Customer return after invoicing
Fix a mistake
Situation
Goods were delivered and invoiced, then returned.
Recommendation
Create a return from the Invoice (or delivered Sales Order), then a Credit Note from the return.
Why
A return is capped at delivered/invoiced quantity not yet returned. The Credit Note from a return has a single creation path and copies the net unit price of the invoice line.
Steps
- Open /sales/returns/new and choose Invoice or Sales Order as source.
- Pick lines and quantities.
- Receive the goods.
- Create the Credit Note from the return.
Avoid
- Void the Invoice to handle a partial return.
Roles & permissions
Sales; storekeeper; AR accountant.