How to return items from a POS invoice

Before you begin

Use an issued invoice with posted stock and remaining returnable quantities. Invoice-return permission is required; the shop may also require manager approval.

Submit a return

1. Open Orders, identify the original sale and choose Return.
2. Select the relevant invoice when the order has several invoices.
3. Enter only the quantities actually returned, within each line’s Returnable quantity. Select the original returned serials where required.
4. Enter the required Reason.
5. For a paid invoice, review Keep payment as customer credit or Refund returned amount. An unpaid invoice shows No payment return.
6. Select Submit Return and read whether it was posted or submitted for approval.

Expected result

A posted return records returned quantities, stock and the selected payment treatment. Refresh the invoice and return history. A pending approval is not a completed return or refund. Do not repeat the return because receipt printing failed, and do not return more than the remaining quantity.