User Guide for Odoo Direct Refund From Tamara

Odoo Direct Refund From Tamara is a powerful Odoo extension that allows businesses to process Tamara payment refunds directly from Odoo.

This module simplifies the refund workflow by eliminating manual steps and external tools. It generates credit notes and keeps all refund records properly linked inside Odoo.

With a single click, users can refund Tamara payments while maintaining complete transaction transparency. It ensures faster refunds, accurate accounting, and improved customer trust.

Odoo Direct Refund From Tamara works in conjunction with the following module:

Odoo Tamara Payment Connect
Payment Refund Base

You must install the above-mentioned module to use Odoo Direct Refund From Tamara.

1. One-click refund processing for Tamara payments directly from Odoo.
2. Generation of credit notes linked to the original invoice.
3. Pop-up window to capture refund reason before processing.
4. Refunds are recorded as linked child transactions for better tracking.
5. Maintains clean, organized, and easily traceable refund records.
6. Fully compatible and integrated with Odoo accounting workflow.
7. No need for external tools or manual intervention.
8. Ensures an error-free, transparent, and structured refund process.

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_tamara_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_tamara_refund’.

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

Configuration of Odoo Direct Refund From Tamara

1. Go to Invoicing → Customers → Invoices in Odoo and open the invoice that was paid using Tamara.

First, ensure the invoice status is marked as Paid and the Tamara payment entry is successfully recorded. Only after this confirmation should you proceed with the refund process.

2. If you try to initiate a refund without creating a credit note, Odoo displays a validation warning. This step ensures refunds are only processed when a valid credit note exists. 

3. After opening the Tamara-paid invoice, click on Credit Note to initiate the refund process.

Then, select the reason displayed on the credit note and confirm to generate the credit note, which is required before processing the Tamara refund.

4. After creating and posting the credit note, click the Tamara Refund button.

In the refund pop-up, manually select the Payment Journal and enter the Refund Reason, then click Refund to process the refund through Tamara.

5. After clicking Refund, the refund request is sent to Tamara for processing.

Once confirmed, Odoo logs the refund reference, updates the payment status, and records all confirmation messages in the chatter for tracking and audit purposes.

6. Finally, open the Payment Transaction to review the complete Tamara refund details.

Here, you can verify the refund reference, refunded amount, selected payment journal, Tamara provider reference, and the Confirmed status, ensuring the refund has been successfully processed and recorded in Odoo.

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

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