Create a Sales Return
Return eligible invoiced items while keeping credit, receivable and inventory records connected.
Before you start
Sales returns, credit notes and inventory movements are separate records. Full workflow access is available on every plan.
Open Sales Returns
Dashboard → Sales → Sales returns
Start from Dashboard, open Sales, and select Sales returns. On mobile, open the workspace menu first when the named menu is not visible.
Open the source invoice or select New Sales Return
Open the source invoice or select New Sales Return. Review the information shown before continuing to the next step.
Choose eligible invoice items
Choose eligible invoice items. Review the information shown before continuing to the next step.
Enter return quantities without exceeding the remaining returnable quantity
Enter return quantities without exceeding the remaining returnable quantity. Review the information shown before continuing to the next step.
Record the return reason
Record the return reason. Review the information shown before continuing to the next step.
Choose whether eligible physical items should be restocked
Choose whether eligible physical items should be restocked. Review the information shown before continuing to the next step.
Review the financial credit and inventory impact
Review the financial credit and inventory impact. Review the information shown before continuing to the next step.
Finalize the return
Finalize the return. Review the information shown before continuing to the next step.
Open the linked credit note and verify the customer balance
Open the linked credit note and verify the customer balance. Review the information shown before continuing to the next step.