If a client/ customer returned an item and took another item in exchange for that. How to record it?

[Jia]

Scenario 1: You can directly convert the sales invoice into Sales return/Credit note.

Please follow the article linked below to concert sales invoice to sales return.

How to convert Sales Invoice to Sales return on web?

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. [image] Step 2 : Click on three dots of the invoice for which you want to create Sales return. Step 3 : Click on Convert option. [image] Step 4 : Click on Convert to Sales return. [image] Now, a page opens with the invoice d…

Scenario 2: You can create a sales return/credit note document.

How to create a Sales Return/Credit note in web?

To create a Sales Return/Credit note in web, please follow below mentioned steps: Step 1: Sales return/Credit note, please go to Sales >> Credit Notes >> Click on +Create Sales return/Credit note. [image] Step 2: Enter the necessary details >> Save. [image]

After creating a sales return/credit note, you can proceed with creating a new sales invoice for the new item.