Give every return a clear reference.
Handle returned items through the supported sales-return workflow. Check the original transaction, returned quantity and financial adjustment before completing the entry.
Original sale reference
Returned goods + value
Stock and account adjustment
A return changes more than the bill total.
A customer return is a reversal of a business event. The item and quantity explain the goods coming back; the account entry explains the credit or refund. The original selling price, discount, tax treatment and item identity help establish the correct reversal.
Locate the relevant sale and inspect the returned goods before entering the return. For a serialised product, match the actual serial; for a batch item, identify the batch. Decide whether the business owes a refund or will adjust the amount against an account, then inspect the resulting stock and ledger records.
How to use it.
Give every return a clear reference.
- 01
Identify the customer and returned items
- 02
Check quantity, rate and the applicable return document
- 03
Review the resulting stock and customer account
What this looks like in your business.
A customer returns one of three purchased units. The return should explain both the item movement and the adjustment to the customer account.
Good questions.
Clear answers.
Choose the workflow that fits your business and confirm its setup in a demonstration.
Does a return automatically mean the customer received cash?
No. A return document and a cash refund describe different events. Review whether the value is left as account credit, adjusted against a bill or paid back, and record the actual settlement.
What setup should I confirm?
Refund handling and tax-document requirements depend on the transaction and configuration.
What else can help?
See it with a sample from your business.
Bring a sample bill or item list. We’ll show you the steps and answer your questions.