Processing Returns & Refunds

This article will guide you through the process of issuing a customer refund from within a work order.

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.