Clarification of the steps to return a specific product from a sales invoice, with the ability to handle any refund amounts, in addition to special notes about deleting line items.
Return Steps:
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Go to the Sales Invoice that contains the product you want to return.
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Click on View next to the invoice.
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Scroll down to the bottom of the page and click the Return Invoice option.
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On the return screen, select the product you want to return.
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Delete the products you do not want to return.
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Save the credit note after selecting the product to be returned.
To Refund the Customer (if applicable):
- After creating the credit note, click on Refund Against Credit Note.
- Enter the desired refund amount and complete the process.
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If there is no refund, allocate the credit note to the returned sales invoice so the credit note is linked to the invoice through the allocation icon next to the credit note.
Additional Notes:
- You must confirm that the correct product is selected before saving the credit note.
- Any errors in the return process may impact your financial reports.
Video demonstrating how to return invoices:
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