How to Record a Sales Return?

Sales returns in Wafeq are recorded through Credit Notes, which are used to document the return of products or monetary amounts when a customer returns items or when a sale is canceled.

Return Scenarios

• Partial Return: When a single product from a set of products or part of the total quantity in an invoice is returned, which adjusts the amount owed by the customer on the linked invoice.

• Full Return: When all products on an invoice are returned and the sale is canceled, fully settling the invoice and removing the amount owed by the customer.

Steps to Record a Sales Return

1. Go to "Sales" From the main menu then choose "Credit Notes".

2. Click Create.

3. Enter the return details, including:

   • Customer name

   • Products or services being returned

   • Amount to be refunded

   • Reason for return (optional)

   • Return date

4. After entering all details, click "Save as Draft" or "Finalize".
   Note: For tracked products (items), recording a return automatically updates inventory and adds the returned quantity back to available stock.

    

5. Linking the Return to a Sales Invoice: If the return is associated with an invoice, go to the invoice list, open the desired invoice, click "Apply credit note", and complete the required details.

Note: The credit note (return) and the sales invoice must belong to the same customer for the "Apply credit note" option to appear.