Credit Memo

$150

The PluginPartner CreditMemo module enhances Magento 2’s credit memo functionality by offering advanced features for refund processing, improved admin pages, and customized PDF generation. It ensures a smoother refund workflow by handling edge cases, providing better visuals, and automating order state management.

The module includes observer-based logic to process refunds intelligently and provides tailored PDF templates that reflect important details such as shipping refunds, discounts, taxes, and adjustments across multiple stores and locales.

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The PluginPartner Credit Memo module enhances Magento 2’s credit memo functionality by offering advanced features for refund processing, improved admin pages, and customized PDF generation. It ensures a smoother refund workflow by handling edge cases, providing better visuals, and automating order state management.

The module includes observer-based logic to process refunds intelligently and provides tailored PDF templates that reflect important details such as shipping refunds, discounts, taxes, and adjustments across multiple stores and locales.

Features

 Add Credit Memo Refund feature with improved usability

Custom admin Credit Memo pages with enhanced layout and extra item information

Observer to save credit memo items with zero quantity but non-zero shipping or adjustment refunds

Automatically set order state and status to “complete” after credit memo is saved

Plugin to prevent credit memo creation when the order is invoiced, closed, or fully refunded

Custom PDF generation for credit memos including logo, address, order details, and totals

Custom item renderer in PDF to display shipping refund, discount, tax, quantity, and more with multi-line formatting and alignment

Multi-store and locale-specific rendering support in credit memo PDFs

Installation

Place the module under the directory: app/code/PluginPartner/CreditMemo

Run the following Magento CLI commands: php bin/magento module:enable PluginPartner_CreditMemo php bin/magento setup:upgrade php bin/magento cache:flush

Verify the module is enabled:

php bin/magento module:status

Configuration

No additional configuration is required after installation. The module automatically integrates with the Magento credit memo process and enhances it without changing the core flow.

For multi-store setups, ensure that store-specific logos, addresses, and locale settings are properly configured in Stores > Configuration > General and Sales > Invoice and Credit Memo Design sections to take full advantage of the PDF rendering.

How It Works

Admin Credit Memo Enhancements The module customizes the credit memo page layout to show additional item details, shipping refunds, discounts, and tax adjustments more clearly for admins while creating or reviewing credit memos.

Observer Logic for Edge Cases Even if an item’s quantity is zero, refunds related to shipping or adjustments are saved, ensuring that no refund information is lost.

Order State Automation After a credit memo is saved, the order’s state and status are automatically updated to “complete,” streamlining the refund workflow.

Credit Memo Restrictions Credit memo creation is blocked when the order is invoiced, closed, or already fully refunded, preventing processing errors and ensuring data integrity.

PDF credit memo Credit memos generated as PDFs include all necessary information

Multi-Store and Locale Support The PDF templates respect store-specific configurations.

Compatibility

Magento 2.3.x, 2.4.x Compatible with Magento’s native invoice and credit memo workflows.

Support

For issues, assistance, or feature requests, please contact PluginPartner Support.

License

This module is licensed for commercial or private use according to your Magento instance’s licensing terms. Redistribution or modification requires permission from PluginPartner.

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4.5
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Anonymous
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5/5
10 months ago
Anonymous
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5/5
10 months ago
Anonymous
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4/5
10 months ago

Frequently Asked Questions -

Credit Memo

+ Features
– Bugs
——————————– Version 1.0.0 ————————————–
+ Add CreditMemo Refund feature added.
+ Custom admin Credit Memo pages with enhanced layout and extra item information.
+ Observer implemented to save credit memo items with zero quantity but non-zero shipping or adjustment refunds.
+ Automatically set the order state and status to “complete” after credit memo save.
+ Plugin to prevent credit memo creation when the order is still invoiced, closed, or fully refunded.
+ Custom PDF generation for credit memos including logo, address, order info, and detailed totals.
+ Custom item renderer in PDF to display shipping refund, discount, tax, quantity, and more with multi-line formatting and alignment.
+ Support for multi-store and locale-specific rendering in credit memo PDFs.

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