Returned products affect both AR and Inventory. Customers can only return items that are defined as returnable (set up in Manage Products).
Returning items on invoices is the quickest and most common way to return items. However, you may return items on loadout tickets if a customer is taking various items while returning others and will be billed or credited at a later date. In order to balance the customer’s account, the return on the loadout ticket still needs to be recorded on an invoice by either adding the items to an invoice or by importing the items into an invoice.
Loadout tickets and invoices can either have only returns on them or they can have a combination of returns and purchases on them (i.e., a customer is returning items while purchasing other items).
What you'll find:
Related White Papers and Examples