After a customer returns product, you will create a return. After creating the return order, you can create a return invoice. This process posts the credit to the customer's ledger and prints a credit memo.
- Go to Sales > Invoicing > Invoicing.
- In the Customer box, type or search for the customer.
- Click Search.
- Select the check box beside the sales order that you just created.
- Click Print.
A confirmation window prompts you to post the amounts to Accounts Receivable. To complete the posting and adjust the Customer Ledger, click Yes. Inventory for returned products will adjust automatically based on your Return To selection.
The Invoice Preview tab opens, displaying all invoices for the customer.
See also
- How to view customer invoice and payment history
- Create a return order