How To: Batch Process Customer Returns from the Sales Invoice Manager

It is possible to batch process customer returns, processing returns through all the required stages to issue the full return and generate and issue any associated documents with the return. The return will be refunded from the source Bank Account which was used for any Sales Order linked to the return.

  1. The customer return has been created and saved.
  2. Open a Sales Invoice Manager screen (show me how).
  3. Focus in the Returns - Awaiting Arrival Stage.
  4. Right click and select Select all Direct Returns, this will green-select all returns that can be batch processed.
  5. Right-click and select Process and Issue, the system will then process and issue any of the green-selected lines and generate and issue any associated documents.

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