Sales Returned for Credit

How do I handle a sales item returned for credit?

To give a credit for a returned item, follow these steps:

1. Choose Sales from the Income menu.
2. Choose Find from the Edit menu.
3. Enter the customer name, the original sale date, or any other details that will help to locate the original sale.
4. Click the Find button.
5. Use the browser controls at upper left to locate the original sale.
6. Choose Duplicate Record from the Edit menu.
7. Click on the Conditions popup field and choose Return.
8. Hit the Enter key to save the return transaction.

To add a restocking charge for a simple sale with no breakdowns, follow these steps:

1. Click in the amount field, and type in a smaller negative amount.
2. Hit the Enter key to save the return transaction.

To add a restocking charge for a sale with an itemized breakdown, follow these steps:

1. Click in the bottom row of the breakdown table, and hit the Return key (Mac) or middle Enter key (Windows) to add a row.
2. Click in the Cost Area column and choose Unlisted Item.
3. Type 'Restocking Charge' or some other explanation into the Cost Item column.
4. Enter the charge into the Unit Cost column.
5. Enter a quantity of -1 into the Quantity column.
6. Hit the Enter key to save the return transaction.

To write a check for a returned item, follow these steps:

1. Choose Checking Transactions from the Bank menu, and choose an account from the submenu.
2. Click the New button.
3. Click on the Pay To popup field, and choose Customer.
4. Enter the customer account into the Account field.
5. Click on the Transaction Paid popup field, and choose Sales Refund.
6. Click in the Transaction field and enter the sales transaction for the refund.

Click here to return to sales topics.

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