How to approve a sale return in Quikpair

Decide on a return someone raised, and pay the customer back.

Steps

1. Open Sale Returns and tap the return.
2. Check what is coming back against the original invoice, and read the reason.

   

   • 1 Approve

3. The Amount Summary shows the goods value returned, the tax, and the cash refund owed after anything written off.
4. Tap Approve Return to accept it, or Reject Return to turn it down.

   

   • 1 Approve
   • 2 Reject

5. On an approved return, tap Process Refund and pay the customer back — amount, method and the account it comes out of.
6. The same button reads View Refunds once the refund has gone out, and lists what was paid back — so a part-refunded return is obvious.
7. Process Refund opens a Refund Payment box: the amount, the method, and the account it leaves.

Good to know

• Stock goes back in only once the return is approved, so a rejected return leaves your figures untouched.
• If the original invoice was never paid in full, the return is set against the balance and the cash refund owed is what is left over.
• Approving and rejecting can be limited by permission, so counter staff can raise a return without deciding on it.
• A return moves Pending → Approved → Refunded, or Pending → Rejected. Those are the statuses the returns list filters by.
• Written off (due cancelled) on the summary means the customer never paid for those goods, so nothing is handed back — the debt is cancelled instead.