Issue a credit memo in Magento

In order to perform a credit memo you will need access to:

• Magento

Once logged into Magento follow these steps to create and issue a credit memo.

1. Locate the invoice in Magento.
2. Click the order number.
3. Click the credit memo button on the upper right.
4. Modify the the table to indicate the items that require refunds.
   • If item was not shipped (or needs to be refunded for another reason) select the box in the return to stock field.
   • If the item was shipped (or doesn't require a refund for another reason) the box should remain empty.
5. Having checked the boxes for the items that require refunds the numbers in the QTY to refund field will need to be altered to reflect the refunds issued.
   • If the item requires a refund the number may be left unaltered.
   • If the item has been shipped (or does not require a refund for another reason) enter 0.Note: notice that shipped and unshipped items are indicated in the QTY column (circled in the screenshot above).
6. Unless you are refunding the entire order click Update Qty's.
7. Select the email copy of credit memo field.
8. Click the refund offline.