When a customer returns goods, process a Sales Return from the original sale. This creates a return record, restores stock, and tracks the refund.
Processing a Return
- Go to Sales → All Sales
Find the original sale. Search by invoice number, customer name, date, or product. - Click the Return button
The return icon (curved arrow ↩) appears in the Actions column for each sale. - Select items to return
Tick the products being returned and enter the return quantity (partial returns are supported — customer keeps some items and returns others). - Choose refund method:
- Cash — physical cash returned to customer
- Credit to Account — added to customer's balance for use on next purchase
- Original Payment Method — refund to card or bank transfer
- 5Add a return reason note
e.g. "Defective item", "Wrong size", "Customer changed mind". This appears on the return document. - Submit the return
Stock is automatically restored to the location where the original sale was made. A Return Invoice is generated.
Returns can only be created for completed (finalised) sales. Drafts and quotations cannot be returned — finalize them first if needed.
Return Without Original Sale
If the customer doesn't have a receipt or the original sale isn't in the system, you can create a standalone return by going to Sales → Sales Returns → Add Return. Select the customer (if known), the products being returned, and the refund method.
Viewing All Returns
Go to Sales → Sales Returns to see all returns across all dates. Filter by customer, date range, or location. Returns are also included in your sales and profit reports to accurately reflect net sales.
