Create a Customer Return With Refund

Create a Customer Return With Refund

Overview


This video explains how to create and process a customer return where the customer wishes to have a refund. Step by step instructions can be found below the video.



Steps 

  1. Open the original Sales Order.
  2. Green select the item(s) to be returned.
  3. Use the Actions menu to select Create Customer Return Note.
  4. Confirm in the pop up.
  5. In the Customer Return Note, select a return reason from the drop down in the grid.
  6. Check the quantities being returned in the Qty column.
  7. Save the return.
  8. When the return is ready to be processed, use the Actions menu to select Process Return.
  9. Confirm in the pop up that there are no exchange items and that a Credit Note will be generated.
  10. Use the Actions menu to select Issue Credit Note.
  11. Confirm in the pop up.
  12. If a credit note only is required, then the process is complete apart from step #18.
  13. If a refund is required, use the Actions menu to select Go To Customer.
  14. Go to the Statement tab in the customer record.
  15. Green select the credit.
  16. Use the Actions menu to select Refund Payment or Credit.
  17. Complete the Refund Dialog as required, for example the bank account, payment type and any authorisation details.
  18. Re-open the Return Note and use the Actions menu to select Issue Return Note.

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