A sales return happens when a customer returns a product they previously purchased from a business.
To convert the Sales invoice to Sales return, please follow the below shared steps:
Step 1 : Go to Sales >> Invoices >> Enter the Invoice number in the search bar.
Step 2 : Click on three dots of the invoice for which you want to create Sales return.
Step 3 : Click on Convert option.
Step 4 : Click on Convert to Sales return.
Now, a page opens with the invoice details.
Step 5 : Update the quantity of the items returned.
Let’s say if the customer has purchase “A” product 5 quantity and “B” product 4 quantity. And has returned only 2 quantity of “A” product, then enter only 2 in the Qty column.
If the customer has not returned any quantity of “B” product, then delete the product from the sales return page.
Step 6 : Click on Save button, to save the document.
After saving, you can also View the Sales return document.
Note : The amount will not be automatically adjusted in the Sales invoice, you have to manually settle the amount.
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If the current sales invoice is unpaid, then you can settle the amount against the same invoice.
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If the current sales invoice is paid, then you can settle the amount against the future invoice.
Please check the below shared steps, to know how to settle the sales return amount against the Invoice.
Step 1 : To settle amount against invoice, please go to Sales >> Invoice >> Click on Record payment (Rupees symbol) option of the particular Invoice.
Step 2 : Check in the box Settle from Advance payment. The sales return amount will be shown.
Step 3 : Click on Update payment.
The amount will be settled as Credits.
