In 'Settings/Users/Access management', enable the right : 'Display the Return/exchange button on closed sales'.

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1/ Proceed to the return

Locate the initial sale from which the product is returned.
Click on the 'Return/Exchange' button.
In front of each product, you will find an 'Exchange' button to generate a credit note.
If the product returned is tracked into inventory, it will be automatically returned into inventory.

The credit note has a single ID number (single use) and you can print it as a barcode. The credit note has the negative price of the product returned and the same tax rate.

You can:

• print the credit note and give it to your customer if he wants to use it for a future purchase,
• or use it immediately in one of your parked sales (with the drop-down 'Add it to the sale:').

Consult pending credit notes in 'Reports/Pending credit notes'.

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2/ Refund the item

Create a new sale (=refund sale).

Add the credit notes generated after the return:

• scan the credit note barcode or type the barcode digits in the 'Add a product field' of the sale,
• or from the initial sale, click on the 'Return/Exchange' button, locate the credit note and select your exchange sale to transfer the credit note.

The refund sale is negative. Validate the sale with the payment method used to refund your customer.