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How to Handle a Customer Return

Process a sale return, restore stock, and refund the customer.

Goal: Returned products back in stock and customer refund recorded.
Sales Sale Return
Key conceptReturns are created from an existing sale — not standalone. Stock and refunds are handled in separate steps.
Phase 1 · Locate the original sale
  1. Sales → List Sales. Find the sale to return.
  2. Open sale detail (Sidebar → Sales → List Sales → sale detail).
Phase 2 · Create sale return
Where: Sidebar → Sales → List Sales → create return or Sales Return list
  1. From sale detail, initiate Create Return.
  2. Select products and quantities being returned.
  3. Submit sale return. Stock is restored to warehouse.
More detail → Sales
Phase 3 · Process refund payment
  1. Open the sale return from Sales Return list.
  2. Click Add Payment to record refund to customer.
  3. Enter refund amount and method. Submit.
Verify success
  • Stock quantity increased for returned products
  • Return payment recorded
  • Customer balance updated if applicable