Step by step
- Open Sales > Sales Return Report.
- Choose the shop (only for users who see all shops), Customer, Payment Status (Paid, Partial or Due), From Date and To Date, then press Filter.
- Each line shows Date, Voucher No, Parent Sale, the shop, Customer, Payment Status, Total Qty, Net Total Amount, Return Discount, Return Tax, Total Returned Amount, Paid and Due.
- Click a Voucher No to open the return, or a Parent Sale to open the sale it came from.
- The Total row adds up the quantity and the amounts of every return that matches the filters.
- Print prints the whole report of the filters. Excel and Pdf export the rows shown on the screen.
Good to know
- Paid is the money given back to the customer. Due is the part not paid back; it stays in the balance of the customer.
- Payment Status Paid lists the returns fully paid back, Partial those partly paid back and Due those with nothing paid back.
- A return made without a sale invoice has an empty Parent Sale.
- A search in the search box looks through all dates. Print needs both From Date and To Date.
- Needs the permission Sales Return Report.