How To: Batch Process Customer Returns from the Sales Invoice Manager
Table Of Contents
You can batch process Customer Returns in Khaos Control, allowing multiple eligible Returns to be processed and issued together. The process moves the selected Returns through the required stages and generates and issues any associated documents. The Khaos Control Returns documentation includes a dedicated procedure for batch processing Customer Returns from the Sales Invoice Manager.
When a Return is linked to a Sales Order, the refund is taken from the source Bank Account used for that Sales Order.
Before you start
Make sure each Customer Return you want to process has already been created and saved.
Batch process the Returns
- Open the Sales Invoice Manager. If you need help opening it, see How To: Open a Sales Invoice screen.
- Select the Returns - Awaiting Arrival stage.
- Right-click the grid and select Select all Direct Returns. Khaos Control green-selects all Returns that are eligible for batch processing.
- Right-click again and select Process and Issue.
- Khaos Control processes and issues the green-selected Returns and generates and issues any associated documents.