How do I issue a refund for returned goods?

You can issue a refund for returned goods by:

Directly initiating a refund for an Invoice.
Creating a Credit Note.

Directly Initiating a Refund for an Invoice

Whenever your customer returns your goods, you don’t necessarily have to create a Credit Note and apply it to the invoices that are created in the future. You can also record a refund for the return of goods. In order to do that, kindly follow the below mentioned steps:

Go to Invoices in the left sidebar.
Select the invoice for which you would like to record a refund.
Click the Actions dropdown under Payments Received.
Select Refund.
Enter the amount and choose a payment mode.
Click Save to record the refund.

Creating a Credit Note

A refund for goods returned to you by the customer can be issued in the form of a Credit Note. You can create a credit note for the invoice you wish to refund and apply it to the invoices that are created in the future.

When a customer partially or fully returns the goods you’ve supplied to him,

Go to Invoices in the left sidebar.
Select the invoice for which you would like to record a refund.
Click the More icon and select Create Credit Note.
In the Items table, specify the exact quantity of items that has been returned.
Click Save.

You can apply this create note to the invoices that you create in the future. You can also refund the amount by clicking Refund at the top of the Credit Note’s Details page.

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