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Returns & Credit Notes

Every sales return starts from the original invoice: pick it, say what came back, and the screen restocks the goods and issues the GST credit note. Open it from Sales → Returns & Credit Notes.

A return end to end: find the invoice, set the quantities, choose restock or write-off and the refund mode.

What you can do here​

  • Take a return — New Credit Note, find the invoice (by number, party, or phone — counter bills included), enter the quantity coming back per line, never more than what's still returnable.
  • Restock or write off — the Restock checkbox puts goods back on the shelf; untick it for damaged goods, recorded as a write-off instead of sellable stock.
  • Refund how it suits — Cash or UPI (both show as money out in the Day Book), Adjust against balance, or Replacement.
  • Settle and track — notes are Open until marked Settled; print or download the credit note PDF from its view.
Each note against its invoice — reasons and refund modes on the row.

Good to know​

  • Cancelled invoices can't be returned against.
  • A serial-tracked line returns whole or not at all — a partial return can't say which unit came back.
  • Deleting a credit note reverses its restock — for returns recorded in error.