Sale returns

This is the pair of a purchase return. Purchase return is stock going back to your vendor. Sale return is stock coming back from your customer.

The old name in some software is credit note. InvUltra shows Sale Returns. The document number you already printed does not change.

Create one

1. Open the original invoice and choose Sale Return, or open Sale Returns and start from that invoice.
2. Enter the quantities coming back. You cannot return more than was sold and not already returned.
3. Choose the settlement.

• Refund — you pay the customer back. Record the refund payments so they equal the total. Stock returns. This return cannot be cancelled later, because the money already moved.
• Account credit — you do not hand cash back. The customer uses the amount on a later bill. Stock still returns.

1. Issue it. Issuing needs a consistent stock check, so stay online to cancel later.

After it is issued

• Print A4 or 80mm. The heading is SALE RETURN.
• Email it the same way as an invoice.
• A refunded return cannot be cancelled. Fix a mistake with a new invoice or a new return, not by deleting the refund.
• An account-credit return can be cancelled while you are online. Stock and the credit reverse.

Using the leftover credit is the next article.

Next: Use a sale return on the next bill.