{"id":452051,"date":"2024-07-09T11:49:28","date_gmt":"2024-07-09T11:49:28","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=452051"},"modified":"2026-04-29T11:44:25","modified_gmt":"2026-04-29T11:44:25","slug":"odoo-direct-refund-from-braintree","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-direct-refund-from-braintree\/","title":{"rendered":"User Guide for Odoo Direct Refund from Braintree"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>INTRODUCTIO<\/strong>N<\/h2>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-direct-refund-from-braintree.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Direct Refund from Braintree<\/a> helps you process Braintree refunds directly inside Odoo.<br>No need to switch between Odoo and Braintree, you can issue refunds instantly from invoice screen.<\/p>\n\n\n\n<p>This module supports both full and partial refunds with mandatory credit note validation. <\/p>\n\n\n\n<p>Every refund is stored as a traceable transaction, keeping your records accurate and transparent.<\/p>\n\n\n\n<p>Admin can view the refund transaction invoice with all the information of reverse transaction.<\/p>\n\n\n\n<p>You may also go through the <a href=\"https:\/\/webkul.com\/odoo-migration-services\/\">Odoo 19 upgrade<\/a> to understand the recent capability enhancements.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Prerequisites For Using Odoo Direct Refund from Braintree<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p>Odoo Direct Refund from Braintree works in conjunction with the following module:<\/p>\n\n\n\n<p> <a href=\"https:\/\/store.webkul.com\/Odoo-Website-Braintree-Payment-Acquirer.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Website Braintree Payment Acquirer<\/a><\/p>\n\n\n\n<p>You must install this module first for the Odoo Direct Refund from Braintree to work.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>FEATURES<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Odoo Direct Refund from Braintree enables refunds directly from invoices.<\/li>\n\n\n\n<li>Mandatory credit note validation before confirming refunds.<\/li>\n\n\n\n<li>Supports both full and multiple partial refund requests.<\/li>\n\n\n\n<li>Add a refund reason easily using a dedicated refund wizard.<\/li>\n\n\n\n<li>Each refund securely links to its original payment.<\/li>\n\n\n\n<li>Maintain complete transaction traceability for all refunds.<\/li>\n\n\n\n<li>Track refund history with date, time, and amount.<\/li>\n<\/ol>\n\n\n\n<p>Looking to implement ERP in your system? Check out <a href=\"https:\/\/webkul.com\/blog\/odoo-implementation-a-game-changer-for-business-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Implementation<\/a>! It&#8217;s your go-to solution for seamless integration and enhanced efficiency.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>INSTALLATION<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive a link to download module&#8217;s zip file.<\/li>\n\n\n\n<li>Extract the file on your system after download finishes. As a result, you will be able to see a folder named- \u2018payment_braintree_refund\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate Developer Mode.<\/li>\n\n\n\n<li>Then, open Apps menu and click on \u2018Update Modules List.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018payment_braintree_refund\u2019<\/li>\n\n\n\n<li>You will be able to see module in the search results. Click on \u2018Activate\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>WORKFLOW<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After installing Odoo Direct Refund from Braintree, Log in and open the customer invoice that requires a refund.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/1-select-invoice-payment.webp\" alt=\"select_invoice\" class=\"wp-image-506313\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/1-select-invoice-payment.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/1-select-invoice-payment-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/1-select-invoice-payment-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/1-select-invoice-payment-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Add a Credit note before initiating Refund process.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/2-add-credit-note.webp\" alt=\"add_credit_note\" class=\"wp-image-506314\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/2-add-credit-note.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/2-add-credit-note-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/2-add-credit-note-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/2-add-credit-note-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Enter Refund reason using the dedicated wizard window.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/3-refund-reason-wizard.webp\" alt=\"refund_reason_wizard\" class=\"wp-image-506316\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/3-refund-reason-wizard.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/3-refund-reason-wizard-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/3-refund-reason-wizard-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/3-refund-reason-wizard-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Confirmed Refund Transaction with real-time status along with refund reason.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/4-confirm-refund-transaction.webp\" alt=\"confirmed_refund_transaction\" class=\"wp-image-506317\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/4-confirm-refund-transaction.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/4-confirm-refund-transaction-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/4-confirm-refund-transaction-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/4-confirm-refund-transaction-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Track each refund history with date, time, and linked child transactions<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/5-track-refund.webp\" alt=\"track_refund\" class=\"wp-image-506319\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/5-track-refund.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/5-track-refund-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/5-track-refund-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/5-track-refund-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>NEED HELP?<\/strong><\/h2>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at support@webkul.com<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo Direct Refund from Braintree helps you process Braintree refunds directly inside Odoo.No need to switch between Odoo and Braintree, you can issue refunds instantly from invoice screen. This module supports both full and partial refunds with mandatory credit note validation. Every refund is stored as a traceable transaction, keeping your records accurate and transparent. <a href=\"https:\/\/webkul.com\/blog\/odoo-direct-refund-from-braintree\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":588,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1835,2007],"tags":[1441,1267,9847,1194,590],"class_list":["post-452051","post","type-post","status-publish","format-standard","hentry","category-braintree-payment","category-odoo","tag-braintree","tag-odoo","tag-odoo-refund","tag-refund","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo Direct Refund from Braintree<\/title>\n<meta name=\"description\" content=\"Odoo Direct Refund from Braintree allow refunds from Odoo invoices with credit note validation, multiple refunds, and traceability.\" 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