Sales returns and customer refunds
Returning goods, correcting the customer balance and refunding cash are related but separate steps. Use the original invoice for quantity and pricing, then check the financial effect.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Open Sales returns and choose the customer and original invoice when the return is invoice-linked.
- Select only returned items, variants and quantities; review prior returns to avoid returning quantities twice.
- Review return reason, prices, tax and receiving location using the available fields.
- Save and approve with the appropriate permission; inspect stock movement and the customer statement.
- If cash is due back, use the appropriate payment action and party; review allocation before posting.
Watch this distinction
Approving a return does not prove money left the bank. Do not fix a draft typing error with a new financial return.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.