How To: Process a Return where the Exchange is paid for before the Credit is issued
Table Of Contents
Use this process when a customer needs an exchange and you want to take payment for the Exchange Sales Order before the returned item is received and the Credit Note is issued.
Open or create the Return
Open an existing Return
- Open the Returns screen. You can open this by typing re into the command window, selecting Returns from the window list or clicking the blue Re menu button.
- Find and open the required Return.
Create a new Return
If you have not already created the Return, use the appropriate method:
- Create a Return from the original Sales Order
- Create a Return from the Customer Record
- Create a Return from the Returns Screen
Take payment for the Exchange
- Process the Return to create the associated documents.
- Use the button next to the Exchange Note to open the Exchange Sales Order.
- Open the Payment tab.
- Enter the appropriate payment details.
- Save any changes as required.
Khaos Control provides payment functionality for Sales Orders as part of its customer payment processes.
Process the Credit when the item is returned
Once the customer has returned the item:
- Open the original Return document.
- Use the button next to the Credit Note to open it.
- Use the appropriate button next to the Credit Note to continue processing it.
- Open the Payment tab.
- Click the relevant payment button and follow the on-screen instructions to complete the payment process.
Note: If you want extended descriptions copied to the new Credit Note, tick Copy Extended Description on the Returns screen before processing the Return.