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Odoo Direct Refund from Braintree User Manual

Updated 9 July 2024

INTRODUCTION

Odoo Direct Refund from Braintree: Manage Refund from Braintree! 

While refunds may seem like a loss, they can ultimately benefit your business by preventing inventory from piling up with unsold products and improving cash flow in the long run.

Odoo Direct Refund from Braintree makes refunding payments simple for admins. They can refund full or partial amounts and view detailed transaction information.


To refund a transaction via Braintree, ensure it is confirmed and settled. Admin can view the refund transaction invoice with all the information of reverse transaction.

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Prerequisites For Using Odoo Direct Refund from Braintree

The Odoo Direct Refund from Braintree works in conjunction with the following module:

Odoo Website Braintree Payment Acquirer

You must install this module first for the Odoo Direct Refund from Braintree to work.

FEATURES

  1. The admin can refund the customers’ payments from the Odoo backend.
  2. Refund from sale invoices in the sales module and customer payments within the invoicing module.
  3. The refund option will be visible if the amount from the Braintree is received and settled.
  4. Admin can refund the full amount of the invoice at once.
  5. Admin can refund partially. In this, the admin can enter the partial amount for a refund.
  6. Admin can manually change the state of the refund from draft to post.
  7. If the “Auto post and reconcile” checkbox is enabled, the state will automatically be changed once the refunded amount is received.
  8. After a refund, a reverse transaction invoice with detailed refund information. 
  9. Odoo Direct Refund from Braintree supports transaction status.

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INSTALLATION

  1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
  2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘payment_braintree_refund
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Apps List.’
  6. In the search bar, remove all the filters and search ‘payment_braintree_refund’
  7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

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WORKFLOW

  1. Navigate to the Apps list and install the module
Direct_Refund_from_Braintree_1
  1. Go to invoicing and open the invoice for the payment that has been settled from Braintree.
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  1. Open the invoice and click on “Braintree refund”. A dialogue wizard will open for adding refund details. 
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  1. Admin can fully or partially refund the payment via Braintree. Choose one radio button “ partial refund” or full refund”. For a partial refund add the amount which needs to be refunded.
Direct_Refund_from_Braintree_4
  1. Enable the Auto post and reconcile option, if you want to automatically update the status of the refund from draft to Post.
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  1. Once you click on the refund button, the reversed tag will be added to the invoice and a reverse invoice will be generated.
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  1. Go to the payment transaction button at the top and view the transaction history having the reverse transaction under the “child transaction” tab. 
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  1. Click on the refund button at the top and view the reverse transaction receipt with all the information.
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  1. A refund option is also available from invoicing >> customers >> Payments. A list of invoices will be generated and the admin can refund any.
Direct_Refund_from_Braintree_8

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

Thanks for paying attention!!

Current Product Version - 1.0.0

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