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Auto credit when there is an order change

Linda Wermuth

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Customer creates an order, pays for it with credit card, then calls to make change to the order, which reduces order total. This results in a credit to the customer.


Is there a way for an automatic credit to be done and placed as credit on account that is visible to all?

Or is there a report that would provide checks and balances for situations like this? 


Thank you,




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Hi Linda! We actually do have this request submitted already, we'd really like to get this done fairly soon! Right now the request is that the system would automatically create the credit memo when this happens. You also mentioned "visible to all" - as long as it shows on the "credit" section of the customer dashboard that's already there, is that okay? Or were you hoping to see it somewhere else as well?

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