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How-to scenarios

Sale with a sales return

View as Markdown

Take back a piece the customer bought earlier and adjust its value against a new bill.

Key features

  • Take back a piece inside a new bill
  • Customer pays only the difference

Steps

Example: Kavitha from Erode returns a ring worth ₹12,000 and buys new earrings worth ₹18,500.

1

Make the new bill

Create the sales bill and add the earrings. See Sales bill.

2

Add the return

In the Sales Return block, click Create New. Pick the ring she is returning.

3

Check Net Receivable

The returned value is adjusted. Net Receivable is about ₹18,500 − ₹12,000 = ₹6,500.

4

Collect and save

Add a receipt for the balance and click Save.

A returned tagged piece stays Returned until its tag is reopened. See Tags and Sales return and adjustment notes.

Sales return and notes

Open the Sales return and notes page

Sales bill

Open the Sales bill page