SnelStart Credit Memos Grid in Magento 2
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The Credit Memos Grid shows all Magento credit memos queued for synchronization with SnelStart. 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 SnelStart 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 SnelStart: 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 SnelStart
- 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 SnelStart
- 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 Snelstart accounting integration.