Returns, exchanges and credit notes

Against a bill

Find the bill by its number, the customer or the date, tick the lines coming back, and choose: money back, or a credit note the customer spends on the next bill. The stock goes back to the shelf — or to the damaged pile, if that is where it belongs.

Without a bill

A walk-in return with no bill is allowed only to roles the shop permits, needs a reason, and is in the audit trail. The shop decides the three rules under Settings → Returns: how many days after the sale, whether money or only credit, and who may do it.

Exchanges

An exchange is a return and a new bill in one go. The returned value is set against the new bill first; the customer pays the difference, or takes the difference back as a credit note. Cash back on an exchange is a separate permission, with its own limit.

On the counter PC

Returns and credit notes work on the Windows counter app too, internet or not, and print on the same thermal slip.

What a credit note is, in the books

A credit note is money the shop owes the customer. It appears on the customer's statement, is spent by the next bill, and shows in the day end as the sale it undid — so the day's figures stay true.