FinanceHelp docs
Skip to the article

Raise a Return

Raise it against the original invoice and authorise it before the goods travel, so your warehouse knows what is coming and at what price it will be valued when it lands.

The Create Sales Return screen, headed: Returns start from a sales order. It explains that a return copies items, pricing and tax straight from a delivered order, then shows four numbered steps and a Browse sales orders button, with a note that only delivered orders with items not yet returned can start a return.
There is no blank return form. Start from the delivered order and the lines come with it.

Raise and authorise

  1. Open the original invoice

    Choose Return. This is what ties the returned units back to the price they were sold at.

  2. Choose the lines and quantities

    Only what is actually coming back. Quantities are capped at what was invoiced.

  3. Record the reason

    Damaged, wrong item, not needed, faulty. It drives whether the goods can be resold and it is worth reporting on.

  4. Authorise it

    Approval before goods travel, so your warehouse knows what to expect and can match it on arrival.

  5. Tell the customer how to send it

    The return document can be printed and included in the conversation, so the right reference travels with the goods.

What can be returned

Line typeReturnableNote
Stocked itemYesComes back into stock at a location you choose.
Non-stocked itemYesCredits value, moves no stock.
Service lineNoNothing physical to return. Raise a credit note instead.
One-off descriptionNoNo item behind it. Credit note.
Item marked not returnableNoSet per item. Override by crediting instead.

The is returnable flag is set per item and is per variant, not inherited from a parent product. A returnable size and a non-returnable size can sit under the same product.

Was this document helpful?