How To: Create and Process a Refund including Charging for Delivery

• no exchange item is required
• the customer is receiving a refund
• the original delivery charge should not be refunded

Create and process the Return

1. Create the Return using the appropriate method:
   • How To: Create a Return from a Sales Order
   • How To: Create a Return from a Customer Record
2. Enter the quantities being returned in the upper grid.
3. Use the F4 lookup to select a Return Reason for each return line.
4. Use the F4 lookup to select the required Processing Type for each return line.
5. Make sure Credit Original Delivery is unticked. This ensures the original delivery charge is not included in the customer's credit.
6. Add any relevant information to the Notes tab.
7. Press Ctrl+S or click Save to save the Sales Return.
8. Acknowledge any warning messages and click OK.
9. Process the Return.
10. In the Credit Note pane, click the appropriate button to process the Credit Note.
11. Click Yes when prompted.
12. Click the appropriate button to refund the customer.

Note: If the customer is on account, use the relevant account option instead.

Refund the customer

1. Select the bank account that the refund should be taken from.
2. Click OK.
3. Click Yes to confirm the refund.