How To: Process a Return where Items are returned, but no exchange items are required
Table Of Contents
Use this process when a customer is returning goods but does not require any exchange items. You can process an existing Return or create a new one before generating the Credit Note and, if required, refunding the customer.
Open or create the Return
Open an existing Return
- Open the Returns screen.
- Find and open the required Return.
For help opening the screen, see How To: Open a Sales Returns screen. You can also open Returns by typing re into the command window, selecting Returns from the window list or clicking the blue Re menu button. How To: Open a Sales Returns screen [support.kh...ontrol.com]
Create a new Return
If the Return has not yet been created, use the appropriate method:
- Create a Return from the original Sales Order
- Create a Return from the Customer Record
- Create a Return not linked to a Sales Order
Process the Return
- With the required Return open, click the appropriate button to process it.
- In the Credit Note pane, click the button to process the Credit Note.
- If the customer wants an actual refund rather than leaving the credit on their account, click the Refund button.
- In the Refunds Dialog:
- Select the Bank Account the refund should be taken from.
- Click OK.
- Click Yes to confirm the refund.
Note: If you want extended descriptions copied to the new Credit Note, tick Copy Extended Description on the Returns screen before processing the Return.