e-Boekhouden Credit Memos Grid in Magento 2
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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
| Column | Description |
|---|---|
| ID | Internal record ID |
| Store View | Magento store view for the credit memo |
| Credit Memo | Credit memo increment ID (links to Magento credit memo) |
| Order | Order increment ID (links to Magento order) |
| Customer Company | Customer's company name |
| Customer Name | Customer's full name |
| Country | Billing country |
| Grand Total | Credit memo total amount |
| Tax | Tax amount on credit memo |
| Credit Memo Date | Date credit memo was created |
| Updated At | Last update timestamp |
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:
-
Credit memo is created in Magento:
- From order view → Credit Memo action
- From invoice view → Credit Memo action
-
Credit memo meets sync criteria:
- Store is enabled for e-Boekhouden sync
- Associated invoice was synced (if required)
-
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
- Open the Credit Memos grid
- Check Updated At column for recent activity
- Review any credit memos that haven't synced
Manual Push
If automatic sync failed or you need immediate sync:
- Find the credit memo in the grid
- Click Actions → Push to e-Boekhouden
- Check the Credit Memo Log for results
Investigate Sync Issues
- Note the credit memo ID
- Go to Synchronisation Logs → Credit Memo
- Filter by credit memo ID
- 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
For a complete overview of features and configuration options, see Magento 2 E-boekhouden accounting integration.