Processing credit memos or credit refunds can be accomplished in the admin panel and the POS interface.
From the Admin Panel:
Select Orders from the left 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 # you wish to apply the credit memo to and 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, select the green button "Credit Memo Email" to send a copy of the credit memo to the customer. By default, credit memos are not sent to customers automatically to allow the winery to control the process, for example, if you just want to make inventory adjustments.
From the POS Interface:
Locate the order you wish to apply the credit memo to and select "View Order"
Select the Credit Memo Option within the order and then submit to credit the entire order
Modify the product quantities, return inventory to stock, adjust shipping if applicable, and select Create Credit Memo