Separated Client Returns and Refunds

You can now process client product returns and refunds in orders and sales as separate actions. This gives you more flexibility and helps you build workflows that match your company policy – for example, when you accept a returned product first, investigate the issue, and only then decide whether to exchange it or issue a refund.

In general, the key difference is that Return puts products back into stock, while Refund returns money to the customer.

In sales and closed orders, the Actions menu now includes two separate options:

This allows you to choose the right action for each situation. For example, you can issue an instant refund for services, or process a product return first when physical items are involved.

If you choose Process return, you’ll need to:

At the same time, you can still issue a refund together with the return, if needed. The choice is entirely up to you and your workflow.

All product returns from clients are now available on a new page: Inventory > Returns > Client returns. Here, you can view the full history of returns from all orders and sales in one place.

Also, note that Purchase returns haven’t gone anywhere you can now find them under: Inventory > Returns > Purchase returns.

We’ve also updated the Finance > Refunds. You can now create new refunds directly from this page. Simply select the order or sale you want to issue a refund for – there’s no need to open the order or sale itself.

If required, you can also create a product return while issuing a refund, this works the same way as when you start from a return.

Since returns affect products and inventory, and refunds affect finances, we’ve also separated employee permissions.

You can now control separately who can:

For step-by-step instructions, check out these guides:

If you have any questions, suggestions, or feedback about this update, feel free to contact us via Support chat.