Create Sales Return

The Create Sales Return screen is designed to process returns efficiently by linking them to existing sale invoices. This ensures that only items actually sold can be returned, and at the correct price.

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The process begins by selecting the original sale invoice. Use the Sale Invoice searchable dropdown to find the transaction by invoice number, customer name, or amount.

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Once an invoice is selected, the Invoice Items table populates with all products from that sale:

Specify the quantity to return for each item. The system validates this against the Allowed quantity to prevent returning more units than were sold.

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The right panel handles the refund payout. You must specify which cash or bank account the refund is being issued from.

• Account Selection — Choose the source account (e.g., Hamna Arif (BANK_ACCOUNT)).
• Refund Amount — Enter the amount to be refunded. Use Fill Remaining (Alt+R) to match the return total.
• Add Payment — Record the refund line.

[!IMPORTANT] For walk-in customers, the system requires a full refund to be processed immediately to balance the transaction.

• Standard Refund: Processing a full cash refund for a customer returning an unopened item with their original receipt.
• Partial Return: A customer returning only one defective item out of a bulk purchase invoice of ten items.

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The summary card at the bottom right tracks the return totals in real-time:

• Items Returning — Total count of items being processed.
• Return Total — Aggregated value of the returned items.
• Total Refunded — Sum of refund payments recorded.
• Balance — The remaining amount to be refunded.

Click the Create Return button (Ctrl+S) to finalize. The inventory levels for the returned products will be automatically incremented (restocked), and the return record will appear in the Sales Returns list.