Handle a customer return

When a customer returns goods or cancels billed work, record a return against the original invoice, approve it, and issue a credit note for the returned value.

Intermediate4 steps~4 min

Before you start

An issued invoice to return against.

Start a return.

From Accounts Receivable, open Returns and choose "New". Pick the customer, the original invoice, and a reason.

Select the returned lines.

Tick the lines being returned and set the quantity for each. mujez caps it at what’s still returnable on the invoice.

Submit and approve the return.

Submit the return for review, then approve it. An approved return can be turned into a credit note.

Issue the credit note.

Issue a credit note from the approved return — optionally applying it to the original invoice straight away.