To accept a partial return of items

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To accept a partial return of items

Use this procedure only if your transactions are unchangeable.

This process returns all account balances and item quantities to their previous levels.

The Sales window should be displayed.

Create a new item invoice by entering the customer's name and other information at the top of the window.

In the first line of the scrolling window, enter a negative number in the Ship field to indicate the quantity of items that were returned.

For example, if the original item invoice recorded the sale of 10 gadgets but the customer returned only five gadgets, enter -5 in the Ship field and the gadgets item number in the Item Number field. When you do this, the amount of the invoice will appear as a negative number in the Total Amount field.

Enter additional returned items on the other lines, if necessary.

Click Record. The total quantities of the items in inventory will change to reflect the negative numbers you entered in step 2.

You have several choices to settle the customer credit:

Apply the amount of the customer credit to the customer's outstanding sales balance. [To apply a customer credit (Receive Payments window)]

Return the amount of the customer credit to the customer. [To pay a refund, including credit card refunds (Sales Register)]

Apply the amount of the customer credit to the customer's credit card account. [To pay a refund, including credit card refunds (Sales Register)]