in the email, mark the Append Comments checkbox.

The status of a credit memo notification appears in the completed credit memo next to the credit memo number.

Step 7. To complete the process and generate the credit memo, choose one of the following refund option buttons, according to the payment type:

Refund Offline

Refund Online

Step 8. To add a comment to the completed credit memo, scroll down to the Comments History section, and enter the comment in the box. A history of all activity related to the order is listed below.

To send the comment to the customer by email, mark the Notify Customer by Email checkbox.

To post the comment in the customer’s account, mark the Visible on Frontend checkbox.

Then, tap Submit Comment.

Step 9. In the panel on the left, choose Credit Memos. Any credit memos that are associated with this order appear on the list.

How to print Magento 2 credit memo

The first thing that you have to install is a pdf reader on your computer like Adobe reader, Forxit reader ….Next, to print a credit memo on Magento 2, you need to go to Credit Memos menu by click on the Sale on Admin sidebar first, and then under Operation, you click to Credit Memos.

In fact, there are 2 ways to print credit memo:

Option 1: You just want to print a single credit memo

Before this step, you have already gone to Credit memo management page, now you just click on Print button on the left top corner to print the current credit memo.

Option 2: You want to print multiple credit memos

To print by bulk credit memos, you need to mark up the check box next to what credit memo that you want to print.  After that, you choose PDF credit memos in Action box and then click to Submit.

Now you can:

Save the document, tap Save. Then, follow the prompts to save the file to your computer. When the download is complete, open the PDF in Adobe Reader, and print the document.

View the document, tap Open. The printed-ready PDF credit memo opens in Adobe Reader. From here, you can either print the credit memo or save it to your computer.

Thanks for reading !

You can check Magestore extensions now if you want to try!

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