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If creating a return for the first time, you MUST read Customising Return Settings to set up your system prior to creating the return. |
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1. Click on the menu arrow, and click on Sales
2. If you're returning through NEW RETURN follow this step
On the sales screen, in the top right corner locate the button New Return and click it
If you're returning through a customer order follow this step
Find the original sales order and open it up. At the bottom of the screen there will be a button called Create Return. Select this.
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4. Now that it is open, you will notice the Generate Credit Note button at the bottom of the screen, click on it, and a credit note will be generated.
a tab called Credit Note click on that.
5. You can then click Auto Fill with RA QTY to automatically pull the RA QTY
Otherwise if the qty is slightly different you can manually override the qty by clicking into it and entering the qty that you want.
Alternatively, if every item needs to be auto-filled, select RA QTY and that should automatically populate the RA QTY.
6. Click the GENERATE CREDIT NOTE button to generate the credit note.
If you need to add an extra item on the credit note, you can click ADD EXTRA and fill in the price.
7. The credit note should automatically appear which you can then save, print or email out to your customer.
Automatically, as a result of the credit note being generated, the credit amount will be available for the customer in the Accounts screen, specifically the Receive Payments screen. When making a payment against an invoice, the customer can choose to utilise that credit in the transaction or leave it for a later time.
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