Refund in Magento

[dazfree]

Hi,

I'm new to my Magento shop and got our first order yesterday. :D

Anyway I need to refund a part of the order. I've done the refund through the Sage Pay interface.

What do I have to do through Magento now? Is it Sales >> Orders >> View Order >> Credit Memo - then I'm not sure what to do?

How do you refund a certain part (e.g. 40% of the order value) and as I have already refunded via Sage Pay I just want to make sure it doesn't do another refund of that amount.

Also for future reference is there a way to do a refund via the admin section and not need to enter Sage Pay?

Thanks,

D

[themobilephonesite]

Hi,

I normally do the refund in sagepay, then issue a manual invoice to the customer for the new amount.

[dazfree]

So you don't use 'Credit Memos' in Magento?

For example the original invoice was for £60 and we want to refund £20 of that. In the Credit Memo screen do I just put £20 in the 'Adjustment Refund' screen and press 'Refund Offline'?

Does the 'Refund Offline' mean that the refund won't go through Sage Pay. I've already done the refund through Sage Pay so don't want it to do it again.

Thanks,

D

[freshpurple]

I've used the credit memos in Magento before and at least for Paypal they don't actually move any money around at all (currently we are just using Paypal, but I suspect it shouldn't be any different for other payment providers) - it's more to tidy up the Sales amounts and accounts within Magento itself and to provide an invoice to send to the customer. So even if you issue a credit memo, you still need to go to your provider and refund the money afterwards.

[dazfree]

Hi FreshPurple,

Ok that all sounds good. But how do I do a partial refund (just to tidy up sales amounts in Magento). I've tried to do a Refund Adjustment but it won't let me.

Any ideas??

[freshpurple]

Oh, that's very easy - you just start a credit note and then play around with the amounts under "Refund Total" until the "Total Refund" comes to what you want it to. I can't remember exactly what each item does, but by default it will refund the entire amount, but not the shipping.

"Refund Shipping" is if you want to do that (and you can set the amount)
"Adjustment Fee" is the amount you want to charge them - I guess for a restocking fee or similar, but the last time we did it we just used it to enter the amount of money we wanted to keep.
"Adjustment Refund" I can't remember what it does but I think it refunds more money.

The magento website does attempt to explain it so you might be better off looking it up there :redface:

[dazfree]

Hi Freshpuple,


When I start a new credit memo and play around with the Refund Shipping, Adjustment Refund and Adjustment Fee the Total Refund does not change at all. :|

Update - Seems when I put the refund amount in Adjustment Fee that works. But still the original sale total shows on the dashboard and on the initial order screen. It is only when you go into view the order that you can see the refund amounts.

How can I get it to show the sales total minus the refund on the dashboard and initial order screen?

Any help much appreciated.

Thanks,

D