User Guide for Odoo Direct Refund From Paytrail

Odoo Direct Refund From Paytrail helps businesses manage Paytrail payment refunds directly inside Odoo. The module provides a structured refund workflow linked with the invoice and payment records.

Users can create a credit note, adjust the refund amount, and initiate the refund process. The system keeps the refund linked to the original transaction to maintain accurate accounting records.

It requires users to enter a refund reason before confirming the refund. This helps businesses track refund actions and maintain clear transaction records.

Odoo Direct Refund From Paytrail works in conjunction with the following module:
Paytrail Payment Gateway and Payment Refund Base
You need to install the module mentioned above to use Odoo Direct Refund From Paytrail.

1. Process refunds for transactions created through Odoo Direct Refund From Paytrail.
   
2. Start the refund process by creating a credit note for the original invoice.
   
3. Automatically generate an invoice reversal in draft state when the credit note is created.
   
4. Allow users to review and modify the refund amount before confirmation.
   
5. Support partial or full refunds based on the required refund amount.
   
6. Ensure the refund amount is equal to or less than the original payment amount.
   
7. Allow users to initiate the Paytrail refund after confirming the credit note.
   
8. Require users to enter a refund reason before completing the refund in Odoo Direct Refund From Paytrail
   
9. Maintain clear refund records for better tracking and transaction management.

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

You will be able to see the module in the search results. Click on ‘Activate’ to install it.

1. When the user clicks the Paytrail Refund button without creating a credit note, the system shows a validation error.The message informs the user to create a credit note first to start the refund process .

2. Create a credit note for the invoice to start the refund workflow in module. The user has to write the refund reason for the refund process.

3. Enter the refund reason required by Odoo Direct Refund From Paytrail and confirm the refund request.

4. The invoice displays the Source field. Click on the source to view the related child transaction. The system processes the refund and records the transaction details for tracking.

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