Returns credited at the price the customer paid
Raise the return against the original invoice, approve it and receive the goods back into the warehouse. Then decide what the customer gets: a refund, store credit or a replacement. A refund or store credit posts a credit note against that invoice.
- Returned, invoiced at 8.40
- 6 cartons
- Credit note, VAT included
- 57.96
- Paid on the invoice so far
- 30.00
- Refunded
- 30.00
Goes through · Credit note posted, and the 30.00 already paid refunded
How a return moves
Raise the return
Pick the invoice and the lines coming back. Each is credited at the price and discount it was invoiced at, with its condition noted.
Approve
The return is approved, or rejected, before anything comes back.
Receive
Receiving posts the goods into the return’s warehouse. Lines marked damaged or expired go to quarantine, and scrap goes to scrap.
Decide the outcome
Refund, store credit or replacement. Refund and store credit post the credit note; a refund also pays back what was paid on the invoice, up to the credit.
Details that matter
Priced from the invoice
A return against an invoice cannot be re-priced: it credits exactly what the customer was charged for those lines.
Damaged goods kept apart
Goods marked damaged or expired are received into quarantine, not back onto the shelf with good stock.
Replacement leaves the balance alone
Choosing a replacement completes the return with no credit note, so what the customer owes is unchanged.
Questions buyers ask
Does every return need an invoice?
No. A return can stand alone, but one raised against the invoice is credited at its prices and its credit note settles that invoice.
Where does a refund go?
Out of the bank account the customer paid into, by the same payment method, for no more than they had paid.
What if the customer has not paid yet?
Then nothing is paid back. The credit note alone reduces what they owe on the invoice.