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

This return scenario is for an item being returned where there is to be no exchange but the customer is to be charged for the original delivery.

1. Create the Return, see:
   • How To: Create a Return from a Sales Order
   • How To: Create a Return from a Customer Record
2. Enter the quantities for the goods to be returned into the upper grid.
3. Enter a Return Reason using the F4 look up for each return line.
4. Enter a Processing Type using the F4 look up for each return line.
5. Tick the Credit Original Delivery checkbox.
6. Add Notes, if required, in the Notes tab.
7. Press Ctrl+S or click to save the Sales Return.
8. Acknowledge any warning messages and click OK.
9. Click on .
10. Click the button in the Credit Note pane.
11. Click on Yes in the popup.
12. Click the button to refund the customer.
    Note: if the customer is on account then just click .
13. 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.

See Also

• Customer screen
• Sales Returns screen