In the RO App, you can process a return or refund for a product or service from a customer by returning the items from the sale back to the warehouse or refunding the customer. To do this, follow these steps:
How to process a return from a sale?
Step 1. Open the sale for which you want to make a return.
Step 2. At the bottom, click the “Actions” button, and then click “Create return.”
Step 3. Specify the client and warehouse to which the products should be returned.
Important: to comply with international financial standards, you must specify the client when making a return.
Step 4. Specify the quantity of products to be returned and the cell (if you use Bin Locations). If the products are serialized, then you need to select the appropriate serial numbers and click the Save button.
Step 5. Click the Create button to create only a return. Click the Save and process refund button to create a return and process a refund to the client.
Step 6. If you selected “Save and create refund”, click “Create” in the refund window. After that, in the sales expense creation window, specify the responsible employee, select the payment form and the account from which the funds will be debited.
You can make a refund “Due to balance”, i.e. return the money to the client later.
Please note that to pay to balance, you must enable the corresponding right “Can make payments to client balance” in the employee role settings.
Step 7. If necessary, change the comment and click the “Create” button.
The created refund is displayed on the “Finance > Refunds” page, and the created return is displayed on the Inventory > Returns > Client returns page.