Process a Sale Return
Record a return
- Go to Sales → Sale returns, or start one from a posted invoice.
- Only Posted invoices qualify — cancelled invoices can't be returned.
- Enter return quantities per line, up to what's still returnable.
- Choose how to settle it:
- Reduce AR balance — lowers what the customer owes.
- Cash / bank refund — pay it back from a refund account you select.
- Credit note — creates a customer advance the customer can apply on a future invoice. This isn't a separate credit-note document type; it's the same advance mechanism used elsewhere.
- Save — stock is restored (including from the master item, for variant SKUs), output tax and COGS reverse for the returned amount, and the accounting entries post automatically.
Print return or download a PDF from the return's details.