Working with returns
To create a return:
Click on Billing at the top of the page
Click on the "Returns" tab, and select "New Return"
Fill in the form that appears with appropriate client and other info, and click "Save"
Click on the "Items" tab, and select "New Item"
Fill in the form that appears, and click "Save + Done" (or "Save + Add New" to add another item)
Click on "Post Return" in the blue navigation bar to post the return
Fill in the form that appears, and click "Save"
Only items from paid invoices can be included in a return. If the item you wish to return is in an unpaid invoice, simply navigate to that invoice and remove the item. |
When the return is posted, a corresponding refund or credit is created for the client. Returns of items can be viewed under the "returns" tab in the inventory item's profile, as well as in the "billing" section of the client's profile.
If a client paid with a check and would like to do a return, please see How to Handle a Returned Check . |
To learn more about credits, please see Working With Credits .