Negative Invoice Return

Return for Credit/Refund

Create an invoice in the usual manner, using the product ID of the goods to be returned. When you reach the quantity field, enter in the number being returned as a negative (-1).

Do this for all items being returned and then complete process on the invoice, choosing the payment method of how you will be refunding the customer's money. If you are crediting their charge card, select credit card; if you are refunding cash, select cash. Regardless of how the customer originally paid, you want to process this invoice how you are giving the customer their money back. This will ensure that your end of day reports balance.

When using quick scan, be sure to type the -1 (or whatever quantity is being returned) BEFORE you scan the item. If you are set to auto advance, you will have to set the negative quantities through edit mode.

Negative invoices can be process for both customer and non-customer sales; however, if you wish to give the customer a store credit (rather than refunding their money), you must have a customer selected.

Exchange

Exchanges can also be handled from the invoice screen. Start an invoice. Enter all items being returned with negative quantities, including any items they are exchanging. Then enter the items the customer is taking with them, what they exchanged for, as positive quantities. Sales tax and any difference in price is automatically calculated for you. If the invoice total is positive, the customer owes you money; if it is negative, the customer has a refund due.