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You may allow your customers to return items from their orders, such as when the items are damaged. In this case, you may issue them a refund for the returned products. You can also track credits or refunds to be given to this customer.

The Return tab keeps track of the customer return information. It is accessible by clicking the button from the bottom of a Sales Order.

A red light is shown if the return table is empty. A yellow light is shown if a refund has not yet been issued and a green light is shown when the refund has been issued.

The return table can be modified once the order is marked as Fully Shipped.

Return Tab Columns

The main Return tab table has the following columns:

Item - The item name or item code for the product or service being returned.

Description - A text description of the product or service. This will default to the description from the order, but can be changed here. This can be hidden from within the Company Settings.

Quantity - The quantity of the item being returned. This will default to the quantity on the invoice.

Unit Price - The price charged per unit of the item.

Discount - A discount given to the customer on the item price, as a percentage. This will default to the discount given to the customer on the original invoice, or to the customer’s default discount. You can also enter a fixed-amount per-unit discount by typing in the discount as a currency figure (e.g. $5).

Tax - This may be hidden, depending on your company settings. The Product Tax Code for this item determines if it is taxed in a special way, e.g. tax exempt. This is defaulted to the Product Tax Code in the invoice or the product information for this product. Company Settings.

Sub-Total - The total cost of this item for the quantity given and after applying discounts, but before applying taxes or freight. This is calculated based on the Unit Price, Quantity and Discount, and cannot be modified.

Return Tab Columns

The Return tab footer has the following options:

Return Date - The date the products were returned.

Remarks - This field allows you to enter any extra remarks which can be issued to the customer on a printed Credit Note.

Sub-Total - The subtotal at the bottom of the return table shows the base amount to be refunded to the customer before taxes, freight and other adjustments.

Tax - You may see one or more Tax fields depending on the Taxing Scheme set for this order. This shows the amount of tax refunded to the customer. You may change the amount of tax charged here, but if the return information is later changed, the tax will be automatically recalculated.

Freight - The amount of freight or other surcharges to be refunded to the customer. If you do not refund freight charges, then leave this blank.

Total - The total to be refunded before restocking fees.

Fee - A restocking fee to be charged to the customer for the return. This will be deducted from the amount to be refunded.

Refunded - The amount that you have already refunded to the customer.

Credit - The remaining amount of money that you should refund to the customer or be given as credit.

Refund in Full - This button sets the Refunded amount to match the Total minus the restocking fee. Click this button to quickly set the Credit balance to zero when you have issued a refund.

Auto Fill - Clicking the Auto Fill button prompts inFlow to automatically suggest a customer return. This will suggest that the customer returns all products for the entire invoiced order. You may choose to use Auto Fill and then remove the items not being returned.