Returns & Credit Notes
Use this flow when sold goods come back. The return is a CRM/Sales event; stock and the ledger follow ERP reversal rules (not a status-only cancel).
Apps involved: Sales · Inventory · Finance · Accounting
Authorise the return
Tie the return to the original invoice (and lots/serials if tracked).
Receive into warehouse
Quantities return to stock; they must not exceed what was invoiced/delivered.
Issue the credit note
AR decreases and revenue/tax reverse in line with how the original invoice posted. This is the sales-side counterpart of vendor returns.
Cross-app hand-offs
| From | To | When |
|---|---|---|
| Return confirmed | Stock | Goods back |
| Credit note posted | AR + revenue reverse | Credit issued |