Sales returns

Take goods back against an invoice — full or partial returns, what happens to stock and the customer's balance, the automatic credit note, and recording a cash refund.

A sale return records goods coming back from a customer against an issued invoice. In one step it puts the stock back, issues a credit note, and reduces what the customer owes.

Returns need the Manager role or above.

Process a return#

Open Invoices and find the original invoice.
Open the ⋯ menu on its row and choose Full or partial return.
The Return items — INV-… panel lists every line with bought N and, if some were returned before, already returned M. Each quantity starts at the maximum still returnable.
Set the quantity to return on each line. 0 = keep. For a full return leave the quantities as they are.
Confirm. You see Return SR-… created · credit note CN-… · ₹amount.

What a return does#

	Effect
Stock	The returned quantity is added back to each product variant, with a stock movement of reason RETURN.
Credit note	A credit note is issued automatically for the return value, numbered with the `CN-` prefix.
Customer balance	If the invoice has a customer, their ledger is debited by the return value — the amount they owe goes down.
Value	Each line's refund value is its share of the GST-inclusive line total — so a line discount is respected. Returning 2 of 4 pieces on a ₹4,000 line gives ₹2,000.

The original invoice is never edited; the return, credit note and ledger entry sit alongside it.

Partial and repeated returns#

You can return part of an invoice now and more later. The app tracks what has already come back, so each line can never be returned more than the quantity bought. When nothing is left, the menu option responds with Everything on this invoice has already been returned.

Refunds#

Returns appear in the Sale returns & refunds table under the invoices list, showing the return number, invoice, item count and value.

If you gave money back at the counter, click Record cash refund on the return. You see Refund of ₹amount recorded for SR-…. Each return can be refunded once, for its full value.

Rules#

Only issued invoices can be returned. Drafts and cancelled invoices cannot: Cannot return a DRAFT invoice.
Quantities are whole numbers from 1 up to what remains on each line.
An optional reason (up to 300 characters) is stored with the return; returns started from the invoices panel are recorded as Return from panel.

Error messages#

Message	Cause
Nothing left to return on this invoice	Every item has already been returned.
Return qty for item must be 1-N	The quantity is more than what remains.
Cannot return a CANCELLED invoice	Only issued invoices can be returned.
This return has already been refunded	The refund was recorded earlier.

Last updated 15/09/2026