Tools & Processes in Detail

Invoice History

To see an invoice beloging to an order, click on Sales -> Orders in the menu:

You get all detailed information by clicking "Invoices" on the left side.

Invoice example of 225€.

Full Cancellation

To cancel an entire order you

  • Load the order-list and select one order by clicking on View

  • Click the button Cancel (DE: stornieren). Be aware that only orders can be cancelled that have not been shipped yet!

In the list of items odered you see now how many items have been ordered and how many have been canceled.

All items that have NOT been invoiced are cancelled.

Partial Cancellation

To perform a partical cancellation perform the following steps:

Load the order-list (see above) and the detail-view of an order. Click the button Invoice and go to the bottom of the page. In the table Items to Invoice you

  • change the values in the column Qty to Invoice

  • click the button Update Qty's

  • click the button Submit Invoice

On the following page you see in the table Items Ordered at each order-item the amount Ordered and Invoiced.

Now you cancel the rest of the order by clicking the button Cancel (see above). You will see the following changes in the table Items Ordered:

Partial cancellations before dispatch are not supported by Magento.

If a shipping confirmation for an item was already sent you can not cancel this item in the order. In this case a return must be issued.

Returns

To return a full or partial order perform the following steps:

  • Open the details view of one order (see above)

  • Click on the button Credit Memo

In the table Items to Refund you

  • change the values in the column Qty to Refund

  • click the button Update Qty's

  • see the Subtotal

  • click the button Refund Offline

At this point it is possible to decide whether the shipping costs (if there are any) should be refunded. You can do this by entering the amount in the field Refund Shipping.

The table Items Ordered shows the updated information:

Credit Memo

To enter a credit memo open the details view of one order (see above) and click the button Credit Memo.

On the following page

  • in the table Items to Refund enter 0 (zero) to the fields in the column Qty to Refund

  • click the button Update Qty's

  • in the table Refund Totals enter the amount to refund to the field Adjustment Refund

  • click the button Refund Offline

In the detail view of an order to the menu on the left side and click on Credit Memos to see a list of credit memos entered for this order:

Deleting of Orders

It is not possible to delete orders that have already been processed with Ratepay.

Ratepay History

In the Magento Comments History you see a list of all relevant actions which have been performed on this order. In this screenshot three examples of refund and credit memo are marked with an arrow: