Customer Returns / RMA
When a customer sends goods back, a Customer Return reverses both the stock movement (goods come back into inventory) and the financials (a credit note against the original invoice).
Start a return
Go to Sales → Customer Returns → New Return and reference the original sales order, delivery order, or invoice.
Select returned lines
Choose which line items and quantities are being returned; the return inherits their unit price and tax rate from the source document so the reversal amount matches exactly.
Receive the goods
Confirm the return. Stock is received back into the warehouse (typically into a quarantine or returns location for inspection, depending on your workflow) and on-hand quantity increases.
Close the financial loop
Raise a credit note in Finance against the original invoice. The credit note reduces the customer’s outstanding balance; it does not automatically issue a cash refund — that is a separate payment/refund action in Finance if money actually needs to move.
A return reverses stock immediately on confirmation. The financial side is a deliberate second step — raising the credit note — so that Finance always has a documented, auditable reversal instead of an automatic balance adjustment with no paper trail.