Payment Workflow Steps
Workflow steps for processing refunds, credits, and payment exports on returns.
Overview
Payment workflow steps handle the financial aspects of return processing. They manage refunds to customers, creation of credit notes, and export of payment data to external systems.
Available Steps
| Step | Key | Description |
|---|---|---|
| Credit Return | CreditReturn | Process refund to customer's original payment method |
| Create Credit Note | CreateCreditNote | Generate credit note document for the return |
| Export Payments | ExportPayments | Export payment data to external payment systems |
Common Patterns
Standard Refund Flow
- CreditReturn - Process the refund amount
- CreateCreditNote - Generate documentation (optional)
- ExportPayments - Sync to accounting/ERP (optional)
Multi-Payment Handling
When an order has multiple payments, the CreditReturn step processes refunds in order of credit priority. If no priority is set, payments are credited in the order they were created.