Step by step
- Open Sales > Sales Return List.
- Open Filter Options and choose the Customer, Payment Status, From Date, To Date or Created By, then press Filter. A search looks through all dates.
- Each row shows the Voucher No, the Parent Sale invoice, the Customer, Payment Status, Total Qty, Net Total Amount, Return Discount, Return Tax, Total Returned Amount, Paid and Due.
- Click Action on a row. View shows the return with its payments and a Print button; Edit changes it; Delete removes it.
- The last row shows the totals of the filtered returns.
- Excel, Pdf and Print export the list. New (F3) opens Add Sales Return.
Good to know
- A return cannot be deleted while a payment was made against it.
- Paid is the money paid back to the customer; Due is the part not paid back, which stays in the balance of the customer.
- Click the Parent Sale invoice to open the sale the goods came from.
- Edit and Delete are shown only for the returns of your own shop and need their permissions.