Return a Sale
Return a Sale
Overview
This guide will help you record an authorized return against a completed sale.
Muhasib records the return and may update stock, customer balance, tax, revenue, cost, and payments according to settings.
Who can do this
You need access to Sale Return plus customer, item, location, batch/serial, payment, and override permissions as needed.
Before you start
Locate the original invoice and confirm return quantities, condition, destination location, refund or credit method, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Sale Return.
Return a Sale
Step 1: Start Sale Return and select the original sale when supported
Step 2: Confirm customer and original document details
Step 3: Select only the returned lines and quantities
Step 4: Confirm price, discount, tax, location, batch, serial, and return reason
Step 5: Select the authorized refund or customer-credit treatment
Step 6: Review totals and confirm once
Step 7: Print or retain the return document
Check your work
Compare and Confirm the return with the original invoice, returned stock, customer ledger, refund/credit, tax, and accounting entries.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Never enter more than the allowed quantity without approved override.
- Check for an existing return before retrying.