How do I handle a sales item returned for credit?
To give a credit for a returned item in Goldenseal accounting
software, follow
these steps:
- Choose Sales from the Income menu.
- Choose Find from the Edit menu.
- Enter the customer name, the original sale date, or any other details that will help to locate the
original sale.
- Click the Find button.
- Use the browser controls at upper
left to browse through records, until you locate
the original sale.
- Choose Duplicate Record from the Edit menu.
- Click on the Conditions popup field and choose Return.
- Hit the Enter key to save the return transaction.
To add a restocking charge for a simple sale with no breakdowns, follow these steps:
- Click in the amount field, and type in a smaller negative amount.
- Hit the Enter key to save the return transaction.
To add a restocking charge for a sale with an itemized breakdown, follow these steps:
- Click in the bottom row of the breakdown
table, and hit the Return key or Enter key
to add a row.
- Click in the Cost Area column and choose Unlisted Item.
- Type 'Restocking Charge' or some other explanation into the Cost Item column.
- Enter the charge into the Unit Cost column.
- Enter a quantity of -1 into the Quantity column.
- Hit the Enter key to save the return transaction.
To write a check for a returned item, follow these steps:
- Choose Checking
Transactions from the Bank menu, and choose an account from the submenu.
- Click the New button.
- Click on the Pay To popup field, and choose Customer.
- Enter the customer account into the Account field.
- Click on the Transaction Paid popup field, and choose Sales Refund.
- Click in the Transaction field and enter the sales transaction for the refund.
NOTE-- If the customer is billed, then the
return will automatically show up as a credit, the next time
you run sales
billing.
Click here to return to sales
topics.
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