Step 1: Find the item you want to return within the work order.
Step 2: Click on the Return product button.
Step 3: Determine the quantity you're returning.
Step 4: Select the employee who's issuing the return.
Step 5: Choose a location type for the return.
Step 6: If you're returning to a vendor, select the vendor.
Step 7: Include restocking fees and freight if necessary.
Step 8: For our purposes, take the return into your inventory.
Step 9: Decide if this return will affect the profit, then hit Save.
Step 10: Once returned, the item will appear on the line item.
Step 11: Add the return to the invoice.
Step 12: Go to the invoice side. The return should now appear on both the invoice and the work order, reflecting a balance due back to the customer.
Step 13: Click on Payments and add a customer return.
Step 14: Click on the Return payment button.
Step 15: Choose your payment method and enter any reference numbers if needed.
Step 16: Select QuickBooks Sync if you want to sync to QuickBooks.
Step 17: Select your account name.
Step 18: Enter the refund amount, then hit Save.
Step 19: Go back into the invoice to confirm. Your balance should now be zero, indicating that you've issued a refund and noted the return.
Why Is the Return Icon Missing?
If you don't see the return icon on a work order line item, one of the following is the cause:
The line item was manually entered. The return icon only appears on items linked to a product in the Floorzap catalog — either inventory or non-inventory products. Manually typed line items have no catalog connection, so the return function is not available for them.
The invoice or work order is locked. A locked record hides action icons including the return icon. Check the lock status first and unlock if appropriate before attempting a return.
Manually entered items: If a customer needs to process a return on a line item that was entered manually, the standard return flow won't work. Contact Floorzap support for guidance on alternative resolution options.