How to credit orders

How to credit an order in three easy steps

Crediting an order is an important part of any commerce process. Whether you need to refund a customer for an incomplete order or correct a mistake, it's important to know how to credit orders correctly. Here's a step-by-step guide to help you credit an order effectively.

Step 1: Find the order to be credited

To credit an order, you must first navigate to the order to be processed. You can do this in several ways.

1. Navigate to "Orders/Customers > Process orders".
2. Search for the order number or the customer's name via the search in the control panel.

The search is activated by pressing 🔎 or pressing the period key on the keyboard.

Step 2: Perform crediting

Order lines are credited by pressing "Options > Credit" inside the order itself.

Select which order lines to credit

Here you can choose how many products to credit, as well as choose to add a fee such as return shipping. If there is more than 1 quantity of the same product you want to credit, enter the number to be credited. In the example below, there is only 1 product and this product is to be credited, then enter the number 1 and then press Update order to complete the crediting.

Step 3: Complete the crediting

1. As soon as the crediting is completed, the amount will be refunded to the customer from Klarna or Vipps. A credit order is also generated, which can be used for accounting.
2. If the credit order is to be transferred to Tripletex, the order must be processed manually.
3. Change the status from "Under processing" to "Sent". Then select "Transfer to Tripletex" as an invoice if it is not to be processed further. 
   - Transfer as an order if changes are to be made.

Faq

What do i need to do to perform crediting of an order?

To perform crediting, press 'Tools > Credit' inside the order itself and select which order lines to credit.

Why can't i find the option to credit the order?

You can only credit a completed order. If the order is not completed, it must first be completed, and then it can be credited. 
If the order is not to be sent, it can be cancelled.

Will the money be refunded to the customer automatically?

Yes, if you have checked "Refund the amount to the customer", the customer will be refunded the amount.

What happens after crediting is complete?

When the crediting is complete, the amount will be refunded to the customer from Klarna, Vipps or Acendy Card Payment if you have checked it, and a credit order is generated for accounting.

Is the credit order transferred to tripletex?

If the credit order is to be transferred to Tripletex, it must be processed manually by changing the order status from Not processed to Sent and checking "Transfer to Tripletex".

How do i change the order status on the order after crediting?

In the same way as you change the order status on a regular order. Change the order status from Under processing to Sent if the order is to be transferred to Tripletex. 
After it has been transferred to Tripletex, you can change the order status to the desired order status for internal overview - Read more about Order statuses here.

Can i credit multiple products at the same time?

Yes, you can credit multiple products by entering the number to be credited.

Is it possible to credit orders paid with klarna, vipps and acendy card payment?

Yes, this is possible for orders paid with Klarna, Vipps and Acendy Card Payment.