Manage invoices and returns

Use Invoices to review billed goods, payments and stock state. Open an invoice to see Total, Paid, Balance due, Stock, item lines and payment history. Open order links to its order; Print opens its document. A planned cheque is not the same as a payment already applied.

Check stock and cancellation

If Post stock is available, review the invoice and confirmation before posting. Check the resulting stock state and any error. A visible invoice alone does not prove that stock has been posted.

Cancel invoice is available only when allowed. The current workflow refuses cancellation of an invoice with payments: use Return / Refund where appropriate. Read the cancellation confirmation before proceeding; Not now closes it.

Take goods back

Returns require invoice-update access and an eligible invoice with posted stock. The goods must still have a returnable quantity.

1. Open Return / Refund on the invoice.
2. Enter Return qty for the items received back, no more than Can return. Enter at least one positive quantity and identify returned serials when requested.
3. For a paid invoice choose Keep as customer credit or Refund the money according to the actual arrangement. Credit keeps the returned paid value as customer advance. For an unpaid invoice, the screen explains that only stock and invoice value change.
4. Enter a clear Reason (up to 2,000 characters), check all lines and select Save return.
5. Review the return record, invoice totals and customer credit/payment result.

The action records the return and its financial treatment in the system. If money is being refunded, also follow your business’s actual cash or bank repayment process; a saved record is not confirmation of an external bank transfer. The system rejects returns larger than the remaining quantities or with an invalid payment strategy.

Undo an incorrect return

This action is restricted to the business owner. Select Undo a return, choose Return to undo, enter Why it is being undone, and confirm. Only a posted, unreversed return can be undone. Enough returned stock must still be available, and financial or serial checks can also block reversal.

After success, review stock and invoice balances. The original return remains in history marked reversed. Do not enter another sale merely to hide a mistaken return.