Processing a credit memo or credit refund will be accomplished by following the instructions below.
Select Orders from the left side menu
Select the Manage Orders option
A list of orders will be view-able on the right side pane. Locate the order you wish to credit and click on the order # to open the order.
To search for a specific order choose Advanced Search and enter the Invoice #, the equivalent to the order #
Once in the order, choose the Order Actions button in the Order Status section and select Credit Memo
A credit memo is generated and can be edited to provide a partial credit or a fully refunded order.
Choose from the drop down in the Select a payment method option.
Choose Refund Order once complete.
Once the credit memo is created, click on the green button "Credit Memo Email" to send a copy of the credit memo to the customer. Credit memos are not sent automatically to allow the winery to control the process, for example, if you just want to make inventory adjustments