How to Handle Order Returns and Refunds

Overview

Returns bring sold goods back into stock, and refunds return money to the customer. Handling them here keeps both your stock and your accounts correct.

Steps

1. Open the order and start a return, selecting the items being returned.
2. Confirm the return to import the stock back into the warehouse and update the invoice.
3. Record a refund against the order for the returned value.
4. Check that the stock and invoice now reflect the return.

Tips

• Process the return before the refund so stock and money stay in step.