Credit Memos Grid

The Credit Memos Grid shows all Magento credit memos queued for synchronization with e-Boekhouden. Use it to monitor refund sync status, review credit memo data, and manually push refunds to your accounting system.

Location: Accounting → Data → Credit Memos

Columns

Hidden columns (available via column controls):

• Credit Memo Entity ID
• Order Entity ID
• Customer ID
• Currency
• Base Currency
• Base Exchange Rate
• Global Currency
• Global Exchange Rate
• Created At

How Credit Memos Enter This Grid

Credit memos appear in this grid when:

1. Credit memo is created in Magento:

   • From order view → Credit Memo action
   • From invoice view → Credit Memo action

2. Credit memo meets sync criteria:

   • Store is enabled for e-Boekhouden sync
   • Associated invoice was synced (if required)

3. Manual addition:

   • Via row action from Sales → Credit Memos grid

Requirements:

• Module must be enabled
• Store view must be configured for sync
• Credit memo must have complete billing information

Actions

Row Actions

Click the Actions column on any row:

• View Credit Memo: Open the Magento credit memo
• View Order: Open the associated order
• Push to e-Boekhouden: Manually sync this credit memo

Filtering

Filter credit memos using:

• Store View: Show credit memos from specific stores
• Country: Filter by billing country
• Text search: Search by credit memo/order number, customer name

Use the Filters button to access all filter options.

Common Workflows

Review Pending Credit Memos

1. Open the Credit Memos grid
2. Check Updated At column for recent activity
3. Review any credit memos that haven't synced

Manual Push

If automatic sync failed or you need immediate sync:

1. Find the credit memo in the grid
2. Click Actions → Push to e-Boekhouden
3. Check the Credit Memo Log for results

Investigate Sync Issues

1. Note the credit memo ID
2. Go to Synchronisation Logs → Credit Memo
3. Filter by credit memo ID
4. Review error messages

Important Notes

• Credit memos create negative entries in e-Boekhouden
• Ensure the original invoice was synced before syncing credit memos
• Partial refunds are supported
• Tax amounts are automatically calculated based on the refunded items

Need More Help?

Documentation:

• All Help Articles - Complete documentation overview

Support:

• Contact Support - Get help from our team