How To: Process a Return where Items are returned, but no exchange items are required

The following procedure describes how to process a return where the customer does not require exchange item(s):

1. Create a new return or load an existing return:
   1. Open an existing return:
      1. Open the Returns screen (show me how).
      2. Find and open the relevant Return.
   2. Create a new return:
      1. From the original Sales Order
      2. From the Customer Record
      3. From the Returns Screen
2. Click on .
3. Click the button in the Credit Note pane.
4. If the customer does not wish the credit to be held on account and require an actual refund, click the button.
5. In the Refunds Dialog:
   1. Select the bank account the refund is to be taken from.
   2. Click OK.
   3. Click Yes to confirm the refund.

Note: in order for extended descriptions to be copied over to the new credit note, you must tick the Copy Extended Description checkbox from the returns screen before clicking the button.

See Also

• Sales Returns screen