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, otherwise 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 Date – The date the products were returned.

Remarks – This field allows you to enter any extra remarks. The remarks here will be shown to the customer on a printed Credit Note document.

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

Tax – You may see one or more Tax fields depending on the Taxing Scheme set for this order. This shows 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. You can click this button to quickly set the Credit balance to zero when you have issued a refund to the customer.

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 be defaulted to the description from the order, but can be changed here.

Quantity – The quantity of the item being returned. This will be defaulted to the quantity in the invoice.

Discount – A discount, as a percentage, given to the customer on the price of this item. This will be defaulted to the discount given to the customer on the invoice, or the customer's default discount.

Tax – (This may be hidden, depending on your company settings.) The Product Tax Code for this item, determining 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. More information on Product Tax Codes.

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.

Auto Return

Clicking the Auto Return button has inFlow 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 Return and then remove the items not being returned.

Credit Note Document

You may wish to print out a Credit Note or convert it to a PDF to send to your customer to recognize that you will give them a refund or a credit off their next order.