Initiate credit card refunds from a credit note in Odoo

• In the default version of Odoo, there is no way to initiate a refund transaction to a customer card directly from a credit note.
• Instead, the user must first make a transaction with the payment processor that’s linked to the original transaction and create a “payment” in Odoo back to the customer. Then, they must create a credit note and include the payment in it.
• This method significantly complicates the Refund issuing process, especially for businesses with a high volume of payments.

With Steersman’s Credit Card Refund module for Odoo

Steersman adds a “Refund Card” button onto the customer’s “credit note” view - This button allows users to select from a list of “payments” with linked “transactions” that are related to the specific sales order invoice and link them to the note. - Opens a view that displays payment dates, Payment acquirer name, amount paid, and refundable amount, directly from the credit note. - Supports Braintree and Clover Connect transactions

How it works…

Let’s say you wanted to issue a refund for a Sales Order where the customer invoice was paid using a card. On a Credit Note that is linked to a sales order paid by a credit or debit card, a green REFUND CARD button will appear at the top of the note.

1. Click the Refund Card button; a list of card payments linked to the specific sales order will appear.

2. Click on the payment you want to refund, and it will show you the Payment amount (the total amount that the customer paid) and the Maximum Refund Allowed amount (the most the customer can be refunded).

3. Enter the amount you want to refund in the Refund Amount field and then click REFUND.

   1. If you wanted to issue a partial refund because the customer only returned one of the items they ordered, then in the Refund Amount field, you would only enter the price of that item.
   2. If you have already issued a partial refund, the Maximum Refund Allowed amount field will be lower than the Payment amount.

4. This will create a transaction and link it to the Payment applied to the Credit note. The transaction will refund the specified amount back to the card that was initially charged.