Processing Returns & Refunds

This article will guide you through the process of processing a return and issuing a refund.

Step 1: Start by navigating to work orders.

Step 2: Locate your work order by typing it into the search bar or finding it in the grid.

Step 3: Open the work order and click on the Return product button on the right side.

Step 4: Enter the quantity returned and any comments.

Step 5: Select the employee receiving the return.

Step 6: Choose your warehouse.

Step 7: If a PO is available, it'll automatically display. Click Save.

Step 8: Navigate to payments to process a refund.

Step 9: Click on Add Customer Refund.

Step 10: Select the payment method for the return payment.

Step 11: Decide if you're syncing to QuickBooks, select the payment date, and the account for the refund.

Step 12: Enter the refund total and click Save.

Step 13: Return to the work order to clear the balance due on the account.

Step 14: Navigate to payments and add an adjustment.

Step 15: Select Customer Adjustment type which is refund or discount applied to invoice.

Step 16: Select who the adjustment is for and the adjustment amount which should be the total of the refund. Add any notes pertaining to the situation and click Save.

Step 17: Check that the balance has been cleared.