Creating a Refund Receipt

In case there are any returns for goods that have been invoiced, it is necessary to account for them by converting the entire invoice or some of its items into a refund receipt/invoice.

• Please note that the refund receipt must have an original sales invoice and a refund receipt cannot be created from scratch.

Creating a Refund Receipt

1.  Click on “Sales” from the main menu.
2. Click on “Manage Invoices”. 
3. View the invoice from which you want to return items from the client.
4. Click on the “Create Refund Receipt” button.
5. The system will display the refund invoice screen with a table filled with data from the original invoice.
   • If you don’t need to return all items from the invoice:
     
     • leave only the items you want to return in the invoice table.
     • Click on the “-“ mark on the right side of each item you do not wish to include in the return process.
6. Click on the “Save & Print” or “Save & Send” button to confirm the return process on the invoice.

• The system will display the word “Refunded” on the original invoice in the “Manage Invoices“ page, and you can review the refund receipts in the account from the “Refund Receipts” menu under “Sales”.