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Delete an incorrect credit memo.
Michael

Excellent
May 22, 2014 - 12:57 pm
Member Since: February 12, 2014
Forum Posts: 55
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Hi,

I have had a situation whereby I have not been able to fulfill a customers order, having advised the customer of this I provided him with the option of an alternative lower price product which he accepted and requested for me to credit back the difference via PayPal and to send out the alternative product.

Having done this I then decided to raise a credit memo against the original invoice and put the details surrounding the credit in the comments section, I then put the difference in this case £100 into the “refund adjustment” box although this wasn’t accepted so I put it in the “Adjustment Fee” box and then this refunded everything BUT the £100 on the credit memo.

So the question is what is the best practice in Magento when raising a credit and how do you edit of delete an incorrect credit memo?

Thanks in advance,

Michael

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Dave Furness

Founder
May 22, 2014 - 1:50 pm
Member Since: July 19, 2013
Forum Posts: 4606
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Hey Michael there a re a few different ways of handling returns and credits etc.

In my experience the one that worked best in the same situation as yours would have been to do the following:

1. Cant fulfill order so contact customer and arrange alternative product.
2. Create a new order for the customer with the new product
3. Credit the original order but don’t refund to the customer
4. On the new order I would then record a payment using the original payment reference
5. Then manually refund the difference to the customer explaining what the refund was for.

Hopefully something along these lines will ensure that the audit trail for the order when it comes to the accounts can be followed through.

Does that make any sense? I understand every business is different though and this process may not be compatible with your business. Let me know if this would work / makes any sense?

Cheers

Dave

Every expert was once a beginner

Michael

Excellent
May 22, 2014 - 1:59 pm
Member Since: February 12, 2014
Forum Posts: 55
sp_UserOfflineSmall Offline

Hi Dave,

I agree that is probably the cleanest way to process the credit and I believe I can still achieve this although I am struggling to amend the initial credit memo that I raised against the order in error. How do I rectify this so I can go back to the start and follow your process?

Thanks,

Michael

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Dave Furness

Founder
May 23, 2014 - 10:17 am
Member Since: July 19, 2013
Forum Posts: 4606
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Hi Michael

I have just had a look around the Magento forums and cannot find a sigle one explaining how to amend a credit memo (plenty of people asking) The best suggestion seems to have been to download an extension which can delete orders (and one that can delete credit memos) Then create a new one once the incorrect one has been removed.

Dave

Every expert was once a beginner

Michael

Excellent
May 23, 2014 - 1:41 pm
Member Since: February 12, 2014
Forum Posts: 55
sp_UserOfflineSmall Offline

Hi Dave,

I investigated this and found the same as you tbh, seems daft that this issue’s been around for years from what I can see and Magento haven’t put a fix in place.

Looks like I will have to invest in the below extension to get a resolve.

http://www.magentocommerce.com…..order.html

Thanks for your help anyway!

Michael

 

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