Returning a Sales Item

In the event that a customer has purchased a Sales (Non-hire) item but later decides to return it, HirePOS provides two methods to handle the return process efficiently.

1. Cancel the Invoice by selecting the "Cancelled" checkbox located in the top right corner of the page or in the "Other" tab.

2. Create a credit note through the "Sales > Sales" screen. Click on the dropdown arrow next to the "New invoice" button and choose "Credit note".

3. Add the item being returned to the credit note and adjust the line total to a negative value that reflects the original payment amount. For instance, if the customer paid $100 for the cancelled invoice, set the credit note value to -100.

4. Apply the credit note when necessary. Refer to the "Applying a credit note" help documentation for detailed instructions.

1. Adjust the "Each" value to zero and set the line total to zero. This action ensures that the stock levels remain unchanged and revert to their initial state. Consequently, the invoice will show as "Overpaid", indicating that a refund is required.

2. Click on the dropdown arrow next to the "Receive payment" button and select "Refund payment".

3. Process the refund for the amount that was originally paid by the customer.

By following these steps, you can effectively manage returns for Sales items in HirePOS, ensuring a smooth and accurate transaction process for both your business and customers.