Sales Credit notes can be exported to FreeAgent using Creditmemo Export Profile. In addition, you can configure to export customers and their addresses.
Creditmemo Export Overview
- Locate the profile
- General Configuration
- Schedule Configuration
- Http API Configuration
- Store Configuration
- Submission Configuration
- Contact Configuration
- Creditmemo Configuration
- Log Configuration
Locate the profile
- On the Admin sidebar, go to SoftCommerce > Profiles > Manage Profiles.
- From the list of profiles choose Creditmemo Export [FA].
![Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-01.png)
General Configuration
- Name — Edit profile internal name. For example, Creditmemo Export.
- Profile Type - This selection cannot be edited once the profile has been created. To change profile type ID, the profile needs to be deleted and new one created.
![General Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-26.png)
Schedule Configuration
Expand the Schedule Configuration section and do the following:
- Enable Schedule — Select Yes/No to enable / disable automatic Creditmemo export using cron scheduler task.
- Schedule - Select, create or edit particular schedule task.
- Process Batch Size - Enter numeric value for process batch size. We recommend setting this to 100.
- Enable History - Select Yes/No to enable / disable schedule history.
- View Schedules - Click on view schedule button to view recent schedule history.
![Schedule Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-27.png)
Http API Configuration
Expand the Http API Configuration section and do the following:
- API Behaviour - Select Add/Append or Replace
- API Collection Size - Enter numeric value for number of items returned per page by API requests. Min: 25. Max: 100.
Add/Append behaviour collects recently updated data, replace behaviour collects all data.
![Http API Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-05.png)
Store Configuration
Expand the Store Configuration section and do the following:
- Enable store restriction - Select Yes/No to restrict creditmemo export by store.
- Store Mapping - Map applicable stores and locales.
- Store - Select Magento store.
- Locale - Select applicable locale.
![Store Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-06.png)
Submission Configuration
Expand the Submission Configuration section and do the following:
- Creditmemo Reference - Select applicable creditmemo reference. Available references: FreeAgent Global Sequencing, Magento Creditmemo ID or Magento Order ID.
- Reference Prefix - Select applicable reference prefix. Available options: Order entity ID, Creditmemo ID, Store ID, Store Code or Custom Input.
- Reference Suffix - Select applicable reference suffix. Available options: Order entity ID, Creditmemo ID, Store ID, Store Code or Custom Input.
![Submission Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-28.png)
Contact Configuration
Expand the Contact Configuration section and do the following:
- Default Contact Status - Select default status when contact is created.
- Billing Email Mapping - Select applicable email that can be used for contact email when contact is created.
- Display Contact Name - Select Yes/No to enable / disable an option to display contact name on the creditmemo.
- Default Payment Terms In Days - Enter number of day for default payment (refund) terms.
![Contact Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-29.png)
Creditmemo Configuration
Expand the Creditmemo Configuration section and do the following:
- Default Creditmemo Status - Select default status when creditmemo is created.
- Include Timeslips - Select applicable timeslips that can be displayed on the creditmemo.
- Payment Terms In Days - Enter number of day for default payment (refund) terms. Set to zero to display ‘Due on Receipt’ on the creditmemo.
- Include Comments - Select Yes/No to enable / disable additional text added to the bottom of the creditmemo.
- Send Creditmemo Emails - Select Yes/No to enable / disable an option to email the creditmemo automatically using your default template.
- Omit Logo And Company Address - Select Yes/No to enable / disable an option to omit your logo and company address.
- Display Project Name - Select Yes/No to enable / disable an option to display the project name in the Other Information section.
- EC Status Mapping - Select applicable EC creditmemo’s VAT status for reporting purposes.
- Product Item Type Mapping - Select applicable product item type that’s used to create creditmemo items.
- Shipping Item Type Mapping - Select applicable shipping item type that’s used to create creditmemo items.
- Discount Item Type Mapping - Select applicable discount item type that’s used to create creditmemo items.
![Creditmemo Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-30.png)
Log Configuration
Expand the Log Configuration section and do the following:
- Log request data to file - Select Yes/No to log request data.
- Log response data to file - Select Yes/No to log response data.
![Log Configuration](https://mage2fa-guide.softcommerce.io/uploads/profile-config/profile-config-09.png)