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

**URL:** <https://community.getswipe.in/t/if-a-client-customer-returned-an-item-and-took-another-item-in-exchange-for-that-how-to-record-it/3514>\
**Category:** General\
**Created:** [June 20, 2025, 10:46am UTC](https://community.getswipe.in/t/if-a-client-customer-returned-an-item-and-took-another-item-in-exchange-for-that-how-to-record-it/3514 "2025-06-20T10:46:13Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Jia](https://avatars.discourse-cdn.com/v4/letter/j/bbce88/32.png) [@Jia](https://community.getswipe.in/u/Jia)\
**Post date:** [June 20, 2025, 10:46am UTC](https://community.getswipe.in/t/if-a-client-customer-returned-an-item-and-took-another-item-in-exchange-for-that-how-to-record-it/3514/1 "2025-06-20T10:46:13Z")

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**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?](https://community.getswipe.in/t/how-to-convert-sales-invoice-to-sales-return-on-web/1250):
>
> 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 d…

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

> [@How to create a Sales Return/Credit note in web?](https://community.getswipe.in/t/how-to-create-a-sales-return-credit-note-in-web/506):
>
> 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. Step 2: Enter the necessary details \>\> Save.

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