Customer Order and Payment: The customer placed an order in October 2023, and the payment was made in January 2024.
Product Return and Exchange: In July 2024, the customer returned a product valued at RM550. To replace this, the customer agreed to exchange it for another product valued at RM450, requesting a cash refund of the remaining RM100.
Credit Note Breakdown:
- Return of product: RM550
- Exchange for new product: RM450
- Balance to be refunded in cash: RM100
Required Actions in the System:
- Create a credit note for the returned product valued at RM550.
- Record the exchange for the new product valued at RM450.
- Process a cash refund of RM100 to the customer.
1. Go to Sales Invoices: Go to the "Sales Invoice" section
Select the Invoice to Edit: Click on the invoice you want to edit.
2. Create Credit Notes:
3. Create the first credit note for RM 450 due to goods return.
( Credit note must select the invoice items, otherwise, the goods return item will not be returned)
4. Create the second credit note for RM 100 due to a discount.
5. Return to the Invoice: Go back to the invoice you were editing.
Use a Credit Note: Click on "Use a Credit Note."
6 Select Credit Note: Choose the first credit note for RM 450 due to goods return to apply.
7. Create the second credit note for RM 100 due to a discount.
8. Create a Refund Transaction: Enter a negative RM 100 refund into this invoice and specify the refund date.
Save: Click "Save" to complete the process.
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